Setup Step 1 ยท Read before you install

The Pre-Procedure Checklist

You'd never start a procedure without the time-out: right patient, right site, right equipment. Give your AI setup the same respect โ€” eight checks before you install, then the procedure itself. Two minutes here saves an hour of frustration later.

Print it, pin it, check the boxes. The boxes on this page tick โ€” but they're for you; nothing is saved or sent.

Before you scrub in

The time-out โ€” verify before you begin

Time-out means pause, not panic. This is the nurse's habit of checking the setup before the work starts: right machine, right folder, right permissions, right boundaries. If one item is not ready, you have not failed โ€” you just found the next safe fix.

All boxes checked? You're cleared for the procedure. Not all? Fix what you can, and remember โ€” even without a qualifying computer, the free course and 55 AI mentors, the SOUL Quiz, the monthly Lamp Huddle, and the community are open to you today.

Cleared? Proceed.

The procedure โ€” install and configure

Menus move as Hermes updates โ€” when something looks different, the official docs are the truth.

Install Hermes

Go to the official site โ€” hermes-agent.nousresearch.com โ€” download for your computer, and follow their steps. Open it. When setup asks about an AI model or provider, see the next step first โ€” there are free and low-cost routes.

Permissions โ€” give it a room, not the house

When Hermes asks for file access, grant access ONLY to your My-Nurse-AI-OS folder. Decline anything broader โ€” full disk, Desktop, Downloads, Photos. Think of a float nurse's badge: the assigned unit, not every floor of the hospital. Granted too much by accident? Remove it in your computer's privacy settings.

Choose how your AI is powered โ€” there are free and low-cost routes

Hermes itself is free and open-source. Any cost comes from the AI model that powers it โ€” think of Hermes as the IV pump, free, and the model as what runs through it, metered by use. You have two routes:

Route A โ€” the Nous subscription. The simplest: one subscription, everything handled. Choose it during setup and skip the rest of this step.

Route B โ€” Bring Your Own Keys. The most cost-effective, and how you run Hermes nearly free. In Hermes setup, choose Full Setup (not the default subscription option), then Bring Your Own Keys. We recommend OpenRouter โ€” one free account, one API key, and a whole menu of models, including free and very low-cost ones. Then:

  1. Create an account at openrouter.ai and generate an API key from your dashboard.
  2. Set a spending limit in OpenRouter first โ€” your safety rail against surprise bills. Start at a few dollars; you can always raise it.
  3. In Hermes setup, choose OpenRouter as your provider and paste your key.
  4. Pick a model โ€” start with a free or low-cost one. Ask Hermes for something simple to confirm it works; if the answers feel weak, switch to a stronger model. Trying models costs nothing but the tokens you use.

One caution: a ChatGPT Plus or Grok subscription usually does not include API access โ€” that's billed separately. The safest setup is a dedicated OpenRouter key with a spending limit you set yourself.

Your first conversation

Hermes works like a chat, but it may also use files, terminal commands, and other tools when configured. Start with approvals on, review commands and permissions, and stop when anything is unclear.

I'm a nurse setting up my Nurse AI OS. I'll give you my SOUL file next โ€” treat it as my standing instructions.

Give Hermes your SOUL file

From the SOUL Quiz (downloads as Core-SOUL.md, or the whole bundle). Attach, drag, or paste it, then say:

This is my SOUL file. Treat it as my standing instructions for how to support me. Confirm what you understood about my values and boundaries.

Read its summary back. Correct anything wrong โ€” corrections stick.

Give Hermes your Starter Kit

Unzip the Starter Kit somewhere you'll find again (Documents is perfect), then tell Hermes:

My Nurse AI OS folder is at [location]. This is where my files live: my SOUL file, my notes (Memory), my projects (Projects), my reusable prompts (Skills). If any of those folders are missing, create them. Keep your work for me inside it.

Build your dashboard โ€” and bookmark it

Using my SOUL file, personalize the Local HTML Life Dashboard in my starter kit (08-Integrations/Local-HTML-Life-Dashboard). Fill in my name, my top priorities in each sphere, and my first goals and habits from my quiz answers. Save it as My-Dashboard.html in my Nurse AI OS folder and tell me exactly where it is.

Open the file it creates in your browser and bookmark it โ€” that's your station board.

Why the SOUL file and Starter Kit matter more than everything else: a powerful AI is like a powerful horse โ€” magnificent, and dangerous without a harness. These two files are the harness. The SOUL file gives the engine your values, your boundaries, the lines it may never cross; the Starter Kit gives it a home and a structure. Together they give the system the heart of a nurse โ€” and keep the horse from running away with you. Skipping them doesn't make you faster; it makes you a passenger.
Go deeper with the two setup guides: the Hermes Essentials Guide (students and budget-smart staff โ€” run it nearly free) and The Hermes Power Guide (power users and leaders โ€” profiles, scheduled jobs, model routing). Both provide advisory Directive v1.1 guidance; neither guide proves that EDENA controls are mechanically enforced by Hermes.

Post-procedure care

Working the system โ€” until it's muscle memory

You don't memorize features. You see the routine once in your mind, and your hands follow โ€” the same way every skill you've mastered became automatic. Seven habits:

1 ยท Triage the task, then pick the model

Simple work โ€” quick questions, summaries, rewrites, brainstorming โ€” gets a free or cheap model. Heavy work โ€” multi-step planning, long documents, coding, deep troubleshooting โ€” gets a stronger reasoning model. Need it to look at a screenshot or diagram? Pick a vision-capable one. You don't call the code team for a splinter: start cheap, escalate when the task needs it.

2 ยท One session per topic โ€” one chart per patient

Don't mix the budget, the side gig, and the CCRN plan in one conversation โ€” details blend and answers get muddy. A focused session produces cleaner work. New topic, new session.

3 ยท Projects are care plans; sessions are shifts

A session is one conversation. For anything ongoing โ€” a course you're building, a business plan, a family project โ€” use a Project: a workspace where the files, goals, and conversations stay together, so you never start from scratch.

4 ยท Call a consult โ€” use personas

Tell Hermes who to be, and the depth and style of the answer change with it: "Act as a plain-language tutor and explain this error step by step." ยท "Act as a startup strategist and review my plan for risks and next moves."

5 ยท When unsure, ask the assistant itself

You never need the perfect prompt. "What's the best next step?" ยท "Ask me the questions you need before we continue." ยท "Break this into simple steps." ยท "Which model should I use for this task?"

6 ยท Troubleshoot with screenshots โ€” show, don't describe

Hand over the telemetry strip instead of describing it. Share the screenshot plus: what you were trying to do, what happened instead, the exact error, and what you've already tried. Never include API keys or passwords in a screenshot โ€” crop or blur them first.

7 ยท Steward the spend

Watch usage the way you watch supplies: spending limits on, drafts on cheap models, strong models saved for final reasoning, no huge files unless the task truly needs them.

The everyday routine โ€” say it until your hands know it: right model for the task ยท new session for a new topic ยท a project for ongoing work ยท a persona for specialist output ยท ask when unsure ยท show a screenshot when stuck ยท escalate the model only when needed.

Post-procedure orders

Five phrases that do most of the work

You sayHermes does
"Run my morning huddle."Asks your #1 priority, offers three ways to help
"Give me a Kardex entry for this session."Writes a 5-line handoff note to save in your Memory folder
"Make that correction permanent."Turns your feedback into a standing rule
"Before you start, interview me like an admission assessment."Asks questions before big tasks instead of guessing
"Show me your plan before you do anything."Keeps your hand on every decision

While you wait โ€” no qualifying computer yet? You're still in.

If your current computer can't run Hermes, you've lost nothing but the installation step. The free AI course and 55 free AI mentors run in any browser, the monthly Lamp Huddle and community are open, and the SOUL Quiz will have your SOUL file ready the day your system is.

And hear this plainly: your participation and your voice matter to us now โ€” not after you buy hardware. AI is coming to healthcare with or without nursing at the table. The nurses preparing today will lead that change instead of being led by it. You are the future Florence Nightingales โ€” the ones who will decide how care intelligence is born.

If you feel lost: normal. You only need the next step, never the whole map. Skip what confuses you, and bring questions to the monthly Lamp Huddle โ€” every nurse there started exactly where you are.

Download the checklist + cheat sheet (PDF) โ†’  Continue to step 2 โ€” the SOUL Quiz โ†’