Get Clinic + Pharmacy + Lab running in four steps.

Click Get started to open Clinic + Pharmacy + Lab. Set up the staff identities who will coordinate visits, document care, review evidence, and maintain clinician privileges. Check that each person is linked to the correct user account before using personal patient or task lists.

Choose a returning patient and confirm the patient number. Schedule an encounter with a clinician, then record arrival, a clinical note, and an observation. Add a purpose-specific consent and a dated privilege record where they apply. If the visit includes a specimen or dispensation, capture its accession or lot details on the same encounter. Assign one follow-up task to a named person.

Have Clinical Reviewer read the visit at awaiting review. Have Clinical Coordinator review a draft charge against the encounter and check a patient payment reference against the clinic’s financial process. Rehearse an exception, such as a rejected specimen or a cancelled visit. Confirm each role sees the records needed for its work before the clinic expands the rollout.