Quick Reference Guide

This quick reference guide provides at-a-glance information for common tasks and navigation in Genkō.

Keyboard Shortcuts

Global Shortcuts

Shortcut Action
Ctrl/Cmd + K Open global search
Ctrl/Cmd + / Show keyboard shortcuts
Esc Close modal/dialog
Shortcut Action
G + D Go to Dashboard
G + P Go to Patients
G + S Go to Scheduling
G + M Go to Messages

Common Tasks Quick Steps

Add a New Patient

  1. Sidebar → Patients
  2. Click + Add Patient
  3. Fill required fields (First Name, Last Name, DOB)
  4. Click Save

Schedule an Appointment

  1. Sidebar → Scheduling
  2. Click empty time slot OR + New Appointment
  3. Select patient and provider
  4. Set date, time, duration
  5. Click Create

Add a Staff Member

  1. Sidebar → Staff
  2. Click + Add Staff
  3. Enter name, email, role
  4. Click Save (invitation sent automatically)

Start a Telemedicine Session

  1. Sidebar → Scheduling → Telemedicine tab
  2. Find the scheduled session
  3. Click Start Session (near appointment time)

Send a Message

  1. Sidebar → Messages
  2. Select conversation OR click New Conversation
  3. Type message
  4. Click Send

Convert a Lead to Patient

  1. Sidebar → Leads
  2. Find the lead
  3. Click ✅ (Convert) icon
  4. Confirm conversion

Status Indicators

Patient Status

Status Meaning
🟢 Active Currently receiving care
⚪ Inactive Not currently active

Appointment Status

Status Color Meaning
Scheduled 🔵 Blue Booked
Confirmed 🟢 Green Patient confirmed
In-Progress 🟡 Yellow Currently happening
Completed ⬜ Gray Finished
Cancelled 🔴 Red Cancelled
No-Show 🔴 Red Patient didn’t arrive

Staff Status

Status Meaning
🟢 Active Can log in
⚪ Inactive Cannot log in

Lead Status

Stage Color
Lead 🔵 Blue
Prospect 🟡 Yellow
Qualified 🟣 Purple
Converted 🟢 Green
Lost 🔴 Red 
📱 Genkō Admin
│
├── 📊 Operations
│   ├── Dashboard
│   ├── Patients
│   ├── Scheduling
│   └── Analytics
│
├── 💬 Communication
│   ├── Messages
│   └── Leads
│
└── ⚙️ Management
    ├── Staff
    ├── Business Profile
    ├── Settings
    └── Billing (Owner only)

Role Permissions Summary

Action Admin Provider Nurse Staff
View patients ✅ ✅ ✅ ✅
Edit patients ✅ ✅ ✅ ❌
Delete patients ✅ ❌ ❌ ❌
Create appointments ✅ ✅ ✅ ✅
Telemedicine ✅ ✅ ✅ ❌
Manage staff ✅ ❌ ❌ ❌
View analytics ✅ ✅ ❌ ❌
Access settings ✅ ❌ ❌ ❌
Access billing Owner ❌ ❌ ❌

URL Quick Reference

Page URL Path
Dashboard /admin/dashboard
Patients /admin/patients
Scheduling /admin/scheduling
Staff /admin/staff
Messages /admin/messages
Leads /admin/leads
Analytics /admin/analytics
Business Profile /admin/business-profile
Settings /admin/settings
Billing /admin/billing

Plan Comparison

Feature Free Starter Pro Growth
Price $0 $29/mo $99/mo $249/mo
Staff 1 3 10 ∞
Patients 10 ∞ ∞ ∞
Appointments 10/mo ∞ ∞ ∞
Telemedicine ❌ 5/mo ∞ ∞
Analytics Basic ✅ Advanced Advanced
API ❌ ❌ ❌ ✅

Common Icons

Icon Meaning
➕ Add new
✏️ Edit
🗑️ Delete
👁️ View details
📅 Calendar/Schedule
💬 Message
📊 Analytics
⚙️ Settings
🔔 Notifications
👤 User/Patient
👥 Staff/Team
📱 Telemedicine
💳 Billing
❓ Help

Date & Time Formats

Locale Date Example Time Example
English (US) Jan 9, 2026 2:30 PM
Spanish 9 ene 2026 14:30
Japanese 2026年1月9日 14:30

Troubleshooting Quick Fixes

Problem Quick Fix
Page not loading Refresh (F5 or Ctrl+R)
Logged out unexpectedly Sign in again
Data not appearing Check filters, refresh
Cannot edit Verify permissions/role
Button disabled Check plan limits
Error message Note message, contact support

Support Contacts

Issue Type Contact
General Support support@genko.app
Billing Questions billing@genko.app
Technical Issues In-app help → Submit ticket
Account Recovery Reset via login page

Onboarding Checklist

New administrator setup checklist:

  • Create account and select plan
  • Complete email verification
  • Set up Business Profile
    • Add clinic name
    • Upload logo
    • Enter address
    • Add contact info
  • Add first patient
  • Invite staff members
  • Configure availability
  • Schedule first appointment
  • Test telemedicine (if available)
  • Review analytics
  • Configure settings

Daily Workflow

Recommended daily admin routine:

Morning:

  1. Check Dashboard for today’s overview
  2. Review any alerts or notifications
  3. Confirm day’s appointments

Throughout Day:

  1. Manage appointments as needed
  2. Respond to messages
  3. Process new leads

End of Day:

  1. Review completed appointments
  2. Mark no-shows appropriately
  3. Preview tomorrow’s schedule

Weekly Tasks

Day Task
Monday Review week ahead
Wednesday Follow up on pending leads
Friday Review weekly analytics
Monthly Review billing, update settings

Emergency Procedures

Patient Cannot Access Portal

  1. Verify patient email is correct
  2. Send password reset link
  3. Check patient status is Active

Staff Cannot Log In

  1. Verify account is Active
  2. Send password reset
  3. Check for account lockout
  4. Resend invitation if needed

Payment Failed

  1. Check payment method
  2. Update card details
  3. Contact bank if declined
  4. Add alternative payment method

Data Appears Missing

  1. Check date range filters
  2. Verify correct organization (if multiple)
  3. Wait for sync (up to 15 min)
  4. Contact support if persists

Glossary

Term Definition
Organization Your clinic/practice in Genkō
Provider Healthcare provider (doctor, specialist)
MRN Medical Record Number
Lead Potential patient
Telemedicine Video consultation
RBAC Role-Based Access Control
KPI Key Performance Indicator
AR Accounts Receivable

Version History

Version Date Changes
1.0 Jan 2026 Initial release

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