How Clinic Settings is organized

Clinic Settings is where clinic admins control how houndkit runs for the whole clinic: the team, who can use which tools, how each tool is set up, your data and your plan. Only clinic admins can open it.

Open your avatar menu and choose Clinic Settings.

Find any setting with search

The quickest way around is the search box at the top: Search settings — try "password" or "chores".

1. Click the box, or press / (or Ctrl+K, Cmd+K on a Mac) from anywhere on the page.
2. Type a word or two, like "invite", "timezone" or "auto archive".
3. Use the arrow keys and Enter, or click a result. It opens the right page and the right sub-tab.

Search looks at page names, sub-tab names and common words people use for them, so "PIN" finds the auto-lock setting and "export" finds data downloads.

The menu

The left-hand menu is grouped. On a phone it becomes a row you scroll sideways.

• Home: Overview
• Clinic: Clinic profile, Clinic home, My Dashboard, Clinic Feed, Games, Poll approvals
• People: Team members, Groups, Management, Tool access, Activity
• Boards, Patient care, Learning and Team life: one page per tool, such as Tasks, Labs, Hospital, Training & SOPs, Chores and Schedule
• Data & plan: Data & exports, Plan & billing

Tool pages only appear for tools your clinic has turned on. Each has its own sub-tabs across the top; the help articles for each tool cover those.

Overview

Overview is the landing page. It shows:

• Tiles for team members, people active this week, admins, groups, tools on and restricted tools. Tap one to jump to that page.
• Needs you: a to-do list such as polls waiting for approval, people who haven't signed in yet, people still on a temporary password, having only one admin, people who aren't in a group, or gaps in your clinic profile. When there's nothing, it says All clear.
• Recent changes to your team, tool access and data. See all opens the full Activity log.
• Tool setup: a check of each tool you use, with a Fix link for anything missing. When all is well, it says Every tool you use is set up.
• Every settings page as cards, grouped the same way as the menu.

Activity

People → Activity is a log of who changed what, and when. Filter it by Team, Access, Data, Settings or Everything, and tap Load older to go further back. Data downloads are logged here too.

Related

• Invite your team
• Choose who can use each tool
• Your clinic profile, hours and auto-lock