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Set Up

This section covers the initial setup process for your Medplum system, including how to add practitioners and import existing data through the Medplum App.


Adding Practitioners (via Medplum App)​

Setting up practitioners is one of the first steps in configuring your Medplum system and will need to be completed using the Medplum App (app.medplum.com). Practitioners represent healthcare providers, clinicians, and other staff members who will be using the system.

Prerequisites​

  • Administrative access to the Medplum App
  • Practitioner information including names, credentials, and contact details
  • Valid email addresses for each practitioner (required for system access)

How to Add Practitioners​

  1. Access the Project Users Page
    • Log into the Medplum App with your administrator credentials
    • Select "Project" from the left navigation menu
    • Then, select the "Users" tab
  2. Add & Invite a New Practitioner
    • On the Users page, click the "Invite New User" link at the bottom of the page
    • Choose "Practitioner" for this user's Role and add the other required information
    • If applicable, choose an Access Policy and/or check if you'd like for this user to be an "Admin" or "Project Scoped" (only added to this project)
    • Check "Send email" if you'd like to send an automated email invite to this practitioner (recommended)
    • Click the "Invite" button to add and invite this practitioner


Importing Data (via Medplum App)​

The data import feature allows you to transfer existing patient records, medical histories, and other healthcare data from previous systems into Medplum.

Supported Data Types​

  • Patient demographics and contact information
  • Medical histories and clinical notes
  • Medication lists and prescriptions
  • Lab results and diagnostic reports
  • Insurance and billing information
  • Appointment schedules and provider assignments

How to Import Data​

See Importing Sample Data for details about formatting and batch-uploading data.