Your guide to getting work done.
Follow clear walkthroughs for everyday tasks, understand what each area is for, and find quick answers when you need help.
Start with a guided path
The guides follow the way work moves through the platform, from finding your way around to supporting patients and operating the workspace.
Get comfortable in your workspace
Learn the layout, choose the clinic you are working in, find alerts, and get help without losing your place.
Set up your clinic and team
Launch a clinic with the guided setup, keep its profile accurate, invite colleagues, and choose settings that match the way your organization works.
Welcome and support visitors
See who is engaging with your website, respond to conversations, collaborate with teammates, and learn from engagement trends.
Manage relationships and follow-up
Turn genuine inquiries into organized contact records, move opportunities through the pipeline, and keep follow-up work visible.
Book and manage appointments
Help patients find care, choose an available time, prepare for the visit, and respond to changes or waitlist offers.
Follow the care journey
Understand check-in, secure care messages, consultation tasks, visit instructions, follow-up, and what each status means.
Organize and share records
Upload, find, preview, organize, and share documents while keeping access deliberate and easy to review.
Connect communication channels
Set up live chat, WhatsApp, and social channels, then give your team clear habits for monitoring them.
Operate the platform responsibly
Review activation, customers, support requests, plans, and exceptions without turning platform administration into clinical access.
Find help for the screen you are using
Open a screen guide for an overview, instructions, practical tips, and answers specific to that part of the application.
Help follows you
Select Help in the top bar from any supported screen. Read the short guide, play the walkthrough, or choose View Documentation for the complete screen guide.
- 1Open the screen you need
- 2Select Help in the top bar
- 3Choose View Documentation
Popular tasks
Jump directly to the walkthrough that matches what you are trying to do.