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How to Onboard onto Coherent Payments

This short guide and video will walk you through the onboarding process.

Written by Ellie

Note: If you are onboarding through your Practice Management Software (PMS), please initiate the onboarding process directly within your PMS. For any questions, contact their support team.

1. Receive Your Login Details

Once onboarding is initiated, you will receive an email containing:

Follow the link to continue to your onboarding forms. The process takes less than 7 minutes.

2. Complete Onboarding in the Dashboard

After logging in:

  1. Navigate to Admin

  2. Select Complete Onboarding

  3. Follow the guided steps to finish the setup

3. Need a Quick Walkthrough?

We’ve put together a short video to guide you through the onboarding process step-by-step.

4. Still Need Help?

If you have any questions, our team is here to help.
Contact us at team@coherenthealthcare.com

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