Best Practices

Account Security Essentials

Protecting your account security is vital for maintaining patient confidentiality and professional standards. Create a unique, strong password that you don't use for other services. Always log out when stepping away from your device, especially in shared environments. Regularly review your active sessions and terminate any you don't recognise.

Clinical Documentation Standards

Professional documentation requires attention to detail and thorough review. Always verify AI-generated content before finalising any documents. Your medical documentation should present a clear, accurate record of patient care. While our AI assists with documentation, your professional review ensures accuracy and appropriateness. Maintain templates that reflect your current practice needs and regulatory requirements.

Resource Management

Make the most of your subscription by planning your resource usage effectively. Schedule audio consultations with awareness of your monthly minute allocation. Maintain an organised document structure by regularly archiving completed cases and removing unnecessary files. Download important documents periodically for your records while following appropriate security protocols.

Team Collaboration

Effective teamwork depends on clear communication and organised workflows. Use ClinicalPad's built-in collaboration tools rather than external platforms for all practice-related communication. Assign clear ownership for tasks and maintain current status updates. Keep all professional communication focused and documented within the platform.

Privacy Protection

Patient privacy requires constant vigilance. Access patient records only when clinically necessary and be mindful of screen privacy in shared environments. Use only the platform's secure sharing features when collaborating on patient care. Maintain awareness of your surroundings when accessing sensitive information.

Support Access

Know your support resources for efficient problem resolution. Access immediate platform assistance via support@clinicalpad.com. Emergency assistance remains available through your dashboard’s support feature at all times.

Regular Maintenance

Establish a routine for maintaining your digital workspace. Review your records monthly to ensure proper organisation. Keep contact information current and regularly update your frequently used templates. Archive completed cases promptly to maintain an efficient workflow.

Emergency Preparedness

Maintain readiness for unexpected situations. Keep emergency support contacts easily accessible. Familiarise yourself with backup workflow procedures for system outages. Report any security concerns immediately through your dashboard.

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Remember that your professional judgment takes precedence in all clinical matters. When facing any security or privacy concerns, always choose the most conservative approach.

Visit our knowledge base for detailed guidance on specific features and workflows.