Quick Start Setup Wizard

The Quick Start Setup Wizard helps you configure KiviCare EHR quickly and efficiently after installation.
It guides administrators through the essential setup steps required to make the system fully operational.

This wizard is designed to reduce initial configuration time and apply best-practice default settings, allowing you to start using KiviCare with confidence.

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When to Use the Setup Wizard

Use the Quick Start Setup Wizard if:

• You are setting up KiviCare EHR for the first time
• You want a guided and structured configuration process
• You prefer recommended default settings
• You want to launch the system quickly with minimal manual setup

Advanced settings can be customized later from the KiviCare admin panel.

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Accessing the Setup Wizard

The Setup Wizard can be accessed in the following ways:

• Automatically, after activating the KiviCare plugin
• From the WordPress Dashboard → KiviCare → Setup Wizard

The wizard displays a step-by-step form that collects the required information and completes the core system configuration.

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Wizard Configuration Steps

The Quick Start Setup Wizard includes the following steps:

Step 1: Getting Started

This is the introductory screen of the setup process.
It explains the setup flow and highlights the information you should prepare in advance.

This step is informational and helps you understand the configuration process before proceeding.

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Step 2: Enter Clinic Details

In this step, you provide essential clinic information, including:

• Clinic name
• Clinic address
• Contact phone number
• Other basic clinic details

Complete all required fields and click Next to continue.

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Step 3: Clinic Administrator

This step allows you to create the primary Clinic Administrator account.

You will be asked to enter the administrator’s details, such as:

• Full name
• Email address
• Username
• Password

Once completed, click Save or Finish to apply the settings.

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Completion

After submitting the clinic and administrator details:

• The setup wizard completes successfully
• Core system defaults are configured
• You are redirected to the KiviCare dashboard

Your clinic is now ready to use, and you can begin managing users, appointments, and patient records.

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Best Practice Tips

To ensure a smooth setup:

• Use valid contact information for clinic details
• Verify the administrator email is correct
• Complete all mandatory fields before moving to the next step

Warning: Incorrect information at this stage can cause issues during clinic operations.

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Post-Wizard Configuration

After completing the Quick Start Setup Wizard, you can continue with:

• Adding doctors and staff members
• Creating services and appointment types
• Configuring email and notification settings
• Setting up patient portals and booking widgets

These steps are explained in detail in the following documentation sections.

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Frequently Asked Questions (FAQ)

Q1) Is the Setup Wizard mandatory?

Yes. The Quick Start Setup Wizard is mandatory.
KiviCare EHR will not function correctly until the wizard is completed. Core modules such as clinic configuration, administrator setup, and essential system settings depend on this process.

Q2) Can I edit the setup data later?

Yes. All information entered during the setup wizard, including clinic details and administrator information, can be updated later from the KiviCare admin settings.

Q3) Does re-running the Setup Wizard override existing data?

No. Re-running the setup wizard does not automatically overwrite existing data or configurations. Changes are applied only when you explicitly update and save the settings.