Quick Start Guide

From Zero to First Case in 10 Minutes

Follow these 7 steps in order. Each step takes 1-2 minutes. By the end, your entire team will be aligned, your documents will be branded, and you will be ready to present your first implant case.

0 of 7 steps complete0%
Total time: ~10 minutes
7 action steps

Enter your practice details once — they auto-populate across every handout, consent form, script, and marketing template in the platform.

A

Go to the Print Center

Navigate to the Print Center page from the sidebar. Enter your practice name, doctor name, address, phone, email, and website.

Go to module
B

Save your profile

Click 'Save Practice Info' — this data is stored in your browser and will pre-fill every document you generate.

C

Verify your branding

Preview any document to confirm your practice information appears correctly in the header and footer.

Pro Tip

Your practice info is saved locally in your browser for privacy. If you use multiple computers, you will need to enter it on each device.

After this step

Every document, handout, and form is now branded with YOUR practice identity.

Built with care by Dr. Tom Bilski — Co-director, Midwest Implant Institute