# Guides (/docs/en/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 [#your-day]

* [Home](/docs/en/guides/home): today's appointments and the work waiting on you.
* [Tasks](/docs/en/guides/tasks): create, take and finish work with an owner.
* [To sign](/docs/en/guides/to-sign): visits you started and have not signed.
* [Notifications](/docs/en/guides/notifications): what needs you, and how to be told.

## Patients [#patients]

* [Patients](/docs/en/guides/patients): find, register and update a patient.
* [Visits and notes](/docs/en/guides/visits): start a visit, write the note and sign it.
* [Clinical records](/docs/en/guides/clinical-records): diagnoses, medications, allergies and readings.
* [Patient documents](/docs/en/guides/patient-documents): write, import, download and withdraw documents.
* [Recording and transcription](/docs/en/guides/transcription): record a consultation and review the transcript.
* [Care plans](/docs/en/guides/care-plans): prepare, activate and review a plan.

## Patient contact [#patient-contact]

* [Appointments](/docs/en/guides/appointments): book, move and cancel time.
* [Patient forms](/docs/en/guides/patient-forms): send requests and read the answers.
* [Patient messages](/docs/en/guides/patient-messages): email patients and check delivery.

## Documents and Agent [#documents-agent]

* [Documents](/docs/en/guides/documents): shared files for the whole practice.
* [Agent](/docs/en/guides/agent): ask, review proposals and confirm actions.
* [Skills](/docs/en/guides/skills): reusable instructions for the Agent.

## Manage [#manage]

* [Templates](/docs/en/guides/templates): notes, letters, forms and emails you reuse.
* [Marketplace](/docs/en/guides/marketplace): activate content made by others.
* [Publishing](/docs/en/guides/publishing): share your own content.
* [Insights](/docs/en/guides/insights): practice analytics and dashboards.

## Run your practice [#run-your-practice]

* [Practice settings](/docs/en/guides/practice-settings): name, country, contact details and patient communication.
* [People and access](/docs/en/guides/people-and-access): invite people, teams and roles.
* [Calendar settings](/docs/en/guides/calendar-settings): working hours and appointment types.
* [Agent settings](/docs/en/guides/agent-settings): what the Agent may do for your practice.
* [Billing](/docs/en/guides/billing): your plan and subscription.
* [Data and compliance](/docs/en/guides/data-and-compliance): exports, audit, retention and erasure.