> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Around > How to navigate the clinic workspace - where to find the daily dashboard, shortcuts, records, and reports. When you log in to Bizaxl and open the Healthcare workspace, you land on the clinic's main control panel. This page explains everything you see and where to go for each task. Healthcare workspace showing four number cards at top, appointment chart, shortcuts row, and category cards below *** ## The Number Cards (Your Live Counters) At the top of the workspace, four number cards give you an instant snapshot of what is happening right now. | Card | What It Shows | Who Checks It | | ----------------------- | -------------------------------------------------------------- | -------------------------------------- | | Total Patients | Count of all active patient records | Healthcare Administrator | | Total Patients Admitted | Patients currently in a bed (inpatient status = Admitted) | Nursing User, Healthcare Administrator | | Open Appointments | Appointments today with status Open (arrived but not yet seen) | Reception, Doctors | | Appointments to Bill | Completed appointments not yet invoiced | Billing, Healthcare Administrator | Each card shows a percentage change compared to the previous period, so you can see immediately if your clinic is busier or quieter than yesterday. *** ## The Appointment Chart Below the number cards, a bar chart shows the number of appointments over time (by appointment date, excluding cancelled). Use this to see: * Which days are the busiest * Whether appointment volume is growing over weeks or months * Seasonal patterns in patient visits *** ## Your Shortcuts The shortcuts row gives you one-click access to the most commonly used lists. Each shortcut shows a live count. | Shortcut | What It Opens | Count Shown | | ----------------------- | ---------------------------------------- | ------------------------------ | | Patient Appointment | List of all open appointments | Number of Open appointments | | Patient | Patient list | Number of Active patients | | Healthcare Service Unit | Room and bed occupancy tree view | Number of Vacant service units | | Healthcare Practitioner | Practitioner list | Number of Active practitioners | | Patient History | Patient history page (search by patient) | No count - opens a search page | | Dashboard | The Healthcare analytics dashboard | No count | *** ## The Category Cards (Records and Masters) Below the shortcuts, the workspace is divided into category cards. Each card is a group of related records. ### Masters Setup records you need to configure before using the clinic: * **Patient** - all registered patients * **Healthcare Practitioner** - all doctors and clinical staff * **Practitioner Schedule** - each doctor's availability timetable * **Medical Department** - departments (General Medicine, Gynaecology, Paediatrics, etc.) * **Patient Care Type** - categories of patient care (Inpatient, Outpatient, etc.) ### Consultation Records created during a patient visit: * **Patient Appointment** - bookings * **Vital Signs** - measurements taken before the consultation * **Patient Encounter** - the doctor's consultation record * **Clinical Procedure** - in-clinic procedures performed * **Fee Validity** - free follow-up tracking ### Orders Formal clinical orders issued by doctors: * **Service Request** - orders for therapy, procedures, and referrals * **Medication Request** - formal prescription orders for dispensing ### Inpatient Records for admitted patients: * **Inpatient Record** - the main record for each admission * **Inpatient Medication Order** - medications scheduled for an inpatient * **Inpatient Medication Entry** - records when each dose was actually given ### Rehabilitation and Physiotherapy For clinics that also provide physiotherapy: * **Therapy Session** - individual physiotherapy sessions * **Patient Assessment** - standardised scoring of patient condition * **Therapy Plan** - a plan of multiple therapy sessions ### Diagnostic Module For structured clinical observations and imaging: * **Diagnostic Report** - groups multiple observations into a single report * **Observation** - individual structured measurement or finding * **Observation Template** - the standard template defining what each observation captures ### Nursing Tasks and activity records for nursing staff: * **Nursing Task** - individual care tasks assigned to nurses * **Healthcare Activity** - general activity log * **Nursing Checklist Template** - standard checklists for care routines ### Laboratory Lab testing records: * **Lab Test** - individual test records * **Sample Collection** - records of samples collected from patients ### Records and History Patient timeline and documentation: * **Patient History** - a chronological timeline of every record linked to a patient * **Patient Progress** - therapy and assessment progress view * **Patient Medical Record** - the underlying records in the patient history ### Reports Three built-in analytical reports: * **Patient Appointment Analytics** - appointment volumes over time by department, practitioner, or type * **Lab Test Report** - status of all lab tests with filtering * **Diagnosis Trends** - which diagnoses are most common over a period ### Consultation Setup Configuration records for consultation content: * **Appointment Type** - types of visits (General Consultation, Follow-up, Procedure) * **Clinical Procedure Template** - standard templates for each procedure type * **Treatment Plan Template** - care plan templates for common conditions * **Dosage Form** - how medications are delivered (tablet, syrup, injection) * **Prescription Dosage** - dosage instructions (1-0-1, 0-0-1, etc.) * **Prescription Duration** - duration options (5 days, 10 days, 1 month) * **Complaint** - standard symptom/complaint codes * **Diagnosis** - standard diagnosis codes ### Laboratory Setup Configuration records for the lab: * **Lab Test Template** - defines each test and its result parameters * **Lab Test Sample** - sample types (Blood, Urine, Swab) * **Lab Test UOM** - units of measurement for results * **Antibiotic** - antibiotic names for culture sensitivity tests * **Sensitivity** - sensitivity result options (Sensitive, Resistant, Intermediate) ### Service Units Room and bed configuration: * **Healthcare Service Unit** - individual rooms, beds, and consultation areas * **Healthcare Service Unit Type** - categories (Ward, Private Room, Consultation Room, OT) ### Settings System configuration: * **Healthcare Settings** - master configuration for the entire clinic system * **Patient History Settings** - controls what record types appear in patient history *** ## Role-Based Access: Who Sees What Not every role sees every card. The workspace is shown to all healthcare roles, but individual records are permission-controlled. | Role | Primary Access Areas | | ------------------------ | -------------------------------------------------------------------- | | Healthcare Administrator | Everything: setup, all records, reports, billing, settings | | Healthcare Practitioner | Consultations, Appointments, Patient History, Lab orders, Procedures | | Nursing User | Vital Signs, Nursing Tasks, Patient records, Inpatient records | | Laboratory User | Lab Tests, Sample Collections | | LabTest Approver | Lab Tests (approve/reject results) | | Patient | Patient Portal only (external web forms) | *** ## The Healthcare Analytics Dashboard Click the **Dashboard** shortcut to open the full analytics dashboard. It shows charts that are not on the workspace: * Clinical Procedures by template type * Clinical Procedures by status * Department-wise appointment distribution * Most common diagnoses * Inpatient Record statuses * Lab Tests by test type * Most common symptoms (complaints) The dashboard is a management-level view. Check it weekly to understand clinical patterns.