> ## 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.

# A tour of your workspace

> Find your way around the header, the sidebar, search, Quick Add, notifications and the help floats.

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>;

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.

## The header

A 48-pixel strip pinned to the top of every page. Reading left to right:

| Control                               | What it does                                                                                 |
| ------------------------------------- | -------------------------------------------------------------------------------------------- |
| Menu button                           | Opens the navigation drawer. Phones and tablets only.                                        |
| Logo, workspace switcher, breadcrumbs | The switcher moves you between workspaces; the breadcrumbs show where you are. Desktop only. |
| **Search**                            | Finds a person or a screen. See [Search](#search-finds-people-and-screens).                  |
| **+** (Quick Add)                     | Creates the two or three things your edition makes most often.                               |
| Secure messages                       | Opens your message threads. Not shown on the Pharmacy edition.                               |
| **Get 1 month free**                  | Opens the referral dialog. Clinic & Hospital only, and not on the enterprise plan.           |
| Notifications bell                    | Unread activity and outstanding setup steps.                                                 |
| Your avatar                           | Profile and settings, theme, and log out.                                                    |

<Note>
  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](/start/roles-and-access).
</Note>

## The sidebar

<Tabs>
  <Tab title="Desktop">
    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**.
  </Tab>

  <Tab title="Phone and tablet">
    There is no rail. Select the menu button at the top left to slide out the navigation drawer, titled with your own word for the business — **Clinic Navigation**, **Pharmacy Navigation** or **Lab Navigation** — over the line "Access clinic features and switch between clinics."

    The drawer holds the same sections as the desktop rail, plus the workspace switcher at the top and **Audit Log** and **Settings** at the bottom. Select anything to navigate; the drawer closes behind you.
  </Tab>
</Tabs>

## 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"`.

<Note>
  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.
</Note>

## Quick Add

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

| Edition           | What **+** offers                                          |
| ----------------- | ---------------------------------------------------------- |
| Clinic & Hospital | **New Appointment**, **New Note**                          |
| Pharmacy          | **New Sale**, **New Customer**                             |
| Diagnostics       | **New Test Request**, **New Appointment**, **New Patient** |

## 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](/platform/settings/notifications).

## 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](/platform/account/profile).
* **Theme** — **Light**, **Dark** or **System**. This follows you, not the workspace.
* **Log out**.

## Sending feedback

<Path steps={['Sidebar', '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](/platform/help/contact-support) instead, because that route can carry your workspace details.

## 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**.

## Achievements

<Path steps={['Sidebar', '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.

## Related

<Columns cols={2}>
  <Card title="How ClinikEHR is organised" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/sitemap.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=c5c64b0ecbd9a2a01e5dc00393051799" href="/start/concepts" width="24" height="24" data-path="images/icons/sitemap.svg">
    Workspaces, editions, plans, staff and care areas.
  </Card>

  <Card title="Work across more than one workspace" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/arrows-repeat.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=f89a2b9ca135024a5a2637490b71d0e0" href="/platform/account/switching-workspaces" width="24" height="24" data-path="images/icons/arrows-repeat.svg">
    The switcher, the personal home, and where you land after sign-in.
  </Card>
</Columns>