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

# Onboarding Checklist

> A practical checklist to confirm your Healthproximate setup is complete and your first results look right.

Use this checklist to confirm you are set up correctly and that the data behind
Healthproximate looks right before you rely on it for decisions.

## 1. Access prerequisites

<Steps>
  <Step title="Confirm you can sign in">
    Verify your login works and you land on the dashboard. If not, contact your
    organization administrator or [admin@valiancehealth.ai](mailto:admin@valiancehealth.ai).
  </Step>

  <Step title="Confirm your organization is correct">
    All data is scoped to your organization. Confirm the organization shown is the one
    you expect.
  </Step>

  <Step title="(Optional) Confirm API credentials">
    If you'll integrate programmatically, confirm you have a working API key or token.
    See the [API Overview](../api/overview).
  </Step>
</Steps>

## 2. Data and access expectations

* Your organization's **case, cost, and billing data** should be onboarded before
  results are meaningful.
* Available metrics depend on your organization type. For example, hospital-only
  metrics such as **hospital revenue, profit, and margin** are not applicable to
  insurance/payor organizations.

<Info>
  Metric and prediction availability can vary by organization. If a metric you expect
  is missing or greyed out, it may not apply to your organization type — confirm with
  [Support](../support) rather than assuming a data error.
</Info>

## 3. First screens to review

<Steps>
  <Step title="Search for a familiar procedure">
    Use the search box ([Entity Resolver](../workflows/entity-resolver)) to find a
    procedure you know well and select it.
  </Step>

  <Step title="Open the Dashboard">
    Review the [Dashboard](../workflows/dashboard) distribution for that procedure —
    mean and median across key metrics.
  </Step>

  <Step title="Open Analytics">
    Run an [Analytics](../workflows/analytics) view over a recent date range (the
    default lookback is the last 365 days) and confirm the totals look plausible.
  </Step>
</Steps>

## 4. First outputs to validate

* Do procedure volumes roughly match what you'd expect for the period?
* Do revenue and cost figures land in a believable range for your organization?
* Do length-of-stay and surgical-time values look reasonable?

If any of these are far from expectation, it usually points to a data onboarding or
mapping question — reach out before drawing conclusions.

## 5. When to contact support

Contact **[admin@valiancehealth.ai](mailto:admin@valiancehealth.ai)** if:

* You cannot sign in or see no data.
* Figures look implausible or inconsistent with your records.
* A metric or workflow you expected is unavailable.
* You need API access or key rotation.

<Card title="Continue to First Steps" icon="arrow-right" href="./first-steps">
  Learn how to choose the right workflow for your question.
</Card>