# Find your way around (/docs/en/get-started/find-your-way-around)



Salisan shows each person the areas their role allows, so a colleague with a different role may see a different sidebar. This page describes the shell everyone shares.

<AppScreenshot id="workspace-overview" alt="Workspace home with the sidebar, the day's appointments and the work waiting for the signed-in user" />

## Use the sidebar [#sidebar]

The sidebar lists the areas you use every day first. You may not see every row below.

* **Home**: your day and the work waiting for you.
* **Calendar**: appointments and working hours.
* **Patients**: the patient list and each patient's record.
* **Tasks**: work assigned to you, to your teams or to nobody yet.
* **To sign**: visits you started and have not signed. The row appears only while you have some.
* **Documents**: the practice's shared documents and folders.
* **Agent**: the AI chat, described below.

The areas you open less often sit under **Manage**: **Insights**, **Library**, **Publishing** and **Organization**. **Library** holds forms, report templates and email templates. If you cannot open it, the row shows **Marketplace** instead. **Publishing** appears only when you belong to a publisher, and **Organization** is for owners and administrators. Choose **Manage** to open or close the group. It opens by itself while you are on one of its pages.

The search row sits at the top. **Notifications**, with an unread count, sits at the bottom above your name. Your name opens your **Settings**, **Help & support** and **Sign out**. Which rows you see is explained in [Roles and access](/docs/en/get-started/roles-and-access).

## Start from Home [#home]

Home opens first. A row of buttons under the greeting starts the common jobs: **Book appointment**, **New patient**, **New task** and **Ask the Agent**. A button is missing when your role cannot do that job. Below it, **Needs you** lists tasks, visits to sign and alerts, and **My day** lists your appointments. If your role covers it, further sections show the state of the whole practice. Choose **Start visit** next to an appointment to begin documenting it. [Home](/docs/en/guides/home) explains each section.

## Search and jump [#search]

Press Ctrl+K on Windows or Cmd+K on macOS, or choose &#x2A;*Search or jump to…** in the sidebar. Type at least two letters of a patient's name to find them. Search also jumps to pages and starts common actions, such as **New appointment**, which opens the calendar ready to book. On a phone, use the search button at the top of the page.

Search follows your access. A patient you cannot open does not appear, and registering them again creates a duplicate. Ask an administrator instead (see [Roles and access](/docs/en/get-started/roles-and-access#care-team)).

## Read a patient's record [#patient]

Opening a patient shows the **Record** page: allergies, care team, next appointment, diagnoses, medication, readings and forms. Other pages sit beside it: **Visits**, **Documents & files**, **Tasks**, **Care plans**, **Emails**, **Requests** and **History**. If your role has no clinical access, **Visits** and **Care plans** are not listed.

In the patient bar, **Start visit** begins a visit in one click, and the arrow beside it picks another visit type. **New** writes a document, uploads a file, books an appointment, writes an email, sends a form or adds an entry such as an allergy, diagnosis, medication or reading. What a visit, a draft and a signed note each mean is explained in [Saved, recorded and signed](/docs/en/get-started/saved-recorded-signed).

## Ask the Agent [#agent]

Choose **Agent** in the sidebar to chat, or use **Ask the Agent** on Home or the patient list. The Agent drafts text and prepares work. It asks you before it sends or books anything. See [The Agent and you](/docs/en/get-started/agent-and-you).

## Check notifications and get help [#notifications]

**Notifications** at the bottom of the sidebar shows an unread count and opens a short list. **Open inbox** goes to the full page, where you can choose **Mark all as read**. [Notifications](/docs/en/guides/notifications#inbox) explains what triggers them.

Choose **Help & support** from your name menu to reach support. Workspace times follow your browser's time zone, so check it if you work in another country.
