1
Confirm the agency profile
Review the agency name, location, contact details, and primary operational settings.
Open organization setup →Agency admin launch guide
Set up your agency with confidence.
Use this guide to complete the first operational setup, invite the right people, verify your enabled modules, and know where to go when you need help.
First-week launch sequence
Complete these in order. Optional modules only appear when they are included in your agency’s subscription or add-ons.
2
Add administrators and users
Create only the users who need access, assign the least-privileged role, and send secure account invitations.
Open user management →3
Configure provider levels and credentials
Set provider levels, credential types, expiration rules, and education requirements before importing staff records.
Open education setup →4
Verify the provider experience
Confirm a real invited provider can sign in, see only their permitted information, and complete a normal workflow.
Open provider portal →5
Test enabled operational modules
Use non-sensitive test records to verify each enabled module, its permissions, and its agency boundaries.
Review module links →6
Complete the go-live review
Confirm owners, support routing, recovery access, data-handling rules, and the approved launch date before production use.
Return to dashboard →Quick access
PulseIQ enforces both role permission and commercial entitlement at the server. A link does not grant access.
Agency Dashboard
Organization overview, system messages, subscription context, and settings.
EMS Tracker
Provider credentials, education, compliance, and EMS operations.
CQI
Quality reviews, protocols, scoring, and improvement reporting.
Plan or add-onHR Management
Hiring pipeline, staff administration, and HR workflows.
Plan or add-onFleet Management
Vehicles, maintenance, fuel, inspections, and fleet reporting.
Plan or add-onFinancial
Budgeting, transactions, payroll, billing, and reports.
Plan or add-onScheduling
Staff schedules, rotations, coverage, UHU, and reports.
Plan or add-onBranding
Agency logo, colors, and presentation settings.
Tech Support
Create a canonical case and track agency-submitted case status.
Safe-use reminders
Use your agency’s approved policies and the minimum information necessary for the task.
Accounts and permissions
- Never share passwords or temporary access links.
- Use individual accounts and the least-privileged role.
- Remove or suspend access promptly when duties change.
Patient and personnel information
- Do not enter PHI unless the workflow is formally authorized.
- Keep test records synthetic and clearly labeled.
- Do not paste patient narratives into support cases.
When reporting an issue
- Include the page, action, expected result, and time.
- Include the case number in follow-up communication.
- Never include passwords, access codes, or secret keys.