> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Owner & Admin Journey

> High-level setup and insights for clinic owners and system administrators.

<div className="kb-journey">
  <div className="kb-meta">⏱ About 25 minutes to get comfortable</div>

  You're running the business, not just the front desk. The tools that matter most are the ones that tell you how the clinic is doing and keep the day-to-day running on its own. This is the short path to all of them.

  <div className="kb-outcomes">
    **By the end of your first day, you'll be able to:**

    * Ask questions about your business in plain language
    * See how the clinic is performing at a glance
    * Pay staff accurately from the work they've already recorded
    * Plan shifts and catch scheduling conflicts early
    * Keep products and medications in stock
    * Make sure your AI assistants sound like your clinic
  </div>

  ## Learn these first

  <Steps>
    <Step title="Ask Decoda">
      Instead of digging through reports, just ask. Click **Ask Decoda** in the top navigation to ask questions about your clinic's data in plain language — and have it take actions like drafting a form or sending a blast. It always shows a plan and waits for your approval first, so you stay in control.

      [Ask Decoda](/modules/analytics/index#ask-decoda)
    </Step>

    <Step title="Track performance with Analytics">
      Analytics is how you spot trends before they become problems — slow weeks, top providers, revenue dips. Open **Analytics** for dashboards on appointments, revenue, patients, providers, and memberships, viewable on a cash or accrual basis depending on the question.

      [Analytics](/modules/analytics/index)
    </Step>

    <Step title="Pay your staff">
      Payroll is error-prone by hand, so Decoda builds it from work already recorded — commissions, hourly rates, and tips. Review earnings and run payouts from the Staff Pay tools, and confirm your commission rules are set up the way you intend.

      [Staff Pay](/modules/billing/staff-pay) · [Commissions](/modules/settings/commissions)
    </Step>

    <Step title="Plan shifts">
      Knowing who's working when — and catching conflicts early — keeps the schedule from breaking down. Use **Check-In > Shift Management** to plan availability across all providers and locations in one view, resolve overlaps, and clear shifts for holidays.

      [Shift Planning](/modules/check-in/shifts)
    </Step>

    <Step title="Manage inventory">
      Running out of a product or medication means lost revenue and cancelled treatments. Track stock levels, create purchase orders, and manage suppliers so you reorder before you run dry.

      [Inventory](/modules/inventory/index)
    </Step>

    <Step title="Review your AI instructions">
      The AI assistants answer calls, transcribe notes, and reply to texts on your clinic's behalf — so the instructions behind them are effectively your staff's script. Review and tune them so the AI sounds like you and follows your policies.

      [AI Assistants](/modules/settings/assistants)
    </Step>

    <Step title="Set up your notifications">
      As the owner you don't need every alert — you need the ones that signal something needs your attention, like a failed payment or low inventory. Notifications are per-user, so turn on what matters to you and choose in-app, email, or text.

      **Turn these on in-app to start:** failed payments and planned payments; failed refunds and adjustments; chargebacks that need action or were lost; failed deposits; low stock; and low patient reviews. Leave the routine "succeeded" and "created" alerts off — you'll see that activity in your dashboards.

      [Notification Settings](/modules/settings/notifications)
    </Step>
  </Steps>

  ## A rhythm that runs itself

  You won't touch all of these every day. Here's a cadence that keeps the clinic healthy without living in the software:

  * **Each morning** — Glance at **Analytics**, or ask **Ask Decoda** "how did yesterday go?" to catch anything off.
  * **Each week** — Plan next week's shifts, review staff pay, and check inventory levels before they run low.
  * **Ongoing** — As you learn how patients respond, tune your **AI assistant** instructions so calls and texts keep getting better.

  <Tip>
    Ask Decoda is the fastest way in. Before clicking into a dashboard, try asking it the question directly — "which providers were underbooked last week?" — and let it pull the numbers for you.
  </Tip>
</div>