Help center
Clear guides for every role in the clinic
Numbered steps that use the names of the screens and buttons exactly as you see them in the system. Pick your role, or start with the first steps.
Start here
Three guides are enough to get the clinic working on the first day.
- Create your account and get the clinic readyCreate the clinic account, sign in for the first time and work through the short checklist that prepares the clinic for its first appointment.
- A tour of the screensThe five places the application opens from, what the Today screen shows each role and what is under More.
- Add staff and set rolesAdd doctors, reception and cashiers, see what each role can open, limit one person's access and decide who may prescribe.
Common tasks
What a team asks about most in the first week.
By role
Each role sees different screens. Pick yours to find its guides.
Getting started
Creating the account, the first sign-in and the set-up checklist. · Guides: 2
Owner
Create your account and get the clinic ready
Create the clinic account, sign in for the first time and work through the short checklist that prepares the clinic for its first appointment.
Read the guideEveryone
A tour of the screens
The five places the application opens from, what the Today screen shows each role and what is under More.
Read the guide
Clinic owner
Clinic settings, the team, schedules, online booking and the subscription. · Guides: 9
Owner
Clinic settings and modules
Where the owner changes the clinic's details, chooses the type of practice and switches tools on or off.
Read the guideOwner
Add staff and set roles
Add doctors, reception and cashiers, see what each role can open, limit one person's access and decide who may prescribe.
Read the guideOwner
Subscription, users and storage
How the plans limit users and storage, how the owner pays and renews, and what happens when the subscription ends.
Read the guideOwnerDoctor
Branches and services
Add branches when the clinic works in more than one place, and keep the list of services and prices up to date.
Read the guideOwnerDoctor
Doctor schedules: hours and booking rules
Set when each doctor can be booked, the rules that shape the free times and the services a doctor offers at their own price.
Read the guideOwnerDoctor
The doctor's public page
A doctor writes a page, the owner reviews and publishes it, and patients can book from it. Preview, publish, unpublish and share the QR code.
Read the guideOwner
Backup and exporting your data
Download a copy of the clinic's data, import patients from a spreadsheet, and what the backup tool does not promise.
Read the guideOwner
Set up online booking
Turn on the clinic's booking page, choose which services visitors can book and share the link.
Read the guideOwnerDoctorEarly access
Set up online visits
What must be in place before video or audio visits are offered, how the monthly limit works and what patients are told.
Read the guide
Doctor
The Today screen, the patient file, the consultation, prescriptions, results and online visits. · Guides: 6
Doctor
The doctor's Today screen
What the doctor sees on Today, how to start and finish a consultation, and where results and the day's schedule are.
Read the guideDoctorReception
The patient file
Find a patient, read the file, add a document and understand the Family and access tab.
Read the guideDoctor
The consultation and the visit note
Start a consultation, write and sign the note, and finish the visit with a prescription, a test order, an invoice or a follow-up.
Read the guideDoctor
Prescriptions and treatment plans
Write and print a prescription, cancel or reinstate one with a reason, and create a treatment plan in steps.
Read the guideDoctorOwner
Tests and results
Order a test, add the result, have a named doctor review it and release it to the patient.
Read the guideDoctorEarly access
Run an online visit
Open the room, let the patient in from the waiting room, hold the visit and end it.
Read the guide
Reception
Appointments, check-in, patients and reminders. · Guides: 4
Reception
Appointments at the front desk
Book, move and cancel appointments, read the day and week views and use the waiting list.
Read the guideReception
Queue and check-in
Check patients in when they arrive, keep the waiting order and see who is with the doctor.
Read the guideReception
Registering patients and reminders
Add a new patient, take care with families who share a phone, hand over the portal link and know what reminders really do.
Read the guideReceptionOwnerEarly access
Set up the waiting-room queue display
Show called tickets and rooms on a waiting-room screen: connect, pair, call tickets and fix common problems.
Read the guide
Cashier and accounts
Invoices, payments, instalments, expenses and the cash book. · Guides: 3
CashierReception
Invoices and payments
Create an invoice, record a payment, print a receipt and confirm the transfers that patients report from the portal.
Read the guideCashier
Instalments
Split a larger amount into a schedule of instalments and record each payment as it arrives.
Read the guideCashier
Cash book and expenses
Open and close the day's cash session, move cash in and out, and record the clinic's expenses.
Read the guide
Patient
Booking online, the link for an online visit and the patient portal. · Guides: 3
Patients
Book an appointment online
Open the clinic's booking page, choose a service, a doctor and a time, and keep your confirmation.
Read the guidePatientsEarly access
Join an online visit
Use your private link, wait in the waiting room, join when the doctor lets you in, and know the rules of the call.
Read the guidePatients
The patient portal
Sign in with your mobile number, see your visits, bills and released results, and ask to move or cancel a visit.
Read the guide
Security and privacy
Roles, private files, passwords, two-step verification and what to do when a staff member leaves. · Guides: 1
Troubleshooting
Fixes for the most common problems, and answers to common questions. · Guides: 2
Everyone
Troubleshooting
What to check when you cannot sign in, free times or the online option are missing, the camera is blocked, a link says closed or a file will not upload.
Read the guideEveryone
Frequently asked questions
Short answers about the trial, prices, languages, early access features, data separation and what the system does not do.
Read the guide
Still need help?
Tell us which screen you were on and what happened. Do not send any patient information.
No contact channel has been published for this site yet. The clinic owner or a doctor can open a support request from inside the application, or you can request a demo.
Request a demoThese guides describe the system as it is today. Anything marked early access or preview is not finished yet.