Support

How can we help you run your clinic?

Search the help center, browse topics by role, or reach the ClinicFlow team. Most tickets get a real human reply within one business day.

Pick your path

Where would you like to start?

I'm a clinic admin or owner

Set up your tenant, invite staff, configure billing, choose AI policy defaults, and connect your subdomain.

Admin walkthrough

I'm a provider or clinician

Run encounters, review AI-drafted notes, manage telehealth sessions, and lock SOAP notes for the record.

Clinician walkthrough

I'm a patient

Sign in to your clinic's patient portal, manage appointments, message your provider, and pay invoices.

Patient walkthrough
FAQ

Frequently asked questions

How do I reset my ClinicFlow password?+

From the sign-in page choose 'Forgot password?' and enter your work email. You'll receive a reset link valid for one hour. If you have MFA enabled, keep your authenticator nearby — you'll be asked for a code after the reset. Patients sign in via their clinic's branded portal subdomain, not the main ClinicFlow site.

I redeemed an AppSumo lifetime code. Where do I activate it inside ClinicFlow?+

Sign in to your ClinicFlow account, then visit the AppSumo redemption page from your dashboard. Paste the code from your AppSumo deal — your tenant is upgraded to the matching plan immediately, and you'll see the new entitlements on the billing screen.

Is ClinicFlow HIPAA compliant?+

ClinicFlow ships every technical safeguard a HIPAA auditor expects: PHI encryption at rest (KMS-ready), audit logs on reads and writes, MFA, account lockout, RBAC + per-user overrides, BAA gating per AI/SMS/email provider, and GDPR access + erasure flows. The legal side — signed BAAs, workforce training, your incident-response plan — is operator work. Our HIPAA Notice and Security Practices pages list the full control matrix.

Will the AI ever send a patient message or change clinical notes on its own?+

No. By default, every clinical write, every patient message, and every billing change requires explicit human approval. Tenants can opt in to auto-send for low-risk reminders only. The 'never-autonomous' categories — diagnosis, prescription, locked-note edits — are hard-coded and cannot be overridden.

How do I export my data or delete a patient record on request?+

Patients can self-serve GDPR Art. 15/20 access from their portal — they download a JSON of every record we hold. Erasure requests (Art. 17) flow into a clinical task for staff review; once an admin approves, the hard-delete preserves audit logs and rewrites object references. Tenant-wide exports are available from platform admin during your subscription and for 30 days after cancellation.

Telehealth sessions aren't loading. What should I check?+

First, confirm the patient and provider are using a supported browser (latest Chrome, Edge, Safari, or Firefox) and that camera/microphone permissions are granted. If you've configured a self-hosted Jitsi instance, check that the room JWT secret matches the value stored under your tenant's telehealth settings. If the issue persists, send us the session ID and we'll pull the audit trail.

Can I change which AI provider (OpenAI, Anthropic, self-hosted) my clinic uses?+

Yes. ClinicFlow is provider-agnostic. Tenant admins can set the model and provider per skill from Settings → AI. You bring your own API keys; we never train on your data. The stub provider is available for staging environments so you can test approval flows without spending tokens.

How do I invite staff and assign roles?+

From your admin dashboard, open Staff → Invite. Enter the email and pick a role — Admin, Provider, Clinician, Front Desk, Billing, or Read-only. The invitee gets a one-time setup link and is required to enable MFA on their first sign-in. You can later override individual permissions on the user's profile.

What's the response time on a support ticket?+

Starter and Growth plans: replies within one business day. Enterprise plans with a signed BAA: priority queue with a four-hour first-response target during business hours. Patient-impacting outages on any plan are treated as urgent and routed to on-call within 30 minutes.

Still need help?

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Please don't include sensitive PHI in support tickets

We treat every message you send like clinical data, but support tickets are for troubleshooting — not for patient records. Avoid sending full patient names, dates of birth, or diagnoses. If we need a record to debug an issue, we'll request a tenant ID and walk you through pulling the relevant audit log. ClinicFlow staff never need your account password.