About this guide and its review
Status: CanonicalLast reviewed: 2026-10-20Scope: Public
Owner-doctor: care and clinic readiness
Your goal
Use one working view for care while keeping staff access and clinic setup deliberate.
A short daily checklist
- Check clinic identity, working hours, chairs and real service prices.
- Use Today and the patient record for clinical work.
- Give each team member the role needed for their tasks.
- Review patient accounts and reports only within your permitted scope.
- Review device readiness, unresolved requests and pending synchronization.
Use one working view for care while keeping staff access and clinic setup deliberate. Follow the steps in order and confirm each saved result.
What to expect
Being an owner does not turn an unsaved draft into a confirmed action. Disabling staff access retains historical references. Give people their own accounts when individual attribution matters.
If you cannot continue
Read the visible explanation. Check the patient and latest saved state before retrying. Review your team's access settings for a missing action; use Help and support for a persistent problem without including patient details.