Your first week on EnWella — a checklist
A focused, day-by-day path from blank workspace to seeing your first patient on EnWella.
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Use this if you are setting up a brand-new practice or migrating from another EHR. Each item is opinionated — skip the ones that obviously do not apply.
Day 1 — the bones
Set your practice name, logo, address, and tax ID under Establishment → Clinic details. Add your locations. Pick your timezone (this drives appointment math everywhere).
Day 2 — your team
Invite providers and staff under Establishment → Role access. Pick the right base role (Doctor / Clinical staff / Non-clinical staff) — granular permissions can be tuned later but the base role is hard to change.
Day 3 — schedules and templates
Each provider sets their availability under Calendar. Add visit templates (intake 60-min, follow-up 30-min, telehealth 20-min). Templates are reusable across providers.
Day 4 — note templates and forms
Build your first note template under Establishment → Visit templates. Add intake forms patients will fill before their first visit.
Day 5 — billing readiness
Connect your clearinghouse, add your fee schedule, and run a $0 test claim. The Billing → Settings page has a guided flow.
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Keep reading
Invite your team and assign roles
How to invite providers and staff, what each role can do, and how to grant time-limited access.
Submit your first claim, end-to-end
From visit close to ERA posting — every step in order with the gotchas called out.
Build a note template
How to build a reusable note template with smart fields and signature blocks.