Practice types
Other or custom clinic
Clinic workflow
Start with the shared clinic workspace and organize it around the services your practice actually provides.
The daily work
One record, one clear next step.
- Name your own services and keep the prices you set.
- Use forms, files and visit notes for your practice’s documentation.
- Organize appointments and staff responsibilities in the same workspace.
- Review starter content before use and add the items your own workflow needs.
The starting point
Make it fit your practice.
Choose the clinic type during setup. Specialty starter content varies by clinic type; review services, prices, forms and documentation before use.
The patient record, schedule, files and assigned tasks stay together, so the next visit starts with the context your team has already recorded.