Staff: 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 your eForms (if not completed by your clinic's Admin - only one individual needs to complete this)	Speak to Aeon Support for assistance.
	Create Specialists (if not completed by your clinic's Admin - only one individual needs to complete this)	Practitioners will create referrals for Consultations. Collect the Facilities and Specialists and enter them in Aeon at Consults > Facilities and Consults > Practitioners.
	Create Contacts (if not completed by your clinic's Admin - only one individual needs to complete this)	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	Complete the Staff Training to learn how to use Aeon features.
	Create Patient Profiles	Each patient will require a Patient Profile set up for them.

🎉Congrats! You're set up for success! Reach out to Aeon Support with any questions.

You and your clinic are new to Aeon. Here are the steps to get you set up for success as a staff member.