Guides

Each guide covers one area of the workspace and the tasks you do there. The groups below follow the sidebar: the daily rows first, then the areas under Manage.

Your day

• Home: today's appointments and the work waiting on you.
• Tasks: create, take and finish work with an owner.
• To sign: visits you started and have not signed.
• Notifications: what needs you, and how to be told.

Patients

• Patients: find, register and update a patient.
• Visits and notes: start a visit, write the note and sign it.
• Clinical records: diagnoses, medications, allergies and readings.
• Patient documents: write, import, download and withdraw documents.
• Recording and transcription: record a consultation and review the transcript.
• Care plans: prepare, activate and review a plan.

Patient contact

• Appointments: book, move and cancel time.
• Patient forms: send requests and read the answers.
• Patient messages: email patients and check delivery.

Documents and Agent

• Documents: shared files for the whole practice.
• Agent: ask, review proposals and confirm actions.
• Skills: reusable instructions for the Agent.

Manage

• Templates: notes, letters, forms and emails you reuse.
• Marketplace: activate content made by others.
• Publishing: share your own content.
• Insights: practice analytics and dashboards.

Run your practice

• Practice settings: name, country, contact details and patient communication.
• People and access: invite people, teams and roles.
• Calendar settings: working hours and appointment types.
• Agent settings: what the Agent may do for your practice.
• Billing: your plan and subscription.
• Data and compliance: exports, audit, retention and erasure.