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

# Onboarding Session

> Resume or continue a multi-step data onboarding session to import organization settings, sites, employees, patients, and financial data.

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`.

## 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.

## Who it's for

Requires permission: `pf.onboarding.manage`.

## 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.

## 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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/platform.tsx
  * src/platform/import/pages/OnboardingWizardPage.tsx
  * src/platform/import/hooks/useOnboardingStepBatches.ts
</Accordion>