Guides, tutorials, and the resources you need to get started.
Whether you are setting up for the first time or building advanced workflows, these pages cover Soli Forms and Soli Line in depth.
Getting Started with Soli
Your first-steps guide. Create an account, navigate the dashboard, set up a form or phone line, and learn about the privacy features that protect your practice data.
Read GuideStep-by-Step Guides
Hands-on walkthroughs for every major feature in Soli Forms and Soli Line.
Setting Up Your Practice Phone
Pick a number, set business hours, record your voicemail greeting, and take your first call.
Configuring AI Receptionist
Let Soli Voice field calls, collect messages, and respond to after-hours inquiries on your behalf.
Building Automation Flows
Set up workflows that confirm submissions, alert your team, and schedule follow-up reminders.
Understanding Encryption
A plain-language look at how Soli safeguards your data and what zero-knowledge architecture means in practice.
Group Practice Setup
Invite clinicians, assign permissions, run multiple lines, and isolate each provider's data.
Managing Prospect Pipeline
Follow each inquiry from first contact through onboarding with built-in pipeline tools.
Google Forms & HIPAA: An Honest Guide
The real steps needed to use Google Forms for patient intake under HIPAA, and the structural gaps that remain.
How Soli Compares
See how Soli stacks up against common alternatives, feature by feature.
Explore Soli Products
Learn how Soli Forms and Soli Line combine to streamline day-to-day practice operations.
Browse by Category
Jump straight to the topic you need.
Phone & Messaging
Provision your practice line, record voicemail, and route incoming calls.
Learn MoreSecurity & Privacy
Learn how encryption works, manage authorized devices, and review compliance controls.
Learn MoreTeam & Permissions
Invite team members, define roles, and control access across the practice.
Learn MoreJoin the Soli family
Find the right fit for your practice
See what Soli can do for your practice. Every plan starts with a 14-day free trial.