Do this, in order

1. 1Open Clinic → Dashboard each morning.
2. 2Scan stat cards and Needs attention for urgent items.
3. 3Use quick actions like Book appointment, Check in, or Open waiting room.
4. 4Click a patient or appointment row to open their record or visit.
5. 5Follow red/yellow alerts to billing, insurance, or queue issues.

Empty practice

1. 1Use Add patient, Book appointment, or Open waiting room from the welcome panel.

On this screen

Patients / new this week

How many patients you have and recent growth.

Today's schedule

Appointments scheduled, completed, and no-shows today.

Queue now

Patients waiting right now.

Needs attention

Unpaid bills, open insurance claims, late arrivals, labs, and similar items.

Today's appointments list

Time, patient, doctor, check-in status, and quick actions.

Waiting queue strip

Who is waiting, called, or in consultation.

Do this, in order

1. 1Open Clinic → Patients.
2. 2Search by name, phone, or email.
3. 3Click Add patient for someone new, or click a row to open their chart.
4. 4Use bulk select and export if you need a spreadsheet.

Delete a patient

1. 1Open the patient or use row actions.
2. 2Choose delete, enter a reason, and confirm.

On this screen

Patients

Everyone registered at your clinic.

Add patient

Create a new patient file.

Stats

Totals and contact completeness in the current view.

Search / contact filters

Find by name and filter by email or phone on file.

Export CSV

Download the list for offline use.

Do this, in order

1. 1Click Add patient on the Patients page.
2. 2Enter full name and at least one contact method.
3. 3Fill optional profile fields your practice uses.
4. 4Click Save.
5. 5You land on the patient chart where you can book, bill, or capture intake.

On this screen

Full name

Legal or preferred name for the chart.

Phone / email

How you reach the patient for reminders.

Date of birth / gender

Basic demographics for the file.

Address fields

Where the patient lives if you collect it.

Save

Creates the patient and opens their chart.

Do this, in order

1. 1Open Clinic → Appointments.
2. 2Set the date range and filters you need.
3. 3Click Book appointment, pick patient, doctor, slot, and reason, then save.
4. 4Click a row to open appointment detail.
5. 5Use row actions to reschedule, cancel, or mark no-show when plans change.

Export schedule

1. 1Filter to the period you need.
2. 2Click Export CSV.

On this screen

Appointments

Scheduled visits across your practice.

Book appointment

Schedule a new visit.

Date range / status filters

Focus on today, this week, or a status like confirmed or cancelled.

Patient / doctor / time columns

Who is coming, with which doctor, and when.

Row actions

Open, reschedule, cancel, or mark no-show.

Do this, in order

1. 1Open Clinic → Calendar.
2. 2Use arrows or Today to pick the right week.
3. 3Click an appointment block to open its detail page.
4. 4Use Book appointment from Appointments or Waiting room to add new visits.

On this screen

Week range

Which week you are viewing.

Previous / Today / Next

Move between weeks or jump to this week.

Day columns and time grid

Appointments placed by day and hour.

Appointment blocks

Patient name and status color on each slot.

Do this, in order

1. 1Open Clinic → Waiting room.
2. 2When a patient arrives, Check in or Walk-in.
3. 3Click Call when the doctor is ready, then Start consult.
4. 4To set up the lobby TV or desk tablet, click Display & online booking.
5. 5Mark Done when the visit finishes, or End from the consult workspace.

On this screen

Live queue

Patients waiting, called, or in consultation now.

Today's schedule

Appointments not yet checked in.

Check in / Walk-in

Adds an arriving patient, with or without a booking.

Call next / Start consult

Calls the next ticket, then opens the consultation workspace.

Display & online booking

TV link, camera kiosk link, and public booking.

Do this, in order

1. 1Open Clinic → Doctors.
2. 2Click Add doctor or open an existing row.
3. 3Enter name, specialty, contact, and license details.
4. 4Set weekly schedule hours for online booking and calendar slots.
5. 5Mark inactive if someone should stop receiving new appointments.

Open doctor detail

1. 1Click a doctor name.
2. 2Review bio, languages, and upcoming appointment load.

On this screen

Doctors

Practitioners who see patients.

Add doctor

Create a new doctor profile.

Specialization / active

What they do and whether they are currently booking.

Appointments count

How many visits are tied to each doctor.

Schedule editor

Weekly hours when booking slots are offered.

Do this, in order

1. 1Open Clinic → Billing.
2. 2Click New bill.
3. 3Pick the patient, add line items with descriptions and amounts, and save.
4. 4When payment is collected, open the bill and update status and payment method.
5. 5Click a row for the full bill detail and item breakdown.

Find unpaid visits

1. 1Filter status to pending.
2. 2Work down the list from the dashboard Needs attention strip.

On this screen

Billing

Charges for visits and services.

New bill

Invoice a patient for services.

Amount / status / method

How much, whether paid/pending/partial, and how they paid.

Patient column

Who owes or paid.

Status filter

Show only pending or paid bills.

Do this, in order

1. 1Open Clinic → Prescriptions.
2. 2Filter by doctor or search by patient if needed.
3. 3Click New prescription, choose patient and doctor, add medications and notes, then save.
4. 4Click a row to view or print details.

On this screen

Prescriptions

Medication orders for patients.

New prescription

Issue a new script.

Doctor / medications / issued date

Who prescribed, what was ordered, and when.

Export CSV

Download the list in view.

Do this, in order

1. 1Open Clinic → Medical records.
2. 2Search if you know the patient or diagnosis.
3. 3Click Add note, pick patient and doctor, enter diagnosis, symptoms, vitals, and plan, then save.
4. 4Click a row to read the full note in the side panel.

Start from a patient chart

1. 1Open the patient.
2. 2Go to the Records tab.
3. 3Add note with context already filled.

On this screen

Medical records

Clinical notes linked to patients.

Add note

Create a new record entry.

Diagnosis / doctor / date

What was found, who wrote it, and when.

Search

Find by patient, diagnosis, or doctor name.

Detail drawer

Full symptoms, vitals, and treatment plan for one note.

Do this, in order

1. 1Open Clinic → Intake.
2. 2Click New intake.
3. 3Pick the patient.
4. 4Enter allergies and notes.
5. 5Check the consent box confirming the patient agrees to processing.
6. 6Click Save intake.
7. 7The submission stays in the list for your records.

Use OCR suggest

1. 1Click OCR suggest.
2. 2Upload or photograph the document.
3. 3Review suggested fields and copy what is correct into the patient chart manually.

On this screen

Intake and insurance capture

Stored intake submissions for your practice.

New intake

Record answers for a patient visit.

OCR suggest

Upload a photo of a card or form to suggest field values you must confirm.

Submission list

Patient name, form version, date, and how many fields were saved.

Do this, in order

1. 1Open Clinic → Insurance.
2. 2Click Add insurance.
3. 3Select the patient, insurer, policy number, coverage type, and valid-until date.
4. 4Save the record.
5. 5When you need paperwork, click Fill on that row, complete the form, and print.

Find expiring policies

1. 1Use the expiry filter for expired or active.
2. 2Contact patients whose valid-until date is past or soon.

On this screen

Insurance

Coverage plans saved for your patients.

Add insurance

Attach a plan to a patient.

Provider / Policy / Coverage / Valid until

Who pays, policy number, plan type, and expiry.

Fill

Opens the printable insurance form for stamp and signature.

Expired filter

Show policies past their valid date.

Do this, in order

1. 1Open Clinic → Reports.
2. 2Read the metric cards at the top.
3. 3Scroll to day-of-week and monthly revenue charts.
4. 4Use the numbers in team meetings or to adjust staffing and hours.

On this screen

Practice reports

Clinic-wide metrics and charts.

Total patients / today's appointments

Panel size and daily load.

Total revenue / no-show rate

Money collected and missed visits.

Avg wait / cancel rate

Queue performance and scheduling reliability.

Appointments by day of week

Which days are busiest.

Revenue by month

Income trend over recent months.

Do this, in order

1. 1Open the patient from the Patients list.
2. 2Review overview cards for upcoming visits, billing, and alerts.
3. 3Click a field to edit contact or profile details inline.
4. 4Use Book appointment or Check in from the header when they arrive.
5. 5Switch tabs to see prescriptions, records, billing, or files.

Print insurance form

1. 1Open Insurance on the chart or Insurance page.
2. 2Click Fill on their policy.
3. 3Complete fields and print for stamp/signature.

On this screen

Profile header

Name, photo, and key identifiers.

Book appointment / Check in

Schedule or add them to today's queue.

Tabs (Overview, Appointments, Records, etc.)

Different parts of the medical and admin history.

Insurance summary

Coverage on file with link to fill forms.

Vitals sparkline

Recent vital signs trend if recorded.

Files

Documents and uploads tied to this patient.

Do this, in order

1. 1Open the appointment from Appointments, Calendar, or Waiting room.
2. 2Confirm patient, doctor, and time.
3. 3When the patient is in the room, click Start consult.
4. 4Do the visit on Consultation workspace: note, vitals, Rx, labs, invoice, and papers.
5. 5End the visit from that workspace.

Consultation workspace

1. 1That page teaches Record, Apply to note, Search a drug, Order, Invoice, Ordonnance, Certificat, Arrêt, and End & next.

On this screen

Date and time

When the visit is scheduled.

Patient card

Opens the patient chart.

Doctor / room

Who sees the patient and where.

Status

Scheduled, confirmed, in consult, completed, cancelled, or no-show.

Start consult

Opens the consultation workspace (note, Rx, labs, invoice, papers).

Do this, in order

1. 1Open Clinic → Waiting room.
2. 2Click Display & online booking.
3. 3To set up the tablet: copy Camera kiosk link, open it on the desk device, and leave that tab open.
4. 4Also turn on Camera ID check-in under Workspace → Apps → Clinic → Online booking.
5. 5To share booking: if it says Public booking is off, click Enable in settings and turn it on.
6. 6To set up the TV: type a Device name, click Create kiosk link, then Copy link and open that URL on the lobby screen.
7. 7If the old TV link stops working, click Copy new link on that device row. Click Revoke to stop a screen.

On this screen

Always-on camera check-in

Link for a tablet at the desk. The camera stays ready so patients hold their ID.

Camera kiosk link

The URL to open on that tablet. Keep it private to your clinic desk.

Copy camera link / Open on this device

Copy for another device, or test on this computer.

Online booking

Public booking is off until you enable it in Clinic app settings.

Enable in settings

Opens Workspace → Apps → Clinic so you can turn public booking on.

Waiting room display

URL for the lobby TV. A new link for the same device replaces the old one.

Device name

A label such as Waiting room TV so staff know which screen it is.

Create kiosk link / Copy link / Copy new link / Revoke

Create, copy, rotate, or stop a TV link.

Do this, in order

1. 1Create the TV link from Clinic → Waiting room → Display & online booking.
2. 2Open the link on the lobby TV or a computer attached to the TV.
3. 3Make the browser full screen.
4. 4Call the next patient from Waiting room. The TV updates on its own.
5. 5Change welcome text, tips, or Wi-Fi in Workspace → Apps → Clinic → Waiting room TV settings.

On this screen

Now calling

The ticket or name being called into the room.

Next up

The next ticket in line.

Estimated wait

How long the board thinks the wait is.

QR / Arrival

Patients scan to check in or open forms.

Tips and alerts

Quiet-phone, masks, and emergency notes from Clinic TV settings.

Do this, in order

1. 1Turn on Camera ID check-in in Workspace → Apps → Clinic → Online booking.
2. 2Copy Camera kiosk link from Waiting room → Display & online booking.
3. 3Open the link on the desk tablet and leave it on that page.
4. 4Ask the arriving patient to hold their ID in front of the camera.
5. 5Confirm they appear in Waiting room after the scan.

On this screen

Camera

Stays on so the next patient can hold their ID.

Hold your ID

Patient instruction. Staff do not type the name if the scan works.

Do this, in order

1. 1Share the check-in link or show the TV QR.
2. 2Patient enters booking code, phone, or uses ID scan if you turned that on.
3. 3They confirm arrival.
4. 4Staff see them in Clinic → Waiting room.

On this screen

Booking code / phone / ID

Ways to find the appointment without staff typing.

Confirm arrival

Puts them in the live queue.

Do this, in order

1. 1Open Workspace → Settings → Apps → Clinic → Online booking.
2. 2Turn public booking on and save services and visit types.
3. 3Copy the public booking link and send it, or put it on your site.
4. 4Patient chooses service, doctor, and a slot, then confirms.
5. 5The visit appears on Clinic → Appointments and Calendar.

On this screen

Specialty / service / doctor

What they need and who they want to see.

Time slots

Open times from the doctor calendar.

Patient details / ID scan

Name and contact. ID scan can prefill if enabled.

Confirm

Creates the appointment and shows a booking code.

Do this, in order

1. 1Open the manage booking page from the link in the confirmation message.
2. 2Enter booking code and phone.
3. 3Click Cancel and confirm.
4. 4Staff see the slot free on Calendar.

On this screen

Booking code

The code they received when they booked.

Phone

Must match the booking.

Cancel

Frees the slot.

Do this, in order

1. 1From Waiting room, click Start consult (or open the appointment).
2. 2Confirm the patient name and allergies on the header.
3. 3Optional: click Record, talk through the visit, then stop. Click Apply to note when the draft looks right. Edit the note. Do not paste secrets into the public guide chat.
4. 4Enter vitals at the bottom of the note.
5. 5To prescribe: search a drug, set strength, frequency, and days, click Add line, then Save Rx.
6. 6To order a test: pick Lab or Imaging, type the test, click Order.
7. 7To charge: pick an amount and click Invoice.
8. 8Use Ordonnance, Certificat, or Arrêt when the patient needs a paper.
9. 9Click End & next when the room is done, or End if you are stopping here.

Safety

1. 1You are responsible for the note and the prescription. The draft is a start, not a signature.
2. 2The receptionist AI does not give medical advice.

On this screen

AI draft / Draft ready

Note text suggested from the recording. You edit before you trust it.

Record

Starts the visit microphone for the scribe. Stop when the visit talk is done.

Clinical note

The chart note. It saves as you type.

Visit type

Pain / acute and other types. Changes suggested plan language.

Apply to note / View transcript / Jumbo

Pull the draft in, read the transcript, or enlarge the note.

Vitals

BP, BPM, temperature, weight.

Search a drug / Strength / Frequency / Duration / Add line / Save Rx

Build the prescription, then save.

Labs & imaging / Order

Order a lab or image from the visit.

Billing amounts / Invoice

Charge the visit and create the invoice.

Ordonnance / Certificat / Arrêt

Print or generate prescription, certificate, or sick leave.

Chart / Docs

Open the full patient chart or files.

End & next / End

Finish this visit and open the next, or finish only.