The Talven help center

Get to know
your workspace.

Clear instructions for setting up your clinic, managing a busy day, and helping patients find their way.

Explore the guides

Search the documentation

What can we help with?

⌘ K

A few useful places to start

Book an appointment Invite your team Print an invoice

For you and your team

Start with the essentials.

Set up your clinic, bring your team in, and prepare for your first visit.

For patients

Using the patient portal.

Accept your invitation, book a visit, and find the records shared with you.

Daily work

8 guides

Work with your keyboard

Move between pages, fill forms and document a visit with fewer trips to the mouse.

6 min read

Search your whole clinic

Find patients, appointments, invoices, follow-ups, documents and clinical records from one place.

3 min read

Book and manage appointments

Choose a clinician, find a time and keep the calendar up to date.

4 min read

Check patients in and run the queue

Follow each visit from arrival to completion.

2 min read

Register and find patients

Keep identity, history and contact details in one place.

5 min read

Create invoices and print documents

Record charges, payments and refunds with a clear history.

3 min read

Track follow-ups and outcomes

Keep the next step visible after a patient leaves.

2 min read

Resolve duplicate patient records

Compare two charts, keep the correct patient record and preserve the linked history.

3 min read

Getting started

4 guides

Set up your clinic

From your first sign-in to a clinic ready for its first appointment.

3 min read

Be the owner and the doctor

Manage the practice and see patients using one account.

2 min read

Invite doctors and staff

Send email invitations and connect people to the right clinic role.

3 min read

Understand access and privacy

Know who can do what and how records are shared.

2 min read

Clinical work

3 guides

Write notes and prescriptions

Document the visit, finalise the record and preserve corrections.

3 min read

Review and share reports

Separate uploading, clinical review and patient release.

2 min read

Print and share prescriptions

Set up clinic stationery, prepare A4 or A5 prescriptions and fix common printing problems.

3 min read

Clinic settings

3 guides

Set doctors, hours and time away

Make the available appointment times match your practice.

3 min read

Build a pre-visit questionnaire

Ask patients useful questions before their appointment.

2 min read

Manage reminders and caregiver contacts

Record communication choices without confusing them with access.

2 min read

Patient portal

3 guides

Invite a patient to their portal

Give the patient access to their own visits and shared records.

2 min read

Book or move a visit as a patient

Choose an available time and manage future appointments.

2 min read

View your invoices and documents

Find shared reports, check balances and save an invoice.

2 min read

A real team, here to help

Still need a hand?

Tell us which step you’re on. Please leave patient details out of your message.

Contact the Talven team