Naviget.

Clinic Demo Walkthrough

A complete guide to the Naviget Medical Imaging Platform for Clinic Staff & Sales Engineers

Step 1

Getting Started

Before you begin, make sure you have:

  • A modern web browser (Chrome, Edge, or Safari)
  • A valid business email address
  • DICOM files or a sample patient folder
  • A stable internet connection

Open your browser and navigate to naviget.com. You will see the landing page with sign-in options.

Naviget Landing Page

Step 2

User Registration

Creating your account takes about 2 minutes:

  1. Click "Sign Up for Business"
  2. Complete the form: Org Name, Full Name, Business Email, Password
  3. Click "Create Account"
Sign Up Form

Step 3

Dashboard Navigation

Once logged in, the dashboard gives you an overview of your activity and quick access to all platform features.

SectionPurpose
Welcome BannerPersonalized greeting & quick actions
Credit BalanceAvailable credits for features
Recent ActivityLatest uploads/activity
Quick ActionsFast access to common tasks

The sidebar navigation includes: Dashboard (Overview), Workspace (Manage patients & scans), Credits (Purchase/manage credits), and Teams (Manage members).

👆 Navigate to Workspace: Click "Workspace" in the sidebar to begin.

Dashboard Overview

Step 4

Workspace — Upload a Patient Folder

The Workspace is the central hub for managing all patient data. You can switch between Grid/List views, search by Name or MRN, and upload folders.

Estimated Time: 1–3 minutes

  1. Click "Upload Folder" (top-right)
  2. Drag and Drop folder OR Browse to select
  3. Auto Metadata Extraction: System detects DICOM files and extracts Name/MRN automatically
Workspace Upload

Step 5

Share Intent — Auto-Share on Upload

Immediately after metadata extraction, a modal appears to set up sharing before upload completes.

FieldDescription
Patient NamePre-filled from DICOM
EmailFor share link
PhoneRequired for OTP (E.164)
Expiry7, 14, or 30 days
ReportPDF, DOCX, etc. (Max 10MB)

💡 Demo Tip: Auto-share is the fastest way to get results to patients.

Share Intent Modal

Step 6

Upload Progress & Patient Card

The Upload Progress Panel shows real-time status visible across the platform:

  • Analyzing: Extracting metadata
  • Awaiting Share Intent: Waiting for user input
  • Uploading: Transferring files
  • Complete: Ready
  • Error: Failed (Retry option)

Once upload completes, the patient card appears in your Workspace showing: Patient Name & MRN, Sex/Age, Modality Badges (CT, MRI, X-Ray), number of studies, last upload date, and a Share Button.

✅ The patient card should appear within seconds of upload completion.

Upload ProgressPatient Card

Step 7

Patient & Series Detail View

Clicking a patient card reveals all studies. Each study expands to show Series with thumbnails, descriptions, modality, and status badges.

The Series Detail page has tabs for:

  • Details: Metadata & DICOM UIDs
  • Viewer: Interactive DICOM viewer (scroll slices, zoom, window/level)
  • Video: 3D & Narrated videos
  • 3D: Interactive model viewer
  • Files: Downloadable ZIPs
Processing3D VideoNarrated

✨ Request AI Features: Click the gradient button to generate videos.

Series Detail View

Step 8

Patient Sharing

Use this method if you skipped auto-share during upload.

Quick Share (Workspace): Click "Share" on the patient card — shares all studies/series.
Series Share: Click "Share" inside a specific Series Detail page for granular control.

Steps to Share

  1. Enter Patient Email
  2. Enter Phone (+1 234 567 8900 format)
  3. Set Expiry (Recommended: 7 days)
  4. Upload Medical Report (PDF/DOC/PNG)
  5. Click "Share"

🛡️ Security: Patient verifies via OTP, links expire automatically, access can be revoked anytime, and opens are tracked.

Share Dialog

Step 9

Managing Share Links

Click "Manage Links" from the Workspace to view all share links with stats: Total, Active, Expired, and Revoked. Filter by status or search by Patient Name/Email.

ColumnInfo
PatientName & DOB
SeriesModality & Description
Created / ExpiresDates
StatusActive / Expired / Revoked
ActionsView / Revoke

Revoking a Link

  1. Find the link
  2. Click the Revoke Icon (link with slash)
  3. Confirm in the modal (optional reason)
  4. Click "Revoke Access"

⚠️ Important: Revoking is immediate. The patient will lose access instantly.

Step 10

Patient Workflow

This is the experience from the patient's perspective:

  1. Receive Email: Patient gets a personalized email with a secure link.
  2. Enter Phone Number: Must match the record on file.
  3. Send Verification Code: Click to receive a 6-digit SMS OTP.
  4. Verify OTP: Enter the code and click "Verify".

Once verified, the patient sees their personalized results:

  • Narrated Video: AI explanation in selected language
  • 3D Video: Flythrough visualization
  • Interactive Viewer: Rotate/Zoom 3D model
  • Report: Downloadable PDF

If access fails (wrong phone, expired link), the patient sees your Clinic Contact Info to request help.

Phone VerificationPatient Portal

Step 11

AI Feature Requests

Transform raw DICOM into patient-friendly outputs using Credits. Available features:

  • 3D Flythrough Video: Animated navigation through the scan
  • Narrated Video: AI explanation in the patient's language
  • Interactive 3D Viewer: Real-time exploration

How to Request

  1. Click "Request AI Features" on the Series Card
  2. Select desired features (3D Video, Narrated Video, Interactive Viewer)
  3. If "Narrated Video" is selected, choose a language and upload a report for AI context
  4. Submit the request

Badges update from "Processing" to green when ready. If quality is low, click "Request Redo" in the Video Tab (enter a reason, min 10 chars). Credits are refunded on failure.

AI Feature Request Modal

Step 12

Business & Team Management

Purchasing Credits

  1. Navigate to Credits in the sidebar
  2. Click "Buy Credits"
  3. Select a package: Starter (500), Professional (2,000), or Enterprise (10,000)

Creating Teams & Inviting Members

  1. Navigate to Teams
  2. Click "Create Team" (e.g., "Radiology")
  3. Select Team → Click "Invite Member" → Enter Email & Role

Admin: Manage settings, buy credits, invite others.

Member: Upload scans, view patients, request features.

Team Management

Step 13

Quick Reference & Troubleshooting

Keyboard Shortcuts

Navigate SlicesArrow Keys
ZoomScroll Wheel
Full ScreenF
Close ModalEsc

Workflow

Workspace → Upload → Share Intent → Patient Card → Detail View → AI Request

Troubleshooting

IssueSolution
Upload StuckCheck DICOM format
Patient missingRefresh Workspace
Share failCheck Email/Phone
Link deadCheck Expiry/Revoked
Video waitingWait for processing

Support

Email: winston@naviget.com

© 2026 Naviget Medical Imaging Platform. All rights reserved.