Chapter 1: Sandbox Signup & Initial Access

Chapter Overview

What You'll Learn:

The three ways to get started on Betasky
How to create a Sandbox agency and log in
How Billing Only signup differs
What Guided Onboarding actually does (inquiry, not an account)
Sandbox vs Production limits
Where to go next (settings, go-live)

Time to Complete: 15–20 minutes

Who Should Read This: Agency Administrators and anyone creating a new agency account

Text-only guide. Labels match what you see on screen — no screenshots.

1.1 Open Get Started

Go to https://app.betaskyhealth.com/login (or your environment’s login URL).
Click Create agency account, or open /signup directly.

You land on Get Started with Betasky with the subtitle for home health agencies, admins, and clinical teams.

You will see three cards:

Card title	Chip	Button	Goes to
Explore Test Environment	Instant Access	START FREE SANDBOX	`/signup/sandbox`
Guided Onboarding	Personalized Setup	REQUEST ONBOARDING	`/signup/inquiry`
Billing Only	Claims System	START BILLING SIGNUP	`/signup/billing`

Footer links: SIGN IN, support email, Talk to Sales.

1.2 Which Path Should You Choose?

Path	Best when	What you get
Explore Test Environment	You want to try the full EMR safely	Instant Sandbox agency; optional demo data; no payment
Guided Onboarding	You want Betasky help with migration / setup	An inquiry form only — does not create an account
Billing Only	You need claims/billing without the clinical EMR	Production billing account pending Betasky approval

Most readers of this chapter use START FREE SANDBOX. Billing-only details are in §1.6. Go-live after sandbox is covered in Chapter 14.

1.3 Create a Sandbox Account

Click START FREE SANDBOX. Page title: Start Your Free Sandbox.

Wizard steps (top of the form)

Agency
Location
Contact & IDs
Administrator
Review

Buttons: ← Back, Continue →, and on the last step Create Sandbox Account → (while working: Creating account…).
Footer: ← Back to signup options.

Fields by step

Agency

Agency name

Location

Street address
Suite / floor (optional)
State, City, Zip code

Contact & IDs

Agency phone, Fax, Agency email
National Provider ID (NPI)
CMS Certification Number (CCN) — optional — can be added later
Tax ID / EIN — optional

Administrator

First name, Last name
Work email
Administrator phone
Password, Confirm password

Review

Checkbox: Populate with demo data (checked by default — uncheck if you want an empty sandbox)

After success you are signed in and sent to /dashboard.

Email: you may receive a confirmation email. That is not an email-verification gate — you can use the account immediately.

1.4 First Screen After Login (Sandbox)

You should see:

An amber sandbox banner at the top:
Sandbox Mode - Test environment only | Not for official use
Agency Administrators also see Go Live.
Left sidebar with collapsible sections (Scheduling, Clinical, Setup, …).
Top bar with Docs, optional Help (Agency Admin), time, your name/role, theme toggle, Settings gear.
Dashboard home content for a full EMR agency.

Open Settings (gear menu → Settings) → Account Profile to review agency name, NPI, address, and related fields.

1.5 Sandbox vs Production (accurate limits)

Feature	Sandbox	Production
Purpose	Practice / training	Real care & billing
Patient data	Demo or test only	Real PHI
Claims Center	Hidden / blocked	Available (full EMR needs CCN)
Payment Posting	Hidden / blocked	Available
OASIS export / CMS submit	Blocked	Available
Communications (SMS/Fax)	Not available	Available when provisioned
SMS Templates / EMR Migration	Hidden	Available (by permission)
CCN	Optional	Needed for full Medicare/cert billing features
Cost	Free	Paid plan

Important corrections vs older docs:

Sandbox is not “full feature access” and not a place to run “test claims” through Claims Center. (The Get Started card may still market “Full feature access” — product limits above are the truth.)
Demo data is optional via Populate with demo data, not forced.
You do not have to finish sandbox before every product path — Billing Only goes straight to production review.
When you later Go Live, sandbox clinical/billing demo data is wiped on convert. See Chapter 14.

1.6 Billing Only Signup

Click START BILLING SIGNUP → Create Your Billing Account (/signup/billing).

Same five-step wizard style as sandbox, with these differences:

No CCN field
No demo data checkbox
Final button: Create Billing Account →

After signup you can sign in, but billing stays locked until Betasky approves. You may see:

Chip Pending approval
Title like Your Betasky Billing account is under review
Callout that account review is required

If rejected: Application rejected / We couldn’t approve your account yet.

Approval requires signed Billing Service Agreement + HIPAA BAA (Dropbox Sign). Agency agreements detail: Chapter 13. Go-live / activation: Chapter 14. After approval, Claims Center opens without CCN; default entry is New Claim.

1.7 Guided Onboarding (Inquiry Only)

Click REQUEST ONBOARDING → Request Guided Onboarding (/signup/inquiry).

This does not create a login. It submits an inquiry for Betasky to contact you.

Fields:

Agency Name *
Administrator name *
Agency / company email *
Agency phone (optional)
Current EHR System (optional)
Number of Patients (optional)
Additional Notes (optional)

Button: Submit Inquiry.

Success: Thank You! — team typically responds in 1–2 business days. Links: Back to Signup Options, Sign In.

1.8 Sign In Later

Open /login.
Enter work email and password → Sign in.
Use Forgot password? if needed.
Create agency account returns you to Get Started.

1.9 Recommended Next Steps (Sandbox)

Chapter 2: Dashboard Navigation — sidebar, top bar, billing-only differences
Chapter 3: User Roles & Permissions
Part II — Agency Settings, Payers, Users
When ready for production — Chapter 14: Go Live

1.10 Common Mistakes

Expecting Guided Onboarding to create an account — it only sends an inquiry.
Expecting Claims Center in sandbox — it is blocked.
Entering real PHI in sandbox and assuming it survives go-live — convert wipes demo clinical/billing data.
Skipping Billing Only when you only need claims — use START BILLING SIGNUP instead of sandbox.
Thinking CCN is required to create a sandbox — it is optional.

1.11 Quick Checklist

Opened /signup and chose the correct card
Sandbox: completed wizard → landed on Dashboard with sandbox banner
Reviewed Account Profile under Settings
Understood sandbox billing/OASIS/comms limits
Know go-live will require Billing + HIPAA BAA and will wipe sandbox demo clinical data

Dashboard Navigation