Getting Started with SigmaMD

Welcome to SigmaMD! This guide walks you through everything from creating your free trial account to getting your practice ready to see patients.

This Is Your Real Practice Account

Good to know before you dive in: the account you create here isn't a sandbox. It becomes your clinic's actual SigmaMD account, so everything you set up during the trial carries straight over when you go live. No need to start from scratch later.

For startup clinics, our Launch tier pricing applies until your practice reaches 50 patients on record or twelve months after go-live, whichever comes first. Because this is your real account, every patient you add counts toward those 50, including test patients, and whether they're active, inactive, or otherwise. If you'd like to get the most out of the Launch tier, we recommend adding no more than one test patient (yourself is perfect, see Step 5). That way your patient count stays reserved for the real patients you'll be welcoming to your clinic.

When billing starts: your trial is free, and your SigmaMD subscription begins on your Go-Live Date. That is the earliest of the day you first enroll a patient in a membership or plan, the day you first document a patient encounter, or the go-live date agreed with SigmaMD. Planning to enroll patients before you open? See Soft Launching Your Clinic with SigmaMD.

Step 1: Create Your Trial Account

Go to the SigmaMD Practice Registration page and enter your practice name, your first and last name, your email, and your mobile number. Then click Start. No credit card is needed.

SigmaMD Practice Registration form with practice name, first name, last name, email, and mobile number filled in

Step 2: Open Your Trial Email

You'll see a confirmation that your trial has started. Check your inbox for an email titled Start Your SigmaMD Trial and click the link inside to continue setting up your account. If you don't see it within a few minutes, check your spam or promotions folder.

Welcome to SigmaMD confirmation screen asking you to check your email to continue setting up your account

Step 3: Set Up Your Account

The link opens a short, three-part setup.

1. Accept the agreement. Read the SigmaMD Clinician Agreement, check the box to accept it and the Privacy Policy, and click Continue.

Step 1 of 3, with the checkbox to accept the SigmaMD Clinician Agreement and Privacy Policy selected

2. Enter your details. Confirm your practice name and choose your practice domain (for example, yourpractice.sigmamd.com). Then enter your name, your role at the practice, your date of birth, and your mobile number, and create your password.

Step 2 of 3, Let's get your account ready, with practice name, practice domain, name, role, date of birth, email, mobile number, and password fields

3. Verify your phone. Enter the one-time code we text to your mobile number. Once it's verified, you'll see that your account is ready.

Well Done! Your Account is Ready screen shown after verifying your mobile number

Step 4: Confirm Your Clinician Credentials

The first time you sign in, SigmaMD asks you to confirm your time zone, your NPI number, and your state licenses. Please make sure they're accurate.

Clinician Credentials prompt with time zone, NPI number, and state license fields

Step 5: Add Yourself as Your Test Patient

To experience the patient side of SigmaMD firsthand, add yourself as a patient. You can use the same email and mobile number as your clinician login. You'll then receive a code to register for the SigmaMD patient mobile app.

This one test patient is all you need to explore the full patient experience. Since every patient counts toward your patient total, we suggest keeping it to just this one.

Add Patient form filled in with the clinician's own details as a test patient

Step 6: Complete Your Personal and Practice Settings

Next, work through your Personal Settings and Practice Settings. The SigmaMD Onboarding Prep Guide walks you through each one.

Practice Settings page with the Business Profile, Scheduling, Templates, Diagnostics, Team, Vitals, Communication, and Integrations menu

Step 7: Activate Payments and Integrations

To fully activate SigmaMD, complete the USPay merchant account intake form. The links are in your Welcome to SigmaMD email. Choose Regular, or Surcharge if you would like to pass card-processing fees on to patients.

After you submit the form, a member of our team will guide you through setting up:

Payment processing
ePrescribing (eRx)
Lab and imaging integrations
eFax

Step 8: Connect Your Integrations (Optional)

SigmaMD works with a number of partners. Connect the ones that fit your practice, now or any time later. Most are found under Practice Settings > Integrations.

Fullscript: recommend and order supplements for your patients. See Ordering Supplements with Fullscript.
Aligned Marketplace: receive employer-sponsored members through Aligned. See Setting Up Aligned Marketplace.
Hint Connect: track and bill members you receive through Hint Connect. See Setting Up Hint Connect Members.
Apaly Health: track members Apaly Health sends to your practice. See Setting Up Apaly Health Members.
Health Compiler: share utilization reports with Health Compiler. See Connecting to Health Compiler.
State immunization registry: report the vaccines you give to your state registry. See State Immunization Registry.
Shipping: ship orders to patients straight from an invoice. See Setting Up Shipping in SigmaMD.
External calendars: sync your Google or Microsoft calendar from your Personal Settings. See How to Connect and Disconnect External Calendars.
SigmaMD API: connect your own tools to your practice data. See Getting Started with the SigmaMD API.

Step 9: Set Up Phone Service (Optional)

If your practice also needs a telephone number for voice calls, we recommend HIPAA-compliant telephony from RingRx. It works well alongside SigmaMD's built-in chat, telehealth, and fax tools.

Important notes

The RingRx Lite or Grow plan is sufficient for most practices.
Use RingRx only for voice calls. Faxing, telehealth, and patient messaging are already fully integrated into SigmaMD.
Do not port your SigmaMD fax number to RingRx. Doing so will disrupt your integrated fax workflow.

Moving From Another EHR?

If you're switching from another system, we'll help you bring your patient and payment data with you at no additional cost. See Data Migration Support for Transitioning to SigmaMD to learn what can be migrated and how the process works.