---
title: "Healthbridge Clinical Orientation"
url: "https://help.healthbridgeclinical.co.za/en/article/healthbridge-clinical-orientation"
language: "en"
last_updated: "2026-08-24T08:46:05.927Z"
---

# Healthbridge Clinical Orientation

## Healthbridge Clinical Orientation

**What:** A tour of the landing page you arrive on after logging in, the top navigation bar, the right-hand icon strip, and the panels available once a consultation is open.

**Why:** Knowing what each icon and zone does up front means less hunting around once you're mid-consult with a patient in front of you, and each zone below points to the full guide for that feature once you're ready to go deeper.

**When:** Worth a quick read before your first day using Healthbridge Clinical, or any time a colleague asks "what does that icon do?"

## Landing page zones

## 1\. The landing page

*Location: After login*

This is where you land after logging in. The **Healthbridge Clinical logo** and **Home** button (top-left) always bring you back here. Below the top bar, five tabs give you: **'My schedule'** (your calendar), **'Condition tracker'**, **'Visit history'**, **'Pathology centre'**, and **'Document management'**.

![Home landing page showing My schedule, Condition tracker, Visit history, Pathology centre, and Document management tabs, with My Schedule calendar view below](https://cdn-assets.productfruits.com/2bf2ae90-6afa-464f-9653-ff7f418df8e6)

> **Go deeper:** **Condition tracker** and **Pathology centre** each have a full guide of their own, covering filtering, follow-ups, and (for pathology) the AI Pathology Messenger.

## 2\. Search for or add a patient

*Location: Top navigation bar*

Click the **Magnifying glass icon** and type at least 3 characters to bring up matching patients. Click a name to open their file. Any patient file you have open stays visible as a tab next to the Home button, so you can jump back to it without searching again.

Next to it, the **person-with-plus icon** opens the form to register a brand new patient, for when someone visiting isn't in the system yet.

![Patient search showing a typed query 'Brian' with a matching result 'Brian (Healthbridge Demo) Nkosi' and Brian Nkosi's tab open next to the Home button](https://cdn-assets.productfruits.com/a1f981e2-1361-4b08-8609-91e2bf8ce186)

> **Go deeper:** See **How to Add a Patient to Healthbridge Clinical** for the full new-patient form, field by field.

## 3\. Waiting Room

*Location: Right-hand icon strip*

Click the **Waiting Room icon** in the right-hand strip to see everyone currently checked in or mid-consultation, grouped by status (for example **'In Progress'**). The badge number on the icon shows how many patients are waiting.

![Waiting Room panel showing an In Progress list of three patients, Brian Nkosi, Zara-Lynn van Niekerk, and Anaya Nkosi](https://cdn-assets.productfruits.com/0633d519-0641-480f-b006-b8bd8f926c19)

## 4\. Pathology

*Location: Right-hand icon strip*

Click the **Pathology icon** (droplet) to see recently received lab results. Click **'View all path results'** to open the full Pathology Centre. The badge number shows how many new results have arrived.

![](https://cdn-assets.productfruits.com/8a886567-62dc-47df-9d95-a41cd608d994)

> **Go deeper:** See **Pathology Centre** for filtering results, sending AI WhatsApp notifications via the Pathology Messenger, and configuring lab mnemonic codes.

## 5\. Provider name and settings

*Location: Top-right corner*

Your name in the top-right corner shows which provider you're logged in as. Click it to open the **Provider File**, with a left menu for **Provider** details, **Custom Visit Templates**, **Letters & SMS's**, **Pathology**, **Address Book**, **Stylus Templates**, **Settings**, **Support**, and **Change password**.

![Provider File page showing practice details, treating doctor information, and a left menu with Custom Visit Templates, Letters and SMS's, Pathology, Address Book, Stylus Templates, Settings, and Support](https://cdn-assets.productfruits.com/9999a0ec-086c-466a-9f71-b69b5107ef47)

> **Go deeper:** **Practice and Provider Settings** covers the Settings page in full. **Custom Visit Templates**, **Customizing Letters and SMS**, and **Address Book** each cover their own left-menu item.

## 6\. Inside a consultation

*Location: Right-hand icon strip, inside an open consultation*

Once you're inside a consultation, the right-hand strip adds icons for the patient's **executive summary card** (a compact view of their conditions, medications, and allergies), the **Clinical Assistant** (Lightbulb icon), **Nora** speech-to-notes (Microphone icon), and a **More options** menu, alongside the same Waiting Room, Tasks, and Pathology icons from the landing page.

![Consultation open on the Clinical Notes tab, with the patient's executive summary card and right-hand icon strip showing the Clinical Assistant, Nora, and more options icons](https://cdn-assets.productfruits.com/8e2fbe15-5f93-43c1-bff1-fceea14b1e80)

> **Go deeper:** See **Conducting a Consultation** for the full consultation flow, **Nora, Speech to Clinical Notes** for the microphone icon, and **Clinical Insights** for the Lightbulb icon's AI Q&A tool.