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ClinicQ help center/Getting started

Getting started

Open and close the clinic day

A simple routine for reviewing arrivals, care, money, and unfinished work.
Who this is for
Owners, reception, and the duty administrator
Where to go
Dashboard, Reception, Calendar, Payments, and Patient follow-ups
What you will finish
The team begins with a shared plan and ends with no hidden urgent work.

At the start of the day

  1. Open Dashboard and check today's appointments and items needing attention.
  2. Open Reception for new booking requests and arrivals.
  3. Open Calendar and look for gaps, overlaps, or appointments without a doctor.
  4. Open Patient follow-ups and note overdue patient contacts.
  5. Confirm who is responsible for reception, urgent messages, and payment questions.

During the day

  1. Keep appointment status current: confirmed, arrived, in progress, completed, cancelled, or did not attend.
  2. Record payments when they are actually received.
  3. Leave a follow-up task whenever the clinic promises to contact a patient later.
  4. Use the patient's profile as the shared history instead of private notes or personal chats.

Before closing

  1. Review appointments that still have an unfinished status.
  2. Check Payments for unpaid or partly paid balances.
  3. Check Patient follow-ups for work due today.
  4. Make sure visit records and required consent are complete.
  5. Tell the next shift about urgent items without copying sensitive patient details into general chat.
Front deskHandle a booking request from start to finishPatient careUse the doctor's daily pageMoneyCreate an invoice, take payment, and manage a balance