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Clinic System HelpEvery screen, explained

Set up your clinic, run the daily loop, and read the books — with a link straight to each screen on your own clinic.

Setting up a new clinic ​

Work through these in order the first time — each step depends on the one before it.

  1. Clinics and working hours — nothing can be booked until a clinic has working hours.
  2. Staff and roles — build a role, then create accounts against it.
  3. Drugs and vocabularies — the formulary and the dose/duration lists the prescription screen suggests from.
  4. Intake questions — what you ask every patient, once.

Then you are ready for the daily loop: patient → appointment → prescription → payment.

Every page in this guide ​

PageWhat it coversAddress
BranchesYour locations: address, phones, the default branch, moving rooms between branches/all-branch
Clinics and Working HoursRooms, appointment length, weekly working hours, the clinic report/all-schedule
Staff and RolesEmployee accounts, roles and permissions, the doctor flag, disabling someone who leaves/all-user
How to Add a PatientThe patient form, duplicate warnings, the patient file, sharing a link with the patient/all-patient
How to Add an AppointmentThe weekly availability grid, visit types, fees and the first payment/all-appointment
The Waiting QueueThe rules that decide who is seen first, checking patients in, and what happens to a patient who arrives late/queue
EnquiriesEveryone who messaged your page or called to ask: their number, the follow-up log, connecting your Facebook page, and turning the ones who book into patients/enquiries
Writing a PrescriptionDrugs, intake answers, printing, and what saving does to today's appointment/all-prescription
Print TemplatesThe sheets your clinic prints on: invoices, prescriptions and meal plans, in your own wording/print-templates
Drugs and VocabulariesThe formulary plus the type, strength, dose, duration and advice lists/all-drug
Intake QuestionsQuestion types, letting patients answer themselves, where answers show up/all-question
Your Public PagesWhat patients see online: your locations, their opening hours, and how booking picks one/portfolio-settings
The DashboardToday's figures for the branch you are working in, the six-month charts, and why two people see different dashboards/home
Doctor ModeThe doctor's own view: today's patients, and one consultation screen for the visit's notes, prescription and follow-up/doctor-queue
Calling the AssistantBuzzing one person or several from any screen, your clinic's own messages, ringing calls, call tones, who answered and how fast/doctor-queue
PediatricsThe children's clinic: the birth record, feeding and weaning, guardians and siblings, and the growth chart/view-patient/{id}
DentistryThe tooth chart, courses of treatment with a priced item per tooth, visits carrying their own price and payment state, and a tooth history read from the work you billed/view-patient/{id}
Beauty centresPackages with their sessions, a visit's service, specialist, used and sold products, the client's own file, how she heard of you, and the follow-up list/beauty-dashboard
Dermatology and laserCourses with their sessions, the laser settings on each service line, last time's settings carried over, the patient's laser record, and the invoice/view-patient/{id}
PhysiotherapyCourses of treatment with their plan and goals, sessions and what was done in them, joint measurements read against the normal range, home exercise programmes, and the four lists the clinic owns/view-patient/{id}
Body MeasurementsWeight, BMI and the tape figures, the full analyser result — muscle, fat, water, the segmental sheet, visceral fat — the device's printout attached to the reading, and one clinic-wide screen of every measurement/body-measurements
Vaccination ScheduleThe clinic's own vaccination schedule, the overdue list and reminders/vaccine-schedule
NotificationsThe bell in the top bar: the dropdown, the full list, and marking read versus dismissing/notifications
Working Without InternetRegistering, booking, checking in, prescribing and taking money with no line; the "not sent" mark; and clearing work the clinic system could not save/sync
Insurance and ContractsThe insurers, syndicates and companies you signed with: validity dates, the coverage rule, a price list built from your own services, and the monthly claim through to what the company pays and refuses/payers
Taking PaymentsRecording money against an appointment, payment statuses, receipts/show-appointment/{id}
Patient DuesEverything one patient owes on one page: pay one record, pay all oldest first, print the receipt, give a discount or write a debt off/patient/{id}/dues
Patient StatementA patient's account over a period with a running balance, printed or sent on WhatsApp/patient/{id}/statement
Payment MethodsAdding the ways your clinic is paid — InstaPay, Vodafone Cash — renaming, ordering and retiring them, and why cash cannot be retired/payment-methods
Cashier ShiftsOpening a drawer with a float, what belongs to a shift, cash out, closing against a count, and differences by cashier/shifts
Income and ExpenseRent, salaries, supplies — and cancel versus delete permanently/manual-transactions
Products and ServicesThe catalogue, selling on a session, the sales and profit report/products
InventorySwitching stock tracking on, what it needs first, and what it changes/plugin-settings
StoresWhere stock sits: the main store per branch, opening a second one, who reaches which/stores
Stocked itemsMarking an item stocked: its unit, packs, category, reorder level and the two cost figures/products
Stock movementsSold versus used, when stock moves, moving it by hand, and why a movement is never edited/inventory/movements
SuppliersThe companies you buy from, what you owe them, the duplicate warning and the opening balance/inventory/suppliers
PurchasingOrdering, purchase invoices, receiving against them, landed cost, payments, returns and what you owe/inventory/purchase-orders
Stocktake and WasteCounting the shelf, why a blank line is not zero, blind counting, write-offs and what you lost/inventory/stocktakes
Product ProfitWhat each product earns, cost taken at the moment of sale, returns, the uncosted mark and the loss list/product-sales-report
Journal and Chart of AccountsWhat the system posts for you, and how to trace any figure/all-journal
ReportsAll ten reports, what each answers, the branch filter and consolidated view, and their limits/reports
HR SetupDepartments, shifts, leave types and salary components — the parts you set once/all-shift
Attendance and LeaveClock logs, daily attendance, period sheets and leave requests/all-attendance
Contracts and PayrollWhat a person is owed, a month's payroll, and the entry paying it writes/all-payroll

TIP

Every address is a link that opens that screen on your own clinic. The first one you click asks which clinic you are and remembers the answer, so the rest go straight through. Each page lists the exact address of every screen it covers.

TIP

This guide exists in Arabic too — use the language switcher in the top bar, or go straight to النسخة العربية.