How GRAICE works
For Patients
How do I get started with GRAICE?
Set up your account from your clinic's invitation, sign in for the first time, and find your way around.
How do I sign in, reset my password and keep my account secure?
Reset a password, set up two-factor sign-in or a passkey, and check your login history.
How do I choose which notifications I get?
Pick email and app notifications for reminders, messages, billing and documents, and set quiet hours.
What can I see in My Health Records?
Find your vitals, conditions, allergies, immunizations, prescriptions, recommendations and documents.
How do I see and contact my care team?
See who is on your care team, message them, choose providers if you don't have a team yet, and ask for a referral.
How do I see my appointments and join a video visit?
Check upcoming visits, join a Google Meet video visit, and cancel an appointment.
How do I book or request an appointment?
Request a visit from your portal, or use your clinic's online booking page.
How do I message my care team?
Send a secure message to your clinician or coach, read replies, and attach a file.
How do I request a prescription refill?
Ask your provider for a refill from My Prescriptions.
How do I track a pharmacy order?
Follow orders your care team sent to the pharmacy, including shipping and tracking.
Where do I find my lab results?
Open your released lab results, read the flags, and view a plain-language AI interpretation.
How do I explore the 3D body?
Open the Anatomy Explorer, pick a layer such as bones or muscles, and tap a structure to learn its name, Latin term and what it does.
How do I upload my own lab results?
Upload a lab report PDF, check what GRAICE read from it, and add it to your record.
How do I see and pay my bills?
View invoices, pay what you owe, download receipts, and add or replace your card on file.
How does the financial wellness check-in work?
Take a short, private check-in about paying for care, and ask your care team for support.
What is the difference between Free and Pro membership?
See what GRAICE Pro adds, how to upgrade, and how to cancel.
How does family access work?
Approve a family member or caregiver to act on your account, or view an account you look after.
How do I review my privacy consents?
See the consents you have given, including visit recording, and ask to withdraw one.
How do I view, upload and sign documents?
Sign papers your clinic sent you, upload insurance cards, and download your documents.
What can the GRAICE health assistant do?
Ask your assistant about your own record and healthy living. It is part of GRAICE Pro and gives no medical advice.
How do I use my journal?
Write entries about your mood and health, choose who sees them, and review weekly insights.
Something isn't working. How do I report it?
Tell Scuba Steve what went wrong so a support ticket can be opened, and know what details help.
How does Help & Support work?
Search help articles, ask Scuba Steve how to use the app, and follow your support tickets.
For Providers
Get started with GRAICE as a clinician or coach
A tour of the sidebar, the search bar, and where Settings and Help live for clinicians and coaches.
How do I find a patient and open their chart?
Search the Patients list, open a chart, and learn why the clinical chart can be hidden from you.
How do I add a patient?
Register a new patient from the Patients page and optionally email them a portal invitation.
How do I import a C-CDA record?
Upload a C-CDA file from another EMR, match it to a patient, and approve or reject each imported record.
How do I run a visit from check-in to Complete Visit?
Start a visit from the Schedule, write and sign the note, then finish the visit and book a follow-up.
How do I use AI Scribe to draft a SOAP note?
Confirm patient consent, record the visit, and review the drafted SOAP note before you sign it.
How do I run a telehealth visit with Google Meet?
Connect Google Workspace once, then join the Meet link from the Schedule and draft a note from the Meet transcript.
How do I find and sign my unsigned notes?
Use the Notes page to clear your Awaiting Signature queue and browse notes across your patients.
How do I message a patient or my team?
Secure patient threads and internal team messaging.
How do I use the Anatomy Explorer in a class?
Open the interactive 3D body, show one layer at a time, and tap any structure for its name, Latin term and a short explanation.
How do I prescribe a medication?
Write a prescription from the patient chart, send it to GoGoMeds with Sign & Send, and see how the patient is billed.
How do I handle a patient's refill request?
Refill requests arrive as a Refill Request task, and you renew by writing a new prescription.
How do I use Tasks?
Create, filter, complete and edit your clinical to-dos on the Tasks page.
How do I create and track a referral?
Create a referral from the patient chart, then approve, route, schedule and complete it from the Referrals page.
How do I explore my clinic's patient population?
Preview and save patient cohorts on Research and Analytics, and see why small groups are hidden.
How do I keep my credentials and licenses on file?
Add licenses and certifications in Settings, attach supporting documents, and watch expiry status.
How do I ask the GRAICE assistant about a patient's chart?
Open GRAICE Chat, pick a patient, and ask questions answered from the chart sections you can access.
How do I get help or contact support?
Use the Help and Support panel to search guides, ask Scuba Steve, and follow your support tickets.
How do I report an error with the Network tab?
Find the HTTP status code of a failed request in your browser so a support ticket can say what went wrong.
How do I work the Intake queue?
Review new intake submissions, read the pre-read, assign a provider, send the portal invite, and route mental-health leads to a specialist.
How do I build a form and assign it to a patient?
Build a form, publish it, assign it to a patient, and follow their submission.
How do I read and export practice reports?
See clinic-wide numbers for patients, visits, revenue and tasks, choose a date range, and export or print them.
What can Front Desk see and do in GRAICE?
What the Front Desk role can open in GRAICE, what it cannot, and the optional chart and billing permissions.
Who can do what? Staff roles and permissions
See which staff role and switch settings allow each task in GRAICE, and how to change someone's role.
How do I book, reschedule or cancel an appointment for a patient?
Book an appointment from the clinic schedule, change its time or details, and cancel it.
How do I check in a patient?
Use the clinic schedule to confirm an appointment and check the patient in when they arrive.
How do I bill a patient?
Find a patient under Patient Billing, add services to the cart, and charge the card on file or send an invoice.
How do I record a payment taken outside GRAICE?
Log a cash, check, or other payment collected elsewhere against an open invoice. No card is charged.
How do I send a document for a patient to acknowledge?
Upload a PDF to the library, send it to patients, and track who has acknowledged it.
For Admins
How do I set up my clinic in the first week?
The order to set up your GRAICE clinic, from first sign-in to a working booking page and payments.
How do I invite staff and set what they can do?
Invite team members from My Team, choose a staff role, and control chart and billing access.
How do I transfer ownership of my clinic?
Nominate a new clinic owner from My Team. Nothing changes until they accept with their own two-factor code.
How do I add or edit a practice location?
Add your practice sites with address, phone, timezone and business hours, and mark one as primary.
How do I add my logo and brand colors?
Upload a PNG or JPG logo, set brand colors and fonts, and avoid the contrast error on background colors.
How do I set up a personalized booking URL?
Choose a short subdomain on booking.graice.ai so patients can reach your booking page easily.
How do I control online booking and cancellations?
Set booking rules, cancellation policy and reminders, and see what patients get when booking is not ready.
Why is a clinician missing from my booking page?
Each clinician sets their own weekly hours under Availability, and Booking Page Health shows what is missing.
How do I connect Stripe to get paid?
Connect your clinic's Stripe account and choose whether the clinic or each clinician collects patient payments.
What does GRAICE charge, and can my clinic cover the visit fee?
The Platform Service Fee amounts for visits and prescriptions, who pays by default, and how a clinic can cover the visit fee.
How do I set up billable services and invoice details?
Build your catalog of billable services and set the practice details, number prefix and footer on invoices.
Who can do what? Staff roles and permissions
See which staff role and switch settings allow each task in GRAICE, and how to change someone's role.
How do I connect Google Workspace for telehealth and calendar sync?
Each clinician connects a Google Workspace account under Integrations. Personal Gmail accounts cannot be used.
How do I turn telehealth and patient messaging on or off?
Control video visits, patient messaging, the auto-reply and message attachments for your clinic.
How do I set the minimum password length?
Set the minimum password length for your clinic under Patient Portal. Other password rules always apply.
How do I view the audit log in the audit portal?
Open the read-only audit portal at /audit-portal to filter your clinic's audit log by action and resource type.
How do I help someone who cannot sign in because their email is unverified?
See who is blocked at sign-in for an unverified email and send them a new verification email.
How do I see which clinician credentials are expiring?
Use Credentialing insights and the whole-clinic Compliance report to track license expirations and download a CSV or PDF.
How do I report an error with the status code?
Grab the HTTP status code from your browser's Network tab so a support ticket says what kind of problem it is.
How do I get help or open a support ticket?
Use the Help and Support panel to search guides, ask Scuba Steve, and open or follow a support ticket.
How do I choose which notifications I get?
Pick email and in-app channels for each kind of notification, and set quiet hours.
How do I set up services patients can book?
Create the services patients can book online, with a duration and price, and turn them on or off.
How do I offboard someone who is leaving?
End a team member's access to your clinic, and know what happens to their sign-in and patients.
Which features does GRAICE turn on for my clinic?
Prescribing through GRAICE is switched on per clinic by GRAICE, and a few features, including lab ordering, aren't available yet.