Global Clinic ConnectGuides
Guide 01

Get comfortable in your workspace

Learn the layout, choose the clinic you are working in, find alerts, and get help without losing your place.

ForEveryoneTime5 minutes
By the end, you can✓ Move confidently around the workspace✓ Know which clinic is active✓ Keep your profile recognizable✓ Find help for any screen
01

Your first visit

Start by confirming your identity and working context.

1

Open Home

Home brings together the work that needs attention and shortcuts to the areas you use most.

Open Home
2

Check your active clinic

The clinic switcher shows which organization you are working in. Select a different clinic before viewing or changing its information.

  • Confirm the clinic name
  • Check your role when an action is unavailable
3

Review notifications

Use the notification bell for updates that need your attention. Opening an alert takes you to the relevant area.

03

Keep your profile current

Your global profile follows you into every workspace you can access.

1

Open your profile

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

Open Profile
2

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.

3

Choose your appearance

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

04

Get help while you work

Help is tied to the screen you are currently viewing.

1

Open contextual help

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

2

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.

3

View the full guide

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

Self-help

Common questions

Why can’t I see a feature?

Features appear according to your role, the active clinic, and what that clinic has configured. Confirm the active clinic first, then ask an owner or administrator to review your role.

Why does the workspace load briefly after sign-in?

The application confirms your identity, working context, and available areas before showing the workspace. This keeps the sidebar stable and prevents a partial menu from appearing first.

Can I belong to more than one clinic?

Yes. Use the clinic switcher to move between organizations. Information and permissions change with the selected clinic.

Why can’t I edit my profile image here?

Your profile image comes from your secure sign-in account. When one is available, Global Clinic Connect displays it automatically and falls back to your initials if it cannot load.

Where do I report a problem?

Use Report issue in the top bar. Include only the details needed to understand the problem and avoid unnecessary patient information in screenshots.

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