Getting Started
Signup, clinic setup, your first clinical note, and inviting your team.
How do I record my first clinical note?
Record your first clinical note with EpikDoc Pro in under five minutes — open a patient, dictate the visit, review the structured fields, and save it to the patient timeline.
Updated 2026-05-26
How do I sign up for EpikDoc Pro and verify my account?
Sign up for EpikDoc Pro in two minutes: enter your name, mobile and email, set a password or use Google, then verify your mobile via OTP and click the email link.
Updated 2026-05-26
How do I set up my clinic in EpikDoc Pro?
Set up your clinic in 30 seconds: enter the clinic name, pick the address via Google Maps autocomplete (or type manually), invite team members optionally, and tap Go to Dashboard.
Updated 2026-05-26
How do I invite doctors and front-desk staff to my clinic?
Invite team members from Settings → Team & Roles. Enter their email, pick the role (Admin, Doctor, or Staff), and tap Send invite. They get a signup link tied to your clinic.
Updated 2026-05-26
How do I set consultation timings and fees?
Configure consultation timings and fees once in Settings → Clinic. Timings drive the calendar; fees auto-fill on every new invoice. Both update across the app instantly.
Updated 2026-05-26
What do the dashboard tiles mean?
The EpikDoc Pro dashboard shows six KPI tiles — patients, doctors, today’s appointments, weekly clinical notes, X-rays analysed, and monthly revenue — plus recent notes and upcoming appointments.
Updated 2026-05-26
How do I install the EpikDoc Pro mobile app?
Install EpikDoc Pro on iOS from the App Store or on Android from the Play Store, sign in with the same account, and your patients, notes and appointments sync across both devices.
Updated 2026-05-26
What do the practice Insights show me?
The Insights tab in Reports turns your consultations, notes, and invoices into practice intelligence — volume, conversion, case mix, note quality, and outcomes.
Updated 2026-06-13
How do I earn the AI Essentials certificate?
Complete a Clinical Note, an X-Ray IQ analysis and a Consultation Summary on your clinic, then claim the AI Essentials certificate — a free, verifiable PDF.
Updated 2026-07-16