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Getting Started with 4Geeks Health: Setup & Configuration¶

Overview¶

4Geeks Health is an all-in-one, cloud-based healthcare platform that optimizes workflows for hospitals, clinics, and healthcare facilities. From patient records to billing and inventory, our unified platform eliminates inefficiencies and enhances care quality.

In this tutorial, you will:

• Create your 4Geeks Health account
• Configure your healthcare facility
• Set up user roles and permissions
• Import initial patient data
• Navigate the core modules

Prerequisites¶

• A 4Geeks Health subscription (book a demo)
• Administrator access to your healthcare facility’s systems
• List of staff members who need access
• Basic understanding of healthcare workflows

Step 1: Create Your Account¶

1. Contact 4Geeks sales at 4geeks.io/en/contact to start your subscription
2. Choose your plan:
3. Standard ($99/user/month) — Up to 15 active users
4. Premium ($139/user/month) — Unlimited active users
5. Receive your admin credentials via email
6. Log in to your 4Geeks Health dashboard

Step 2: Configure Your Facility¶

Basic Information¶

1. Go to Settings → Facility Configuration
2. Enter your facility details:
3. Facility Name: Official name of your hospital/clinic
4. Address: Physical location(s)
5. Contact Information: Phone, email, website
6. License Number: Healthcare operating license
7. Tax ID: For billing and compliance

Departments and Services¶

1. Navigate to Settings → Departments
2. Create departments relevant to your facility:
3. General Medicine
4. Pediatrics
5. Cardiology
6. Emergency
7. Laboratory
8. Radiology
9. Pharmacy
10. For each department, assign:
11. Department head
12. Operating hours
13. Available services

Step 3: Set Up User Roles and Permissions¶

Role Types¶

Creating Users¶

1. Go to Settings → User Management
2. Click “Add User”
3. Fill in user details:
4. Full name
5. Email address
6. Role
7. Department
8. License/certification number (for practitioners)
9. Set permissions based on role
10. Send invitation email

Security Note: All users must enable two-factor authentication (2FA) for HIPAA compliance.

Step 4: Configure Clinical Settings¶

Medical Coding¶

1. Go to Settings → Medical Coding
2. Enable coding standards:
3. ICD-10: International Classification of Diseases
4. CPT: Current Procedural Terminology
5. Configure auto-suggestions for common diagnoses and procedures

Appointment Settings¶

1. Go to Settings → Appointments
2. Configure:
3. Default appointment duration (e.g., 15, 30, 60 minutes)
4. Buffer time between appointments
5. Working hours per department
6. Holiday schedule
7. Automated reminder settings (SMS, email)

Prescription Settings¶

1. Go to Settings → e-Prescribing
2. Configure:
3. Default pharmacy partnerships
4. Drug interaction checking
5. Formulary management
6. Prescription templates

Step 5: Import Initial Data¶

Patient Data Import¶

1. Go to Patients → Import
2. Download the CSV template
3. Fill in patient data:
4. Name, date of birth, gender
5. Contact information
6. Insurance details
7. Emergency contacts
8. Medical history (if available)
9. Upload the completed CSV
10. Review import results and resolve any errors

Staff Data Import¶

1. Go to Settings → User Management → Import
2. Use the staff CSV template
3. Upload and verify

Inventory Import (if applicable)¶

1. Go to Inventory → Import
2. Upload medication and supply catalog
3. Set initial stock levels and reorder points

Step 6: Explore the Dashboard¶

After configuration, your dashboard shows:

Core Modules Overview¶

Patient Management (EHR/EMR)¶

• Complete electronic health records
• Medical history, diagnoses, treatment plans
• ICD-10 and CPT coding support

Appointment Scheduling¶

• Intuitive calendar management
• Automated reminders
• Online booking (via Patient Portal)

Clinical Care¶

• Consultations and progress notes
• Vital signs tracking
• Clinical procedures
• Rehabilitation and physiotherapy

Billing & RCM¶

• Claims processing
• Patient billing
• Coding assistance
• Financial performance tracking

Laboratory (LIS)¶

• Lab test ordering
• Sample management
• Results reporting

Inventory Management¶

• Medication tracking
• Purchase orders
• Stock level monitoring

Patient Portal¶

• Online appointment booking
• Medical record access
• Provider communication

Best Practices¶

Data Security¶

• Enable 2FA for all users
• Define access controls based on role
• Regularly review audit logs
• Back up data according to your retention policy

Workflow Optimization¶

• Use templates for common consultations and procedures
• Set up automated reminders to reduce no-shows
• Configure alert thresholds for critical lab values
• Train staff on keyboard shortcuts for faster data entry

Compliance¶

• Ensure all staff complete HIPAA training
• Regularly audit access logs for unauthorized access
• Maintain data retention policies per local regulations
• Keep coding standards up to date

What’s Next?¶

• Learn about Managing Patient Records (EHR/EMR)
• Explore Automating Billing & Revenue Cycle Management
• Set up the Patient Portal for Self-Service Access
• Configure Lab Systems Integration (LIS)

Need Help?¶

• Documentation: docs.4geeks.io/en/health
• Support: Available through the platform
• Book a Demo: 4geeks.io/en/contact

Still questions? Ask the community.