Roles, navigation and switchers

This page shows you how to get around LeapHealthOS: signing in, the profile menu, the sidebar, the top bar and the mobile layout. It also explains why two people can see different menus.

Signing in

1. Open your LeapHealthOS address. You are taken to the sign-in page.
2. Enter your Email and Password and select Login. Tick Remember me if you want this device to remember your sign-in details.
3. You land on the dashboard.

If your organisation uses single sign-on, you sign in with your organisation's sign-in page instead, and return to LeapHealthOS afterwards.

Forgot your password

Select Forgot password? on the sign-in page and follow the steps on screen to choose a new password. If you are not sure what to enter, ask your administrator.

An administrator can also reset your password from SettingsClinic & Doctor SetupUsers with Reset Password.

When you are signed out

If your session ends, you are taken back to the sign-in page. Sign in again to continue.

Your profile menu

Select your name at the bottom of the sidebar to open the profile menu. It shows:

Why menus differ between people

Two things decide what you see:

• Your staff type (your role, such as Doctor or Nurse). The sidebar shows each clinical workspace to the matching role.
• Your permissions. Your administrator decides what each staff type may do. Some menus, and many buttons inside screens, appear only for people who are allowed to use them. See Roles and permissions.

In this page, admin means a person whose staff type has the Configure permission on Org, such as the starter Tenant Admin role, or the administrator account your organisation was created with. Admins see every menu.

The sidebar by role

This table shows the desktop sidebar for each role when the person is not an admin. Admins see everything.

• The role columns go by the staff type's Code (shown in the Staff types section of the Organisation tab): Doctor is DOCTOR, Nurse NURSE, Counsellor COUNSELLOR, Pharmacist PHARMACIST, and Receptionist RECEPTIONIST.
• Lab staff means the codes LAB_TECHNICIAN, RADIOLOGIST and PATHOLOGIST.
• Other non-clinical staff means the codes CALL_CENTRE, HR, CASHIER, ACCOUNTS, OPERATIONS, HOUSEKEEPING, SECURITY, INVENTORY, IT_SUPPORT, DRIVER and OTHERS.
• A staff type with any other code sees Home, All Appointments, Tasks and, if allowed, Journeys.
• Journeys appears for people who are allowed to view journeys. See Who can do what in Journeys.
• The Alerts item shows a badge with the number of alerts that are firing.

The Settings group

Admins see Settings. It has these parts:

On smaller screens, the sidebar collapses to icons.

The top bar

The bar across the top of most screens shows the page title and, depending on the screen, a switcher and the Quick Create button.

Clinic switcher

The clinic switcher (placeholder Select Clinic) lists your organisation's active centres. The first time you use LeapHealthOS on a device, the first clinic in the list is selected for you; after that, the device remembers your last choice. The clinic you pick decides what you see in lists such as All Patients, which shows the patients registered at that clinic.

The clinic switcher is not shown on most Settings screens or in Journeys. Settings screens that need a centre have their own picker.

Store switcher

On the Pharmacy workspace and the Inventory screens, a store switcher (placeholder Select Store) replaces the clinic switcher. Pick the pharmacy or general store you are working in. See Stores and store roles.

Quick Create

Quick Create starts the most common front-desk jobs from the top bar of most screens outside Settings:

Where the top bar is hidden

Patient workspaces use the full screen, so the top bar is hidden on consultation, Care Station, counselling, pharmacy and test detail screens, on the patient profile, on PDF Templates and during onboarding wizards. Booking and payment flow screens show a back arrow instead of the switcher.

There is no global search. Search boxes sit inside the lists that use them, such as All Patients, All Appointments and Payment.

Home

Home is not available yet. It shows a preview behind a "coming soon" overlay, and the figures in it are sample data. Start your day from your role's worklist instead: Consultations for doctors, Care Station for nurses, All Appointments for front desk, and Tasks for everyone.

Using LeapHealthOS on a phone

On a phone, a bottom navigation bar replaces the sidebar. It follows the same role rules, with these differences:

• Home, Alerts and Settings are not in the bottom bar.
• All Patients is labelled Patients.
• The top bar shows the page title and Quick Create. There is no clinic switcher on a phone: lists use the clinic last selected on that device, or the first clinic if none was chosen.

View as (admins on mobile)

Because admins can see every menu, the mobile bar would be crowded. Administrators get a View as row above the bottom bar with the chips Doctor, Nurse, Counsellor, Pharmacist, Lab and Reception. The chip you pick limits the bottom bar to that role's items, plus Tasks:

The view starts on Doctor and remembers your last choice on that device. It changes only what is in the menu, not what you are allowed to do.

If something goes wrong

If a screen fails to load, you see Something went Wrong!! with the error message and buttons to try again or reload the page. Reload first. If the error keeps appearing, note the message and the screen you were on and contact your administrator.

Related pages

• Roles and permissions
• Users and staff onboarding
• Key concepts and glossary
• First-time setup checklist