Get started as a doctor or therapist

As a clinician you see patients, document each contact, keep the patient's record accurate and sign your visits. Salisan gives you the Member role by default, which is built for this work. Your decisions stay your own: the Agent and every draft only prepare text for you to review.

Your first week

1. Accept your invitation and finish your profile, then set up two-factor protection. See Join your practice and Account and security. About 10 minutes.
2. Learn the sidebar and Home. See Find your way around. About 10 minutes.
3. Open Patients, which lists the patients on your care team. Open one and read the Record page. See Patients. About 10 minutes.
4. Start a visit with Start visit on Home or in the patient bar, and write the note. See Visits and notes. About 10 minutes.
5. Press / in the note to capture an allergy, diagnosis, medication or reading, then choose Add … to the record. Read Saved, recorded and signed first. About 10 minutes.
6. Choose Sign and confirm. A visit you leave open waits in To sign in the sidebar, where Sign & next works through the queue. See To sign. About 5 minutes.
7. Try dictation with Transcribe audio inside a note, and review the transcript before you rely on it. See Transcription. About 15 minutes.
8. Ask the Agent to draft a letter or prepare you for a visit, and review what it writes. See The Agent and you and The Agent. About 10 minutes.

What you can and can't do

With the default Member role you can:

• Create patients, and open and edit the patients on whose care team you are. A patient you create is added to your care team automatically.
• Read and write the clinical records of those patients, start visits and sign them.
• Read and manage the calendars of colleagues in your teams, and book appointments.
• Send email, forms and requests to your patients, and use templates and the content library.
• Create tasks, claim unassigned ones and view Insights.
• Use the Agent.

You can't:

• Open patients who are not on your care team. Ask a colleague who can assign patients to add you.
• Invite people, change roles or teams, or change practice settings or billing.
• Create or publish templates, or activate Marketplace content for the practice.

An Admin or Owner who also treats patients has access to every patient and every clinical record. If something you expect is missing, see Roles and access and a missing button, page or setting.

Keep learning

Continue with the Clinician essentials course in Learn. Start with its first lesson on the patient chart, or see the Learn overview.