Understand the clinic app, then complete the task.
These guides follow the signed-in workspace: Dashboard, Patients, Integrations, Templates, Reports, Team, and Settings. The public website and clinic workspace stay separate from this documentation portal.
Start with the responsibility you have.
The same clinic workflow looks different to a provider, an owner, a security reviewer, and a developer.
I provide care
Find patients, verify source data, generate reports, and complete clinical review.
Provider guideI run the clinic
Set up the workspace, team, integrations, templates, billing, and security controls.
Clinic setup guideI evaluate security
Understand tenant isolation, authentication, patient-data handling, and audit evidence.
Security guideI build integrations
Create clinic-scoped keys and work with the TypeScript SDK or HTTP API.
Developer guide
The web app follows the path of a report.
Open a step to read the guide for that screen. The Dashboard brings the current state together.
- PatientsWho is this report for?
- IntegrationsWhere does the approved source information come from?
- TemplatesWhat belongs in the report and how should it look?
- ReportsWhat should the provider review, approve, and deliver?
- Team and SettingsWho can do the work and which clinic rules apply?
Browse the documentation
Start with the task you are trying to complete.
Learn Orvexa
- Clinics, partners, and evaluators
Company and product overview
Understand what Orvexa AI is, who it serves, what the product does, and where its clinical responsibility begins and ends.
Company · Product scope · Clinical responsibility - New clinic teams
Getting started
Set up a clinic, invite the right people, connect a source system, and generate the first report.
Clinic setup · First connection · First report
Use the clinic app
- Every clinic user
Clinic app guide
Learn how the dashboard, navigation, setup checklist, report activity, and common statuses fit together.
Dashboard · Navigation · Statuses · Common workflows - Healthcare providers
Patients and clinical records
Add patients, confirm identity, link source records, review pulled data, forms, notes, and attachments.
Patient directory · Identity · Linked records · Attachments - Healthcare providers
Reports
Choose a patient and reporting period, review source data, approve the draft, and download or file the PDF.
Patient selection · Source data · Clinical approval - Providers, owners, and admins
Report templates
Build reusable report structures, map clinic data, control the design, publish safely, and restore earlier versions.
Sections · Data mapping · Publishing
Manage the clinic
- Owners and admins
Integrations
Understand connection methods, credentials, sync behavior, patient matching, and troubleshooting.
Connections · Sync activity · Patient matching - Clinic owners
Team and permissions
Choose roles, understand who can approve reports, and review security-sensitive activity.
Roles · Invitations · Activity log - Owners and billing admins
Plans and billing
Compare report allowances, monthly and annual billing, overage charges, invoices, and blocked-account behavior.
Allowances · Overages · Invoices - Security and privacy reviewers
Security and privacy
Learn how clinic isolation, authentication, data minimization, report handling, and audit records work.
Clinic isolation · Authentication · Data handling - Every clinic user
Account access and support
Sign in, complete verification, accept an invitation, recover an account, and report a problem without exposing sensitive data.
Sign in · Verification · Invitations · Password reset · Support
Build with Orvexa
- Developers
SDK and API
Create test or live keys and update report templates from code with the TypeScript SDK or HTTP API.
API keys · Template API · Errors and limits - Developers and operators
Deployment and environments
Understand the production hosts, Netlify deployment, API service, environment variables, releases, and domain configuration.
Netlify · Domains · Environment variables · Release checks
Three rules explain most of Orvexa AI.
- Templates control the report
- Clinic teams choose the sections, approved data fields, design, and required clinical input before a template is published.
- Providers make the clinical decision
- Orvexa AI prepares a draft. A healthcare provider reviews the source values and approves the finished PDF.
- Clinic boundaries stay intact
- Connections, templates, team membership, billing, and activity records remain scoped to one clinic workspace.