Set up the main parts of your Allia practice before you begin seeing patients. Complete the sections that apply to your role and practice.
Sign in at app.allia.health.
Set up your calendar
Go to Calendar Setup > Calendar and connect Google Calendar.
Allow Allia to access your calendar so busy events can prevent double-booking.
Open Availability and choose the days and times patients can book.
Note: If you do not want patients to schedule themselves, turn availability off. You can still book appointments manually.
Prepare intake forms
Go to Management > Manage Form Templates. From there, you can:
Upload a PDF for the patient to view or sign.
Build a dynamic form for information such as medical history or emergency contacts.
Mark questions Required when the patient must answer them.
Set up billing
For patient payments: Connect Stripe in Billing Settings. Allia does not add a platform fee, but Stripe's standard transaction fee applies.
For insurance billing: Open Enrollments, choose your payers, and complete the Steady clearinghouse setup. The enrollment stays Pending until it is approved.
Set up e-prescribing
Medical clinicians can complete identity verification and use the e-prescribing registration to start setup.
Share patient access options
Patients can book appointments, complete forms, and pay invoices through the mobile app or web portal:
