Get started
Set up your practice
Work down the list. Each step opens the Yantra tool where it's switched on, and you sign in once with your Yantra account.
Today the portal is your schedule. EHR connections are coming, and this tells us which ones to build first.
Use made-up patients until your practice signs a business associate agreement with us.
Scheduling & intake
A full schedule without the phone tag.
Step 1: Open the practice portal
Create your practice with its name, locations, main phone number and office hours. Everything else connects to it.
Sign in with your Yantra account, then create your practice.
In the practice portal
Step 2: Add your providers and hours
Add each doctor, nurse practitioner or therapist who sees patients, with the days and hours they work at each location.
Add each provider in the portal, then set their hours.
In the practice portal
Step 3: Set up visit types
List the visits you offer, like new patient, follow-up or annual physical, with how long each one takes.
Add each visit type in the portal with its length.
Patient communication
Never miss a patient call or text.
Step 4: Get an office phone number
Local and toll-free numbers for your office, with call logs and recordings.
Search by area code and pick a number for your office.
Practice operations
Less busywork behind the front desk.
Step 5: Start your team chat
Channels, direct messages and threads for your whole office.
Create channels for the front desk, clinical staff and billing, then invite your team.
Step 6: Add your first tasks
Your follow-ups with due dates and reminders, plus the jobs you hand to AI.
Add the follow-ups you keep on sticky notes, with due dates and reminders.
Step 7: Automate a routine job
Automate the repetitive steps between your tools, on a schedule or a trigger.
Start from a template, or describe the job and build it on the canvas.
Growth & insights
New patients in, regulars coming back.
Step 8: Publish your practice website
A fast, mobile-friendly website with a Book an appointment button on every page.
The builder starts from a medical practice brief. Add your details, review and publish.
Step 10: Launch a local ad
Ads for the services you want to grow, shown to people near your practice.
Connect an ad account and draft your first campaign.
Step 11: Send an email or text campaign
Newsletters, announcements and seasonal campaigns by email and text.
Set up your sending domain and import your contact list.
Coming next
Open a feature to ask for an email when it launches.