👋 Your first day

Goal

Open the right clinic and find the page for your work.

Before you start

• Ask your clinic manager for your own account.
• Use the clinic website address your team gave you.
• Keep your password private.

Do these steps

1. Sign in and check the interface language

1. Sign in with your own account. The screenshots start after sign-in.
2. Find the language icon near the top right. It looks like two language characters.
3. Select it, then choose English for this guide's English screenshots.
4. Close the menu. Check that the left menu includes Dashboard, Appointments and Patients.

Step 1 — Choose the interface language before following the button names. Click the image to enlarge it on this page.

Step 1 — Choose the interface language before following the button names.

2. Choose the correct clinic

1. Find the clinic name at the top of the left menu.
2. Select the clinic selector to open the list.
3. Choose the clinic where you are working now. This example account shows Hello Clinic.
4. Check the name again after the list closes.

Step 2 — Confirm the selected clinic before opening patient records. Click the image to enlarge it on this page.

Step 2 — Confirm the selected clinic before opening patient records.

3. Open the page for your work

1. Select Dashboard in the left menu to see the day's overview.
2. Check the date near Overview.
3. Choose Appointments for reception, Consultation for clinical work, Checkout for billing, or Patients for a patient record.
4. Check the heading at the top. It should match the page you selected.
5. Open the guide for your task. A short role guide is on Roles and access.

Step 3 — Use the left menu, then check the page heading and date. Click the image to enlarge it on this page.

Step 3 — Use the left menu, then check the page heading and date.

Check that it worked

You can see the correct clinic name and at least one page you are allowed to use.

❓ FAQ

Why does my colleague see more menu items?

Your role and clinic membership control the available pages. Ask the manager for access to the specific task you need.

Can I switch clinics while working on a record?

Save or cancel the current edit first. Then change the clinic and check the clinic name before opening another record.

What should I do before leaving a shared computer?

Save your work and follow the clinic’s account-lock or sign-out process. Each staff member should use their own account.

Where should a new staff member start?

Start with Dashboard, then the guide for your duty: Appointments for reception, Consultation for clinical work, or Checkout for billing.

Next

Learn the Dashboard or go to Appointments.