What is LeapHealthOS

LeapHealthOS is the operating system your hospital or clinic staff use every day. Front desk, doctors, nurses, counsellors, lab staff, pharmacists and administrators all work in the same app, so everyone sees the same patient, appointment, bill and task. This page explains what is in the app, who uses each part, and how patients take part without logging in.

If you are setting LeapHealthOS up for the first time, read this page and Key concepts and glossary, then follow the First-time setup checklist.

What you can do in LeapHealthOS

The app is organised around the menus in the left sidebar. You only see the menus your role needs. Roles, navigation and switchers lists exactly who sees what.

Front desk and patients

• All Patients lists the patients registered at the selected clinic. You can search by name, UHID or phone and open a patient's profile, family links, insurance, documents, consents, bills and journeys. See Finding and registering patients and The patient profile.
• All Appointments shows bookings with their statuses. Front desk staff book, check in, reschedule and cancel appointments here. See Booking an appointment and All Appointments and appointment statuses.
• Quick Create in the top bar starts the three most common front-desk jobs: New Patient, New Appointment and New Payment.

Clinical workspaces

Each clinical role has its own worklist and patient workspace:

Most clinical data entry happens through forms designed for your organisation, which your implementation team publishes for each screen's placement (for example the doctor's consultation form and the nurse's vitals form). See Clinical forms and placements.

Work that spans teams

• Tasks is everyone's worklist: calls to make, forms to fill, follow-ups and hand-overs. Every staff member sees Tasks. See Your task worklist.
• Journeys are care pathways you design once and run for many patients. A journey can send messages, collect forms and signatures, create tasks, book appointments and wait for events. See Journeys overview and concepts.
• Alerts shows operational alerts that fire when a measure you watch crosses a threshold you set, such as stock running low. See Alerts feed.

Billing and payments

Payment is where front desk and billing staff create payments, collect money and track what is due. See Creating a payment and collecting money and Payment tracking dashboard.

Settings

Administrators set up and run the organisation from the Settings group:

• Clinic & Doctor Setup: Users, Clinic Configuration and Doctor Configuration.
• Platform Configuration: System Settings, Payers & tariffs, PDF Templates, Verification, Notification Rules, Alert Rules, Service Catalog, Packages, Tenant Registry, Document Requirements and Config History.
• Inventory Settings and Inventory (Pharmacy and General Store).

See System Settings: a tour of every tab for the main settings screen.

IVY, the AI assistant

IVY adds AI-generated summaries to clinical screens. In a patient workspace, the IVY says panel shows a short patient overview or appointment summary, and medical documents and reports can carry an IVY summary. If your organisation has it switched on, doctors and nurses can also dictate into consultation and vitals forms. IVY is decision support: staff stay responsible for every clinical decision. See IVY AI insights and dictation.

How patients interact with your hospital

Patients do not log in to LeapHealthOS, and there is no patient portal. Patients interact with your hospital through:

• Your staff, who register patients and book appointments for them at the desk or over the phone.
• A WhatsApp AI booking assistant, if your organisation has one set up. It can register patients and book, reschedule or cancel appointments. See Hospital AI booking tools for WhatsApp agents.
• Messages and one-tap links sent by notification rules and journeys. A patient can confirm, cancel, reschedule or pay for an appointment, or answer a form, from a link without logging in. See Patient action links.
• Public forms shared as a web link. See Public forms.

How patients interact with your hospital explains each channel and when to use it.

Who uses LeapHealthOS

Each staff member's staff type (their role) and the permissions attached to it decide which menus, buttons and records they see. See Roles and permissions.

How your organisation is organised

Everything in LeapHealthOS belongs to your organisation (the app also calls it your tenant). Inside it you have one or more centres (clinics or hospitals), each with departments. Staff are assigned to centres and departments, and the clinic switcher in the top bar sets which centre's patients and appointments you are looking at. Key concepts and glossary explains these terms.

Most behaviour is configurable: booking rules, fees, payment options, notification rules, forms, document requirements and journeys. Some settings can be set for the whole organisation and overridden for a centre or a doctor. See How configuration is inherited.

Next steps

1. Learn the vocabulary in Key concepts and glossary.
2. Find your way around in Roles, navigation and switchers.
3. Administrators: work through the First-time setup checklist.