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How to find your way around the clinic portal

Use the clinic navigation to coordinate the team and the practice's daily work.

Open	What you can do
Home	Review today's appointments, booking requests, and notifications.
Schedule	Coordinate appointments across the clinic's providers.
Patients	Manage the clinic directory, intake, appointments, billing, and care-team assignments.
Staff	Review team members and provider setup; administrators manage invitations and roles.
Chat	Open patient office conversations and conversations with colleagues.
Billing	Work with clinic-wide balances, invoices, payments, and receipts.
Payroll	Administrators review provider earnings and record external payouts.
Reports	Explore clinic financial and activity reports.
Practice	Find clinic settings, including Identity, Hours, Services & Rates, and Activity Log.

Use Cmd-K on Mac or Ctrl-K on Windows to find pages and patients. The notification bell opens updates that need your attention. Front-desk users can handle daily operations; administrator-only controls are labeled throughout this guide.