A practical guide for clinic teams

Find the task. Follow it step by step.

Plain-language guidance for receptionists, doctors, accountants, and clinic leaders. Every guide explains where to go, what to do, and what happens next.

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Getting started

Sign-in, language, roles, and the daily routine.

Front desk

Booking requests, calendar, patients, and the waitlist.

Patient care

The doctor's day, visit records, consent, photos, and documents.

Money

Invoices, debts, packages, loyalty, and referrals.

Communication

Messages, follow-ups, the patient portal, and Telegram.

Managing the clinic

Reports, staff, settings, stock, and safety.

Browse by area

Start with your role

Begin with the tasks you are most likely to use. The pages you can see may differ according to your role at the clinic.

Reception

Bookings, arrivals, patient profiles, payments, and messages.

Handle a booking request from start to finish Manage the calendar and appointment status Create and maintain a patient profile Create an invoice, take payment, and manage a balance

Doctor

Today's patients, visit records, consent, and the next step.

Use the doctor's daily page Write, review, and finish a visit record Review photos and documents sent by a patient Work with messages and follow-up tasks

Clinic owner

Daily results, team, income, return visits, and safety.

Read the dashboard, reports, and return-visit work Manage staff, branches, services, and clinic settings Create an invoice, take payment, and manage a balance Protect patient information and solve common problems

Accountant

Payments, debts, refunds, and reports.

Create an invoice, take payment, and manage a balance Manage packages, loyalty, and referrals Read the dashboard, reports, and return-visit work