Getting Started with Echo-Health.ai: A Step-by-Step Guide
Echo-Health.ai helps clinicians reduce time on notes, improve patient engagement, and streamline their workflow. This guide outlines key setup steps.
🩺 Getting Started with Echo-Health.ai: A Step-by-Step Guide
Echo-Health.ai is built to help clinicians reduce documentation time, improve patient understanding, and streamline clinic workflows. This guide will walk you through the key steps to get up and running smoothly.
✅ Step 1: Create Your Echo-Health.ai Account
Setting up your account only takes a few minutes.
Whether you’re a sole practitioner or part of a multi-provider clinic, we’ll guide you through registration and initial configuration.
⚙️ Step 2: Configure Clinic Settings
Make sure your location, integrations, and patient experience preferences match how your clinic works.
Includes tips on setting up SMS reminders, health literacy levels, and custom templates.
🎙 Step 3: Connect Your Microphone
Echo-Health.ai listens during or after your consult, so microphone setup is important.
We recommend using a wired or high-quality USB microphone for clarity and accuracy.
📋 Step 4: Navigate the Interface
Take a short tour of the main features: notes, prompts, templates, patient summaries, and SMS reminders.
Everything you need is accessible from one workspace.
👩⚕️ Step 5: Get Support with Setup
Prefer a guided experience? We can assist with uploading your templates, configuring workflows, and aligning Echo-Health.ai with your practice style.
Setup support is available for both trial and full users.
🔐 Bonus: Understand Consent and Compliance
Before you begin recording consultations, you must obtain explicit patient consent.
Echo-Health.ai is compliant with privacy regulations in Australia and New Zealand, and we never store audio after transcription.
💬 Want More Help?
Our support team is here to assist. If you're unsure where to begin or want advice on best practices, reach out any time.