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Every working screen in ClinikEHR sits in the same frame: a thin header across the top, a narrow icon rail down the left, and your work in the middle. Learn the frame once and every module is navigable.

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The header

A 48-pixel strip pinned to the top of every page. Reading left to right:
If a control in this list is not on your screen, it is hidden for your edition or plan rather than broken — the table says which. See Who can see and do what.

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The sidebar

The sidebar is a 48-pixel rail of icons. Move your pointer over it and it slides open to 260 pixels, showing every label; move away and it closes again. There is no pin — the rail is meant to be glanced at, not parked open, and it floats over the page rather than pushing your work sideways.
  • Collapsed, each icon shows a tooltip naming its group and section, in the form “Front Desk — Appointments”.
  • Expanded, each group gets a small uppercase heading; collapsed, the same groups are separated by a hairline.
  • Workload counts — waiting patients, queued samples — appear as a number when the rail is open and shrink to a single dot when it is closed. No badge at all means nothing is waiting.
The footer of the rail always holds three items: Feedback, Audit Log and Settings.

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Search finds people and screens

Select the Search box in the header and start typing. Results appear in two groups: the people you serve first — Patients, Clients or Customers depending on your edition — then Go to, which jumps you to any screen in the product.
  • Use the up and down arrows to move through results and Enter to open one.
  • While a lookup is running you see “Searching patients…”.
  • With no match you get No results found for "{query}" and the hint Try a patient name, or "Dashboard", "Billing", "Appointment".
There is no keyboard shortcut that opens search from anywhere — select the box in the header. The arrow keys and Enter work once you are typing in it.

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Quick Add

The round + button creates the thing your edition creates most often, without navigating first.

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The notification bell

The number on the bell combines unread activity with setup steps you have not finished yet, and stops counting at 9+. Inside are two tabs.
  • Activity lists unread items only. Selecting one marks it read and takes you to the record. Mark all read appears whenever anything is unread, and an empty tab reads “You’re all caught up”.
  • Setup shows your onboarding progress as a bar, then To do ({n}) and Completed ({n}). Once everything is done it reads “All set!”.
What arrives here — and what is emailed instead of shown — is controlled per workspace. See Notification settings.

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Your avatar menu

Select your avatar at the far right of the header for your name and email, then:
  • Profile and Settings — your personal account, shared across every workspace. See Your profile and credentials.
  • Theme — Light, Dark or System. This follows you, not the workspace.
  • Log out.

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Sending feedback

Opens a small panel titled Send Feedback over “We’d love to hear from you!” with Full Name (already filled in) and Message. Select Send Feedback and you get a confirmation panel back. Use it for suggestions; for anything blocking you, contact support instead, because that route can carry your workspace details.

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The two floats

Bottom right, one above the other:
  • Setup — a ring showing how many onboarding steps you have completed. Open it for the remaining list, minimise it, or dismiss it for good. It disappears by itself once setup is complete, and it never appears on the till or inside a full-screen clinical workspace, where it would sit on top of your work.
  • Help — a pill offering Schedule a Demo, Live Chat and Discord Community.

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Achievements

Your workspace collects badges and points for everyday work — patients registered, notes written, invoices raised. The page opens on Your clinic tier with your points and badge count, tells you how many points remain to the next tier, lists that tier’s perks, and shows the full badge gallery grouped by track. Reach the end and it reads ”🌟 Top tier reached — you’re a Luminary!”. None of it changes what the product does — it is a nudge, not a gate.

How ClinikEHR is organised

Workspaces, editions, plans, staff and care areas.

Work across more than one workspace

The switcher, the personal home, and where you land after sign-in.