Help centre
Help centre
Short, step-by-step guides for the MyDosha practitioner portal. Button and tab names match the portal in this language.
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Getting started
Eight steps from an empty portal to a working practice. Follow them in order, or jump to the one you need.
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Choose how patients reach your intake
Your clinic has one intake link with a QR code, for your website or waiting room. To invite one person, send them a personal link by email. You can also send one of your own questionnaires as their intake, or add a patient by hand, from a form or from a spreadsheet when no intake is needed.
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Run your first intake
Run one intake on yourself with the email address you sign in with, so you see what your patients see. Then send the link to a real patient. The setup row on your dashboard ticks these steps off by itself.
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Give the patient their portal link
Open the patient, go to the Communication tab and send their portal link. The patient signs in with an emailed link, with no password, and finds their care plan, appointments, messages, invoices and documents there.
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Write the care plan and send it
Record your findings on the Consult tab and write the treatment plan on the Treatment tab. Both save automatically. When the visit is done, finish it from the Treatment tab: the patient gets their care plan and you can start a draft invoice from the same step.
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Set up the calendar and online booking
Set your clinic time zone, your appointment types and rooms, then your working hours. Working hours switch on your booking page, and patients can book themselves from then on.
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Send your first invoice
Fill in your invoice details under Billing & Invoicing first. A new invoice pre-fills your consultation fee and any dispensed stock not invoiced yet, and sending it allocates the official number.
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Invite your team
Add each colleague under Practitioners & Team and send the invitation. They see your practice and their role, and choose their own password. Assistant accounts for the front desk do not use a practitioner seat.
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Decide which AI features you use
Account & Settings has one tab with every AI control and a master switch. The AI reorganises and drafts; you make every decision. Nothing is changed unless you confirm it.
Patients and intake
- Your first week with MyDoshaLook around with the demo patients, follow the setup steps, run an intake on yourself and send yourself a care plan.
- Add and delete patientsAdd a patient by hand, through an intake link, a questionnaire, an uploaded form or a bulk import, and delete a patient record.
- Send the intake link to a patientEvery clinic has its own intake link. The patient fills a short identity form, then a guided constitution assessment, lifestyle questions and clinic-specific follow-up questions.
- All the ways patients reach your intakeYour clinic link and QR code, a personal email invite, the Communication tab or your own questionnaire.
- Read a completed intakeWhat arrives when a patient finishes the intake, and how to read it before the visit.
- Import your existing patientsBring a spreadsheet, CSV or TSV into MyDosha. You review every row, and nothing is saved until you confirm.
- Patient numbers and record codesGive every patient your own reference, typed by hand or numbered automatically.
- Your own questionnairesBuild your own forms, send them to patients and read the answers word for word.
- Your own consent clauses and documentsAdd your own checkboxes or PDF agreements to the intake welcome screen, and see what each patient accepted.
Consult and treatment
- A tour of the patient fileWhat each tab of a patient's file is for.
- Record a consult and log the visitWrite or dictate your own findings, log the visit, and follow the patient across visits on the Timeline.
- Dictate instead of typeDictate into any text box with a microphone, or record the whole consult and sort it into the exam boxes.
- Use the body mapMark what you see on the body, tongue, hands or nails, with notes and photos per marker.
- Follow a patient and compare visitsSee every logged visit in one place and set two visits side by side.
- Write the treatment plan and send the care planRecord the treatment plan for a visit, then send the take-home care plan to the patient.
- Pathya, apathya and dinacharyaWrite what to favour, what to avoid and a day schedule as lists that print on the patient's sheet.
- Panchakarma phases and session seriesDocument purva, pradhana and paschat karma, and book a series of sessions in one go.
- Plan phases and the intake scheduleSplit a treatment plan into phases, and print an intake schedule per phase.
- Add yoga poses (asanas) to a treatment planPick poses from an illustrated, searchable library and give each a dose and a short note.
- Give patients your own PDF leafletsKeep your own PDFs in the Library and attach them to a patient's treatment plan by hand.
- Your LibraryThree separate stores: advice for patients, PDF leaflets for patients and reference documents for you alone.
Staying in touch with patients
- Give a patient access to their portalPatients see their care plan sheets, appointments, messages, invoices and documents through an emailed magic link. No password.
- Secure messages with patientsExchange messages with a patient without any content going through email.
- Patient files and sharing themKeep files with the patient, private by default, and share a file with the patient when you choose.
Running the practice
- Your dashboardThe start screen after signing in: today's appointments, new messages and the work waiting for you.
- Set working hours and let patients book onlineWorking hours switch the public booking page on; the calendar shows every appointment.
- Online appointments with your own meeting linkOffer appointments through your own Zoom, Teams, Meet, Whereby, Webex or Jitsi Meet link.
- Run a video consultStart a video call from an online appointment; the patient joins in their browser with no account and no app.
- Manage herb and formula stockKeep a catalogue of herbs and formulas with batches and expiry dates; restock, dispense and adjust, with every movement logged.
- Create and send an invoiceDraft an invoice with the consultation fee and dispensed stock pre-filled, then send it to the patient.
- German practices: DATEV, GebüH and KleinunternehmerExport for your Steuerberater, and switch invoices to the GebüH format for Heilpraktiker.
- Practice AnalyticsAll the practice's numbers in one place.
VEDA and AI
Account and settings
- Sign in and reset your passwordSign-in is email and password, then a one-time code sent by email.
- Which emails MyDosha sends youThe emails your practice receives from MyDosha and what each is for.
- Plans, your trial and cancellingWhat the plans cost, where to choose one, what happens when your trial ends, and how to cancel.
- Find your way around Account & SettingsEverything configurable lives in one place, grouped into categories.
- What your front desk and therapists can seeWhat each account can open and do, and how to choose one for a therapist.
- Add team members and manage seatsInvite colleagues, choose their role and manage practitioner seats.
- Clinical modulesOptional modules the owner switches on: Manas & wellbeing.
- Change the portal languageSwitch the whole portal to another language for everyone in the practice. Only the owner can do this.
- Privacy, data tools and backupsWhere to find retention settings, patient data tools, the Data Processing Agreement record and a full backup.
- Keyboard shortcuts and searchFind a patient and move around the portal from the keyboard.
These guides describe the portal as it works today. They are product help, not clinical guidance.