Admin: Quickstart Checklist
Essential first‑steps guide for administrators to configure and launch Aeon at your clinic.
Checklist
| ✅ | What (Click Link to see steps) | Description |
| 1. | Ensure your Browser is up to date | Your browser is how you use Aeon so it's important to use an up-to-date version. |
| 2. | Log in to Slack and check out the features | As part of the Aeon Early Access Program, you will have access to Slack - where you can chat instantly with Aeon staff! |
| 3. | Learn how to contact Aeon Support | As you learn the program, you may have questions. We're here to help! |
| 4. | Accept your Aeon Invite | You will receive an email inviting you to the Aeon account. You will set up your password. |
| 5. | Set up Mickey and Minnie Test Profiles | Aeon has detailed training for practitioners and staff. To complete this, test profiles for Mickey and Minnie need to be created by one individual at your clinic. |
| 6. | Set the Clinic Information | In Aeon, go to Settings > General > Edit and enter the clinic's contact information. |
| 7. | Set up the SR Fax Integration | In order to have your SR faxes sent directly to Aeon, you can add this information at Settings > Integrations. We suggest testing after you set it up. New faxes will arrive in Inbox > New. Click here to learn more about the Inbox. |
| 8. | Create Facilities & Practitioners | Practitioners in your clinic will create referrals for Consultations. These Consultations are linked to the external facility and the consulting practitioner. These should be created in advance where possible to make the Consultation process as quick as possible. |
| 9. | Set up local Pharmacies | Using Aeon, practitioners can send Prescriptions to the patient's Preferred Pharmacy. It would be quicker if local pharmacies were populated in Aeon in advance so that they could quickly be linked to patients. |
| 10. | Create Contacts | Outside of Patients and Specialists, Contacts that your clinic deals with can be created in Aeon. We'd suggest exporting your contacts from the current program, removing duplicates and expired, then creating them by navigating to Resources > Contacts. |
| 11. | Learn Aeon | We'd suggest checking out the Staff Training to learn how to use Aeon features. |
🎉Congrats! You've set your new Aeon account up for success! Reach out to Aeon Support with any questions.