Help Center
Step-by-step guides for every part of Clinizy Care, in plain language.
79 guides
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Common tasks
Act on a critical result
A number badge on Lab counts critical results waiting for review. Press Lab to open Orders showing only those orders. Open one, read the flagged values and tell the ordering doctor. A doctor or admin then verifies the result in Verification, and the count goes down.
3 minIncluded in Nursing Home and aboveAdd staff and give them roles
Open Staff Management and press Add Staff. Enter the person’s name, mobile number and role, then save. Clinizy Care sends them a WhatsApp welcome and shows, live, whether it arrived. The welcome has no password, so copy the temporary password and share it with them. Edit, reset or deactivate staff on the same page.
5 minIncluded in Clinic and aboveAdjust or return stock
Open Procurement. To remove damaged, expired or miscounted units, press Write off stock, choose the batch and quantity, and give a reason. To send goods back to a supplier, press Purchase return, choose the receipt and batch, and give a reason. Both are saved with a record.
4 minIncluded in Nursing Home and aboveAdmit a patient
Open IPD, press New Admission, search for the patient and choose the doctor. Pick a ward and a free bed, add the diagnosis and the attendant’s details, then enter the deposit and confirm. The bed turns red on the bed map, and you can manage the stay later from the same list.
4 minIncluded in Nursing Home and aboveApprove or reject a discount request
Open Billing and press the Approvals tab. Choose Waiting for approval, read the amount, percentage and reason, then press Approve or Reject. Rejecting needs a note. An approved bill discount goes onto the draft bill, which the desk then finalises.
3 minIncluded in Nursing Home and aboveBill a company and collect its payment
Open Billing, press the Corporates tab and add the company with Add corporate. Then open an unpaid bill and press Bill to corporate to move its balance to the company’s credit. When the company pays, open its page and press Record payment. The oldest bills are settled first.
5 minIncluded in Nursing Home and above
Browse by topic
Start here
12 guides
Find your way around and set up your account.
- Add staff and give them roles
- Change the language
- Check your notifications
- Choose what each role can see
- Mark your attendance: clock in and out
Front desk
7 guides
Register patients, book appointments and run the queue.
- Book an appointment
- Find a patient fast
- Log and follow up an enquiry
- Plan the day with the Day Planner
- Register a new patient
Patients and records
5 guides
Keep each patient’s record complete and safe.
Clinical
8 guides
Vitals, consultations and prescriptions.
- Order lab tests for a patient
- Print or share a prescription
- Record a patient’s vitals
- Use prescription templates
- Set a follow-up date on a prescription
Pharmacy
6 guides
Dispense medicines and keep stock under control.
- Adjust or return stock
- Dispense medicines
- Find stock that is expiring
- Pay a supplier
- Raise a purchase order
Lab and radiology
7 guides
Samples, results and scan reports.
- Act on a critical result
- Collect a sample
- Enter lab results
- Report a radiology study
- Set up your lab test list
Inpatient
12 guides
Admissions, beds, ward rounds, emergency and theatre.
- Admit a patient
- Book a theatre and record a surgery
- Discharge a patient and finish the bill
- Get a consent signed
- Give medicines on the MAR
Billing and insurance
12 guides
Invoices, payments, packages and claims.
- Approve or reject a discount request
- Bill a company and collect its payment
- Create a GST invoice
- Find a bill and collect payment
- Give a discount or record a refund
Growth, reports and admin
10 guides
Reports, campaigns, automations and clinic administration.
- Compare collections and revenue
- Manage add-ons
- Manage attendance and shifts
- Read your reports
- Review the audit trail