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Signing In

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Things to Set Up Before Going Live
  23. Patient Status Quick Reference
  24. Common Questions

Navigate to your practice URL and enter your email and password.

  • Your account was set up by your system administrator (or during initial deployment).
  • Patients sign in at the same URL — the platform automatically redirects each role to the correct area.
  • Change password: go to Settings → Change password (web), or Settings → Account → Change password in either mobile app. If you are locked out, an administrator can reset your password.
  • There is no "forgot password" self-service flow; locked-out accounts require administrator access.
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Signing In · Healix