Getting started
Logging in
If your clinic already has an account, an admin creates a login for you and gives you a temporary password. Go to the log-in page, sign in, and you’ll be asked to set your own password on first use.
Setting up a new clinic? Create a clinic account and you’ll become its first administrator.
Finding your way around
Once you’re signed in, the left sidebar is your map. What you see depends on your role:
- Dashboard — your outstanding training and quick links.
- SOP library — the procedures that apply to you.
- Training — your progress (and, for admins, the whole clinic’s).
- People, Compliance, Account — staff, roles, audit trail, clinic profile and billing, for admins.
On a phone, tap the menu icon in the top bar to open the same navigation.
The dashboard
Your dashboard shows anything you still need to read or pass, a snapshot of where things stand, and shortcuts into each part of the toolkit. If you have nothing outstanding, you’ll see a green “up to date” confirmation.
Next
- Staff: reading and completing your SOPs.
- Clinic admins: running SOPs and training.