ClinicFlow Walkthrough

On a brand-new deployment, the database is empty. The first person to visit /setup registers as platform super admin. The endpoint then locks itself forever.

• Tenant slug: leave blank — super admins are tenant-less
• Email + password: what you set at setup
• Lands at /admin

Creates a Tenant plus the first clinic admin user in one form. After this, the clinic is self-serve — you don't add their staff, they do.

1. Tenant name (e.g. "Sunrise Family Clinic")
2. Tenant slug (URL-safe, e.g. sunrise) — they'll live at sunrise.your-domain.com
3. Time zone, locale, plan
4. Clinic admin's name, email, and a temporary password
5. Submit → tenant + clinic admin created. Hand the credentials to the clinic over a secure channel.

If you visit your clinic's subdomain directly, the slug field is hidden — we already know which clinic you're signing in to. From the apex domain, type your clinic's slug.

You land at /clinic with the sidebar showing every section your role has permission for.

Create a chart for a new patient. The form has eight sections:

1. Identity — MRN (auto-assigned if blank), legal name, preferred name, DOB, sex, gender identity
2. Contact & address — email, phone, full address
3. Insurance — carrier, member ID, group
4. Care team — primary provider (searchable dropdown of clinic providers)
5. Emergency contact — name + phone
6. Risk flags — tag chips like fall_risk, blood_thinner
7. Allergies — searchable common-allergens list + free-text
8. Active medications — repeatable rows with name, dose, frequency
9. History & internal notes — encrypted at rest

Submit creates the chart. Note: this doesn't create a portal login for the patient. They self-register separately, or your clinic admin can wire up a portal-invite flow.

Click a slot on the calendar or use the dedicated form. Fields:

• Patient + provider (both searchable)
• Date (calendar widget) + time + duration
• Type (consultation, follow-up, physical, telehealth, procedure, …)
• Mode (in-person / telehealth / phone)
• Room + location notes (if in-person)
• Chief complaint + pre-visit notes for the AI brief
• Reminder toggles (24h, 1h)
• Prep flags (fasting, bring ID, bring insurance)
• Recurring series (weekly / biweekly / monthly + count)

Multi-medication Rx writer. Each row supports:

• Drug name (with autocomplete on common drugs), strength, form
• Dose, frequency (QD/BID/TID/QID/etc.), route
• Days supply, dispense quantity, refills (0–11)
• Toggles: controlled substance, dispense-as-written, PRN
• Patient instructions (auto-generated sig, override-able)

The patient's allergies surface in a banner at the top so you cross-check before signing. After signing, you can send to the configured eRx provider in one click.

Pick a panel template (CBC, CMP, Lipid, A1C, TSH, UA) to pre-fill standard tests with LOINC codes and reference ranges, or build a custom set row by row. Fill in the value column; the abnormal flag auto-derives from numeric value vs reference range. Each row saves as its own structured lab attachment.

1. Click the Invite staff button
2. Enter their email, full name, role (Doctor / Nurse / Front Desk / Clinic Admin)
3. System emails them a one-time link
4. They click, set their own password, you never see it
5. They land at /clinic with permissions matching their role

Your clinic gives you the URL — usually printed on intake docs, in a confirmation email, or linked from their website. The clinic name will already be filled in if you click the link from there.

1. Full name, email, phone
2. Password (at least 12 characters, mix letters/numbers/symbol)
3. Submit — you're signed in immediately at /portal
4. You'll get a verification email shortly. Click the link to confirm your address.

Five sections, none required but all useful for your provider:

• Medical history — checklist of common conditions, surgeries, recent hospitalizations
• Current medications — drug, dose, frequency (including OTCs and supplements)
• Allergies — drug, food, environmental — plus the reaction
• Family & social history — lifestyle, smoking, exercise, occupation
• Mental health check-in — quick PHQ-2 + GAD-2 screen (4 questions, ~30 seconds)

Plus a documents section for uploading insurance cards, prior records, referrals.

You don't book the visit directly — you submit a request, and reception confirms a time and follows up.

The form covers reason for visit, symptom duration + severity, scheduling preferences (calendar widget for date, time-of-day window, optional backup date), insurance, language & accessibility needs, and any notes for the team.

The "Join visit" button activates 10 minutes before your scheduled start time. We recommend joining 5 minutes early to test your camera and microphone.

The page also shows a short prep checklist: stable internet, good lighting, quiet private space, your meds nearby.

See active and past prescriptions. Each shows the drug, dose, instructions, refills remaining, pharmacy, and a downloadable PDF.

Need a refill? Click Request refill on any active prescription. Your provider must review and authorize before the pharmacy is notified — refills aren't auto-approved.

Released results, grouped by date, with reference ranges and abnormal flags. Critical values trigger a banner at the top of the page along with notification to your provider.

Outstanding balances total at the top. Click Pay now on any payable invoice — we redirect you to the clinic's payment provider (Stripe or Square) over a secure connection. ClinicFlow never sees your card number.

You can also view paid invoices for tax/insurance purposes.