Genkō Training Manual

Welcome to the comprehensive training manual for the Genkō Healthcare Platform. Create your free account now at getgenko.com/en/auth/signup. This documentation is designed to help new business owners and administrators effectively onboard and utilize all features of the platform.

🌐 Available Languages

Language Link
🇺🇸 English You are here
🇪🇸 Español Manual de Capacitación en Español
🇯🇵 日本語 日本語トレーニングマニュアル
🇩🇪 Deutsch Administratoren-Schulungshandbuch

Table of Contents

Getting Started

  1. Account Creation & First-Time Setup
    • Creating your account
    • Selecting a subscription plan
    • Initial onboarding wizard
    • Setting up your organization

Core Administration

  1. Dashboard Overview
    • Understanding your dashboard
    • Key metrics and statistics
    • Quick actions
    • Today’s schedule
  2. Business Profile Management
    • Setting up organization details
    • Public profile configuration
    • Logo and branding
    • Contact information
  3. Patient Management
    • Adding new patients
    • Importing patient records
    • Viewing and editing patient information
    • Medical records and history
    • Emergency contacts and allergies
  4. Staff Management
    • Adding team members
    • Role assignments (Admin, Provider, Nurse, Staff)
    • Managing permissions
    • Resetting passwords
    • Activating/deactivating staff

Scheduling & Appointments

  1. Scheduling & Calendar
    • Calendar views and navigation
    • Creating appointments
    • Managing availability
    • Rescheduling and cancellations
    • Telemedicine sessions

Communications

  1. Messages & Lead Management
    • Managing patient conversations
    • AI-assisted messaging
    • Lead tracking and conversion
    • Kanban board for leads

Analytics & Reporting

  1. Analytics Dashboard
    • Revenue tracking
    • Claims analysis
    • Payment analysis
    • KPI monitoring

System Configuration

  1. Settings & Configuration
    • Account settings
    • Clinic settings
    • Business settings
    • Staff permissions
    • Insurance providers
    • Communication settings
    • Integrations
  2. Billing & Subscription
    • Subscription management
    • Plan upgrades/downgrades
    • Payment methods
    • Invoices and receipts

Reference

  1. Quick Reference Guide
    • Common tasks
    • Keyboard shortcuts
    • Troubleshooting
    • Support contacts

How to Use This Manual

This manual is organized in the order you would typically set up and use the Genkō platform:

  1. First-time users should start with Getting Started and work through the setup sections.
  2. Daily operations are covered in the Patient Management, Scheduling, and Communications sections.
  3. Administrative tasks are covered in Staff Management, Analytics, and Settings.

Each section includes:

  • Step-by-step instructions with screenshots placeholders
  • Best practices and tips
  • Common issues and solutions
  • Use the sidebar navigation in the admin portal to access different sections
  • The global search bar (Ctrl/Cmd + K) allows quick access to patients, appointments, and settings
  • Breadcrumbs at the top of each page show your current location

Getting Help

If you need additional assistance:

  1. Check the relevant section of this manual
  2. Use the in-app help (?) icons for context-sensitive guidance
  3. Contact support through the Support section of the application

Last Updated: January 2026 Version: 1.0