How to use MediFlow.

Start with your organization

MediFlow is organized around healthcare organizations. After sign-in, make sure you are working inside the correct active organization and understand which role you have before changing patient, document, appointment, or admin data.

Find and update patients

• Use patient search and sorting to locate the right record.
• Open patient detail pages to review overview, demographics, documents, vitals, and history.
• Update patient profile information only when your role allows it.
• Use soft-delete flows for records that should leave active workflows rather than treating deletion as casual cleanup.

Manage clinical workflow

• Upload supported PDF, JPG, JPEG, and PNG documents with category metadata and size limits.
• Record vitals and review trend charts against organization-level abnormal-vitals thresholds.
• Manage appointments from month, week, and day views as the clinic schedule changes.
• Draft quick notes during work, rely on autosave, then finalize notes into patient history when ready.

Understand access

MediFlow uses roles such as owner, admin, clinician, staff, billing, and readonly. Some users can manage organization settings or feature flags, while others focus on clinical workflow, billing visibility, scheduling, or read-only review.