Get started
First-run setup takes about three minutes and doesn't require a developer or IT help to run afterward. Here's exactly what it asks for, in order.
Before you start
Ships today as a signed Windows installer. Your technical contact opens it for you the first time using the setup guide; after that you open it like any other app.
For the one-time first-run setup — provider profile, password, and recovery codes.
Required before real patient use. If it isn't in place yet, talk to us — access to the beta is rolling out in stages alongside this.
First-run setup
Full name, credentials (MD, PMHNP-BC, LCSW, DPM, and so on), and specialty. Your name is what gets recorded as the signer on every note.
This password is local to this device — Greenbar never sees it, and can't reset it for you. That's why the next step exists.
Shown one at a time, with three ways to save each: copy to clipboard, save to your password manager, or download a printable PDF. We recommend at least two living in different physical locations.
A plain-language summary of the Greenbar relationship, with a checkbox that has to be checked before setup completes. This is what allows your first note generation to run without interruption.
Setup is done. You land on the home screen, ready for your first session.
Your first session
See the full walkthrough, including templates and specialty support →
If you get stuck
Enter any one of your three recovery codes to unlock, then set a new password. The two unused codes stay valid.
Contact your Greenbar representative before doing anything else — there may be options short of starting over.
Wipes every note, recording, and patient record on this device permanently. Only if password, all three recovery codes, and support are all exhausted.
Reach out and we'll get your practice into the next stage of the rollout.