# Roll out Salisan in 30 days (/docs/en/learn/rollout-plan)



This plan takes a practice owner from a new workspace to a team that works in Salisan every day. It assumes you created the practice and hold the Owner role. Reading takes about 10 minutes. The work itself is spread over four weeks.

## Before you start [#before]

Open **Home**. As owner you see a chip such as **Setup 0 of 4** beside the greeting. Choose it to open the checklist **Opening week** with four rows: **Invite your team**, **Check your working hours**, **Set up patient communication** and **Add your first patient**. A row is ticked when the work is really done, so use it as your tracker. Your test patient also ticks the last row. That does not mean real patients have started.

Decide who does what: who administers the workspace (one or two people), which clinicians start first, and who works the front desk.

## Week 1: set the foundations [#week-1]

Goal: what patients see from your practice is correct, and the calendar can take bookings.

* Check the contact email, the main address and the patient communication settings. The country comes from the main address and cannot be changed in the app later. See [Practice settings](/docs/en/guides/practice-settings#identity).
* Set working hours, availability and appointment types. See [Calendar settings](/docs/en/guides/calendar-settings#practice-rules).
* Look at your plan, seats and AI credits under **Organization → Settings** (**Organization** is under **Manage** in the sidebar). See [Billing](/docs/en/guides/billing).
* Create the test patient from [Learn](/docs/en/learn#test-patient) and book an appointment for them, with your own email address on file.

Lesson: [Set up the practice and its calendar](/docs/en/learn/admin-setup).

## Week 2: bring in the team [#week-2]

Goal: everyone can sign in and reach the patients they work with.

* Invite people with the right role: Member for doctors, therapists and nurses, Secretary for the front desk, Admin for a second administrator. Each member takes a billed seat, so invite the people who start now. See [People and access](/docs/en/guides/people-and-access#invite).
* Create teams if your plan includes them, and assign patients to clinicians.
* Ask everyone to set up two-factor protection. See [Account and security](/docs/en/get-started/account-and-security). Check **2FA on** or **2FA off** in **Organization → People**.
* Send each person to their path: [doctors](/docs/en/get-started/for-doctors), [nurses](/docs/en/get-started/for-nurses), [front desk](/docs/en/get-started/for-front-desk) or [practice admins](/docs/en/get-started/for-practice-admins). Each path points to the matching Learn course.

Lesson: [Invite your team with the right access](/docs/en/learn/admin-team).

## Week 3: prepare what patients receive [#week-3]

Goal: forms and emails are published and tested, and the team has practised once.

* Publish the forms and email templates you need first. Send each one to your own address and read it the way a patient will. Archive any tests. See [Templates](/docs/en/guides/templates).
* Review the Agent settings: which actions ask first, who has an AI credit limit, and how long recordings are kept. See [Agent settings](/docs/en/guides/agent-settings#approvals).
* Decide how your practice tells patients about recordings. That is the practice's job, and Salisan does not ask patients for you.
* Hold a rehearsal with one clinician, one front desk colleague and the test patient: register, book, send a form, start a visit, record, sign.

Lessons: [Publish a form for your team](/docs/en/learn/admin-templates), then the front desk and clinician courses.

## Week 4: go live and watch [#week-4]

Goal: real patients, with someone watching the signals.

* Start with a small number of appointments. Ask clinicians to sign their visits the same day. **To sign** in the sidebar shows what is waiting.
* For the first week, spend five minutes each morning on **Organization → Overview**, the section **Needs attention** and the section **Didn't arrive** under **Organization → Emails**.
* At the end of the month, review **Insights**, the AI credit usage and the **Audit** tab. Require two-factor for everyone only when every member has set it up. See [Data and compliance](/docs/en/guides/data-and-compliance).

Lesson: [Keep watch over the practice](/docs/en/learn/admin-oversight).

## Check before real patients [#checklist]

* A patient email arrives at your own address from the right sender, with the right reply address.
* A booked appointment shows the right time in the confirmation.
* Every clinician can open a patient assigned to them and sign a visit.
* The front desk can register a patient and send a form.
* Someone owns the daily check of failed emails and unsigned visits.
* Everyone knows where to ask for help: [Contact support](/docs/en/troubleshooting/contact-support).