# ClinikEHR Help Center

> How-to guides for ClinikEHR — the AI-powered, HIPAA-compliant EHR for clinics, hospitals, pharmacies and diagnostic centres.

- [ClinikEHR Help Center](https://help.clinikehr.com/index.md): How-to guides for running your clinic, hospital, pharmacy or diagnostic centre on ClinikEHR.
- [The three editions](https://help.clinikehr.com/start/editions.md): Compare the Clinic & Hospital, Pharmacy and Diagnostics editions, and find out which one your workspace is running.
- [How ClinikEHR is organised](https://help.clinikehr.com/start/concepts.md): The handful of ideas everything else is built on — workspaces, editions, plans, the people you serve, staff and care areas.
- [A tour of your workspace](https://help.clinikehr.com/start/tour.md): Find your way around the header, the sidebar, search, Quick Add, notifications and the help floats.
- [Who can see and do what](https://help.clinikehr.com/start/roles-and-access.md): Four independent things decide what appears on your screen — your edition, your plan, your role and, in hospitals, your care areas.
- [Glossary](https://help.clinikehr.com/start/glossary.md): Every term ClinikEHR uses, defined once — from accessioning and care areas to seats, stations and turnaround time.
- [Set up your practice](https://help.clinikehr.com/practice/get-started/index.md): The eight-step setup checklist for a new solo or team practice, and where to go for each one.
- [Create your account](https://help.clinikehr.com/practice/get-started/create-account.md): Sign up for a practice workspace, verify your email address, and sign in for the first time.
- [Write your first clinical note](https://help.clinikehr.com/practice/get-started/first-note.md): Document a visit from a template, from a blank page, or with the AI Note Taker, then sign and lock it.
- [Add your first client](https://help.clinikehr.com/practice/get-started/add-clients.md): Register a client with the full intake form, including contact details and reminder preferences.
- [Schedule your first appointment](https://help.clinikehr.com/practice/get-started/first-appointment.md): Book someone into the calendar with a service, a provider, a time and a confirmation email.
- [Add the services you offer](https://help.clinikehr.com/practice/get-started/services.md): Build your appointment services catalogue by hand, or apply a specialty starter set from the setup checklist.
- [Publish your booking page](https://help.clinikehr.com/practice/get-started/booking-page.md): Design your public booking page, choose which services appear on it, and take it live.
- [Choose a plan](https://help.clinikehr.com/practice/get-started/choose-plan.md): Start the 7-day free trial, compare the paid plans, and understand what happens when the trial ends.
- [Complete your clinic profile](https://help.clinikehr.com/practice/get-started/practice-profile.md): Fill in your practice's name, address, phone number and email so clients, documents and invoices all show the right details.
- [Invite your team](https://help.clinikehr.com/practice/get-started/invite-team.md): Add a second staff member, choose their specialty and access level, and set what they can do.
- [Your dashboard](https://help.clinikehr.com/practice/work/dashboard.md): Read the first screen after sign-in — client and activity figures, the weekly chart, and the most recent work in your practice.
- [Manage the appointment book](https://help.clinikehr.com/practice/work/appointments.md): Book, filter and colour the appointment calendar, set availability, and charge saved cards automatically.
- [Add Out of Office](https://help.clinikehr.com/practice/work/out-of-office.md): Block time for a person, a room, all staff or the whole clinic so clients cannot book it.
- [Your public booking page](https://help.clinikehr.com/practice/work/booking-page.md): Design the page clients book on, decide whether it takes payment, and publish it on your own domain.
- [Run group classes](https://help.clinikehr.com/practice/work/group-classes.md): Turn a service into a group class, schedule its sessions, let clients book places or join a waitlist, and keep the roster and attendance.
- [Manage your client list](https://help.clinikehr.com/practice/work/clients.md): Create a client record, find and edit one, import or export a list, and work the self-registration waitlist.
- [Work referrals sent to your clinic](https://help.clinikehr.com/practice/work/referrals.md): Accept a referral another practice sent, then accept, decline, schedule and complete it, and see every referral on a client's record.
- [The client chart](https://help.clinikehr.com/practice/work/client-chart.md): Find everything recorded about one person — history, medications, labs, files, billing and notes — and check them in from the same screen.
- [Restrict a client to assigned staff](https://help.clinikehr.com/practice/work/client-security.md): Choose which team members can see a client, and what everyone else sees instead.
- [Check a client in and out](https://help.clinikehr.com/practice/work/check-in.md): Record an arrival, attach the services and labs the visit is for, then check the client out and issue the visit record.
- [Contacts and enquiries](https://help.clinikehr.com/practice/work/contacts.md): Track enquiries on a pipeline board, publish a public contact form, and see what each plan includes.
- [Read your mail](https://help.clinikehr.com/practice/work/mail.md): Check your practice inbox, search and organize it, and keep drafts — Mail, right inside ClinikEHR.
- [Email a patient safely](https://help.clinikehr.com/practice/work/mail-secure-messages.md): Send clinical detail to a patient as a secure message they open in the portal, or as ordinary email once they have agreed to it.
- [When a message does not arrive](https://help.clinikehr.com/practice/work/mail-delivery.md): What Sent, Delivered and bounced actually mean, why some addresses stop receiving mail, and what to do about each one.
- [Mail storage, and what happens when it fills](https://help.clinikehr.com/practice/work/mail-storage.md): How much mail storage your plan includes, what the warnings mean at 80%, 90% and full — and why incoming mail keeps arriving even when sending has stopped.
- [Send marketing campaigns](https://help.clinikehr.com/practice/work/marketing.md): Build a campaign, choose who receives it, and see the results — email marketing built for the consent rules a health practice actually has to follow.
- [What happens when you press Send](https://help.clinikehr.com/practice/work/marketing-sending.md): How a campaign actually goes out — queued rather than instant, checked person by person as it sends, and paced so a big list cannot hurt your deliverability.
- [Automated journeys](https://help.clinikehr.com/practice/work/marketing-journeys.md): Set up a sequence of emails that sends itself when a new contact arrives, and understand the rules a journey always obeys.
- [Campaign results](https://help.clinikehr.com/practice/work/marketing-results.md): Read the funnel on the Analytics tab, why opens and clicks are filtered, and what the booked-appointments figure does and does not prove.
- [Write a clinical note](https://help.clinikehr.com/practice/clinical/notes.md): Document a client from a template, a blank page or a recording, then sign and lock it — and countersign a colleague's.
- [Note templates](https://help.clinikehr.com/practice/clinical/note-templates.md): Start a note from a pre-built template, build your practice's own as a note form, and keep using the custom templates you already have.
- [Snippets](https://help.clinikehr.com/practice/clinical/snippets.md): Keep the paragraphs you type over and over, then drop one into a note by typing a forward slash — or copy it to the clipboard.
- [Generate a note with AI](https://help.clinikehr.com/practice/clinical/ai-notes.md): Turn a recorded session or an uploaded document into a structured clinical note, review it, and apply it to a client's note form.
- [Choose a note assistant](https://help.clinikehr.com/practice/clinical/note-assistant.md): Pick which assistant drafts your notes — ClinikEHR's own, or an outside one your clinic connects — and use it from the note editor.
- [Run a video session](https://help.clinikehr.com/practice/clinical/telehealth.md): Schedule a telehealth room, invite the client by email, host the call in your browser, and record or write it up afterwards.
- [Prescribe and e-prescribe](https://help.clinikehr.com/practice/clinical/prescriptions.md): Sync a client to the prescribing network, send an electronic prescription to their pharmacy, and keep their medication list current.
- [Drug requests](https://help.clinikehr.com/practice/clinical/drug-requests.md): A connected partner sends a request for medicines for a linked customer. You decide what happens next — nothing is set aside until you say so.
- [Send a document for signature](https://help.clinikehr.com/practice/clinical/documents.md): Email a consent form or intake pack to a client, watch its status as they open and sign it, and keep the signed copy on their record.
- [Treatment Planners](https://help.clinikehr.com/practice/clinical/treatment-planners.md): Apply a library treatment plan to a client, track progress objective by objective, and — on Team — author your own reusable templates.
- [Forms](https://help.clinikehr.com/practice/forms/index.md): Find every form your practice has built, start a new one, and open, close or archive the ones you already have.
- [Build a form](https://help.clinikehr.com/practice/forms/build-a-form.md): Write questions in the form builder, choose how each one is answered, group them into sections, and check the result in Preview.
- [Publish a form](https://help.clinikehr.com/practice/forms/publish-a-form.md): Freeze a finished form as a version, republish it after an edit, and close or reopen it from the forms list.
- [Send a form](https://help.clinikehr.com/practice/forms/send-a-form.md): Send a published form to patients or any email address, see who has answered, and chase the people who have not.
- [Prepare a document for signature](https://help.clinikehr.com/practice/forms/prepare-a-document-for-signature.md): Upload a PDF or Word document, decide who signs it, place the fields each person fills in, and send it out for signature.
- [Share a document for signature with other clinics](https://help.clinikehr.com/practice/forms/share-a-document-for-signature.md): Start a consent or agreement from one another clinic has shared, or share one of your own after a ClinikEHR reviewer reads it.
- [Document seal](https://help.clinikehr.com/practice/forms/document-seal.md): Seal every completed signed document with your practice's own trusted certificate, so PDF readers show it as signed by your organisation.
- [Read and export responses](https://help.clinikehr.com/practice/forms/read-responses.md): Open what people answered, narrow it down, work through it with your team, and take the answers out as a spreadsheet.
- [Form settings](https://help.clinikehr.com/practice/forms/form-settings.md): The Settings tab of a form — how it identifies respondents, what it says when they finish, and what it records about the connection.
- [Storage and envelope packs](https://help.clinikehr.com/practice/forms/usage-and-packs.md): See how much file storage and how many signature envelopes your practice has used, and buy a pack when you need more without changing your plan.
- [Scored measures](https://help.clinikehr.com/practice/forms/scored-measures.md): How each clinical questionnaire is scored, what the number on the Measures tab means, and why an older score can say it used the previous rule.
- [Form automation](https://help.clinikehr.com/practice/forms/automation.md): The Automation tab of a form — what happens on its own when someone submits a response.
- [Billing overview](https://help.clinikehr.com/practice/money/billing.md): How money moves through your practice — the billing dashboard, payments, services, and the settings that decide currency, tax and how clients pay you.
- [Create and send an invoice](https://help.clinikehr.com/practice/money/invoices.md): Build an invoice from your services, choose exactly who receives the emailed PDF, and know what you can and cannot change afterwards.
- [Record and collect payments](https://help.clinikehr.com/practice/money/payments.md): Record a cash or transfer payment against an invoice, or send a secure payment link so the client can pay online.
- [Financial reports](https://help.clinikehr.com/practice/money/financial-reports.md): Revenue, outstanding balances, payments and tax — ten reports you can filter by date and export as a spreadsheet or a PDF.
- [Your services and prices](https://help.clinikehr.com/practice/money/services.md): Build the price list every invoice, booking page and receipt draws from, and group it into categories that make sense to your practice.
- [Sell memberships](https://help.clinikehr.com/practice/money/memberships.md): Connect a payout account, publish membership plans, and enrol clients into recurring subscriptions that bill themselves.
- [Sell packages, gift cards and promo codes](https://help.clinikehr.com/practice/money/packages-and-gift-cards.md): Sell prepaid courses of sessions and gift cards, use them at checkout on an invoice, and take promo codes off a bill.
- [Run an online store](https://help.clinikehr.com/practice/money/store.md): List products from your inventory, publish a storefront at your own address, and take orders online alongside your clinical work.
- [File insurance claims](https://help.clinikehr.com/practice/money/insurance-claims.md): Add payers, check a client's eligibility, then create, submit and reconcile electronic insurance claims from your unbilled appointments.
- [Track stock and supplies](https://help.clinikehr.com/practice/ops/inventory.md): Keep a catalogue of what you hold, receive stock into lots with expiry dates, and let alerts tell you what is running low or running out of time.
- [Partial-vial dispensing](https://help.clinikehr.com/practice/ops/partial-vial-dispensing.md): Give 7.5 mg from a 125 mg vial and have the shelf read 117.5 mg — with the lot, the vial and the use-by date all kept straight.
- [AI agents](https://help.clinikehr.com/practice/ops/ai-agents.md): Build an agent on the canvas, choose what starts it, and deploy it — plus what your plan lets you publish and what each step costs.
- [The executive dashboard](https://help.clinikehr.com/practice/insights/dashboard.md): Read your whole practice on one screen — appointments, money and client growth — and open the report behind any figure.
- [Reports and analytics](https://help.clinikehr.com/practice/insights/analytics.md): Open a report, choose its period and scope, export the data, and understand why your practice sees the reports it does.
- [Achievements and your clinic tier](https://help.clinikehr.com/practice/insights/achievements.md): Understand badges, points and tiers, see what the next tier gives you, and turn achievement emails off if you would rather not have them.
- [Settings](https://help.clinikehr.com/practice/settings/index.md): A map of every settings tab in a solo or team practice, who can open them, and what to do when a tab you were told about is not there.
- [General settings](https://help.clinikehr.com/practice/settings/general.md): Set your practice name, logo, contact details and timezone, and see exactly which documents and public pages change once you save.
- [Find your Account ID](https://help.clinikehr.com/practice/settings/account-id.md): Where to find your practice's Account ID, what it is for, and why support will never accept it as proof of who you are.
- [Staff and teams](https://help.clinikehr.com/practice/settings/staff.md): Invite colleagues through the five-step wizard, set what each of them may do, and understand what a seat costs before you send the invitation.
- [Navigation](https://help.clinikehr.com/practice/settings/navigation.md): Choose which menu sections your practice shows in the sidebar and on phones, and the order they come in.
- [Shifts](https://help.clinikehr.com/practice/settings/shifts.md): Build a rota, create reusable shift types and repeating patterns, and manage swap and cover requests.
- [Notifications](https://help.clinikehr.com/practice/settings/notifications.md): Choose which in-app alerts and emails your practice receives, and learn which store governs the message you are actually trying to stop.
- [Inventory settings](https://help.clinikehr.com/practice/settings/inventory.md): Set expiry alert horizons, receiving rules and what the till does when stock runs out — plus the reset that empties the whole module.
- [Locations](https://help.clinikehr.com/practice/settings/locations.md): Add the sites or branches your practice operates from, so invoices and appointments can be attributed to one and revenue can be broken down by site.
- [Billing and plans](https://help.clinikehr.com/practice/settings/billing.md): Set the currency, tax rate and standing fees your practice bills in, and see exactly what changes on invoices once you save.
- [Insurance settings](https://help.clinikehr.com/practice/settings/insurance.md): Add the insurance payers you bill, enrol your providers with them, and understand why claims fail until enrolment completes.
- [Online payments](https://help.clinikehr.com/practice/settings/online-payments.md): Connect Stripe or Paystack so your clients can pay you online, and see which features unlock once the connection can accept charges.
- [Payment details](https://help.clinikehr.com/practice/settings/payment-details.md): List your bank account, Cash App, Venmo and other payment channels so they print on the invoices you send while a balance is due.
- [Auto Pay](https://help.clinikehr.com/practice/settings/auto-pay.md): Charge a client's saved card automatically when their appointment is confirmed or completed, with no manual invoicing.
- [Membership page](https://help.clinikehr.com/practice/settings/memberships.md): Brand and publish the public page where clients sign up for a membership, and embed it on your own website.
- [Appointment services](https://help.clinikehr.com/practice/settings/appointment-services.md): Manage the catalogue of bookable services your practice offers, and see where an active service turns up once you save it.
- [Store page](https://help.clinikehr.com/practice/settings/store-page.md): Brand and publish your public storefront, set its address and checkout options, and see what each plan tier unlocks.
- [Calendar integrations](https://help.clinikehr.com/practice/settings/calendar-integrations.md): Connect a staff calendar for two-way sync, or subscribe to an outside calendar so its busy time blocks online booking.
- [Booking settings](https://help.clinikehr.com/practice/settings/booking-settings.md): Set your working hours, per-provider booking rules, rooms and holidays — this is where every bookable time slot comes from.
- [Booking page designer](https://help.clinikehr.com/practice/settings/booking-page-designer.md): Design, price and publish the public page where clients book with you, and learn why a published page can still show no times.
- [Contact form](https://help.clinikehr.com/practice/settings/contact-form.md): Build the public enquiry form, share its link or embed it on your website, and route every submission into your contacts board.
- [Client portal settings](https://help.clinikehr.com/practice/settings/portal.md): Name, brand and publish the secure area where your clients sign in — and learn why the green Live button is not a save button.
- [Sharable documents](https://help.clinikehr.com/practice/settings/sharable-docs.md): Choose the consent forms, questionnaires and signature requests that go out automatically when an appointment is booked, and scope them per service.
- [Communications](https://help.clinikehr.com/practice/settings/communications.md): Get your practice a number, watch your credit balance, and turn on the channels you reach clients over.
- [Mail](https://help.clinikehr.com/practice/settings/mail.md): Create mailboxes, connect a domain you own or take a free @clinikmail.com address, and issue app passwords so a mail app can open a practice mailbox.
- [Marketing](https://help.clinikehr.com/practice/settings/marketing.md): Set the address your campaigns send from, see how much of this month's sending allowance is used, and read the consent rules before you send.
- [AI settings](https://help.clinikehr.com/practice/settings/ai-settings.md): Check your agent credits, connect outside tools your agents can use, and switch on the webhook that lets other systems start an agent.
- [Security](https://help.clinikehr.com/practice/settings/security.md): Require two-factor authentication for everyone in your practice, and understand what that changes about opening a client record.
- [Data export](https://help.clinikehr.com/practice/settings/data-export.md): Take a copy of your practice data as CSV or ZIP, choose what goes in it, and handle the file safely once it downloads.
- [Set up your hospital](https://help.clinikehr.com/hospital/get-started/index.md): How a hospital workspace differs from a single practice, and the order to build it in — care areas, units, wards, theatres, staff, then go live.
- [Turn on your care areas](https://help.clinikehr.com/hospital/get-started/care-areas.md): Step 1 of hospital setup — tell ClinikEHR which departments you run, and the navigation, settings and reports follow.
- [Set up departments and sub-units](https://help.clinikehr.com/hospital/get-started/departments.md): Step 2 of hospital setup — build the departments clinicians work in, so triage can route patients and consultations can be filed and charged.
- [Set up wards and beds](https://help.clinikehr.com/hospital/get-started/wards-and-beds.md): Step 3 of hospital setup — create wards, sub-wards and bed spaces so patients can be admitted and charted.
- [Set up your theatres](https://help.clinikehr.com/hospital/get-started/theatre-setup.md): Step 4 of hospital setup — add your operating theatres and decide whether an incomplete safety checklist stops a case or is only recorded.
- [Invite hospital staff](https://help.clinikehr.com/hospital/get-started/invite-team.md): Step 5 of hospital setup — bring people in unit by unit, scope what each role sees, and grant the acts a hospital keeps separate.
- [Set up antenatal care](https://help.clinikehr.com/hospital/get-started/maternity-setup.md): Switch the Maternity care area on, choose the contact schedule and labour chart you run, and grant the acts a maternity unit keeps separate.
- [Read your hospital dashboard](https://help.clinikehr.com/hospital/overview/dashboard.md): The first screen after sign-in: patient totals, a week of clinical activity, your staff mix and the last few consultations, prescriptions and lab tests.
- [Build an AI agent for your hospital](https://help.clinikehr.com/hospital/overview/ai-agents.md): Design an automation on the agent canvas, preview it safely, and deploy it so its trigger starts firing across the hospital.
- [Read your mail](https://help.clinikehr.com/hospital/overview/mail.md): Check your hospital inbox, search and organize it, and keep drafts — Mail, right inside ClinikEHR.
- [Send marketing campaigns](https://help.clinikehr.com/hospital/overview/marketing.md): Build a campaign, choose who receives it, and see the results — email marketing built for the consent rules a hospital actually has to follow.
- [Work the front desk board](https://help.clinikehr.com/hospital/front-desk/overview.md): See who is in the building, who is still waiting, check people in and out, and reach every reception task from one screen.
- [Work the appointment book](https://help.clinikehr.com/hospital/front-desk/appointments.md): Book a patient onto a provider and service, read the hospital calendar, set availability and reminders, and charge saved cards automatically.
- [Add Out of Office](https://help.clinikehr.com/hospital/front-desk/out-of-office.md): Block time for a person, a room, all staff or the whole clinic so clients cannot book it.
- [Register and find patients](https://help.clinikehr.com/hospital/front-desk/patients.md): Create a patient record, search the list, import in bulk, and work the self-registration waitlist at a hospital front desk.
- [Restrict a patient to assigned staff](https://help.clinikehr.com/hospital/front-desk/patient-security.md): Choose which staff members can see a patient, and what the rest of the hospital sees instead.
- [Track contacts and enquiries](https://help.clinikehr.com/hospital/front-desk/contacts.md): Work the pre-clinical funnel — leads, enquiries and prospects — on a board you drag them across, and take new ones from your website.
- [Triage a patient and route them to a department](https://help.clinikehr.com/hospital/outpatient/triage.md): Work a department's triage queue, chart vitals and assessments, set acuity, and send a patient to the right consultation queue.
- [Look up past triage records](https://help.clinikehr.com/hospital/outpatient/triage-history.md): Search every triage record your hospital has taken, not just the last 48 hours, and read the vitals back.
- [Run a consultation](https://help.clinikehr.com/hospital/outpatient/consultation.md): Open a patient from a department queue, document the encounter, place orders, admit if needed, then sign and lock the record.
- [Look up past consultations](https://help.clinikehr.com/hospital/outpatient/consultation-history.md): Search every consultation the hospital has recorded, across all departments and all time, and read the encounter back in full.
- [Write a clinic note](https://help.clinikehr.com/hospital/outpatient/notes.md): Create a progress note from a template, a blank page or a recording, sign and lock it, and countersign a colleague's work.
- [Run a video consultation](https://help.clinikehr.com/hospital/outpatient/telehealth.md): Schedule a telehealth room, invite the patient, host the call, and record or write up the session afterwards.
- [Ward admissions](https://help.clinikehr.com/hospital/inpatient/admissions.md): Find a free bed, admit a patient onto the ward, and run their chart — observations, the drug round and inpatient orders.
- [Ward discharges](https://help.clinikehr.com/hospital/inpatient/discharges.md): End a patient's stay with a discharge summary, free the bed, and review any completed stay in full afterwards.
- [Nursing station](https://help.clinikehr.com/hospital/inpatient/nursing-station.md): Work a shift from one board: see what observations are due across the ward, read the handover, and chart without losing your place.
- [Maternity](https://help.clinikehr.com/hospital/maternity/overview.md): How the maternity module works — the antenatal clinic, the labour ward, the postnatal board, and where a pregnancy is read from booking to outcome.
- [Today's Clinic](https://help.clinikehr.com/hospital/maternity/todays-clinic.md): Work the antenatal worklist — who is due a contact, who is overdue, and who is carrying a risk factor recorded at booking.
- [Open, re-date and close a pregnancy record](https://help.clinikehr.com/hospital/maternity/pregnancy-records.md): The three acts that bracket antenatal care — starting a record with its dating, correcting a due date, and closing it with its outcome.
- [Record an antenatal contact](https://help.clinikehr.com/hospital/maternity/record-a-contact.md): Record one antenatal visit — vitals, obstetric findings and a referral — in a single sheet, straight onto the woman's chart.
- [The antenatal card](https://help.clinikehr.com/hospital/maternity/antenatal-card.md): Read one pregnancy over time — every contact in sequence, the gestation at each, the flags from the latest visit, and the A4 card she carries.
- [Programme doses](https://help.clinikehr.com/hospital/maternity/programme-doses.md): Record IPTp, tetanus and iron-folate against a pregnancy, read what the schedule says is due, and correct a dose recorded in error.
- [PMTCT status](https://help.clinikehr.com/hospital/maternity/pmtct.md): An HIV status, where it came from, the ART regimen and the baby's test results — on one screen, opened deliberately.
- [Labour Ward](https://help.clinikehr.com/hospital/maternity/labour-ward.md): Work the labour board — who is labouring, how long for, when she was last observed, who is expected, and who is not expected yet.
- [The labour record](https://help.clinikehr.com/hospital/maternity/labour-record.md): Open one woman's labour — the delivery record and the labour chart in one place — and take it from draft to signed.
- [The labour chart](https://help.clinikehr.com/hospital/maternity/labour-chart.md): Chart a labour — the cervicograph, the observation matrix, and what the two charting systems do and do not judge.
- [Babies and birth records](https://help.clinikehr.com/hospital/maternity/babies.md): Record each baby born in a labour, amend a birth record, and register a live-born baby as a patient of their own.
- [Postnatal](https://help.clinikehr.com/hospital/maternity/postnatal.md): Work the WHO postnatal contacts — within 24 hours, day 3, day 7–14 and week 6 — for the mother and for each baby she delivered.
- [Close a referral](https://help.clinikehr.com/hospital/maternity/close-a-referral.md): Record that a clinician saw a woman you referred — either signing it off yourself, or noting which clinician saw her.
- [Retract a record](https://help.clinikehr.com/hospital/maternity/retract-a-record.md): Mark an antenatal contact, a delivery record or a birth record as entered in error — what it takes, what it changes, and what it deliberately leaves alone.
- [Antenatal Register](https://help.clinikehr.com/hospital/maternity/register.md): Read the register of pregnancies your hospital has closed, with the outcome recorded against each one.
- [Antenatal Coverage](https://help.clinikehr.com/hospital/maternity/coverage.md): Read ANC1, ANC4+, ANC8+, IPTp, tetanus, caesarean and stillbirth rates by month booked — every rate with the number behind it.
- [Maternity Activity](https://help.clinikehr.com/hospital/maternity/monthly-activity.md): Read what your maternity unit actually did in a month — contacts, doses, deliveries, births and postnatal care — and export it.
- [The pregnancy on the chart](https://help.clinikehr.com/hospital/maternity/pregnancy-on-the-chart.md): What a clinician sees when the patient in front of them is pregnant — the gestation stamp, the storyboard card and the Pregnancy tab, in clinic and on the ward.
- [The Maternity tab on a ward chart](https://help.clinikehr.com/hospital/maternity/ward-maternity-tab.md): Chart a labour from the bedside — why the tab appears for an antenatal admission, what it says before anybody charts, and the Babies card.
- [Today's theatre list](https://help.clinikehr.com/hospital/theatre/list.md): Book a case onto the day's operating list, work the safety checklist, move it through theatre and recovery, and sign the operation note.
- [Case history](https://help.clinikehr.com/hospital/theatre/history.md): Search past and upcoming theatre cases across days by case number or procedure, and open any one of them in full.
- [Lab test list](https://help.clinikehr.com/hospital/diagnostics/laboratory.md): See every lab request raised in your hospital today, pick one up at the bench, and enter results against its parameters.
- [Lab station](https://help.clinikehr.com/hospital/diagnostics/lab-station.md): Read your laboratory's own numbers, maintain the test catalogue behind every request, and generate an AI lab report.
- [Worklist](https://help.clinikehr.com/hospital/diagnostics/worklist.md): Work the bench queue oldest first: filter specimens by status and type, open one, or screen a batch of negatives in a single pass.
- [Lab reports](https://help.clinikehr.com/hospital/diagnostics/lab-reports.md): Order a lab test, take payment, enter results against every parameter, and print or download the finished report.
- [Walk-in lab and imaging clients](https://help.clinikehr.com/hospital/diagnostics/walk-in-clients.md): Test or scan someone at the counter without registering them: record who they are, take payment at once, and link them to a patient later.
- [Referring doctors](https://help.clinikehr.com/hospital/diagnostics/referrers.md): Register the doctors and facilities that send you tests, and give each one a private portal link for following orders and collecting results.
- [Radiology list](https://help.clinikehr.com/hospital/diagnostics/radiology.md): Track every imaging request in your hospital, move a study through scheduling and performance, and write the findings and impression.
- [Radiology station](https://help.clinikehr.com/hospital/diagnostics/radiology-station.md): Read your imaging unit's numbers and maintain the catalogue of studies — modality, price, preparation, dose and contraindications.
- [Radiology reports](https://help.clinikehr.com/hospital/diagnostics/radiology-reports.md): Open a study with its images and priors, write the findings and impression, and submit or download the radiology report.
- [Modalities](https://help.clinikehr.com/hospital/diagnostics/modalities.md): Register each imaging machine with a private bridge key so finished studies attach themselves to the right order, and review the ones that don't.
- [Work the prescription list](https://help.clinikehr.com/hospital/pharmacy/prescriptions.md): Open today's prescription queue in the pharmacy unit, find a script, and take it through to dispensing.
- [Search the prescription history](https://help.clinikehr.com/hospital/pharmacy/prescription-history.md): Look up what a patient was dispensed or sold over the counter on any past date, and open the full detail of a prescription or a counter sale.
- [Run the pharmacy station](https://help.clinikehr.com/hospital/pharmacy/station.md): Write a prescription, read the pharmacy unit's analytics, and fill a script from hospital stock with a witness where one is required.
- [Sell at the pharmacy counter](https://help.clinikehr.com/hospital/pharmacy/pos.md): Ring up an over-the-counter sale in the hospital pharmacy unit, take payment, and know what the till will refuse.
- [Review pharmacy sales](https://help.clinikehr.com/hospital/pharmacy/sales.md): Read the pharmacy unit's takings, find a past counter sale, reprint its receipt, and amend or reverse it.
- [Refill and duplicate-dispensing checks](https://help.clinikehr.com/hospital/pharmacy/dispensing-checks.md): A warning at the hospital pharmacy till when a sale looks like an early refill, a duplicate, or an unusual quantity.
- [Possibly the same person](https://help.clinikehr.com/hospital/pharmacy/possible-same-person.md): A prompt to look when two patient records at the hospital pharmacy unit share a date of birth and a phone or name.
- [Read the billing dashboard](https://help.clinikehr.com/hospital/revenue/billing.md): See what your hospital has invoiced and collected, find any invoice, and understand the order the revenue screens work in.
- [Financial reports](https://help.clinikehr.com/hospital/revenue/financial-reports.md): Revenue, outstanding balances, payments and tax — ten reports you can filter by date and export as a spreadsheet or a PDF.
- [Create and send an invoice](https://help.clinikehr.com/hospital/revenue/invoices.md): Build a hospital invoice from your service catalogue, email it to the patient, an employer or an insurer, and know why some cannot be deleted.
- [Record and collect payments](https://help.clinikehr.com/hospital/revenue/payments.md): Record what a patient pays at the desk, send a secure payment link, chase what is outstanding, and void a payment taken in error.
- [Build your services and prices](https://help.clinikehr.com/hospital/revenue/services.md): Create the priced service catalogue every hospital invoice, booking page and revenue report is built from, and group it into categories.
- [Sell memberships](https://help.clinikehr.com/hospital/revenue/memberships.md): Connect a payout account, publish recurring plans, and enrol patients into subscriptions that bill and renew themselves.
- [Sell packages, gift cards and promo codes](https://help.clinikehr.com/hospital/revenue/packages-and-gift-cards.md): Sell prepaid courses of sessions and gift cards, use them at checkout on an invoice, and take promo codes off a bill.
- [Run the online store](https://help.clinikehr.com/hospital/revenue/store.md): Publish products from hospital inventory to a branded storefront, take orders online, and keep one stock figure across both.
- [Insurance dashboard](https://help.clinikehr.com/hospital/insurance/overview.md): Register the insurers your hospital accepts, price each one separately, set what their plans cover, and put a patient's policy on file.
- [Request a pre-authorization](https://help.clinikehr.com/hospital/insurance/pre-authorization.md): Ask an HMO to approve treatment before you deliver it, record its decision and authorization code, and carry that code onto the claim.
- [File and track claims](https://help.clinikehr.com/hospital/insurance/claims.md): Bill an insurer for care your hospital has already delivered, then follow the claim through to approval, payment or denial.
- [Set up an HMO](https://help.clinikehr.com/hospital/insurance/hmo-setup.md): Tell ClinikEHR how an HMO pays — its codes, its plans, what each plan covers, its price list, the employer groups it serves and the dates its prices are valid.
- [Bill an HMO at the till](https://help.clinikehr.com/hospital/insurance/bill-hmo.md): Bill the insurer its share of a patient's bill, take the patient's share with their usual payment method, and see the claim waiting in Claims.
- [Record an HMO payment](https://help.clinikehr.com/hospital/insurance/hmo-payments.md): Record money an HMO has paid, share it across the claims it settles, and see what each HMO still owes you.
- [Write off an HMO balance](https://help.clinikehr.com/hospital/insurance/hmo-write-offs.md): Write off what an HMO will not pay, with a reason, and decide whether a second person must approve larger write-offs.
- [How claims reach your HMOs](https://help.clinikehr.com/hospital/insurance/how-claims-reach-hmos.md): Choose how each HMO receives claims and pre-authorization requests: Curacel, the API, a signed webhook, a secure email link or the HMO's portal.
- [Connect Curacel](https://help.clinikehr.com/hospital/insurance/connect-curacel.md): Connect your hospital's Curacel account to send claims and pre-authorization requests to your HMOs from ClinikEHR, and see the HMO's decision come back.
- [Manage hospital inventory](https://help.clinikehr.com/hospital/supply/inventory.md): Receive, move and count stock across every room and department, and see how it connects to the pharmacy unit and the wards.
- [Work the records desk](https://help.clinikehr.com/hospital/records/overview.md): Clear the records queues — intake conflicts, signature chasing, unfiled files and items sent in by outside systems — and know when to go to Documents instead.
- [Forms](https://help.clinikehr.com/hospital/records/forms.md): Build intake, consent and screening forms once and share them by link across the hospital's departments, then read what came back.
- [Send and track documents](https://help.clinikehr.com/hospital/records/documents.md): Send a consent form or agreement for signature, follow its status on eSignatures, and resend or download it.
- [Manage patient records](https://help.clinikehr.com/hospital/records/patient-records.md): Find a historical record, read a patient's chart tabs and activity timeline, export the registry, and see who has touched what.
- [Guardians and records access](https://help.clinikehr.com/hospital/records/guardians.md): Who may read a patient's record on their behalf, how the chart states it, and why some guardians read as not confirmed.
- [The executive dashboard](https://help.clinikehr.com/hospital/executive/dashboard.md): Read the whole hospital on one screen — activity, money and patient growth — then open the report or the unit behind any figure.
- [Hospital reports and analytics](https://help.clinikehr.com/hospital/executive/analytics.md): Open any hospital report, choose its period and scope, export the rows, and understand which reports your care areas give you.
- [Settings](https://help.clinikehr.com/hospital/settings/index.md): The map of every settings tab in a hospital workspace — how to get in, who can, and the five tabs Enterprise adds that no other plan has.
- [General settings](https://help.clinikehr.com/hospital/settings/general.md): Set your hospital's name, contact details, logo and timezone — the details that appear on documents and decide how times are shown.
- [Find your Account ID](https://help.clinikehr.com/practice/settings/account-id.md): Where to find your practice's Account ID, what it is for, and why support will never accept it as proof of who you are.
- [Facility](https://help.clinikehr.com/hospital/settings/facility.md): Choose which units your hospital runs, and set the schedules, charts and thresholds that decide when a board flags something.
- [Departments](https://help.clinikehr.com/hospital/settings/departments.md): Build the department and sub-unit structure clinicians choose from before a consultation, and hang your consultation rates off it.
- [Ward management](https://help.clinikehr.com/hospital/settings/wards.md): Create the wards, sub-wards and bed spaces your staff admit patients into, and understand what the ward screen shows once they exist.
- [Theatre](https://help.clinikehr.com/hospital/settings/theatre.md): Add your operating theatres, adapt the surgical safety checklist, and decide whether an incomplete phase stops a case advancing.
- [Staff and teams](https://help.clinikehr.com/hospital/settings/staff.md): Invite people to your hospital, track invitations and seat payments, and set what each person may do once they are in.
- [Shifts](https://help.clinikehr.com/hospital/settings/shifts.md): Build a rota, create reusable shift types and repeating patterns, and manage swap and cover requests.
- [Role navigation](https://help.clinikehr.com/hospital/settings/role-navigation.md): Decide which parts of the hospital each role sees in the sidebar, and where each role lands after signing in.
- [Navigation](https://help.clinikehr.com/hospital/settings/navigation.md): Choose which menu sections your clinic shows in the sidebar and on phones, and the order they come in.
- [Notifications](https://help.clinikehr.com/hospital/settings/notifications.md): Choose which in-app alerts and emails your hospital receives, and work out which store governs the message you are actually trying to stop.
- [Inventory settings](https://help.clinikehr.com/hospital/settings/inventory.md): Set the defaults new stock items inherit, the rules for receiving and dispensing, the expiry alert horizons, and the one irreversible reset.
- [Locations](https://help.clinikehr.com/hospital/settings/locations.md): Add the sites or branches the hospital operates from, so invoices and appointments can be attributed to one and revenue can be broken down by site.
- [Billing and plans](https://help.clinikehr.com/hospital/settings/billing.md): Set the currency, tax rate and standing fees this hospital bills in, and see exactly what changes on invoices once you save.
- [Online payments](https://help.clinikehr.com/hospital/settings/online-payments.md): Connect Stripe or Paystack so patients can pay the hospital online, and see which features stay locked until the connection completes.
- [Payment details](https://help.clinikehr.com/hospital/settings/payment-details.md): List the bank accounts and payment channels the hospital accepts, and control which of them print on invoice PDFs and invoice emails.
- [Auto Pay](https://help.clinikehr.com/hospital/settings/auto-pay.md): Charge a patient's saved card automatically when their appointment is confirmed or completed, and know exactly who gets charged and who does not.
- [Membership page](https://help.clinikehr.com/hospital/settings/memberships.md): Build, brand and publish the public page where patients sign up for a hospital membership plan, then share or embed it.
- [Appointment services](https://help.clinikehr.com/hospital/settings/appointment-services.md): Build the catalogue of bookable services the hospital offers — name, price, duration, venue and who can deliver each one.
- [Store page](https://help.clinikehr.com/hospital/settings/store-page.md): Brand and publish the hospital's public storefront, choose what it features, and understand the product limits on each plan.
- [Calendar integrations](https://help.clinikehr.com/hospital/settings/calendar-integrations.md): Connect a clinician's Google or Outlook calendar two ways, or subscribe to an outside calendar one way, and decide whether its events block booking.
- [Booking settings](https://help.clinikehr.com/hospital/settings/booking-settings.md): Set the hospital's opening hours, holidays, rooms and per-provider booking rules — the source of every slot a patient is offered.
- [Booking page designer](https://help.clinikehr.com/hospital/settings/booking-page-designer.md): Design, fill and publish the hospital's public booking page, including which services show and whether payment is taken at booking.
- [Contact form](https://help.clinikehr.com/hospital/settings/contact-form.md): Build the hospital's public enquiry form, choose its fields, and share or embed it so submissions land on the CRM board.
- [Patient portal settings](https://help.clinikehr.com/hospital/settings/portal.md): Name, brand and publish the secure area where patients sign in — and learn why the green Live button is not a save button.
- [Sharable documents](https://help.clinikehr.com/hospital/settings/sharable-docs.md): Choose which consent forms, intakes, questionnaires and signature requests go out automatically when an appointment is created.
- [Communications](https://help.clinikehr.com/hospital/settings/communications.md): Get the hospital a number, watch the message credit balance, and turn on the channels agents and staff reach patients over.
- [Mail](https://help.clinikehr.com/hospital/settings/mail.md): Create mailboxes, connect a domain you own or take a free @clinikmail.com address, and issue app passwords so a mail app can open a hospital mailbox.
- [Marketing](https://help.clinikehr.com/hospital/settings/marketing.md): Set the address your campaigns send from, see how much of this month's sending allowance is used, and read the consent rules before you send.
- [AI settings](https://help.clinikehr.com/hospital/settings/ai-settings.md): Manage agent credits and automatic top-up, choose whether AI Note Taker minutes use credits, connect tools, and set up the agent webhook.
- [Security](https://help.clinikehr.com/hospital/settings/security.md): Require two-factor authentication for every member of hospital staff, and know what that means for people already signed in.
- [Data export](https://help.clinikehr.com/hospital/settings/data-export.md): Take a copy of the hospital's data as CSV or ZIP, choose what goes in it, and handle the file safely once it downloads.
- [Set up your pharmacy](https://help.clinikehr.com/pharmacy/get-started/index.md): The six-step setup checklist for a new pharmacy workspace, in the order that gets you selling fastest.
- [Choose a plan](https://help.clinikehr.com/pharmacy/get-started/choose-plan.md): Start the 7-day trial, compare the four pharmacy plans, and pick the paid plan that fits your counter and your team.
- [Add your first stock item](https://help.clinikehr.com/pharmacy/get-started/first-stock-item.md): Create a catalogue entry, give it a price and a barcode, and receive opening stock so the till can sell it.
- [Record your first sale](https://help.clinikehr.com/pharmacy/get-started/first-sale.md): Ring up one product at the till, take cash, print the receipt, and see stock come down — the whole loop in two minutes.
- [Add your first customer](https://help.clinikehr.com/pharmacy/get-started/first-customer.md): Register a customer so repeat buyers, their purchase history, their debts and their money on account are one click away at the till.
- [Complete your pharmacy profile](https://help.clinikehr.com/pharmacy/get-started/pharmacy-profile.md): Fill in the name, address, phone number and email your customers reach you on, and set your timezone and logo.
- [Invite your team](https://help.clinikehr.com/pharmacy/get-started/invite-team.md): Send an invitation, pick the role and access a person needs, and give a cashier exactly the till permissions they should have.
- [The pharmacy station](https://help.clinikehr.com/pharmacy/dispensing/station.md): Write a prescription, dispense it against stock, and read your dispensing analytics from the one screen your dispensary works out of.
- [Ring up a sale](https://help.clinikehr.com/pharmacy/pos/index.md): Work the pharmacy till: find a product, build the cart, attach a customer, discount a line and complete the sale.
- [Scan barcodes at the till](https://help.clinikehr.com/pharmacy/pos/barcode.md): Use a wedge scanner, the search box or your webcam to add products by barcode, and scan a receipt to pull a sale back up.
- [Take payment](https://help.clinikehr.com/pharmacy/pos/payments.md): Every tender the pharmacy till accepts — cash and change, card and transfer references, account balance, and part payment on credit.
- [Hold a cart and apply discounts](https://help.clinikehr.com/pharmacy/pos/held-carts.md): Park a customer's cart to serve the next person, pick it back up, and take money off a line or the whole sale.
- [Print and reprint receipts](https://help.clinikehr.com/pharmacy/pos/receipts.md): Print an 80mm receipt at the counter, reprint or download a past one, and fix a printer that comes out blank.
- [Selling when the internet is down](https://help.clinikehr.com/pharmacy/pos/offline.md): Keep the till running through an outage: what still works, what has to wait, and how saved sales catch up when the connection returns.
- [Returns, voids and amendments](https://help.clinikehr.com/pharmacy/pos/returns.md): Reverse a whole sale, void or discount part of one, put stock back into its lots, and settle what a customer still owes.
- [Drug interaction screening](https://help.clinikehr.com/pharmacy/dispensing/interaction-screening.md): How ClinikEHR screens a cart or a script for interactions, why only some alerts stop you, and how to clear a product that cannot be screened.
- [Refill and duplicate-dispensing checks](https://help.clinikehr.com/pharmacy/dispensing/refill-and-duplicate-checks.md): A warning at the till when a sale looks like an early refill, a duplicate, or an unusual quantity — with its evidence, and never a block.
- [Possibly the same person](https://help.clinikehr.com/pharmacy/dispensing/possible-same-person.md): A prompt to look when two customer records share a date of birth and a phone or name — never a finding, never a merge.
- [The sales dashboard](https://help.clinikehr.com/pharmacy/money/sales.md): Read your takings by period, find a past sale, see which products sold, and understand what the net position card is telling you.
- [Stock control](https://help.clinikehr.com/pharmacy/inventory/index.md): Add a product to your catalogue, receive a delivery into a lot, and adjust or waste stock — the three things Inventory is used for every day.
- [Batches, expiry and FEFO](https://help.clinikehr.com/pharmacy/inventory/batches-and-expiry.md): How ClinikEHR picks the oldest-expiring lot first, why an undated lot is invisible to it, and how expiry alerts, expiry risk and recalls work.
- [Purchase orders and suppliers](https://help.clinikehr.com/pharmacy/inventory/purchase-orders.md): Raise a purchase order, email it to your vendor, receive it line by line, and keep the goods-received voucher behind every delivery.
- [Run a stock count](https://help.clinikehr.com/pharmacy/inventory/stock-counts.md): Snapshot what the system thinks you hold, enter what is physically on the shelf, and approve the count to post the variances to stock.
- [Count with a CipherLab scanner](https://help.clinikehr.com/pharmacy/inventory/cipherlab.md): Walk the shelves with a CipherLab terminal, upload the scans over its cradle, and reconcile them against expected stock before applying the count.
- [Import and export your catalogue](https://help.clinikehr.com/pharmacy/inventory/import-export.md): Bulk-load products from a spreadsheet, optionally with opening stock and expiry dates, and export your catalogue to Excel or CSV.
- [Transfer stock between branches](https://help.clinikehr.com/pharmacy/inventory/transfers.md): Dispatch stock from one pharmacy branch to another and receive it at the far end — and tell a branch apart from a stock location.
- [Get found by network partners](https://help.clinikehr.com/pharmacy/inventory/listing.md): List your pharmacy so connected marketplace partners can see what you carry, confirm medicine matches, and see what has no code for partners to search on.
- [Customer records](https://help.clinikehr.com/pharmacy/customers/index.md): Find a customer, read their purchases and debts, change their status and email a statement from one screen at the counter.
- [Money on account](https://help.clinikehr.com/pharmacy/customers/wallet.md): Take a deposit, hand money back, correct a mistake, settle a debt from the balance, and spend it at the till.
- [Who may collect on someone's behalf](https://help.clinikehr.com/pharmacy/customers/dependents.md): Record the family members and errand runners allowed to pick up for a customer, so your counter can check in one glance.
- [Invoices and payments](https://help.clinikehr.com/pharmacy/money/billing.md): Raise an invoice for an account or institutional buyer, send it, record what they pay, and know when to use the till instead.
- [Payments](https://help.clinikehr.com/pharmacy/money/payments.md): Record money that arrives away from the till — an account customer, an institutional buyer, a delivery billed later — and void a payment entered in error.
- [Services and prices](https://help.clinikehr.com/pharmacy/money/services.md): Price the things you charge for that are not stock — a delivery fee, a blood-pressure check, a compounding charge — and group them into categories.
- [Track expenses and your net position](https://help.clinikehr.com/pharmacy/money/expenses.md): Record fuel, rent, salaries and other running costs so the bottom line your pharmacy reports is the real one.
- [The executive dashboard](https://help.clinikehr.com/pharmacy/money/executive.md): The owner's remote view: today's net, this week's trend, every branch on one card, and four exportable reports — read the shop from anywhere.
- [Run a report](https://help.clinikehr.com/pharmacy/money/analytics.md): Pick one of the eleven pharmacy reports, read it over a period you choose, and export the view to CSV or Excel.
- [Install the desktop app](https://help.clinikehr.com/pharmacy/hardware/desktop-app.md): Run your pharmacy from an installed app that prints receipts silently, keeps a durable sale queue and talks to counter hardware.
- [Set up your receipt printer](https://help.clinikehr.com/pharmacy/hardware/thermal-printer.md): Connect an 80mm thermal printer, pick the paper form its driver understands, and fix receipts that print blank or cut short.
- [Set up a barcode scanner](https://help.clinikehr.com/pharmacy/hardware/barcode-scanner.md): Plug in a till scanner, scan with a webcam, put barcodes on your products, and know which device does what.
- [Settings](https://help.clinikehr.com/pharmacy/settings/index.md): A map of every settings tab a pharmacy has, who is allowed to open them, which controls are owner-only, and where the other editions' tabs live.
- [General settings](https://help.clinikehr.com/pharmacy/settings/general.md): Set your pharmacy's name, logo, contact details and timezone, and see which receipts, invoices and takings figures change once you save.
- [Find your Account ID](https://help.clinikehr.com/practice/settings/account-id.md): Where to find your practice's Account ID, what it is for, and why support will never accept it as proof of who you are.
- [Staff and teams](https://help.clinikehr.com/pharmacy/settings/staff.md): Invite people to your pharmacy, choose their role and access tier, and decide exactly what each of them may do at the till and in stock.
- [Navigation](https://help.clinikehr.com/pharmacy/settings/navigation.md): Choose which menu sections your pharmacy shows in the sidebar and on phones, and the order they come in.
- [Setup Assistant](https://help.clinikehr.com/pharmacy/settings/setup-assistant.md): Give a partner's field staff a short-lived, limited account to help set up your catalogue, stock locations and till — nothing else.
- [Inventory settings](https://help.clinikehr.com/pharmacy/settings/inventory.md): Set expiry alert horizons, decide whether the till may sell out-of-stock items, require expiry dates on delivery, and understand the reset.
- [Notifications](https://help.clinikehr.com/pharmacy/settings/notifications.md): Choose which emails and in-app alerts your pharmacy receives, and pause the non-essential ones without losing receipts or security warnings.
- [Billing and plans](https://help.clinikehr.com/pharmacy/settings/billing.md): Set the currency your pharmacy bills in, your tax rate and any flat fee, and see what does and does not change on records you already have.
- [Online payments](https://help.clinikehr.com/pharmacy/settings/online-payments.md): Connect Stripe or Paystack so your customers can pay you by card, and see how the connection changes what the till and your invoices can do.
- [Payment details](https://help.clinikehr.com/pharmacy/settings/payment-details.md): Add the bank accounts and payment channels your customers pay into, and control which of them print on your invoice PDFs and emails.
- [Loyalty program](https://help.clinikehr.com/pharmacy/settings/loyalty.md): Run spend-based rewards that apply themselves at the till, and set the four alerts that reach a customer between visits.
- [Security](https://help.clinikehr.com/pharmacy/settings/security.md): Require two-factor authentication across your pharmacy, and read the alerts raised whenever someone bypasses it.
- [Data export](https://help.clinikehr.com/pharmacy/settings/data-export.md): Take a copy of your pharmacy's own data as a CSV or a ZIP, watch a large export run in the background, and download it before the link expires.
- [Set up your lab](https://help.clinikehr.com/lims/get-started/index.md): The seven-step setup checklist for a new diagnostic lab workspace, what each step unlocks, and where to go for each one.
- [Choose a plan](https://help.clinikehr.com/lims/get-started/choose-plan.md): Start the 7-day trial or pick a paid Diagnostics plan, and see which lab features each tier unlocks.
- [Add your tests and panels](https://help.clinikehr.com/lims/get-started/tests-and-panels.md): Set up what your lab charges for and what the bench runs — prices in Services, analytes and reference ranges in the test catalogue.
- [Register your first patient](https://help.clinikehr.com/lims/get-started/first-patient.md): Create the patient record that samples, results and reports attach to, and the fields worth filling in before the first specimen arrives.
- [Log your first sample](https://help.clinikehr.com/lims/get-started/first-sample.md): Raise your first test request so a specimen can be accessioned, run and reported, and see what happens at each stage after.
- [Complete your lab profile](https://help.clinikehr.com/lims/get-started/lab-profile.md): Fill in your lab's name, address, phone, email, logo and timezone — the details that print on every report you release.
- [Invite your team](https://help.clinikehr.com/lims/get-started/invite-team.md): Add a colleague to your lab, choose their role and access tier, and set who verifies their results before release.
- [Read the Lab Station dashboard](https://help.clinikehr.com/lims/lab/lab-station.md): Your lab's home screen: volume and turnaround analytics, the test catalogue where analytes are defined, and AI lab reports.
- [Work the bench queue](https://help.clinikehr.com/lims/lab/worklist.md): Filter the drug-testing bench queue, use the rack view, and screen a batch of oral-fluid specimens negative in one pass.
- [Raise a test request](https://help.clinikehr.com/lims/lab/test-requests.md): Order a test for a patient, then work the day's requests from the Test Requests list and hand each one to the bench.
- [Accession an incoming specimen](https://help.clinikehr.com/lims/lab/accessioning.md): Log a specimen into the lab with an accession number, received time and seal check, and record the handoff on the chain of custody.
- [Enter and verify results](https://help.clinikehr.com/lims/lab/results.md): Record bench readings against each parameter, then authorise the result — two separate permissions, and the difference matters.
- [Produce and release a report](https://help.clinikehr.com/lims/lab/reports.md): Turn a completed test into a report, find it again later, and release it to the referring doctor without letting a draft look final.
- [Walk-in clients](https://help.clinikehr.com/lims/lab/walk-in-clients.md): Test or scan someone at the counter without registering them: record who they are, take payment at once, and link them to a patient later.
- [Turnaround time](https://help.clinikehr.com/lims/lab/turnaround-time.md): Read request-to-result medians and 90th percentiles across drug testing, laboratory and imaging, and find where the bench is slow.
- [DOT and workplace drug testing](https://help.clinikehr.com/lims/dot/index.md): How your lab runs federally regulated workplace drug testing — the four workflow modes, the specimen lifecycle, and where each step happens.
- [Collect a specimen and complete the CCF](https://help.clinikehr.com/lims/dot/collection.md): Walk a donor through the five-step custody and control form, record temperature, volumes and seals, and ship the specimen to the lab.
- [Screen and confirm a specimen](https://help.clinikehr.com/lims/dot/screening-and-confirmation.md): Run the immunoassay screen with the right cutoffs for your matrix, add specimen validity testing, and confirm non-negatives by GC-MS or LC-MS/MS.
- [MRO review and the employer report](https://help.clinikehr.com/lims/dot/reports.md): Check the CCF for flaws, contact the donor, record a verified result, and release the report to the employer's designated representative.
- [Look up a finished drug-testing order](https://help.clinikehr.com/lims/dot/history.md): The cross-day record of completed, cancelled and rejected drug-testing orders — and why the row is called something else in reference lab mode.
- [Reference lab mode: intake to report](https://help.clinikehr.com/lims/dot/lab-intake-mode.md): Switch your lab to intake-only working, then book in a sealed specimen from an external collection site and report it to an external MRO.
- [The radiology station](https://help.clinikehr.com/lims/imaging/station.md): Where your imaging workload is measured — volumes, pending and completed studies, critical findings, turnaround time and staff performance.
- [Raise an imaging request](https://help.clinikehr.com/lims/imaging/requests.md): Order a study for a patient from the Imaging Requests queue, set its urgency, and track it through to a report.
- [Report an imaging study](https://help.clinikehr.com/lims/imaging/reports.md): Open a study with its images, write the findings and impression, flag critical findings, and submit the signed report.
- [Connect your imaging machines](https://help.clinikehr.com/lims/imaging/modalities.md): Register each imaging machine with its own key so finished studies attach themselves to the right order, and set up the full-resolution viewer.
- [Run quality control](https://help.clinikehr.com/lims/quality/quality-control.md): Record daily control values, read the Levey-Jennings chart, and act on the Westgard verdict the lab gets back the moment a run is saved.
- [Connect your analysers](https://help.clinikehr.com/lims/quality/analyzers.md): Register an analyser, receive its results into a review queue, and accept them into the bench workflow — nothing an instrument sends reports itself.
- [Referring doctors and their portal](https://help.clinikehr.com/lims/business/referrers.md): Register the doctors who send you work, attribute orders to them, and give each one a private portal where they collect released results.
- [Referral commissions](https://help.clinikehr.com/lims/business/commissions.md): Generate a monthly commission statement for a referring doctor, finalise it, send it, and record the payment — with rates frozen at generation.
- [Billing dashboard](https://help.clinikehr.com/lims/business/billing.md): Raise an invoice for lab work, send it to whoever actually pays — often an employer, not the patient — and track what is still owed.
- [Payments](https://help.clinikehr.com/lims/business/payments.md): Record what the lab collects, chase what is still owed, and void a payment taken in error — for payers who are often employers, not patients.
- [Tests and prices](https://help.clinikehr.com/lims/business/services.md): The priced catalogue: what each test costs, grouped into categories. The commercial twin of the Test List, which defines what a test measures.
- [The owner summary](https://help.clinikehr.com/lims/business/executive.md): Today's intake and the week at a glance — the same numbers as your morning digest email, and where to go when one of them looks wrong.
- [Lab analytics](https://help.clinikehr.com/lims/business/lab-analytics.md): Trends and mix across drug testing, lab and imaging — and how to tell this screen apart from the other two that are also called analytics.
- [The report catalogue](https://help.clinikehr.com/lims/business/analytics.md): One workbench per subject — diagnostics, revenue, referrals, turnaround, reagents — each with a period you choose and a CSV or Excel export.
- [Appointments](https://help.clinikehr.com/lims/front-desk/appointment.md): Book collection slots, draw times and imaging appointments on the lab's calendar, and move each booking through its statuses.
- [Add Out of Office](https://help.clinikehr.com/lims/front-desk/out-of-office.md): Block time for a person, a room, all staff or the whole clinic so clients cannot book it.
- [Patients](https://help.clinikehr.com/lims/front-desk/patients.md): The register every sample, result and report attaches to — search it, import into it, and approve the requests waiting on your waitlist.
- [Reagents and consumables](https://help.clinikehr.com/lims/inventory/reagents.md): Stock reagents with lot and expiry tracking, release new lots through validation, and attach the reagents each test consumes.
- [Send specimens to a hub lab](https://help.clinikehr.com/lims/inventory/transfers.md): Dispatch collected specimens from a collection centre to your hub laboratory, and receive a batch so it accessions itself onto the bench.
- [Settings](https://help.clinikehr.com/lims/settings/index.md): A map of every settings tab a lab has, who is allowed to open them, which controls are owner-only, and where the other editions' tabs live.
- [General settings](https://help.clinikehr.com/lims/settings/general.md): Set your lab's name, logo, contact details and timezone, and see which reports, invoices and turnaround figures change once you save.
- [Find your Account ID](https://help.clinikehr.com/practice/settings/account-id.md): Where to find your practice's Account ID, what it is for, and why support will never accept it as proof of who you are.
- [Staff and teams](https://help.clinikehr.com/lims/settings/staff.md): Invite colleagues to your lab, choose their role and access tier, and decide who may enter results and who must authorise them.
- [Navigation](https://help.clinikehr.com/lims/settings/navigation.md): Choose which menu sections your lab shows in the sidebar and on phones, and the order they come in.
- [Inventory settings](https://help.clinikehr.com/lims/settings/inventory.md): Set expiry alert horizons for reagents and consumables, choose your receiving and dispensing rules, and understand the inventory reset.
- [Lab workflow](https://help.clinikehr.com/lims/settings/lab-workflow.md): Choose which laboratory workflow your bench runs — standard clinical, full DOT/SAMHSA, reference-lab intake only, or both — and switch safely.
- [Notifications](https://help.clinikehr.com/lims/settings/notifications.md): Choose which emails and in-app alerts your lab receives, and pause the non-essential ones without losing receipts or security warnings.
- [Billing and plans](https://help.clinikehr.com/lims/settings/billing.md): Set the currency your lab bills in, your tax rate and any flat fee, and see what does and does not change on records you already have.
- [Online payments](https://help.clinikehr.com/lims/settings/online-payments.md): Connect Stripe or Paystack so patients and referrers can pay your lab by card, and see what the connection changes.
- [Payment details](https://help.clinikehr.com/lims/settings/payment-details.md): Add the bank accounts and payment channels your lab is paid into, and control which of them print on your invoice PDFs and emails.
- [Client Portal](https://help.clinikehr.com/lims/settings/portal.md): Publish the online portal where your patients see their own results, and learn the button that takes it offline again.
- [Sharable documents](https://help.clinikehr.com/lims/settings/sharable-docs.md): Choose which consent forms, intakes and questionnaires go out automatically when a patient books, and scope each one to a service.
- [Security](https://help.clinikehr.com/lims/settings/security.md): Require two-factor authentication across your lab, and read the alerts raised whenever someone bypasses it.
- [Data export](https://help.clinikehr.com/lims/settings/data-export.md): Take a copy of your lab's own data as a CSV or a ZIP, watch a large export run in the background, and download it before the link expires.
- [Sign in to your patient portal](https://help.clinikehr.com/portal/patients/sign-in.md): Open your clinic's patient portal with your email address and a one-time code sent to your inbox — there is no password to remember.
- [See what is waiting on you](https://help.clinikehr.com/portal/patients/to-do.md): One list of every form to fill in and document to sign, grouped by your next appointment, with what you have already finished underneath.
- [Book and manage appointments](https://help.clinikehr.com/portal/patients/appointments.md): Request a time with your clinic, confirm it, reschedule or cancel it, and pay for a visit from your patient portal.
- [Packages and gift cards](https://help.clinikehr.com/portal/patients/packages-and-gift-cards.md): See the sessions left on a package you bought, buy a package or gift card from your clinic, and get a gift card's code.
- [Read and sign documents](https://help.clinikehr.com/portal/patients/documents.md): Review consent forms and paperwork from your clinic, sign them with your finger or mouse, and send in documents of your own.
- [Files your clinic has shared with you](https://help.clinikehr.com/portal/patients/files.md): View and download scans, letters and other files your clinic has chosen to share with you through the portal.
- [Join a video visit](https://help.clinikehr.com/portal/patients/telehealth.md): Get ready for a video appointment, test your camera and microphone, and join your clinician from your phone or computer.
- [Message your care team](https://help.clinikehr.com/portal/patients/messages.md): Send a private, encrypted message to your clinic from the portal, attach a photo or a file, and read their replies.
- [View your results, visits and medications](https://help.clinikehr.com/portal/patients/records.md): Read the test results, visit summaries and prescriptions your clinic has chosen to share with you through the portal.
- [Privacy and security](https://help.clinikehr.com/portal/patients/privacy-and-security.md): Ask your clinic to restrict who can see your record, and see who has accessed it and which outside organizations have received it.
- [Portal problems and how to fix them](https://help.clinikehr.com/portal/patients/troubleshooting.md): Fixes for the problems patients hit most in the portal — no login code, a rejected code, a missing button, or a camera that will not work.
- [Turn on the patient portal](https://help.clinikehr.com/portal/setup/enable.md): Switch on the client portal, set its name and web address, and publish it so patients can sign in and use it.
- [Give a patient portal access](https://help.clinikehr.com/portal/setup/invite-patients.md): Enable portal access for one person from their record, when sharing documents, or when you approve a self-registration request.
- [Choose what patients can see and do](https://help.clinikehr.com/portal/setup/features.md): A tab-by-tab reference for every client portal setting — booking rules, messaging, telehealth, documents, record sharing, notifications and privacy.
- [Brand your portal](https://help.clinikehr.com/portal/setup/branding.md): Set your portal's name, web address, welcome message, logo, banner, favicon, colours and font so it looks like your practice.
- [Your personal dashboard](https://help.clinikehr.com/platform/account/dashboard.md): The cross-clinic view of your day — a schedule across every workspace, one-tap actions into each one, and how your work has been going lately.
- [Your Clinics](https://help.clinikehr.com/platform/account/clinics-list.md): The full list of workspaces you own or belong to, with search, sorting and filters, and where you create a new one.
- [Your profile and credentials](https://help.clinikehr.com/platform/account/profile.md): Update your name, contact details, professional role and licences — once, for every workspace you belong to.
- [Secure your account](https://help.clinikehr.com/platform/account/security.md): Change your password, add a passkey, turn on two-factor authentication and get an email whenever your account is signed in to.
- [Choose which emails you get](https://help.clinikehr.com/platform/account/notifications.md): Turn off product, marketing and login emails sent to you personally — and tell them apart from a workspace's own notification settings.
- [Your calendar connections](https://help.clinikehr.com/platform/account/calendars.md): Connect your own Google or Outlook calendar from your personal Settings — reachable however your role's navigation is set up in a clinic.
- [Work across more than one workspace](https://help.clinikehr.com/platform/account/switching-workspaces.md): Switch between the clinics, pharmacies and labs you belong to, use the personal home, and create a new workspace.
- [Delete your account](https://help.clinikehr.com/platform/account/delete-account.md): Cancel your subscriptions and permanently remove your account and every workspace you own, with a 30-day window to change your mind.
- [Plans and what they include](https://help.clinikehr.com/platform/plans/overview.md): How the plan ladders work in each edition, what a plan controls, and why a lapsed subscription loses paid features until billing is fixed.
- [Change your plan](https://help.clinikehr.com/platform/plans/change-plan.md): Upgrade, downgrade, switch between monthly and yearly billing, cancel or reactivate a workspace subscription — and what you pay, and when, for each.
- [Staff seats and how they are charged](https://help.clinikehr.com/platform/plans/seats.md): Clinic & Hospital includes some seats and bills each extra one monthly; Pharmacy and Diagnostics include theirs. It changes what an invite costs.
- [AI credits](https://help.clinikehr.com/platform/plans/credits.md): How agent credits work, what spends them (agents, AI Note Taker minutes, Rewrite, Autocomplete), and how to buy them by hand or automatically.
- [Payment methods](https://help.clinikehr.com/platform/plans/payment-methods.md): Which provider bills your ClinikEHR subscription, where to see it, and why that is a different thing from the account your patients pay into.
- [Your subscription invoices and receipts](https://help.clinikehr.com/platform/plans/invoices-and-receipts.md): Find every charge ClinikEHR has made, download a receipt or a PDF, and understand what a failed payment does to your workspace.
- [Legacy plans](https://help.clinikehr.com/platform/plans/legacy-plans.md): What a Clinic & Hospital workspace still on the retired Starter plan, or on an older Essential or Team price, keeps — and what happens if it leaves.
- [New Practice Startup Program](https://help.clinikehr.com/platform/plans/startup-program.md): A reviewed grant of free months on Essential for a genuinely new practice, and how the earned discount that follows actually works.
- [Invite someone to your team](https://help.clinikehr.com/platform/team/invite-staff.md): Send a staff invitation through the five-step wizard, track it until they sign in, and clear an invite that stalled at payment.
- [Roles](https://help.clinikehr.com/platform/team/roles.md): Every staff role in each edition, the access tiers that go with them, and how role-based navigation decides which pages a role can open.
- [Permissions — control what each person can do](https://help.clinikehr.com/platform/team/permissions.md): Switch individual capabilities on and off per staff member, and understand why enforcement only starts the first time you save.
- [Staff credentials — view and verify](https://help.clinikehr.com/platform/team/credentials.md): See a staff member's licences, NPI and DEA registrations from Staff Members, and mark which ones you've checked.
- [Care areas (hospitals)](https://help.clinikehr.com/platform/team/care-areas.md): State which departments your hospital actually runs, and remove the navigation, settings and reports for the ones it does not.
- [Settings: what's where](https://help.clinikehr.com/platform/settings/overview.md): Find the settings guide for your edition, and understand why a tab you were told about might not be on your screen.
- [Complete your business profile](https://help.clinikehr.com/platform/settings/business-profile.md): Set the name, address, phone and email that appear on every invoice, receipt and report, and get your timezone right before you start.
- [Set your currency, tax and free-clinic mode](https://help.clinikehr.com/platform/settings/currency.md): Choose the currency your workspace bills in, set a tax rate and a flat rate fee, or switch charging off entirely.
- [Choose which notifications your workspace gets](https://help.clinikehr.com/platform/settings/notifications.md): Turn workspace email on or off as a whole, mute individual categories, and understand which switch governs which recipient.
- [Brand your public pages](https://help.clinikehr.com/platform/settings/branding.md): Where each public surface is branded, what you can change on it, and the image sizes that come out looking right.
- [Serve a page on your own domain](https://help.clinikehr.com/platform/settings/custom-domain.md): Publish your booking page, store, membership page, contact form or AI assistant on a web address you own, with a certificate issued for you.
- [API access](https://help.clinikehr.com/platform/settings/api-access.md): Create a key so another system can read your inventory, connect another organization by code, and see what changes when you revoke either one.
- [Build an AI agent](https://help.clinikehr.com/platform/ai/agents.md): Draft a workflow on the agent canvas, preview it against your own data, and deploy it so its trigger goes live in your workspace.
- [Agent template gallery](https://help.clinikehr.com/platform/ai/agent-templates.md): Every one-select agent template — what it does, what starts it, and which ones run your billing follow-up on their own.
- [Give an agent tools and knowledge](https://help.clinikehr.com/platform/ai/agent-tools.md): Add a knowledge base, connect an outside tool server, put a person in the loop, and shape data between the steps of an agent.
- [Publish an agent](https://help.clinikehr.com/platform/ai/publishing-agents.md): Put a deployed agent on a public web address as a branded chat assistant, and understand the plan limits before you hit them.
- [How agent credits are used](https://help.clinikehr.com/platform/ai/credits.md): What spends an agent credit, how many your plan grants each month, and how to top up without being surprised by a schedule.
- [AI safety and patient data](https://help.clinikehr.com/platform/ai/safety.md): What ClinikEHR's AI features may touch, what is stripped before anything leaves, and what a clinician must review before signing.
- [HIPAA and compliance](https://help.clinikehr.com/platform/security/hipaa.md): How ClinikEHR records access to clinical data, how long it keeps the trail, who can read it, and what you must do to stay compliant.
- [Two-factor authentication](https://help.clinikehr.com/platform/security/mfa.md): The difference between your own second factor and a workspace-wide requirement, and why patient data can ask for a code even when you are signed in.
- [Automatic logoff](https://help.clinikehr.com/platform/security/automatic-logoff.md): How long a signed-in session may sit idle before ClinikEHR signs it out, how an owner or manager changes that, and what happens to unsaved work.
- [The audit log](https://help.clinikehr.com/platform/security/audit-log.md): Read, filter and export the record of every view, change and sign-in in your workspace, kept for seven years.
- [Substance use records and 42 CFR Part 2](https://help.clinikehr.com/platform/security/substance-use-records-part-2.md): Turn on Part 2 protections, record a patient's consent, and see what is refused and what carries the federal notice.
- [Client requests about their record](https://help.clinikehr.com/platform/security/client-record-requests.md): Answer a client's request for a copy of their record, a correction, or a list of who it was shared with, inside the legal deadline.
- [Send a report securely](https://help.clinikehr.com/platform/security/send-a-report.md): What happens when you send a lab result, prescription, radiology report or clinical note as a private link, and what the recipient has to do to open it.
- [Export your data](https://help.clinikehr.com/platform/security/data-export.md): Take a copy of your workspace's records as CSV or ZIP, including before you close an account, when the data becomes unrecoverable.
- [Single sign-on](https://help.clinikehr.com/platform/security/sso.md): What ClinikEHR supports today for signing in with an existing identity, and what to use while broader enterprise sign-on is not self-service.
- [Install ClinikEHR on your phone or tablet](https://help.clinikehr.com/platform/apps/mobile-pwa.md): Add ClinikEHR to your home screen so it opens like an app, keeps working through a weak signal, and updates without an app store.
- [The desktop app](https://help.clinikehr.com/platform/apps/desktop.md): Install the Windows, macOS or Linux shell to get silent receipt printing, scanner support and an encrypted sale queue that survives a browser wipe.
- [Working without internet](https://help.clinikehr.com/platform/apps/offline.md): Exactly what ClinikEHR keeps doing during an outage, what has to wait, and how captured work catches up when you reconnect.
- [Connect an external calendar](https://help.clinikehr.com/platform/integrations/calendar.md): Bring commitments from Google, Outlook, Apple or a therapy network into ClinikEHR so your availability accounts for them.
- [Send a prescription electronically](https://help.clinikehr.com/platform/integrations/eprescribe.md): Register your practice with the e-prescribing partner, sync a patient, and send a prescription straight to a pharmacy.
- [The developer API](https://help.clinikehr.com/platform/integrations/developer-api.md): Create a key so another system can read your own workspace's data, and what the API add-on opens once you're ready for patient records.
- [Accept outside data automatically](https://help.clinikehr.com/platform/integrations/auto-accept-outside-data.md): Let a trusted app add its new items to the chart without review, and how to pause it, review what it added and undo it.
- [Embed ClinikEHR on your website](https://help.clinikehr.com/platform/integrations/embeds.md): Put your contact form, store, membership signup or AI assistant on your own site with a copy-paste snippet, or a raw iframe on Team.
- [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md): The problems we see most often, grouped by what you are actually looking at, with the likely cause and the fix for each.
- [Contact support](https://help.clinikehr.com/platform/help/contact-support.md): The four ways to reach us, what to put in your first message so the reply is useful, and what support cannot do for you.
- [Changelog](https://help.clinikehr.com/changelog/index.md): What's new in ClinikEHR — new features, improvements and fixes across every edition, newest first.


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