Set up your clinic and team

Size your team

Open Pricing and enter how many doctors and other staff will use Global Clinic. Choose monthly or annual billing; annual charges ten months for twelve. Prices are in Indian Rupees and exclude 18% GST.

Compare at your team size

Each plan shows what your team would pay, and the cost summary shows how the price adds up. Essential includes one doctor and is free for the first 12 months; every other doctor or member of staff is a licence charged from the start. Professional includes ten people of any role and starts with a 30-day trial. Enterprise is priced for your organization by our team.

Start the plan with your clinic

Choose the plan's button. You sign in or create an account, then the clinic request form opens with the plan, billing and team filled in. The free year or trial begins when the clinic is approved.

• Check the plan shown on the request form
• Remove it to leave the plan to the reviewer

Change plan later

Owners and administrators see the plan on the Plan card in Settings, General. Compare plans opens the pricing page for your clinic, where you can ask for a different plan or billing cycle. Our team confirms every change with you, and you can withdraw a request while it waits. A free period or trial belongs to a new clinic, so a change does not start one. When our team changes your plan or its dates, owners and administrators are told in the app and by email.

Open the Setup guide

After a clinic is activated, use the reminder on Home or choose Setup guide in Settings.

Tell us about your clinic

Pick the kind of clinic you run (General clinic, Primary care, Dental clinic, Specialty clinic, Telemedicine clinic, or start from scratch), then confirm the name, country, city, language, time zone, and currency. The country suggests the currency and time zone; currency otherwise starts on Indian Rupee (INR), the platform default, and every supported currency stays selectable.

Add your locations

The main location starts from your clinic name, city, and country. Add branches now or later. With one location, every doctor's hours use it automatically.

Tick your services

Choose the services patients can book, such as In-person consultation, Video consultation, and Follow-up visit, and adjust names and visit lengths. Their patient forms, consent, and messages are created, published, switched on, and linked for you, and anything the clinic already published is reused.

Add doctors and their hours

Choose I see patients here too if you are also a doctor, or invite colleagues without waiting for them to accept. Confirm each doctor's registration, then set the days and times they see patients in person, by video, or both. As the clinic owner, the registrations you save are approved straight away, and your own is recorded as self-attested.

Review provider evidence

When a registration does not cover a service, open the guided Provider credentials destination. Each affected visit shows its scheduled doctor and the exact evidence control that does not match.

Go live

The go-live check runs on arrival. Every remaining action includes the reason it failed, ordered resolution steps, and a direct destination when the clinic can resolve it. Finish only when the current protected readiness check passes.

Open Clinic Profile

Go to Settings, open the Clinic menu, and choose Clinic profile. Review the organization name, description, contact details, location, services, and public images.

Edit one section at a time

Use the edit action beside a section, choose every language the clinic supports from the searchable list, check the preview, and save only when the information is ready.

Review public visibility

Confirm the information patients may see before sharing or publishing the profile.

Open Team settings

Go to Settings and choose Team to see current members and pending invitations.

Send an invitation

Enter the colleague’s email address, choose the appropriate role, and review the invitation before sending.

Check that each invitation reached its recipient

Each recipient shows whether the message was sent. When it was not, the invitation explains why in plain language and still shows a link you can share, so the colleague is never blocked while the delivery problem is resolved.

Follow pending invitations

Resend an invitation when needed or revoke it if it should no longer be used.

Review General settings

Confirm regional preferences and clinic-facing defaults. Search the complete language, time-zone, and currency lists, use the flags to identify currencies, and open a choice to compare its explanation. Leaving currency on the platform default shows amounts in Indian Rupee (INR); choose any supported currency to override it. Use the tabs across the top of Settings to move between areas without refreshing the browser; areas that do not fit on a smaller screen are under More.

Review appointment settings

Set the visit options and scheduling rules your clinic is ready to offer. Visit-type choices explain their purpose, duration, and modalities. Confirm the active clinic before saving.

Review channels

Connect only the communication channels your team is prepared to monitor.

Resolve highlighted fields

If Save or Publish finds incomplete information, use every item in the validation summary. Choosing an item opens its hidden section or editor step, moves to the exact field, and shows what to correct beside the control.

Create clinic locations

Under Appointment settings, add each physical care location with its local time zone and address.

Match visit requirements to provider evidence

Open the guided coverage review. For each affected visit, the screen names the scheduled doctor and lists any missing approval, credential type, market, modality, specialty, validity date, restriction, or Schedule action. Use Fix highlighted evidence, Review appointment hours, or Review visit requirements to open the correct control.

Build weekly schedules

Assign each recurring window to one doctor, modality, location, and either all compatible or selected active visit types.

Publish the settings

Save the reviewed configuration so the clinic has an immutable scheduling revision.

Prepare the calendar

Open Clinical release and run or resume conflict-safe calendar preparation. Clinics with existing appointment history require platform operations to protect those records.

Re-check readiness

Resolve every remaining visit-type, provider, credential, and scheduling blocker before testing patient booking.

Open Care locations

Go to Settings and choose Care locations, then pick the clinic location you are setting up. The screen opens on the one you chose last time on this device, or on the only one there is; otherwise it asks.

Add a department

Start with a department such as Cardiology or Emergency. Give it a name staff recognise and a short code. The code appears in reports and cannot be changed later, so match whatever the area is already called on signage.

Add what sits inside it

Use Add inside on a row and choose what goes there: a ward or another department inside a department, a room or a bed inside a ward, a bed inside a room. Only the kinds that can sit there can be chosen (the others are shown with the reason), the place you are adding inside stays fixed, and when only one kind can go there, as in a room, it is chosen for you.

Keep bed availability current

Mark a bed available, reserved, being cleaned or out of service. Occupied is not a choice: a bed becomes occupied when a patient is admitted or moved into it on the Ward screen, and an occupied bed's state changes only when they leave.

Retire rather than delete

When an area closes, retire it. The record and its history are kept and it can be reactivated. Retire everything inside an area before retiring the area itself.

Build the catalogue

Add each item with a code, a name, and the unit you actually count it in, such as tablet, mL or box. The unit is fixed once the item exists, because changing it would silently restate every balance in a different unit.

Book stock in

Enter the batch number and expiry date from the packet and choose the store; no store is chosen for you. The same batch in two stores is tracked separately, so the system can answer how much is in this ward rather than only how much exists.

Issue to a ward

Choose the batch, how many, and where it is going. Draw from the batch expiring soonest unless you have a reason not to. Stock goes to a ward, a theatre or a department, never to a person.

Watch what is expiring

The expiry list shows batches coming up to their date, soonest first, and only those that still hold stock. A batch is usable through its expiry date, not up to it.

Count a shelf honestly

Enter what you found. If somebody moved stock while you were counting, the count is refused rather than applied over the top of their movement. Count it again against the new figure.

Recall a batch and tell the wards

Saving a recall stops that batch being issued, moved or received anywhere in this workspace from that moment. It does not telephone the people holding it, so tell them as well.

Build the register

Add each thing with a tag that is unique and will not change. The tag is how a service history stays attached to one machine, and a duplicate is two histories that are both wrong.

Raise and close jobs

Choose what kind of job it is, a planned service, a repair, a calibration or an inspection, and say what needs doing; closing it records what it found and what was done. Both are required, because in a year the note is the only evidence that this machine was checked.

Record a sterilization load

Enter the cycle reference from the printout, choose the method from the steriliser (nothing is assumed), and list what went in. Everything in the load moves to being in a load and cannot be used until the indicator is read.

Read the indicator

Pass or fail, once. A failure needs to say what the indicator showed, and nothing from that load can go back into service afterwards.

Know why a load nobody has read is not a pass

Instruments are not usable on the assumption that a cycle worked, so a pending load fences its instruments exactly as a failed one does.

Ask for something

Choose the kind of request, say in a line what is needed, and choose where; for transport, choose where it is going too. Name the bed or room in the ward's own words rather than naming the patient: the people working this queue have no access to patient records.

Take it or give it to somebody

Choose who is doing it from the team, yourself included. A request already in progress can be handed on, because shifts end.

Say when you start

A queue where everything sits at assigned tells a supervisor nothing about what is moving.

Close it when it is done

A request assigned to somebody else cannot be marked done by you, and a supervisor closing one on their behalf is recorded as exactly that.

See your own shifts

Anybody who can open this page sees where they are expected, across every unit.

Publish a rota

Choose the unit (the screen opens on the one you chose last time on this device, or asks) and the period, then add a row for each shift: who (chosen from the team by name), what they are down as, and when it runs. A row you started and did not finish stops the rota being published, rather than being left out. Owners and administrators publish.

Know that a label is a label

Charge nurse, runner, on call: these are what the unit calls the job that night. Nothing reads them to decide what anybody may do.

Correct one by replacing it

A published rota cannot be edited. Publishing a new one for the same unit replaces the live version and keeps the old one, because who was on at the time is what an incident review asks.

Use it for what it is

No leave, no hours, no working-time checks, no payroll. If somebody needs different access, change their membership.

Report it

Choose what kind of thing it was and how far it got, say when (and where, if it helps), and describe what happened in your own words. Neither choice is made for you, and each kind and each grade of how far it got is described in the list. Report what happened, not who to blame.

Know a near miss counts

The wrong drug drawn up and caught, the rail found down. Those are the ones that show where the next one is coming from, and a form that only wants harm never hears about them.

Record the clinical facts in the chart as well

An incident is not part of the patient's record. The people caring for them will not see it here.

Investigate and act

Take an incident up, then record each thing that will be done about it and who owns it.

Close it honestly

An incident cannot be closed while an action is still open. Cancel the ones that are not going to happen, with a reason, rather than closing over the top of them.

Raise a request

Choose the ward or department it is for, which is never chosen for you, and add a line for each item. Quantities are whole numbers of each item's own unit.

Decide it

Approve it, or refuse it with a reason the ward will understand. A request refused in silence just gets asked again by telephone.

Place the order

Draft an order against an active supplier, then place it when you are ready to commit. Until it is placed it is a shopping list.

Book the delivery in

Enter the batch number and expiry from the packet and choose the store. The stock is on the shelf as soon as it saves. A delivery larger than the line still has outstanding is refused.

Send something back

A supplier return takes the stock off the shelf and records why in the same moment. A recalled batch can be returned; that is where it should go.

Close an order that will not complete

A supplier who is never sending the rest is something only you know, so nothing closes itself. Closing short asks you why.

List what you charge for

Add each thing a bill is made of, with its code, what kind of thing it is, and the price that applies when no contract prices it. Agree the codes with whoever raises bills first, because a code is how a charge is recognised everywhere else.

Add the payers

Insurers, government schemes, employers, charities. Only the ones that pay on somebody's behalf. A payer keeps its code, because a different code is a different payer.

Add a contract under a payer

Say what share the payer usually meets, and whether they want to agree to work before it is billed. The share is a default so the usual case needs nobody to remember a number.

Price the contract

Set the price that contract pays for each charge. Anything you leave off the list bills at the list price, which is why a missing line is not a gap.

Read a month for finance

The export is a read of one month. Nothing is marked as taken, so asking again gives the same answer and your finance system stays in charge of what it has ingested.

Open the account

Find the patient by name. If they have no account, opening one creates it, and doing that twice gives the same account back.

Record cover if somebody else is paying

Choose the payer, then one of that payer's contracts in force. Without cover recorded, an invoice can only go to the patient.

Get the payer's approval when the contract asks for it

Some contracts want the payer to agree to the work before it is billed to them. Under Approvals, ask for one under the patient's cover with what it is for and the amount, then record the payer's answer: an approval with the reference they quoted, or a refusal with their reason.

Post the charges

Find each charge in the price list by the start of its name or its code; a retired charge is shown but cannot be chosen. Name what each charge is for: the order, the stay, the dose. Name the one occurrence, not the visit, because two of the same thing in one visit are two charges and the same thing posted twice is refused.

Raise the invoice

Tick the charges it covers and choose whether it goes to the patient or a payer, and under which cover; neither is chosen for you. When the contract wants an approval, choose the approval the work was agreed under; the invoice is refused without it. When a payer meets part of it, the invoice records both shares, and any fraction goes to the patient so the two add up exactly.

Take the money

Choose how it was paid and which invoice it pays, or choose to leave it unapplied; neither is chosen for you. A payment with money left can be applied to another invoice later.

Correct a mistake honestly

Cancelling a charge posts the opposite rather than erasing the original, so a month already given to finance stays true. Giving money back only covers what is not already settling a bill.

Raise a payer invoice first

A claim comes from an invoice, so bill the payer on the patient's account before looking here.

Record that it has gone

Enter the reference the payer gave you. It is the only one they will honour when you chase it.

Record the answer

Paid, part paid or refused. Money recorded here lands on the patient's account against that invoice in the same moment, so there is no gap in which a payer has paid and the patient still shows as owing it.

Record a refusal in their words

Their code and their reason. A summary of it is not what you argue from later.

Chase by sending the same one again

A part paid claim is resubmitted rather than raised a second time, so how much the payer has paid has one answer.

Book the case

Check the theatre shown at the top of the form (it starts on the list you have open, and you can change it). Find the patient by name, mobile or record number, give the procedure and the side, choose how urgent it is, and choose the surgeon from the doctors on the team. The surgeon is whose signature the operative record will require, so it is not a label. The list and every check then show the patient's date of birth, record number, allergies and site.

Record where the consent form is

A reference somebody can find. The sign in asks whether consent is on file, and this is what answers it.

Run the sign in, the time out and the sign out

Every item has to be answered. Whether a check is complete is worked out from the answers, not taken from a box at the top, and the check is made again when you move the case on.

Count at sign out

Both counts are required: correct, not correct, or not applicable when nothing of that kind was counted in for the procedure; none is chosen for you. A count that is not correct needs a note saying what was missing and what was done. A retained swab is found by somebody reading that note.

Write and sign the record

A section is written and signed in one act, by the person whose section it is. A correction afterwards is an addendum that says what it corrects, which keeps the original readable.

Book units in

Enter the number exactly as it reads on the bag, and choose the component and the group printed on it; neither is assumed. One number is one bag, so booking the same one twice is refused.

Record what the laboratory found

Find the patient the sample came from, reading the name off the sample itself, and choose the result; nothing is filled in for you, not even the patient a unit is held for. A compatible result needs the sample reference it came in under, which ties it to the tube that was tested.

Reserve and issue

A unit leaves the bank for a named patient, never on spec. Reserving does not need a result yet; hanging it does.

Check again at the bedside

Find the patient in front of you by their wristband number or name. Hanging the bag is refused unless there is a compatible crossmatch for that exact unit and that exact patient, the unit was issued for them, and it is not past its date on the workspace's calendar. That is checked when you press the button, not when the screen loaded.

Record what happened

Say when it finished, or that it was stopped and why. Report a reaction as soon as it is seen, in your own words.

Set a feed up

Give it a code and a name, choose what it speaks and which way messages flow, and list the message types you have agreed with the other side. A feed that receives HL7 names the one API key its sender delivers with; create the key in Developer settings with Deliver interface messages first. Put it live when both sides are ready.

Point at the credential, do not paste it

Name where the other side's credential is kept. Pasting the credential itself is refused: a place to hide a secret in plain sight is worse than an empty field.

Work what is waiting

Open a message to read it and see what has already been tried. Enter the record where it belongs, then come back and record what you did with its name. If something stopped you, say so; the attempt stays on the record.

Leave what will not be entered

A message nobody will act on is left with a reason rather than ignored. Nothing is deleted, because the first failure is the evidence somebody needs when the feed is wrong for the tenth time.

Declare an outage as it starts

Say what is not available. Declaring it is what gives the paper somewhere to go, and doing it afterwards is how the paper gets lost.

Write things down with the time they happened

You say when care happened. When it was written down here is recorded for you, because the gap between the two is what somebody reviewing the outage is reading.

Catch each one up and then close

Enter each note on the surface it belongs to, mark it caught up and name what you entered. Closing is refused while anything is still outstanding.