> ## Documentation Index
> Fetch the complete documentation index at: https://docs.healos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup checklist

> From Start Setup to the first live call. A practice can be live in one sitting.

<Steps>
  <Step title="Start setup">
    **Front Office → AI Frontdesk → Start Setup**.
  </Step>

  <Step title="Let the AI draft your setup">
    On "Let the AI study your practice", enter **Practice name**, **Specialty**, **Main phone number**, and your **Practice website** if you have one. HealOS drafts the greeting, hours, call types, and FAQs from it. Or choose **Skip and fill in manually**.
  </Step>

  <Step title="Review the three chapters">
    **Identity** (who the AI is), **Operations** (what it does), **Growth** (optional). Click any line to change it, or **Advanced edit** for the full form.
  </Step>

  <Step title="Fill the required fields">
    Only three things block go-live: practice name, main phone, and **BAA signed?** Everything else has sensible defaults you can change later.
  </Step>

  <Step title="Set office hours and after-hours behavior">
    Default is Mon–Fri 9:00–17:00, weekends closed, after hours = **Take a message + create staff task**.
  </Step>

  <Step title="Set call routing">
    For each call type pick **Auto-book in EHR**, **Warm transfer**, **Take message / task**, or **AI answers**.

    <Warning>Warm transfer needs a full phone number with country code, for example `+12125550142`. A row without a valid number cannot transfer.</Warning>
  </Step>

  <Step title="Add the escalation number">
    **Emergency transfer number**, and optionally an **After-hours emergency number**.
  </Step>

  <Step title="Fill the knowledge base">
    Services, accepted and not-accepted insurance, FAQs, and "What the AI must never say".
  </Step>

  <Step title="Create the agent">
    On "Review & create agent", click **Create agent**. Takes about a minute.
  </Step>

  <Step title="Get your AI phone number">
    On "Your AI Frontdesk is ready", click **Get AI phone number**. Search by area code, pick a number, **Activate & assign number**.
  </Step>

  <Step title="Test with a web call">
    Click **Test a web call**. Live transfer and SMS do not work on web test calls; test those from a real phone once the number is live.
  </Step>

  <Step title="Connect your EHR or calendar">
    Until this is done the AI takes messages instead of booking. See [Connect your EHR](/guides/receptionist/connect-your-ehr) or [Google Calendar](/guides/receptionist/google-calendar).
  </Step>

  <Step title="Forward your line">
    Follow the carrier-specific steps on screen. See [Phone number and forwarding](/guides/receptionist/phone-and-forwarding).
  </Step>

  <Step title="Call the number from a cell phone">
    Book a test appointment, ask for a transfer, hang up mid-call. Then check **Inbound Calls** and **Inbox Tasks** to see what was captured.
  </Step>
</Steps>

<Note>
  If your call handling has rules that do not fit these screens, stop here and read [Custom workflows](/guides/receptionist/custom-workflows).
</Note>


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