How ClinikEHR is organised

Almost every question about ClinikEHR — “why can’t I see that screen?”, “who gets billed for this?”, “why is it called a customer here and a patient there?” — comes back to six ideas. Learn them once and the rest of the product stops surprising you.

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The workspace is the unit of everything

A workspace is one business: one clinic, one pharmacy, one diagnostic centre. It owns its own patients, staff, stock, appointments, settings, subscription and audit trail, and none of that is visible from any other workspace. Your login is not a workspace. One account can belong to several workspaces — as an owner of one and a nurse in another — and you move between them with the switcher in the header. See Work across more than one workspace.

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Edition decides which modules exist

An edition is the kind of business you are. It is set when the workspace is created and it decides which modules exist at all — a pharmacy has no ward screen, a diagnostic centre has no consultation screen, and no amount of upgrading adds one. There are three: Clinic & Hospital, Pharmacy and Diagnostics. See The three editions.

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Plan decides which features are unlocked

A plan is what you pay for inside your edition. It controls capabilities (telehealth, insurance claims, analytics, quality control) and capacity (how many staff seats, how many branches). Every edition has its own plan ladder, and changing plan never changes your edition. See Plans and billing and Change your plan.

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The people you serve have three names

The product deliberately uses a different noun per edition, so this help centre does too. If the word on this page is not the word on your screen, you are reading the wrong section. They are the same kind of record underneath. A pharmacy customer additionally carries a wallet balance and dependants, because a till needs those; a diagnostics patient carries samples and results.

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Staff, roles and permissions

Everyone who signs in to a workspace holds a role there — the top three being owner, manager and staff — plus a job title (Doctor, Pharmacist, Receptionist, Cashier, Records Officer, and around sixty others) that shapes their avatar, their credentials and where they land after sign-in. On top of that, individual permissions decide what one specific person may do: refund a sale, discount an invoice, void a payment, sign off a result. Two people can share a job title and still have different permissions. Seats are counted per workspace, and they behave differently by edition — on Clinic & Hospital every billable seat is charged, on Pharmacy and Diagnostics the seats are included and the cap simply blocks the next invite. See Staff seats, Roles and Permissions.

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Care areas, on hospitals only

An enterprise Clinic & Hospital workspace also declares which departments it actually runs — In-patient care, Surgical theatre, In-house pharmacy, Diagnostics, Front desk, Records, Insurance and Inventory. A hospital with no operating theatre never sees a Theatre group in its sidebar. Care areas are a statement of fact about your building, not a purchase and not a permission. See Care areas.

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What is yours, and what belongs to the workspace

This is the distinction people get wrong most often, because both are reached from the same header. Change the left column once in your account settings. Change the right column per workspace in Settings — and remember that turning something off in one workspace leaves the others untouched.

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Where to go next