Admin: Quickstart Checklist

✅	What	Description
	Accept your Aeon Invite	You will receive an email inviting you to the Aeon account. You will set up your password.
	Set up Multi Factor Authentication	Set up an authenticator to be able to securely access your clinic's Aeon account.
	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.
	Set the Clinic Information	In Aeon, go to Settings > Clinic and enter the clinic's contact information.
	Set up the Fax Information	In order to have your 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.
	Set up your eForms	Speak to Aeon Support for assistance.
	Create Specialists	Practitioners will create referrals for Consultations. Collect the Facilities and Specialists and enter them in Aeon at Consults > Facilities and Consults > Practitioners.
	Create Contacts	Outside of Patients and Specialists, Contacts that your clinic deals with can be created within the Contacts tab. We'd suggest exporting your contacts from the current program, removing duplicates and expired, then creating them within Aeon.
	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.

Your clinic is new to Aeon and as the admin for the Clinic's Aeon account, you will set up and prepare information so that the account is configured for the clinic's Practitioners and Staff.