When your practice first starts using KeepSight, an admin runs through a setup wizard that configures the system for your specific practice. Go to Admin → Setup to access it.

Setup steps

  1. Basics — Organization name and subdomain
  2. Regions — Your geographic service areas (e.g., “Northern VA,” “DC Metro”)
  3. Service Types — The services you offer (e.g., “In-Home ABA,” “Clinic-Based”)
  4. Payors — Insurance companies you accept
  5. Documents — Document types you collect from families
  6. Referrals — Referral source categories (where clients come from)
  7. Stages — Pipeline stages (pre-loaded with defaults)
  8. Review — Confirm and complete

Each step has a Load Defaults button that pre-populates with standard ABA practice data. You can modify the defaults to match your practice.

After setup

Everything configured in the wizard can be changed later in Admin → Settings. The wizard is a starting point, not a one-time lock-in. See Settings Reference for the full list of configurable options.

Things to know

  • The setup wizard only needs to be run once. After that, individual settings are managed through their own admin pages.
  • If your practice was set up by someone else (e.g., during a migration), the wizard may already be complete. You can still access all settings individually.
  • Default data is a starting point. Review regions, service types, and payors to make sure they match your practice before entering real client data.