Your first week

What to do first, in the order that makes the rest of Orin make sense.

Updated Getting started

Nobody learns a practice management system by touring it. This is the order that gets you useful fastest, and each step is a real thing you will do again tomorrow.

  1. Secure your account

    Add two-factor authentication in Security. Two minutes, once.

  2. Look at your plate

    Open My Workspace. Everything assigned to you, across every client, is here. Start with the Late tile if it is not zero.

  3. Move a task on

    Open a task you worked on today and set its status. Doing it once now is worth reading three pages about it later.

  4. Connect your mailbox

    So client correspondence sits beside the work. See Inbox.

  5. Find one client

    Open Clients and look at a record end to end: its services, its tasks, its documents. That one record explains the shape of everything else.

Set your own landing page. The star beside a page title pins it, so Orin opens where you actually start your day.

What can wait

Reports, Settings and Billing can all wait until somebody asks you for something. They are for questions you do not have yet.

Common questions

My workspace is empty. Nothing has been assigned to you yet. That is normal in a first week; ask whoever manages your work to put a task on you so you can see the shape of one.

Finding your way aroundThe sidebar, the top bar, and the controls that follow you across every screen.My WorkspaceYour board, your week and your calendar, on one screen.

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