All feature guides

Practice Management

Clinic

Organise a shared clinic workspace with invitations, active-clinic selection and membership controls.

Open ClinicSign-in required for workspace tools.

Where to find it

Sign in Open the menu Practice ManagementClinic

On a phone, tap the menu icon at the top left. Expand the section above, then select the tool. On a computer, use the left sidebar.

How to use it

  1. 01

    Create or select a clinic and check which clinic is active before documenting.

  2. 02

    Use the available invitation controls to invite staff.

  3. 03

    Have staff accept their invitation to join the clinic workspace.

  4. 04

    Review membership and use only the role controls available to your clinic role.

Continue in your workspace