> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact support

> 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.

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} />

Before you write: [Troubleshooting](/platform/help/troubleshooting) covers the failures we see most often, and usually faster than a reply arrives. If it does not resolve it, here is how to reach a person.

## The four routes

<Columns cols={2}>
  <Card title="Feedback" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/comment-dots.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=d5f12fa20a39ca07d6a51158ae29b0e2" width="24" height="24" data-path="images/icons/comment-dots.svg">
    In the sidebar footer. A short form — **Full Name** and **Message** — that goes straight to us. Best for "this is wrong" and "this could be better".
  </Card>

  <Card title="Live Chat" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/comments.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=b0230386561a6fb34462e0131762e7d1" width="24" height="24" data-path="images/icons/comments.svg">
    Under the **?** button in the bottom corner. Best when you are stuck right now and need a back-and-forth.
  </Card>

  <Card title="Schedule a Demo" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/calendar-check.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=f7936bc2c8a316b7d8714be95275b32a" width="24" height="24" data-path="images/icons/calendar-check.svg">
    Also under the **?** button. A free 30-minute walkthrough — best for "how should we set this up", not for a fault.
  </Card>

  <Card title="Discord Community" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=76abeb65605706fcc027333369b8fcd8" width="24" height="24" data-path="images/icons/users.svg">
    Under the **?** button. Other ClinikEHR users, plus us. Best for how-do-you- handle-this questions.
  </Card>
</Columns>

You can also email [**support@clinikehr.com**](mailto:support@clinikehr.com) directly.

### The Feedback form

<Path steps={['Sidebar footer', 'Feedback']} />

The panel is headed **Send Feedback** — "We'd love to hear from you!" — with two fields, **Full Name** and **Message**, and a **Send Feedback** button. The message box invites you to "Share your thoughts, suggestions, or report an issue".

### The Help button

The **?** button sits in the bottom-right corner of the app. Selecting it opens **How can we help?** with three options: **Schedule a Demo** (free 30-min walkthrough), **Live Chat** (chat with our team), and **Discord Community**.

## What to include

A first reply is only as useful as the first message. Five things, and it takes a minute:

1. **What you were trying to do.** "Send a receipt to a customer", not "the receipts thing".
2. **What happened instead.** The exact wording of any message on screen, and whether anything appeared at all.
3. **Your workspace name.** We cannot look anything up without it, and people commonly belong to more than one.
4. **The approximate time it happened**, with your timezone. Your workspace keeps an audit trail, and a time lets us match your report to the actual event rather than guessing.
5. **Whether it affects one person or everyone.** One person points at a role, a permission or a device. Everyone points at a setting or at us. That single sentence often halves the investigation.

Worth adding when they apply: which device and browser, whether it worked before and roughly when it stopped, and whether the network dropped around the same time.

<Warning>
  **Never put patient information in a support message.** No names, dates of birth, addresses, phone numbers, diagnoses or clinical notes — and no screenshots with any of that visible, which is the way it usually escapes. Describe the record by *what it is*, not *who it is*: "an invoice raised yesterday afternoon for a lab test", "the third appointment on Tuesday morning". A reference number, an invoice number or an order number is safe and is all we need. Never send a password, and never send a two-factor or recovery code — nobody at ClinikEHR will ask for one.
</Warning>

## What support can do

* Explain what a screen is doing and why.
* Investigate a fault, using your workspace name and the time you gave.
* Correct a workspace-level configuration problem.
* Complete integration steps that only we can perform — activating e-prescribing credentials, for example.
* Change your edition when a workspace was genuinely created as the wrong kind of business.

## What support cannot do

Being straight about this saves everybody a round trip.

* **Change your edition on request.** An edition matches the kind of business you signed up as. Moving between them is not an upgrade path and is not something we do to try a different product.
* **Recover data after the recovery window has passed.** Deletion is real. Once the window for a deleted account or record has expired, it is gone — for us too. See [Delete your account](/platform/account/delete-account).
* **Move data between workspaces.** There is no merge, and no transfer of patients, staff or history from one workspace into another. This is why creating a second workspace to fix a first one is a decision worth thinking about before you make it.
* **Sign in as you, or reset your two-factor.** We do not have your password and cannot bypass your second factor. Use a recovery code, or ask an owner of your workspace. See [Two-factor authentication](/platform/security/mfa).
* **Read your clinical records to find something for you.** Access to patient data is audited and restricted for exactly the reason you would want it to be. Tell us what to look at, not who.
* **Undo a deliberate destructive action** — a cancelled subscription's lost features, a deleted record, a disconnected domain — beyond what the product's own recovery paths offer.

## Related

<Columns cols={2}>
  <Card title="Troubleshooting" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/wrench.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=94013b6c4ad2ea8127882d454c62df44" href="/platform/help/troubleshooting" width="24" height="24" data-path="images/icons/wrench.svg">
    Read this first. Most problems are on it.
  </Card>

  <Card title="Roles and access" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user-shield.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=6fed986e4b27d4260a75163063aed59c" href="/start/roles-and-access" width="24" height="24" data-path="images/icons/user-shield.svg">
    Why one person sees something another does not.
  </Card>

  <Card title="Audit log" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/clipboard-list.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=c498c3e6d5ae45c376add8864f63a6e5" href="/platform/security/audit-log" width="24" height="24" data-path="images/icons/clipboard-list.svg">
    Check what happened and when, before you write in.
  </Card>

  <Card title="Export your data" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/file-export.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=291214922dbe9071770febfdac6e30ac" href="/platform/security/data-export" width="24" height="24" data-path="images/icons/file-export.svg">
    Getting your records out yourself, without a support ticket.
  </Card>
</Columns>
