Getting started

We set you up, with you

Start with a conversation about your practice. We guide your setup and your first reviewed consult.

Onboarding

What we set up together

Your clinic’s requirements

We review consent and the data-processing agreement (DPA) with you. The DPA is under legal review; applicable documents must be put in place with your own counsel before real patient data.

Your providers and team

We set up your clinicians and team members in Clinic Settings, including their roles and provider assignments.

Eva’s voice

We configure Clinic Persona around your practice’s tone and identity. Clinical Voice provides a separate setting for clinical-note wording.

A guided first consult

We guide your team through the recording and review workflow using the features available in the current beta.

Before recording

What you’ll need

  • A reasonably quiet room.
  • A laptop or desktop with a current browser. We check your recording setup during onboarding.
  • Confirm patient consent using the checkbox before recording.

Your first reviewed consult

After processing, Eva drafts a clinical note and Patient Assessment. Your team reviews the assessment; your clinician reviews and finalizes the note. Your team then generates and reviews a Team Brief for the front desk and manually copies the reviewed note into the PMS.

Case building, treatment plans, the pipeline and attention queues are built and in testing. Treatment-completion workflows remain in development, outside the current beta.

See how Eva works

Setup starts with a conversation

Tell us about your practice and we'll discuss the next steps.