Administrator guide
Set up your clinic
Configure organization identity, team access, and the working conventions your clinic will use.
6 min readGetting started
Configure the organization
- 1Open Settings from the sidebar.
- 2If Finish clinic setup appears, complete MFA and locations first (see Finish clinic setup).
- 3Confirm the organization name and upload a recognizable logo (organization-wide branding).
- 4Review organization status, billing information, and seat usage under Settings.
- 5If you operate more than one site, open Settings → Locations and add each site (default access mode: assigned).
- 6Record the organization ID when support asks for it; do not use it as a patient identifier.
Agree on operating conventions
- Use consistent template names that identify the clinical purpose, not a specific patient.
- Decide who may create templates, assign plans, and acknowledge alerts.
- Document how clinical changes are reviewed outside PeptIQ when your policy requires a formal medical-record entry.
- Treat cost values as planning assumptions and define who maintains purchase prices.
- Decide which staff are location-scoped versus organization-wide (floating providers or shared nursing).
Complete a launch check
- 1Complete Security → MFA if your organization requires verification.
- 2Confirm locations under Settings and leave assigned access mode unless policy requires otherwise.
- 3Invite one internal test user with a non-admin role (or use bulk CSV import), choosing the correct location scope.
- 4Create a test template and review dose, schedule, reconstitution, and patient instructions.
- 5Run the patient invitation and consent flow with an approved test account.
- 6Confirm that each role can see only the expected areas before onboarding real patients.