Скачать или смотреть Ruana Full Setup Tutorial Practice Setup for Wellness Professionals

Welcome to Ruana.
In this complete step-by-step tutorial, we walk you through everything you need to set up your clinic and start booking patients quickly and correctly.

This full onboarding guide is designed for:
• Chiropractors
• Massage therapists
• Mental health practitioners
• Osteopaths
• Wellness clinics

In this video, you'll learn how to:
✔ Set up your Business Profile and Account Settings
✔ Add your clinic location(s)
✔ Add team members
✔ Create services, products, memberships, and packages
✔ Configure online booking
✔ Create digital intake forms
✔ Set up SOAP notes and automatic notes
✔ Activate reminders and appointment settings

By the end of this video, your clinic will be fully operational and ready to accept bookings.

0:00 Welcome to Ruana (intro)
0:16 Where to start: Settings page overview
0:57 Setup roadmap (Business Profile → Team → Offerings → Booking → Forms → SOAP → Codes → Documents)
1:46 Step 1: Business Profile (Account Settings)
2:29 Add addresses (legal / additional / billing)
2:42 Add phone, email, and social links
2:56 Enable procedure/diagnostic/billing codes (optional)
3:10 Language, currency, time format, and “Next patient number”
4:03 Add office locations + set office hours
4:59 Set practitioner schedule, breaks, time off, and appointment slot length
6:38 Step 2: Team (create team members)
6:45 Add a team member (roles, department, location, email/login)
8:09 Team member profile overview (info, schedule, services, notifications, billing settings)
10:14 Step 3: Offerings (Services, Products, Memberships, Packages)
10:28 Create services (dept, description, location, provider, duration, price)
12:58 Create products (inventory, thresholds, locations)
13:51 Create memberships (billing cycle, cancellation window, visits, service rules)
15:49 Create packages (packs, pricing, expiration, usage tracking)
16:49 Step 4: Online Booking page setup
17:07 Appointment Requests (for request-based practices)
17:43 Booking link + where to place it (website/buttons/social)
18:59 URL Builder (provider/service/location-specific links)
19:40 Booking settings (same-day booking, cancellations/reschedules, restrictions)
20:24 Booking page layout settings (logo, contact, map, timezone, pricing, duration, custom message)
21:01 Step 5: Digital Forms (patient intake + practitioner forms)
21:19 Create patient intake forms from templates
22:24 Assign forms to services (important)
23:14 Required fields, editing questions, and form building tools
25:19 Consent forms (checkbox or signature)
26:09 Create practitioner forms (SOAP/progress notes)
29:14 Advanced SOAP Notes (Automatic Notes) overview
30:03 Create Automatic Notes buttons (S/O/A/P, folders, colors, output text)
31:13 Using Automatic Notes during charting (live example)
32:52 Diagnostic/Billing codes + Favorites
34:11 Document Builder (invoices/receipts/superbills) + customization

Ruana is practice management software designed to elevate every client experience and help your practice grow with intelligent automation, powerful documentation tools, and seamless booking.

Need detailed written guides?
Visit our Setup Guides here:
👉 https://getruana.com/guides/

Ready to get started?
👉 https://getruana.com