Learn SignalEHR in 19 minutes A guided path from your first sign-in to AI notes, billing, your team and Amelia. Each video is under a minute and a half. Watch a step, then do it yourself.
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I am the Everything Owner Clinician Front desk
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Level 1 · Getting started4:22 in all
1.1 Welcome to SignalEHR 1:03 Owner A quick tour of where things are, before you do anything. 1.2 Create your account and sign in 0:43 Owner Sign up with your work email and a one-time code: no password, no card. 1.3 Set up your practice with Amelia 1:24 Owner Finish setup in about two minutes by answering Amelia's five short questions. 1.4 Your profile and practice details 1:12 Owner Get your name, credentials and letterhead right before your first note. 0/4
Level 2 · Your calendar and your first client2:56 in all
2.1 Set your weekly hours 0:38 Owner Set the weekly hours clients can book, per day and per format. 2.2 Add your first client 0:30 Owner Add a client with a name and an email, and open their record. 2.3 Book the first appointment 0:40 Owner Book an appointment for your client in your clinic's time zone. 2.4 Let clients book online 1:08 Owner Turn on public booking and share your booking link, QR code or website embed. 0/3
Level 3 · The client record1:47 in all
3.1 Inside a client's record 0:52 Clinician Find your way around a client's record: contact details, insurance, care and sessions. 3.2 Intake and consent forms 0:31 Clinician Send your client their intake and consent forms before the first session. 3.3 Add a couple 0:24 Clinician Add a couple so both partners can be booked together. 0/3
Level 4 · Sessions and AI notes2:14 in all
4.1 Run a session from a recording 0:46 Clinician Upload a session recording and get the transcript, signals and report. 4.2 Review the AI note 1:09 Clinician Read, edit and sign the AI-assisted note; the signed note is locked. 4.3 Find past sessions 0:19 Clinician Find any past session under Sessions or on the client's record. 0/3
Level 5 · Getting paid1:54 in all
5.1 Services and fees 0:29 Owner Check your services, with their length and fee. 5.2 Invoice and record a payment 0:44 Owner Create a draft invoice, send it, and record a cash or cheque payment. 5.3 Superbills, PDFs and card payments 0:41 Owner Download superbills, invoice PDFs and monthly statements, and see how card payments are connected. 0/3
Level 6 · Your team1:35 in all
6.1 Add a colleague 0:43 Owner Add a practitioner or a front desk colleague, and choose their role. 6.2 What the front desk sees 0:28 Front desk The receptionist's menu: Calendar, Arrivals, Clients and Waitlist. 6.3 The team calendar 0:24 Owner See your whole team's week, coverage and the best weeks to take off. 0/3
Level 7 · Amelia, your assistant1:37 in all
7.1 Teach Amelia your practice 0:46 Owner Check what Amelia knows about your practice, then test her. 7.2 What Amelia may do on her own 0:32 Owner Decide which actions Amelia does automatically and which wait for your approval. 7.3 Amelia's conversations 0:19 Owner Read Amelia's conversations with your clients, and the ones she escalated. 0/3
Level 8 · Measures and reports1:32 in all
8.1 Record an outcome measure 0:38 Clinician Record a PHQ-9 or another measure, and see its severity band. 8.2 Practice analytics 0:26 Owner See your practice health score, how much Amelia handled, and model a change before you make it. 8.3 Business intelligence 0:28 Owner Look at revenue, sessions and what's billed, collected and still owed. 0/3
Level 9 · Groups and families1:21 in all
9.1 Create a therapy group 0:28 Clinician Create a therapy group and get it ready for members. 9.2 Create a family case 0:22 Clinician Create a family case with its family type and therapy model. 9.3 Inside a family case 0:31 Clinician Work through a family case: stages, members, safety screening, consent and the pre-session card. Progress is saved in this browser only. Reset progress
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