Use history summaries and instruction drafts

Related guides

• Move a patient from reception to the doctor

  Find the appointment, record arrival, check in and hand the patient to the clinician.

• Track treatment payments and close the cash drawer

  Check treatment progress, record received payments and reconcile the cashier shift.

• Prepare your clinic for its first working day

  Configure regional settings, staff access, services and schedules, then rehearse a fictional visit.

• Register a patient and complete the profile

  Search before creating a record, enter reliable details and resolve profile gaps.

• Find the right information in the patient workspace

  Review the patient timeline, medical history and linked records without losing context.

• Book, reschedule and resolve appointments

  Choose the patient, service, clinician and time, then keep appointment status accurate.

• Set clinician schedules and record absences

  Make bookable times match the actual working week and planned time off.

• Document a consultation and complete the visit

  Start the encounter, record clinical work and review the handoff before completion.

• Prepare prescriptions and patient instructions

  Record the clinician's prescription, review it and prepare the intended patient document.

• Request laboratory work and review results

  Create the right order, track its status and record clinician review when results arrive.

• Use the dental chart from finding to procedure

  Choose the correct tooth, record findings and track procedures without confusing chart changes with billing.

• Plan treatment and arrange follow-up visits

  Keep planned treatment, actual progress and booked visits connected but distinct.

• Upload, find and review patient images and documents

  Attach files to the right patient and use the viewer without confusing gallery images with issued documents.

• Prepare and record patient consent

  Use the clinic's reviewed template, confirm patient context and verify the signed record.

• Invoice a patient, record payment and check the receipt

  Review billable items, allocate received money and verify the remaining balance.

• Manage installments, payer balances and corrections

  Schedule amounts due and use auditable corrections without inventing balancing transactions.

• Record insurance cover and track a claim

  Connect the patient's policy, billed services and claim status without assuming insurer payment.

• Receive stock and record clinic consumption

  Keep item units, batches and stock movements consistent with actual receipts and usage.

• Count physical stock and transfer between locations

  Record count results and move stock through their explicit approval/completion stages.

• Message patients and configure reminders

  Choose the intended recipient/channel, use approved templates and check delivery status.

• Run a patient survey or outreach campaign

  Prepare a relevant audience/message and review responses without confusing outreach with clinical care.

• Read clinic reports and investigate outstanding balances

  Choose the right period and follow totals back to their recorded visits and transactions.

• Assign unfinished work and close the clinic day

  Resolve operational blockers and record a clear end-of-day handoff.

• Give staff the right access and secure accounts

  Use individual accounts, role permissions and reviewed account-security settings.

• Brand your clinic and configure its booking page

  Review clinic identity, contact methods and booking availability before sharing the clinic link.

• Import patient records and review migration results

  Use the supported template, inspect a preview and verify records before relying on imported data.