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

# Overview

This page outlines the steps you need to take to get setup with Effra. The instructions will be sent to you in your onboarding email with links to complete each step.

1. [Share your provider and insurer registration details.](./insurer-details) Connect Effra to your insurance portals so we can submit claims and access your remittance statements.
2. [Connect Effra to your practice management system (PMS)](./supported-systems) so we can import new invoices and add payments once they're paid.
3. [Set up a Stripe account](./patient-payments) so we can collect patient payments on your behalf, for example for excess payments.
4. [Connect your bank account](./bank-reconciliation) so we can reconcile insurer payments all the way through to your bank account (optional).