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How can we help?

Guides for everything in Ona — from your first patient record to your first paid claim.

Getting started

Set up your workspace, team, services, and payments.

  • Setting up your workspace
  • Inviting your team & roles
  • Setting up services

4 articles

Scheduling & visits

Calendars, booking, visits, and telehealth.

  • Setting up your calendar & availability
  • Booking an appointment (staff-side)
  • Creating a consultation / starting a visit

5 articles

Patients & communication

Records, forms, messaging, and the patient's own experience.

  • Creating a patient record
  • The patient experience: self-setup, portal, and self-service
  • Building intake questionnaires

7 articles

Charting & notes

Templates, note signing, and chart configuration.

  • Choosing which charting sections appear
  • Building a note template
  • Reviewing and signing an AI-drafted note

4 articles

AI tools

Ambient Scribe, AI Receptionist, Ona Assistant, and Spotlight.

  • Ambient Scribe: recording a visit
  • Setting up the AI Receptionist
  • Ona Assistant

4 articles

Billing, insurance & claims

From invoice to clearinghouse to payment.

  • Invoices and patient payments
  • How claims move through Ona
  • Setting up insurance

8 articles

Prescriptions, labs & inventory

E-prescribing, labs, supplements, and stock.

  • E-prescribing with DoseSpot
  • Labs and supplements
  • Managing inventory

3 articles

Practice management

Leads, tasks, reports, permissions, and running the org.

  • Managing leads
  • Using tasks
  • Reading reports

6 articles

TroubleshootingSymptom-first fixes for the most common blockers.
New to Ona?

From empty workspace to first paid visit.

Getting started guides
01Set up your workspace
02Invite your team
03Create your services
04Connect Stripe
05Open your calendar
06Run your first visit
07Sign your first note
08Get paid
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Can’t find what you’re looking for?

Book a demo and we’ll walk you through it live — or email contact@ona.health and a human will help.