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1

Create the account

Go to app.healos.ai and choose Sign up. Sign up with Google, Apple, or email.
Phone-number sign-up is not offered. You verify your phone in the next step. Phone sign-in works later for accounts that already have a verified phone.
2

Complete your profile

On the “Hello, welcome to HealOS” screen enter your Specialty, First name, Last name, and Title (MD, NP, and so on).
Specialty shapes every note. If your sub-specialty is not listed, choose Other and type it, for example “Hand Surgery”.
3

Verify your phone

Enter your number and the 6-digit SMS code. It can take up to a minute to arrive.
4

Tell us about the practice

On “Tailor your experience”, pick the number of clinicians and answer What is your EHR? Choose “I don’t use an EHR” or “Other” if yours is not listed.
5

Create or join the practice

Enter the Practice name and add colleague emails. If you were invited, you will see “You’ve been invited” instead. Click Accept.
6

Set your defaults

Open Account Settings from the sidebar and set at least:
  • Transcript Language: the language spoken in your visits
  • Default Template: New Patient Visit or Follow-Up Patient Visit to begin with
  • Default AI Model: Detailed unless you are high volume
Click Save Changes. Full list on the Settings page.
7

Install the Chrome extension (if you chart in a web EHR)

Sidebar → Chrome Extension → Get Healos.ai Chrome Extension. Sign in on the HealOS website first; the extension unlocks automatically. Details on the Chrome extension page.
8

Install the mobile app (optional)

Same login on iOS or Android. Sessions recorded on the phone appear on the web.

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Adding team members

Admins add people from the organization settings. Invitees receive an email with an Accept link.
If a team member signs in and sees a screen saying a product “isn’t enabled for your account”, the practice admin has not granted them access to that product yet. If you are the admin and cannot see the option, contact support.