Your complete set up checklist

Welcome! Get started with this set-up checklist complete with how-to guides, for total ease of onboarding.

☑️ Start by consolidating information on existing clients. Panacea’s support team will meet with you 1:1 to help organize information for transfer to the new system & walk through the transition plan.

☑️ Add your care team. Ensure your team has access as needed for client information.

☑️ Import your clients' information. Panacea can support in bulk uploading all client information to get you started quickly!

☑️ Set up billing rates and connect invoicing accounts. Get ready to easily track and collect payments

☑️ Add company templates. You can build your assessment, form, or note templates for quick, easy access.

☑️ Go live with Panacea! 🎉

Download your personal checklist

Copy and print the checklist here. To make sure you are hitting your goals, you can assign owners and due dates for each action.

Click on 'Make a copy' to create your own personalized checklist!

Click on Click on 'File' > 'Print' to print the checklist!