HappyDoc

Where everything lives in Settings, and how to do the things you'll actually need: add a doctor, give someone a login, set up a shared tablet, and get back something…

Account Settings: Where Everything Lives ⚙️

When and how to get consent to record visits

Consent to Record Visits 📝

Insights: Your Practice Dashboard 📊

How billing works, how to change or pause your plan, what happens to your records if you leave, and who to talk to.

Billing, Plans and Canceling 💳

Your Account and Practice

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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