# ClinikEHR Help Center

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

## Docs

- [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 clinic](https://help.clinikehr.com/clinic/get-started/index.md): The eight-step setup checklist for a new clinic or hospital workspace, and where to go for each one.
- [Create your account](https://help.clinikehr.com/clinic/get-started/create-account.md): Sign up for a clinic workspace, verify your email address, and sign in for the first time.
- [Write your first clinical note](https://help.clinikehr.com/clinic/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 or patient](https://help.clinikehr.com/clinic/get-started/add-patients.md): Register someone with the full intake form, including contact details and reminder preferences.
- [Schedule your first appointment](https://help.clinikehr.com/clinic/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/clinic/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/clinic/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/clinic/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/clinic/get-started/clinic-profile.md): Fill in your clinic's name, address, phone number and email so patients, documents and invoices all show the right details.
- [Invite your team](https://help.clinikehr.com/clinic/get-started/invite-team.md): Add a second staff member, choose their specialty and access level, and set what they can do.
- [Set up a multi-department hospital](https://help.clinikehr.com/clinic/get-started/hospital-setup.md): Turn on care areas, build departments and wards, staff them by unit, and go live in the right order.
- [The front desk](https://help.clinikehr.com/clinic/front-desk/overview.md): See who is in the building, who is still waiting, and reach every reception task from one board.
- [Manage the appointment book](https://help.clinikehr.com/clinic/front-desk/appointments.md): Book, filter and colour the appointment calendar, set availability, and charge saved cards automatically.
- [Your public booking page](https://help.clinikehr.com/clinic/front-desk/booking-page.md): Design the page patients book on, decide whether it takes payment, and publish it on your own domain.
- [Register a patient](https://help.clinikehr.com/clinic/front-desk/register-patients.md): Create a patient record, import an existing list, and approve or decline self-registration requests.
- [Check a patient in and out](https://help.clinikehr.com/clinic/front-desk/check-in.md): Record an arrival, attach the services and labs the visit is for, then check the patient out and issue the visit record.
- [Contacts and enquiries](https://help.clinikehr.com/clinic/front-desk/contacts.md): Track enquiries on a pipeline board, publish a public contact form, and see what each plan includes.
- [The patient chart](https://help.clinikehr.com/clinic/clinical/patient-chart.md): Find everything recorded about one person — history, medications, labs, files, billing and notes — and learn how the chart changes with your plan.
- [Record triage and route a patient](https://help.clinikehr.com/clinic/clinical/triage.md): Take a patient's vital signs at triage and send them to the right department's consultation queue.
- [Run a consultation](https://help.clinikehr.com/clinic/clinical/consultation.md): Open a patient from a department queue, document the encounter, place orders, admit if needed, then sign and lock the record.
- [Write a clinical note](https://help.clinikehr.com/clinic/clinical/notes.md): Create a progress note from a template, a blank page or a recording, then sign and lock it — and countersign a colleague's.
- [Templates and snippets](https://help.clinikehr.com/clinic/clinical/note-templates.md): Start a note from a pre-built or custom template, build your clinic's own, and keep reusable blocks of text as snippets.
- [Generate a note with AI](https://help.clinikehr.com/clinic/clinical/ai-notes.md): Turn a recorded consultation or an uploaded document into a structured clinical note, then review it and file it against a chart.
- [Run a video consultation](https://help.clinikehr.com/clinic/clinical/telehealth.md): Schedule a telehealth room, invite the patient, host the call, and record or write up the session afterwards.
- [Prescribe and e-prescribe](https://help.clinikehr.com/clinic/clinical/prescriptions.md): Add medications to an encounter, or send an electronic prescription to a pharmacy from the patient's Medications tab.
- [Send a document for signature](https://help.clinikehr.com/clinic/clinical/documents.md): Email a consent form or agreement to a patient, track whether they opened and signed it, and file the signed copy to their chart.
- [Admit, chart and discharge on the ward](https://help.clinikehr.com/clinic/inpatient/wards.md): Find a bed, admit a patient, record observations and the drug round, then discharge and review the stay.
- [Work a shift from the nursing station](https://help.clinikehr.com/clinic/inpatient/nursing-station.md): See every observation due across the ward, read the shift handover, and chart without losing the worklist.
- [Run the theatre list](https://help.clinikehr.com/clinic/inpatient/theatre.md): Book a case, work the surgical safety checklist, move it through theatre and recovery, and sign the operation note.
- [Order and report lab tests](https://help.clinikehr.com/clinic/diagnostics/lab.md): Raise a lab order from a consultation or the Lab Station, run it through the bench, enter results and print the report.
- [Order and report imaging](https://help.clinikehr.com/clinic/diagnostics/radiology.md): Raise an imaging request, read the study, write findings and an impression, then sign and issue the radiology report.
- [Dispense a prescription](https://help.clinikehr.com/clinic/pharmacy/dispensing.md): Write a prescription from a consultation, then fill it from stock in the pharmacy unit with batch tracking and a witness where required.
- [Sell at the pharmacy counter](https://help.clinikehr.com/clinic/pharmacy/pos.md): Your hospital pharmacy unit uses the same point of sale as the Pharmacy edition — here is what is different inside a hospital.
- [Billing overview](https://help.clinikehr.com/clinic/revenue/billing.md): How money moves through your clinic — the billing dashboard, payments, services, and the settings that govern currency, tax and how patients pay you.
- [Create and send an invoice](https://help.clinikehr.com/clinic/revenue/invoices.md): Build an invoice from your services, choose exactly who receives the emailed PDF, and download or cancel it later.
- [Record and collect payments](https://help.clinikehr.com/clinic/revenue/payments.md): Record a cash or transfer payment against an invoice, or send a secure payment link so the patient can pay online.
- [Your services and prices](https://help.clinikehr.com/clinic/revenue/services.md): Build the price list every invoice, booking page and receipt draws from, and group it into categories that make sense to your team.
- [Sell memberships](https://help.clinikehr.com/clinic/revenue/memberships.md): Connect a payout account, publish membership plans, and enrol patients into recurring subscriptions that bill themselves.
- [Run an online store](https://help.clinikehr.com/clinic/revenue/store.md): List products from your inventory, publish a storefront at your own address, and take orders online alongside your clinical work.
- [Insurance in ClinikEHR](https://help.clinikehr.com/clinic/insurance/overview.md): ClinikEHR has two separate insurance systems — an in-house register for hospitals and an electronic workflow for practices. Find out which one you have.
- [Request a pre-authorization](https://help.clinikehr.com/clinic/insurance/pre-authorization.md): Ask an insurer to approve treatment before you deliver it, with the codes, quantities and costs the payer needs to decide.
- [File and track claims](https://help.clinikehr.com/clinic/insurance/claims.md): Bill an insurer for care you have delivered, then follow the claim through to payment or denial — in whichever of the two claim systems your plan gives you.
- [The records desk](https://help.clinikehr.com/clinic/records/overview.md): Work the three records queues — intake conflicts, signature chasing and unfiled files — and know when to go to Documents instead.
- [The executive dashboard](https://help.clinikehr.com/clinic/executive/dashboard.md): Read the whole clinic on one screen — appointments, money and patient growth — and open the report behind any figure.
- [Reports and analytics](https://help.clinikehr.com/clinic/executive/analytics.md): Open a report, choose its period and scope, export the data, and understand why your workspace sees the reports it does.
- [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.
- [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.
- [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.
- [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.
- [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 and export your catalogue to Excel or CSV — and understand why neither one moves stock.
- [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.
- [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.
- [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.
- [Invoices and payments](https://help.clinikehr.com/pharmacy/money/billing.md): Raise an invoice for an account or institutional buyer, record a payment against it, and keep your service list tidy.
- [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.
- [Reports and the executive dashboard](https://help.clinikehr.com/pharmacy/money/analytics.md): Run the pharmacy report set, export any view to CSV or Excel, and read the owner's remote view of the business.
- [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.
- [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.
- [Raise a test request](https://help.clinikehr.com/lims/lab/test-requests.md): Order a test for a patient from the Lab Station or the Test Requests table, and put it on the bench queue.
- [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 it on the chain of custody.
- [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.
- [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, download it, and release it to the requesting doctor without letting a draft look final.
- [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.
- [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.
- [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.
- [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.
- [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 and payments](https://help.clinikehr.com/lims/business/billing.md): Price your tests, invoice the patient, employer or referring facility that owes for the work, and record what you collect against each invoice.
- [Reports, Lab Analytics and the owner summary](https://help.clinikehr.com/lims/business/analytics.md): Three different reporting surfaces, what each one answers, and the one definition of revenue that stops people reconciling against the wrong number.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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, cancel or reactivate a workspace subscription, and understand what you lose when you drop a tier.
- [Staff seats and how they are charged](https://help.clinikehr.com/platform/plans/seats.md): Clinic & Hospital bills every seat monthly; Pharmacy and Diagnostics include theirs. Which model you are on changes what inviting someone costs.
- [AI credits](https://help.clinikehr.com/platform/plans/credits.md): How your monthly agent credit allowance works, what spends it, and how to buy refill packs that never expire.
- [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.
- [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.
- [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): The full catalogue of settings tabs, who sees each one, and 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.
- [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.
- [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.
- [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.
- [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 a 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): ClinikAPI is a separate FHIR R4 developer platform with its own SDKs, components and documentation, licensed apart from your subscription.
- [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.