Welcome to Cognix Health! This guide will walk you through the process of setting up your Practice Owner account and getting started with our platform.
Initial Setup Process
When your practice decides to partner with Cognix Health, our team will guide you through a streamlined onboarding process:
Organization Creation
- Our admin team will create your organization in the system
- Configure initial organization settings based on your practice needs
- Set up your practice for secure access
Owner Account Invitation
- You'll receive an email invitation to create your Practice Owner account
- The email will contain a secure link valid for 24 hours
- Click the link to set up your account credentials
Setting Up Your Account
When you receive the invitation email, follow these steps:
Click the invitation link in your email
Create your password
- Must be at least 6 characters
- Include uppercase and lowercase letters
- Include at least one number
- Include at least one special character
Complete your profile
- Add your personal information
- Upload a profile picture (optional)
- Set your preferences
First-Time Login
After setting up your account:
- Navigate to https://www.cognixhealth.com
- Enter your email and password
- Complete the initial setup wizard to configure your practice settings
Initial Practice Configuration
As a Practice Owner, you'll have access to:
Organization Settings
- Practice information
- Branding customization
- Service configuration
- Insurance settings
User Management
- Invite additional staff members
- Set up roles and permissions
- Configure access levels
Service Setup
- Define available services
- Set up billing rates
- Configure scheduling rules
Next Steps
Once your account is set up, you can:
- Complete your practice profile
- Invite more staff members
- Invite clients
- Configure client details and preferences
- Set up appointments
- Create Sessions and collect real-time data
- Check eligibility manually or automate it
- Review and approve auto-generated Claims before submitting to insurance
- Track and manage claims status
- Generate reports and analytics
Review Our Policies
Before using Cognix Health, please review our policies:
Terms of Service - Our terms and conditions of use
Privacy Policy - How we handle and protect your data
Cookie Policy - Information about our use of cookies
Understanding these policies is essential for using our platform securely and effectively. They outline your rights, responsibilities, and how we protect your practice's data.
For additional assistance:
- Contact our support team at [email protected]
- Schedule a training session with our onboarding specialist
- Access our comprehensive documentation for detailed guides
Our team is here to ensure a smooth transition to Cognix Health. If you have any questions during the setup process, don't hesitate to reach out to your dedicated account manager.