Concepts
Access and windows
Menu visibility and actions in application windows.
Platform
The menus and actions you see depend on your role. You may be able to open a page without being able to create or edit records there. Contact your clinic administrator if an expected action is missing.
Windows
Some actions open a window without leaving the current list. When a detail also has a shareable full page, the guide shows its route separately.
| Request | Page | Dialog |
|---|---|---|
| Add a product | /inventory/products | New product |
| Inspect a product | /inventory/products/[fp] or global search | Product detail |
| New appointment | /calendar | New appointment |
| Customer record | /customers | New customer |
| Settlement plan | /sales/collections | New collection |
Changes, cancellations, and returns may ask for extra confirmation. Screen directory.