> ## 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.

# How ClinikEHR is organised

> The handful of ideas everything else is built on — workspaces, editions, plans, the people you serve, staff and care areas.

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.

## 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](/platform/account/switching-workspaces).

<Note>
  The product calls a workspace by the name your edition uses: **clinic**, **pharmacy** or **lab / diagnostic centre**. This help centre says "workspace" only on shared pages that must cover all three.
</Note>

## 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](/start/editions).

## 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.

|         | Sets                                      | Changes how?                     |
| ------- | ----------------------------------------- | -------------------------------- |
| Edition | Which modules exist                       | Support-side only, not a setting |
| Plan    | Which features are unlocked, and capacity | Any time, by an owner            |

See [Plans and billing](/platform/plans/overview) and [Change your plan](/platform/plans/change-plan).

## 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.

| Edition                                | What they are called | Where they live          |
| -------------------------------------- | -------------------- | ------------------------ |
| Clinic & Hospital, enterprise plan     | **Patients**         | Front Desk and Records   |
| Clinic & Hospital, solo and team plans | **Clients**          | The **Clients** module   |
| Pharmacy                               | **Customers**        | The **Customers** module |
| Diagnostics                            | **Patients**         | Intake and the worklist  |

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.

## 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](/platform/plans/seats), [Roles](/platform/team/roles) and [Permissions](/platform/team/permissions).

## 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](/platform/team/care-areas).

## 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.

| Yours, across every workspace                                               | The workspace's, and different in each        |
| --------------------------------------------------------------------------- | --------------------------------------------- |
| Your name, avatar and contact details                                       | Business name, address and branding           |
| Your professional credentials and licences                                  | Currency, timezone and opening hours          |
| Your password, passkeys and two-factor                                      | Which staff exist, and what they may do       |
| **Product & account emails**, **Marketing Emails**, **Login Notifications** | The clinic's own notification categories      |
| Your theme (light, dark or system)                                          | The subscription, invoices and payment method |

Change the left column once in [your account settings](/platform/account/profile). Change the right column per workspace in [Settings](/platform/settings/overview) — and remember that turning something off in one workspace leaves the others untouched.

## Where to go next

<Columns cols={2}>
  <Card title="A tour of your workspace" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/compass.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=09180e46fe692f21e2c91161f3c700f0" href="/start/tour" width="24" height="24" data-path="images/icons/compass.svg">
    The header, the sidebar, search, Quick Add and the notification bell.
  </Card>

  <Card title="Who can see and do what" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user-lock.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=78326e0e1fa17dee027afd0c54b09dc9" href="/start/roles-and-access" width="24" height="24" data-path="images/icons/user-lock.svg">
    Why a screen is missing, and which of the four gates is responsible.
  </Card>

  <Card title="Glossary" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/book.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=5c5cc3827ec19ce205dc3eb1b69e9fa4" href="/start/glossary" width="24" height="24" data-path="images/icons/book.svg">
    Every term the product uses, defined once.
  </Card>

  <Card title="The three editions" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/layer-group.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=d944048680be07893db4c1c7e716fc9f" href="/start/editions" width="24" height="24" data-path="images/icons/layer-group.svg">
    Which edition you are running, and what each one includes.
  </Card>
</Columns>
