Your first week on EnWella — a checklist
A focused, day-by-day path from blank workspace to seeing your first patient on EnWella.
- Updated
- Updated
- Reading time
- 7 min read
- Tags
- onboardingsetup
Use this if you are setting up a brand-new practice or migrating from another EHR. Each item is opinionated — skip the ones that obviously do not apply.
Day 1 — the bones
Set your practice name, logo, address, and tax ID under Establishment → Clinic details. Add your locations. Pick your timezone — this drives appointment math, reminder scheduling, claim filing windows, and report grouping. Get this wrong on day 1 and you'll spend day 30 untangling slots that fired at the wrong hour.
Day 2 — your team
Invite providers and staff under Establishment → Role access. Pick the right base role (Doctor / Clinical staff / Non-clinical staff) — granular permissions can be tuned later but the base role is hard to change. The invite is good for 14 days; the user activates with Google SSO or a magic link, no password to forget.
Day 3 — schedules and templates
Each provider sets their availability under Calendar. Add visit templates (intake 60-min, follow-up 30-min, telehealth 20-min). Templates are reusable across providers.
Day 4 — note templates and forms
Build your first note template under Establishment → Visit templates. Add intake forms patients will fill before their first visit.
Day 5 — billing readiness
Day 1 - The bones
Practice details · Locations · Timezone
Day 2 - Your team
Provider invites · Staff roles
Day 3 - Schedules
Availability · Visit templates
Day 4 - Notes & forms
Note templates · Intake forms
Day 5 - Billing readiness
Clearinghouse · Fee schedule · Test claim
Connect your clearinghouse, add your fee schedule, and run a $0 test claim. The Billing → Settings page has a guided flow. The week-checklist on the dashboard shows you where you are — every practice we onboard finishes Day 1 the day they sign up, then settles into the rest across one work-week.
Keep reading
Invite your team and assign roles
How to invite providers and staff, what each role can do, and how to grant time-limited access.
Submit your first claim, end-to-end
From visit close to ERA posting — every step in order with the gotchas called out.
Build a note template
How to build a reusable note template with smart fields and signature blocks.