| Standard Setup Tasks | Task | Resources |
| Staff | Add staff (except prescribers) | Staff Setup |
| Double Signed Medications | Set your double signed medications for each site | Double Signed Medications |
| Security Settings | Set a minimum password requirements and expiry. Set session timeouts and stale page warning times | Security and Session Timeout |
| Facility Details | Add your logo, contact details and set email notification requirements | Facility General Settings |
| NZ: HPI-O number |
To request an HPI-O number: |
Adding HPI-O |
| AU - HPI-O number |
To request an HPI-O number: |
Adding HPI-O |
| Optional Setup Tasks | Task | Resources |
| Ward/Imprest Stock | Setup stocktake, stock on hand and ordering templates for bulk supply orders from pharmacy | Setup stock on hand and ordering templates |
| NIMs (Nurse Initiated Medications) | Setup the NIMs list for prescribers to be able to add to resident charts | Setting up NIMS |
| MM Mobile | Install and configure MM Mobile | MM Mobile Installation Guide |
| NZ: NHI Integration |
To request NHI credentials: |
NHI Integration |
| SSO (Single Sign-On) | SSO registration form | Setting up SSO |
| Whitelisting | Whitelisting request form |
IMPORTANT NOTE: For organisations with multiple facilities, some of the above tasks will need to be repeated for each facility.