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This guide explains when each tool is useful, what should be ready before you open it, and which follow-up section to check after the task.
If a patient is waiting
Start with visits and the consultation room to see status, messages, and records.
If you are setting up the practice
Complete profile, services, pricing, scheduling, and team in order.
If you need payments or settlement
Use wallet, transactions, contracts, and withdrawals in the finance area.
Start from the goal, not from memorizing routes. The panel should work like a short map for the doctor's workday.
Start with visits and the consultation room to see status, messages, and records.
Complete profile, services, pricing, scheduling, and team in order.
Use wallet, transactions, contracts, and withdrawals in the finance area.
Each tool solves a clear task. These cards show when to use each tool and what to do there.
For today's visits, messages, files, records, and appointment timing.
The place for online visits and clinical conversation with the patient.
Status view for today's, upcoming, ready, pending, and completed visits.
Patient history, files, notes, and treatment status in one place.
Manage capacity, open times, future bookings, and work patterns.
For professional profile, services, pricing, and practice team coordination.
The public-facing doctor page with specialty, centers, bio, insurance, and public details.
Define bookable services, visit type, fees, and display rules.
Add a secretary and choose which messages they receive.
For payments, withdrawals, transactions, contracts, and financial collaboration.
Balance, transactions, withdrawals, deposits, and doctor payment settings.
Collaboration contracts, shares, commissions, and settlement status.
For account settings, security, notifications, and support requests.
Whenever you open the panel, this short order helps you avoid missed work.
Start with today's status, ready visits, messages, and wallet.
Move through visits, consultation room, and patient records together.
If capacity, services, team, or profile need changes, update them that day.
At day end, review transactions, withdrawals, and contracts.
The tools page lists the available tools. This guide explains which tool to choose in each work situation and what to do there.
If the workday has started, begin with the dashboard and visits. If a patient is ready, continue to the consultation room and patient records.
Not every tool, but profile, services, pricing, scheduling capacity, and wallet should be reliable enough.
Add a secretary and choose which messages they receive.
After this guide, you can open the tools page or complete the getting started guide if you are still setting up.
