Get comfortable in your workspace

Open Home

Home brings together the work that needs attention and shortcuts to the areas you use most. When the lead summary is incomplete, its card explains why totals are hidden.

Check your active clinic

The clinic switcher shows which organization you are working in. Select a different clinic before viewing or changing its information. While a patient's record is open the switcher is locked, with a padlock in place of its arrow: select Application view first, then switch.

• Confirm the clinic name
• Check your role when an action is unavailable

Find what needs you

Home and your worklists show the work waiting for you, and opening an item takes you to the relevant area. The top bar keeps only what you use on every screen: Search, the clinic switcher, reporting an issue, your notifications, help, the theme and your account. The bell shows how many notifications you have not read and updates as they arrive: an appointment booked with you, a task assigned to you, a colleague joining, or, for a patient, a care update from the clinic. Select it to see the newest, or View all for the full history. Chat availability, Online or Away, is at the top of the Conversations inbox.

Use the sidebar sections

After sign-in confirms your working context, the sidebar appears with the areas available to your role. Workspace contains daily care and relationship work. Engagement contains visitor and conversation tools. Account contains Settings, where the clinic's configuration lives: Clinic profile, Team, Clinics and hospitals, WhatsApp, and the rest are menus across the top of Settings rather than separate sidebar entries.

Search from anywhere

Select Search at the top of any screen, or press Ctrl+K (⌘K on a Mac), or the / key when you are not typing in a field. Type a patient's name, mobile number, email or record number, a document's title, a colleague's name, or the name of a screen. In a hospital you can also type a ward's name, a bed's code, a stock item or a charge, a supplier or a payer, an equipment tag, the label on a sample tube, a scan's accession number, or the number on a blood bag, in full. In My Space, search also finds your own records. Results arrive grouped by kind, such as Patients, Documents, Locations, Stock items and Features, with the part that matched marked. Arrow Down and Arrow Up move through every result, Enter opens the highlighted one, Show more carries one group on, and Escape closes search.

• Type at least two characters
• Open a result with Enter or a click

Add what a list is missing

Some lists end with an Add option, for example Add bed while admitting a patient, Add supplier on a purchase order, or Add payer when recording cover. Choose it and the form for the new record opens above the one you are filling in, with anything you typed in the list's search as its name. The form underneath stays exactly as you left it. Save the new record and you go back with it chosen; cancel and nothing changes. A form opened this way can add what it needs in turn, and the top of each form shows which forms are still open underneath.

• Type the name in the list's search first
• Press Escape or Cancel to go back without adding anything

Use your Account menu

Select your avatar to reach profile, clinic memberships, settings, product documentation, the developer portal, and sign out.

Switch themes

Use the theme control in the top bar to choose the appearance that is most comfortable for you.

Open your profile

Select your avatar in the top bar, then choose Profile.

Choose a recognizable name

Update your display name and save it. The account menu updates immediately, and other areas use the new name when their data is refreshed.

Choose your appearance

Select System, Light, or Dark. This preference applies across the application and is remembered on the current device.

Open contextual help

Select Help in the top bar to read a plain-language overview, instructions, tips, and best practices for the current screen.

Play a guided walkthrough

When a walkthrough is available, select Play walkthrough. The guide highlights the controls in order and can be paused or replayed.

View the full guide

Select View Documentation in the help panel to open the complete guide for that screen in a new documentation page.