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Ruana’s Guide

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Welcome to the Ruana Setup Guides

These guides walk you step by step through setting up your clinic in Ruana — from basic account settings to advanced documentation workflows. Each step builds on the previous one, so we strongly recommend completing them in order.

▶️ Watch First: Full Ruana Setup Tutorial (Start Here)

Complete 35-minute step-by-step clinic setup walkthrough — from account settings to advanced SOAP notes.

Tip: Click a chapter to jump to that exact moment inside the player (stays on this page).
Best way to use this guide section
Start with Step 1 and follow the steps one by one. This ensures your clinic, team, services, forms, products, packages, booking page, and documentation workflows are set up correctly.

You can always use the left sidebar to jump to any step or help topic.

Setup steps

  1. Step 1: Set up your clinic & account settings
    Business profile, clinic info, system preferences.
  2. Step 2: Set up office locations
    Addresses, contact details, and working hours.
  3. Step 3: Add team members, roles & departments
    Invite staff, assign permissions, and set up signatures.
  4. Step 4: Create services
    Appointment types, departments, and service settings.
  5. Step 5: Add products
    Retail items, in-clinic sales, and product management.
  6. Step 6: Add packages
    Visit packs, expiration rules, and service-specific fees.
  7. Step 7: Set up your online booking page
    Public booking page, links, rules, and layout.
  8. Step 8: Create digital forms
    Patient intake forms, practitioner forms, templates, and consents.
  9. Step 9: Advanced SOAP Notes & Automatic Notes
    One-click SOAP note buttons for faster documentation.
  10. Step 10: Add & manage Insurance Codes
    Save diagnostic and billing codes and favorite commonly used codes for faster billing.
  11. Step 11: Invoice Builder Customization
    Customize what appears on receipts, invoices, and superbills (document templates).

Tip: If you ever get stuck, return here or use the left sidebar to jump to any guide.