Find the screen you need help with.
Each guide explains what the screen is for, how to use it, and the habits that make everyday work easier.
Account
Sign in
Use this screen to return securely to your Global Clinic Connect account.
Open screen guide→Create an account
Create one Global Clinic Connect account for your patient and workplace relationships.
Open screen guide→Completing sign-in
A short transition screen that finishes sign-in and returns you to the application.
Open screen guide→Appointments
CRM
Contacts
One record per person, with their whole relationship in a single view. A contact is created automatically when someone signs in on your site or sends an inquiry, and you can also add one by hand. Purely anonymous visitors stay in Live visitors until they share who they are.
Open screen guide→Forms
Build a form once and use it two ways: as a card inside a chat, or as questions the assistant asks one at a time in conversation. Every question maps to a data point, so answers land on the right contact automatically. Purely browsing visitors are never asked; a form appears when someone is engaging.
Open screen guide→Pipeline
A visual board of your leads, so nothing falls through the cracks. Each lead is one opportunity tied to a contact, and it moves left to right through your configurable stages until it is won or lost.
Open screen guide→CRM configuration
Manage lead pipelines, stable stage references, and the shared form data-field catalog without orphaning active leads or published forms.
Open screen guide→Tasks
Your follow-ups in one place, so nothing slips. Tasks are bucketed into Overdue, Today, and Upcoming, and you can complete or snooze them in a click. Tasks assigned to you by others, and reminders created from a contact, all land here.
Open screen guide→Templates
Message, WhatsApp, and prescription templates in one place, switched with the control at the top. Message templates hold reusable copy, WhatsApp templates are reviewed provider messages, and prescription templates control the final layout clinicians issue after a visit.
Open screen guide→Care discovery
Find Care
Browse clinics accepting patients on the platform and start a booking. Search by clinic, specialty, service, language, or region, then book care in a few steps.
Open screen guide→Find Care
Browse clinics accepting patients on the platform and start a booking. Search by clinic, specialty, service, language, or region, then book care in a few steps.
Open screen guide→Clinic operations
Appointments
The clinic schedule and requests queue. Search and filter appointments, open details, prepare with the patient, use governed in-person check-in, and book a new visit.
Open screen guide→Appointment details
The staff view of one appointment, with lifecycle facts, verified patient and provider context, governed note, medication-request, order/referral and after-visit drafts for an active Encounter, prescriptions and medication history, attached records, preparation messages, requested information, and telemedicine readiness.
Open screen guide→Clinical operations
Collaboration
Configuration
Workspace settings
Configuration for your active clinic, organized in one consistent settings navigator: Setup guide for a beginner-friendly launch path, General for the clinic profile and regional defaults, Appointments for availability and booking rules, Clinical setup for governed care configuration, Team for the people who belong here, Channels for connected networks, Developer for trusted integrations, and Call recording for the recording policy. You need an active clinic selected to manage these; every setting applies to that clinic only.
Open screen guide→Appointment settings
Set clinic locations, provider and visit-type schedules, booking rules, and the conflict-safe calendar preparation required before patient booking opens.
Open screen guide→Channels
One home for every outbound channel: connect and manage social networks and WhatsApp side by side. Social networks now use your clinic's own developer app per network, set up right here; WhatsApp uses the platform's verified Business Provider connection while your clinic keeps ownership of its account and numbers.
Open screen guide→Connection hand-back
The small window a social network returns you to after signing in. It hands the result back to the Channels page that opened it and closes itself; no sign-in secrets ever appear here.
Open screen guide→Network setup
The full setup experience for one social network: what your clinic needs, how to register your own developer app, every supported way to connect, webhook wiring for Meta-family networks, official documentation, and troubleshooting. The guidance is tailored to the network you opened.
Open screen guide→WhatsApp channel
Connect your clinic's WhatsApp Business Account, keep an eye on number health, and set the channel's compliance policy. This is now the WhatsApp tab under Settings, in the Channels section. Your clinic owns the account and pays Meta directly; this page is where you set it up and keep it healthy.
Open screen guide→Clinical setup
Configure the reviewed building blocks used by patient booking and clinical workflows. The setup path keeps draft, published, tenant-readiness, and platform-release state distinct.
Open screen guide→Developer access
Create and revoke narrowly scoped server API keys for trusted integrations. Full secrets are shown once and cannot be recovered.
Open screen guide→Live chat setup
Everything needed to run chat on your clinic's website: installing the widget, how it looks and behaves, routing and triggers, canned responses, and privacy.
Open screen guide→Clinic Setup Wizard
A guided launch path for clinic owners and administrators. It checks the existing clinic configuration in the order it is needed, saves progress to the active clinic, and only completes after the current operational safety check passes.
Open screen guide→Channels
One home for every outbound channel: connect and manage social networks and WhatsApp side by side. Social networks now use your clinic's own developer app per network, set up right here; WhatsApp uses the platform's verified Business Provider connection while your clinic keeps ownership of its account and numbers.
Open screen guide→Connection hand-back
The small window a social network returns you to after signing in. It hands the result back to the Channels page that opened it and closes itself; no sign-in secrets ever appear here.
Open screen guide→Documents
Documents
A safe home for patient files: lab reports, referrals, consent forms, insurance cards, discharge summaries and more. Most document types can be uploaded; executable, script, source code, macro-enabled and credential files are blocked for security. Every upload is virus-scanned before anyone can open it, previews render right in the workspace, and every view is recorded for compliance.
Open screen guide→Open a shared document
View a document that a clinic or care team has shared with you for a limited time.
Open screen guide→Engagement
Engagement analytics
How your website engagement is performing: visitor volume, conversation outcomes, response speed, and satisfaction, aggregated per day for your clinic.
Open screen guide→Conversations
Your live chat inbox. Website visitors' messages arrive here in real time; reply, hand off, and resolve without leaving the workspace.
Open screen guide→Live visitors
A real-time view of who is on your clinic's website right now. Visitors appear the moment they land on a tracked page, so you can see how many people are browsing, who looks ready to talk, and who has already chatted with you.
Open screen guide→Find care
Public clinic profile
Learn about a clinic, review available services and providers, and begin an appointment request.
Open screen guide→Public hospital profile
Learn about a hospital, review available services and providers, and begin an appointment request.
Open screen guide→Marketing
Marketing journey
Public product narrative that follows a clinic from discovery and qualification through consultation, records, recovery, and growth.
Open screen guide→ABHA roadmap
Public overview of how Global Clinic Connect helps organizations prepare for ABHA-linked patient journeys and a carefully controlled ABDM rollout in India.
Open screen guide→Request a demo
Public lead-capture form for organizations evaluating Global Clinic Connect.
Open screen guide→Platform overview
This public product page is being prepared and currently shows a coming-soon message.
Open screen guide→Pricing
This public pricing page is being prepared and currently shows a coming-soon message.
Open screen guide→Security
This public security page is being prepared and currently shows a coming-soon message.
Open screen guide→Solutions
This public solutions page is being prepared and currently shows a coming-soon message.
Open screen guide→Patient care
Appointments
Your visits across every clinic in one place. Search and filter appointments, book a visit, open details, and prepare with your clinic. Clinical telemedicine entry is currently unavailable.
Open screen guide→Appointment details
A complete view of one appointment, including timing, lifecycle status, versioned clinical intake, its issued prescription, attached records, preparation messages, requested information, and telemedicine readiness.
Open screen guide→Patient communications
Patient records
Social automation
Social calendar
The home of your clinic's social publishing: everything scheduled across every connected network on one calendar, with drafts waiting on the side. Drag a post to another day to move it, open one for its per-network results, and start a new post from here.
Open screen guide→Social analytics
How your clinic's social presence is performing: impressions, engagements, audience size, and publishing volume for the chosen window, compared with the previous one. See the network mix, follower trends per account, and export the raw numbers as CSV.
Open screen guide→Social approvals
The review queue for clinics that require sign-off before publishing. Posts wait here with their content, destinations, and intended time; an approver approves, requests changes, or rejects with a comment. Nothing publishes while it waits.
Open screen guide→Social automation
Rules that triage the social inbox for you: match incoming interactions by keywords, type, network, or review rating, then set status, assign a teammate, or send a generic acknowledgement. Replies sent by rules never include patient information and hold during quiet hours.
Open screen guide→Social calendar
The home of your clinic's social publishing: everything scheduled across every connected network on one calendar, with drafts waiting on the side. Drag a post to another day to move it, open one for its per-network results, and start a new post from here.
Open screen guide→Compose
Write once and publish everywhere: pick the destination accounts, write the post, attach library media, tailor the text per network when needed, and then save it as a draft, schedule it, or post right away. A live preview shows how it reads on each network.
Open screen guide→Social inbox
Comments, replies, mentions, direct messages, and reviews from every connected network in one queue. Read, reply, assign, and close without leaving the workspace, and turn promising conversations into CRM contacts and leads.
Open screen guide→Content library
Everything reusable behind your posts: checked media assets, caption templates and hashtag groups, content feeds that draft posts from a URL, and posting queues that define your preferred publishing rhythm.
Open screen guide→Super Admin
Super admin
The central home for platform administration. Every super admin capability lives here and in the persistent settings navigator, so you can move between operational areas without returning to the workspace sidebar. Visible only to platform administrators.
Open screen guide→ABDM platform operations
Manage facility registry mappings, review deployment-owned mode and readiness, govern evidence-backed releases, monitor delivery, recover eligible callbacks, and publish terminology releases without exposing patient payloads.
Open screen guide→Activation requests
The platform review queue for clinic and hospital activation. Approving a request creates the tenant and makes the requester its owner; this is the only way organizations are created.
Open screen guide→Customer management
The platform customer registry for Super Admins. Review registered users and organizations, understand tenant usage and plans, and suspend or reactivate access with an audited notification workflow.
Open screen guide→Demo requests
The platform sales queue for demo and contact requests captured from the public marketing site. Each entry is a business enquiry from someone who wants to see the platform, not patient data. Work them from new through contacted and qualified to closed.
Open screen guide→Document policy
Set how long each kind of document is kept, how long deleted files can be restored, and whether the workspace suggests a category when a file is uploaded. This policy now lives under the Super admin section as a global configuration. Any staff member can review it; workspace owners and admins can change it.
Open screen guide→Exceptions
The platform-wide error console. Unexpected application problems appear here with protected diagnostic context so administrators can investigate them in one place.
Open screen guide→Plans and usage
The platform's commercial configuration: create plans with entitlements and feature toggles, assign them to clinics, manage versioned provider pricing, and inspect any clinic's metered usage. Visible to platform administrators only.
Open screen guide→Support requests
The platform triage queue for bug reports and feature requests submitted from the workspace feedback control. Requests can include screenshots or files, may carry a validated tenant context, and are visible only to platform administrators.
Open screen guide→Social platform
The platform-wide observability and pricing console for the social module: a read-only cross-clinic connection-health rollup, and the publish rate card for networks that charge per action. Channel and developer-app configuration now lives in each clinic's own Channels settings; this console shows counts only, never post content or tokens.
Open screen guide→WhatsApp estate
The platform-wide view of every clinic's WhatsApp channel: account status, business verification, number counts, and the worst quality rating per clinic, plus how much of the weekly signup allowance is used. Visible to platform administrators only.
Open screen guide→Telemedicine
Tenancy
Clinic profile
Build and publish the public page patients see for the selected clinic or hospital. Profile details, public contact information, team members, imagery, FAQs, and search settings belong to that organization and are saved together.
Open screen guide→Clinics and hospitals
Manage your memberships and bring new organizations onto the platform. This page lists every clinic and hospital you belong to and tracks your activation requests.
Open screen guide→Workspace
ABHA and ABDM workflows
ABHA and ABDM actions now live where staff already work. Identity is managed from a Contact, Scan and Share arrivals are reviewed from Clinic Appointments, and clinical exchange is available on the assigned clinician's appointment detail.
Open screen guide→Accept an invitation
The page you land on from an invitation link. It shows which clinic or hospital invited you and the roles you would hold, and lets you accept or decline. If you are signed out, you are prompted to sign in or create an account first.
Open screen guide→Home
Your post-login starting point and operational dashboard. From here you can see which clinic you are acting in, read at-a-glance metrics, jump into live work, and finish onboarding if you are new.
Open screen guide→Your profile
Manage the global identity that follows you between My Space and every clinic or hospital you join. Your profile image comes from your secure sign-in account, while your saved display name is used throughout Global Clinic Connect.
Open screen guide→Your ABHA
Manage the ABHA linked to your global account, choose clinic connections, and review ABDM consent activity without selecting a clinic workspace.
Open screen guide→Team
Invite colleagues into this clinic or hospital and manage who belongs. Owners and facility administrators can update active staff roles and ordinary workspace permissions from the Team tab. Clinical authority remains governed separately.
Open screen guide→