1) SaaS onboarding
- Create account with preferred subdomain (availability checked at signup)
- Verify email to activate login
- Assign user types (doctor/staff) and roles (normal/admin)
- Start documentation from your customer URL: subdomain.pairxcare.com
2) Extension onboarding
- Install the generic PairXCare extension
- In SaaS, generate one-time “Connect extension” code
- Paste code in extension popup to bind extension session to your customer tenant
- Use side panel or extension app tab with same workflow/features as SaaS
Recommended clinic rollout
Start with a small pilot team, standardize how reports are reviewed before attachment, then expand to full service lines once internal documentation standards are stable.
- Define who can generate and finalize reports (role policy)
- Create a local checklist for coding and compliance verification
- Audit sample encounters weekly during first month
- Decide with clinical leadership when to enable optional WIfI-style and Saint Elian–style modules per tenant, and document how teams should cite them in notes
Core workflow capabilities
Capture bridge, review/approve view, SINBAD worksheet, billing-summary support, and print/PDF reports are available across SaaS and extension deliveries. AI output is treated as assistant context only and must be clinician-validated.
Launch workspace