Your starting point for answers — guides, workflows, troubleshooting, and onboarding help for the Narzim platform.
Welcome to the Help Center. This section walks you through everything from your first login to having your whole team up and running. If you are evaluating the platform, start here — most accounts are fully set up within a single working day.
Your account is created from the invitation email sent to your administrator, or by signing up directly. Once verified, you land on your workspace dashboard — the home base for everything you do.
Your organization profile holds the details shared across the whole account — name, branding, contact information, locations, and operating hours. Keeping it accurate ensures documents, invoices, and notifications display the right information.
Add colleagues from Settings → Team. Each invite includes a role that controls what the person can see and do. Invitations can be resent or revoked at any time before they are accepted.
The main navigation gives you quick access to every area. Use global search to jump straight to a record or setting, and pin the views you use most for one-click access.
This section covers signing in, keeping your account secure, and managing who can access what.
Sign in with your email and password at the login page. If your organization uses single sign-on (SSO), use the “Sign in with SSO” option instead and authenticate through your identity provider.
We strongly recommend enabling 2FA for every account. Once enabled, you enter a one-time code from your authenticator app in addition to your password. Administrators can require 2FA for the whole organization.
Roles determine what each person can view and change. Assign the least-privileged role that lets someone do their job, and review access periodically. Administrators can create custom roles where supported.
If your account has more than one location, use the location switcher in the top bar to change context. Your view, schedule, and records update to the selected location instantly.
The most common tasks your team performs, with the steps to complete each one. These workflows are designed to take just a few clicks.
Open the calendar, select a time slot, and choose who and what the appointment is for. You can drag to reschedule, set it to repeat, and trigger automatic reminders by email or SMS.
Send and receive secure messages, share documents, and collect information through the portal. Messages are kept with the related record so the full history stays in one place.
Create an invoice or claim from a completed visit, review the line items, and submit. The system validates required fields before submission and flags anything that needs attention.
Everything about your plan, invoices, and payment details. Only users with billing permission can view or change these settings.
Go to Settings → Billing to see every invoice with its status and amount. Each invoice can be downloaded as a PDF for your records or accounting.
You can move between plans at any time. Upgrades take effect immediately; downgrades apply at the start of your next billing period. Any difference is prorated automatically.
Control what you are notified about and how the product looks and behaves for you.
Choose which events trigger a notification and whether they arrive by email, SMS, or in-app. You can fine-tune these per category so you only hear about what matters to you.
Set your language, time zone, date format, and currency from your profile. These preferences apply to your own view without affecting other users.
Adjust density, default landing page, and pinned views so the workspace fits the way you work.
How your information is stored, exported, and protected.
You can export records and reports at any time. Exports are generated in common formats and made available for secure download once ready.
Data is retained according to your settings and applicable regulations. Deleted items may be held briefly in a recoverable state before permanent removal.
Your data is encrypted in transit and at rest, access is logged, and privacy controls are applied throughout. See our security and compliance statements for full detail.
Quick fixes for the most common issues. Most can be resolved in a few steps without contacting support — try these first.
Refresh the page first. If the issue persists, check your internet connection and confirm you are viewing the correct location and date range. Background changes can take a moment to appear.
Verify the notification is enabled, confirm your email or phone number is correct, and check spam or filtering rules. SMS delivery can vary slightly by carrier.
Close unused tabs, ensure your browser is up to date, and check your connection. Performance issues are often local and clear up after a refresh.
If you cannot find an answer here, our team is ready to help. Choose the channel that fits how urgent your question is.
To get a faster answer, tell us what you were trying to do, what happened instead, and any error message you saw. A screenshot and the affected record or page link help a lot.
We typically respond within one business day. For urgent, patient-impacting issues, use the in-app priority support option so we can prioritize your request.
A 30-minute walkthrough with your own specialty preloaded.