Getting Started

Welcome to Florence Health! This guide will walk you through the process of signing up and applying for early access to our platform.

Overview

Florence Health is currently in early access. We’re working with select primary care practices to shape the future of community health management. Here’s how to get started:

Step 1: Create Your Account

1. Visit the Florence Health app (or localhost:3000  for local development)
2. Click on Sign In in the top navigation
3. Choose your preferred authentication method:
   • Sign in with Google
   • Sign in with Microsoft
   • Sign in with Email (magic link)

Setting Up Your Organization

After signing in for the first time, you’ll be prompted to:

1. Enter your organization name - This is typically your practice or clinic name
2. Confirm your information - Make sure your email is correct as we’ll use this to contact you

Step 2: Join the Waitlist

Once you’ve created your account, you’ll be directed to the waitlist page. Here’s what to do:

1. Fill out the waitlist form with the following information:

   • Practice Name - Your clinic or practice name
   • Contact Email - Where we can reach you (pre-filled from your account)
   • Phone Number - For quick updates about your access
   • Practice Size - Help us understand your needs
   • Tell us about your practice - Share what challenges you’re facing and what you’re hoping to achieve with Florence Health

2. Click Join Waitlist to submit your application

What Happens Next?

After you submit your waitlist application:

• Email Confirmation - You’ll receive an email confirming we’ve received your application
• Review Process - Our team will review your application (typically within 2-3 business days)
• Access Granted - If approved, we’ll send you an email notification and enable access to your account
• Onboarding - Once access is granted, you can sign back in and start exploring the platform

Need Help?

While on the waitlist, you can:

• Check your application status - Sign in anytime to see your waitlist status
• Update your information - Use the form to update your details if anything changes
• Contact us - Reach out if you have questions about your application

Step 3: Access Granted

Once your organization has been approved:

1. Sign in again at the Florence Health app
2. You’ll automatically be redirected to your organization’s dashboard
3. Start exploring the features and setting up your practice

Step 4: Set Up Appointments

Once you have access, the first thing you’ll want to do is set up your scheduling system:

Create Your First Schedule

1. Navigate to Appointments from your dashboard
2. Click Create Schedule
3. Fill in the details:
   • Practitioner: Select yourself or a team member
   • Schedule Name: e.g., “Dr. Smith - General Practice”
   • Working Hours: Define when you’re available
     • Choose days of the week (e.g., Monday through Friday)
     • Set start and end times (e.g., 9:00 AM - 5:00 PM)
     • Add breaks if needed (e.g., lunch 12:00-1:00 PM)
4. Click Create

The system automatically generates available time slots based on your working hours.

Book Your First Appointment

1. In the calendar view, drag your mouse across time slots to select the appointment duration
2. The booking dialog opens automatically
3. Fill in:
   • Patient: Choose from your patient list
   • Reason for visit: Brief description (optional but recommended)
   • Notes: Any additional information
4. Click Book Appointment

Your appointment appears immediately in the calendar!

Learn More

Ready to explore all the scheduling features? Check out the complete Appointments Documentation →

Questions? Feel free to reach out to our team. We’re here to help make your onboarding as smooth as possible.