Onboarding Guide

The quickclaim onboarding guide for providers

Welcome to quickclaim! We're excited to have you join our platform as a provider. This onboarding guide will help you create an account and get set up quickly.

Step 1: Create Your Account

Begin by navigating to our Sign-Up page here:

https://app.di.quickclaim.io/signup

. Fill in the required fields:

• First Name and Last Name

• Email Address

• Password (Ensure it's strong enough. A prompt will indicate if it's too short.)

After filling out all details, click Sign Up to go to the step.

Step 2: Confirm Your Details

Once your details are submitted, you'll see a screen confirming your information. Click Create Account to proceed. By doing so, you agree to our Terms and Conditions.

Step 3: Choose Your Tenant Type

Next, you'll be asked to select your Tenant type. To proceed with the onboarding as a provider, click on the Provider option.

Step 4: Set Up Your Organisation

If you're a registered provider, you'll be asked to either join an existing organisation or set up a new one.

• For an Existing Organisation, please email support@quickclaim.io for assistance.

• To set up a New Organisation, fill in the requested details such as your Organisation Name and Website. You must also agree to the terms regarding data storage and access.

Click Submit once you've filled in all required details.

Step 5: Sign In

After creating your account, navigate to the sign-in page here:

https://app.di.quickclaim.io/login

Enter your Email Address and Password, then click Sign In.

Step 6: Generate Your API Key

Once signed in, navigate to the API Keys section. Click on Generate API Key to create an API key. Use the provided tenant-id: ${your-tenant-id} and authorization: api-key ${generated-key} in the header of your API calls when sending requests to quickclaim endpoints. Do not share your API keys with others or expose them in any client-side code.

You can now start calling the APIs to send invoices to Plan Managers.

For more information, refer to our API documentation here: quickclaim API Docs to learn about the payload structure of the APIs, see some examples and get ready to set up your client environment.

Next Steps

Once your tenant is set up, you'll have access to the quickclaim platform and can begin sending invoices to your Plan Managers.

If you have any questions during this process, our support team is here to help at support@quickclaim.io.