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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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Administrators can resume a persistent onboarding wizard session at /settings/imports/onboarding/:sessionId. This route requires permission pf.onboarding.manage and renders OnboardingWizardPage from src/platform/import/pages/OnboardingWizardPage.tsx.

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Overview

The Onboarding Session page resumes a specific session identified by :sessionId. If the session does not yet exist for the given ID, a new session is created via useCreateOnboardingSession(). Existing sessions are loaded via useOnboardingSession(). The wizard uses WizardShell to present five ordered steps: Organization Settings, Sites, Employees, Patients, and Financial Data. Each step uses OnboardingStepContent to import records for its entity type. Step dependencies are enforced (e.g., Sites depends on Organization Settings). A RollbackConfirmDialog allows reverting a completed step via useRollbackStep(). Session state is persisted server-side; progress survives page refresh.

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Who it’s for

Requires permission: pf.onboarding.manage.

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Before you start

  • Your account must have the pf.onboarding.manage permission.
  • A session ID is required. Start a new session at /settings/imports/onboarding to receive one.

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Steps

  1. Navigate to /settings/imports/onboarding/:sessionId with your session ID.
  2. The wizard resumes at the last completed step.
  3. Work through each step by uploading or entering data for the entity type shown.
  4. Required steps must be completed before dependent steps become available.
  5. On the final step, confirm completion to finish onboarding.

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Key concepts

Steps — The wizard defines five steps: (0) Organization Settings, (1) Sites, (2) Employees, (3) Patients, (4) Financial Data. Steps 1–4 have dependencies on earlier steps. Rollback — Completed steps can be rolled back via the confirm dialog, which calls useRollbackStep(). SME: confirm scope of rollback per step. Session persistence — Sessions are stored server-side so onboarding can be paused and resumed. A session ID in the URL is required to resume.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/import/pages/OnboardingWizardPage.tsx
  • src/platform/import/hooks/useOnboardingStepBatches.ts