Admin and clinic owner guides
Set up the clinic, manage staff and keep an eye on the business.
Sign in and find your way around
Open clinizy.in/login in your browser, type your phone number or email and your password, and press Sign in. Clinizy Care then opens your dashboard, built for your role. Use the left menu to move between pages, the top bar for search and alerts, and the help button whenever you are stuck.
3 minIncluded in Clinic and aboveRead your dashboard
Open Dashboard to see the work for your role. Read the number cards at the top, then start with your main list, such as today’s queue, vitals to record or lab orders. Check what needs action, and use the quick buttons to start common jobs.
4 minIncluded in Clinic and aboveSet up your clinic profile
Open Settings and press Facility profile. Add your clinic name, address and working hours, and verify your GSTIN. Then press Save Changes to save. Next, open the Departments tab for services and fees, and the Branding tab for your logo and stamp.
6 minIncluded in Clinic 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 aboveChoose what each role can see
Open Settings and press Roles & permissions. Pick a role, then switch each permission on or off. The What this role will see panel shows the menu that role will get before you save. Press Save changes and confirm. Signed-in staff get the change within a few minutes, with no new login needed.
4 minIncluded in Clinic and aboveUse the owner dashboard
Open Analytics to see your clinic at a glance. The cards add up visits, money and team for the dates you choose, such as 7D, 30D, 90D or 12M. Check the top doctors, then open the Team tab to compare your team and press a row for one person’s numbers.
4 minIncluded in Clinic and aboveRead your reports
Open Reports and press the report you need. Set the dates and check the preview table. Then press Export and choose CSV or Excel. The file is made in the background, so open Exports to download it. You see only the reports your role can use.
4 minIncluded in Clinic and aboveChange the language
Press the globe button in the top bar. On a phone, press More and use the Language row instead. Choose English, Hinglish or हिन्दी. The menus and buttons change straight away. Your choice is saved in that browser only, so repeat it on any other device you use.
2 minIncluded in Clinic and aboveCheck your notifications
Press the bell in the top bar to open Notifications. Press an alert to mark it read, or press its link to go to the right page. Use the tabs and Unread only to find what matters, and press Mark all read when you have seen everything.
2 minIncluded in Clinic and aboveMark your attendance: clock in and out
Open Attendance. The My Attendance tab opens first. Press Clock In when you start work and Clock Out when you leave, then confirm. The same tab shows your month and this week’s shifts. If you forget to clock in or out, ask your clinic admin to correct the day.
2 minIncluded in Clinic and aboveSet your security rules
Open Settings and press Security policies. Turn on two-factor sign-in for your own account, then set the password, session, device and lockout rules. Press Save policy to apply them to all staff. You can also sign out any device from the same page.
5 minIncluded in Clinic and aboveUpdate your profile and password
Open the circle with your initials at the top right and press My Profile. Press Edit Profile to change your name, or open Change Password, fill in the three boxes and press Update Password. Use the camera icon on your picture to add a photo.
3 minIncluded in Clinic and aboveUse search and shortcuts
Press Ctrl+K (⌘K on a Mac) or press the search bar to find a patient by name, phone number or UHID, or to jump to any page you can use. Type bill, queue, book or rx before a name to start a task. Press ? to see every keyboard shortcut.
3 minIncluded in Clinic and aboveUse the settings hub
Open Settings to find every clinic setting in one place. The top shows your setup progress and plan. Below, cards are grouped by topic: setup, communication, security and billing. Press any card to open it. Start with Facility profile, then check Plan & subscription.
3 minIncluded in Clinic and aboveBook an appointment
Open Appointments and press Book appointment. Choose the doctor and the date, then press Select on a free time. Search for the patient, add a reason if you want one, and press Confirm Booking. The booking then shows on the calendar.
3 minIncluded in Clinic and aboveFind a patient fast
Open Patients and type a name, phone number or UHID in the search box. The list updates as you type. Check the name, age and UHID on the row, then press the patient’s name to open the record. Use the filters when the list is long.
2 minIncluded in Clinic and aboveLog and follow up an enquiry
Open Enquiries and press Add enquiry for each new caller. After every call press Log call, choose what happened and set a call-back time. Press Book when the caller is ready to come in. Start each day with the Callbacks due chip.
4 minAdd-on: Enquiries & callbacksPlan the day with the Day Planner
Open Day Planner to see every doctor and technician on one screen. Check who is free in Team now, then press + Book on a free time and fill in the side panel. Press the one button on each card as the patient arrives, and work through the follow-ups on the right.
4 minAdd-on: Today boardRegister a new patient
Open Patients, press New Patient and fill in the patient’s name, phone number, date of birth and gender. Then press Register Patient to save. The new record opens straight away with its own UHID, the patient’s unique hospital ID, so reception, the doctor and billing can all find the patient later.
3 minIncluded in Clinic and aboveReschedule or cancel an appointment
Open Appointments and find the booking in the Calendar or Upcoming tab. Press the ⋯ button beside it. Choose Reschedule, pick a new date and press Move here on a free time, or choose Cancel, pick a reason and confirm.
3 minIncluded in Clinic and aboveRun the OPD queue
Open OPD Queue and press New visit to add a walk-in patient and print the token. Reception presses Check In, the nurse records vitals, and the doctor presses Call next. The tiles at the top count waiting, in consultation, completed and no-show visits.
5 minIncluded in Clinic and aboveCorrect a wrong patient detail
Open the patient’s record and press Edit Details. Change the wrong detail, such as the phone number, date of birth or allergies, then press Save Changes. If someone else saved the record first, Clinizy Care tells you and keeps what you typed, so nothing is lost.
3 minIncluded in Clinic and aboveRead a patient’s full record
Open Patients, search for the patient and press their name. The card on the left shows who they are and warns about allergies. On the right you will find the visit history, documents, prescriptions, lab orders, appointments and bills. You see only the parts your role needs.
4 minIncluded in Clinic and aboveRecord hair vitals and watch progress
Open the patient’s record and find the Hair progress card. Press Record hair vitals, enter the readings you have, such as grade, density or pull test, and press Save hair vitals. The first reading is the baseline. From the next one, the card shows what changed.
4 minAdd-on: Hair vitalsRecord skin vitals and watch progress
Open the patient’s record and find the Skin progress card. Press Record skin vitals, fill in what you checked today, such as skin type, acne or melasma scores and safety flags, and press Save skin vitals. The form works out each score for you. From the second reading, the card shows what changed.
4 minAdd-on: Skin vitalsTake and compare clinical photos
Open the patient’s record, find the Photos card and press Add photos. Take or choose a photo for each view, then press Save photos. Once there are two sessions, press Compare to look at any two together. The card shows only if your clinic has the photo gallery, which comes with the hair and skin packs.
5 minAdd-on: Clinical photo galleryOrder lab tests for a patient
Open Lab, go to the Orders tab and press New Order. Pick the patient and the tests, choose the priority and press Create Order. The order then moves through the lab from Ordered to Completed, and you can follow it in the same list.
4 minIncluded in Nursing Home and abovePrint or share a prescription
Open Prescriptions and find the finalized prescription under Recent Prescriptions. Press Print to print it, or WhatsApp to send it to the patient. The menu on the row also has Preview, Save PDF and Email. Drafts cannot be printed or sent.
3 minIncluded in Clinic and aboveRecord a patient’s vitals
Open Vitals / Triage. Waiting patients are listed with the most urgent first. Press Record vitals next to a patient, type each reading and press Tab to move on, then press Save Vitals. Readings outside the normal range are highlighted. You can update a reading later.
3 minIncluded in Clinic and aboveUse prescription templates
Open Prescriptions and find the Template library. Press Use on a template to start a prescription with the medicines filled in, then choose the patient and check every dose. You can also copy a starter template or save your own prescription as a template.
4 minIncluded in Clinic and aboveSet a follow-up date on a prescription
Open a prescription and find Follow-up Date under Labs & Advice. Pick a date that is today or later, then save the draft or finalize. The date shows on the prescription list, and doctors and reception see due and overdue follow-ups on their dashboards.
2 minIncluded in Clinic and aboveUse the SayRx page
Open SayRx to start a voice prescription and see how SayRx is working for you. Press Speak a prescription, read your four numbers, and check Recently spoken for your latest drafts. The page shows only your own work, never the whole clinic’s.
4 minAdd-on: SayRx — AI voice prescriptionWrite a prescription
Open Prescriptions and choose a patient from Active Visits, or press New Rx to search for anyone. Add the diagnosis and each medicine with its dose, frequency, duration and route. Save a draft while you work, then press Finalize to issue and lock the prescription.
6 minIncluded in Clinic and aboveWrite a prescription by voice with SayRx
Open a patient’s prescription and press Speak. Say the medicines with dose and days, tests, advice and follow-up in Hindi, English or Hinglish, then press Done. SayRx writes a draft. Check it, press Add to prescription, and then save or finalize as usual.
4 minAdd-on: SayRx — AI voice prescriptionAdjust 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 aboveDispense medicines
Open Point of Sale from the left menu. Pick the patient or a walk-in customer, then scan or search each medicine to add it. Check the batch and quantity, enter the payment, and press Complete Sale. Stock goes down at once, and the receipt is ready to print or send.
4 minIncluded in Clinic and aboveFind stock that is expiring
Open Expiry & Alerts. It groups batches that have already expired and those expiring in 30 days, 31 to 60 days and 61 to 90 days. Use the ⋯ menu on a batch to view it in stock, sell it at a discount, or send it back to the supplier.
3 minIncluded in Clinic and abovePay a supplier
Open Payables to see what you owe each supplier. Find the invoice and press Record payment on its row. Check the amount, choose how you paid, add a reference if you have one, and confirm. The balance on that invoice goes down, and a part payment is allowed.
3 minIncluded in Nursing Home and aboveRaise a purchase order
Open Procurement and press New PO. Choose the supplier, add each medicine with its quantity and rate, and create the order. Open it and press Mark as ordered. When the goods arrive, press Receive goods and enter each batch, expiry date and MRP. The stock is added to your inventory.
5 minIncluded in Nursing Home and aboveReceive stock and add batches
Open Inventory and search for the medicine. If it is new, press Add Medicine first. Then press Add Batch on its row and enter the batch number, expiry date, quantity, MRP and purchase price. The stock is ready to sell as soon as you save.
4 minIncluded in Clinic and aboveAct 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 aboveCollect a sample
Open Lab and choose Collection. Find the patient’s order, print a label for each tube and take the sample. Press Collect, and some tests ask you to confirm details such as fasting first. When the sample reaches the lab, press Receive. Press Reject with a reason if it is unusable.
3 minIncluded in Nursing Home and aboveEnter lab results
Open Lab and choose Result Entry. Find the patient’s test and press Enter results. Type each value. A badge shows High, Low or Critical when a value leaves the normal range. Add an interpretation if needed and press Save. The saved test leaves your list.
4 minIncluded in Nursing Home and aboveReport a radiology study
Open Radiology and pick the study from the worklist. Mark the patient arrived, start imaging and mark it done. Write the Findings and Impression, using a template if you like, then press Submit report. Finally press Verify & release. After release, any change is added as an addendum.
6 minIncluded in Nursing Home and aboveSet up your lab test list
Open Lab and choose Catalog. Every platform test is already there. Type your price on each test row and press Save prices. Hide tests you do not offer, change a test’s details with the pencil, or press Add custom test for a test of your own. Changes apply only to your clinic.
5 minIncluded in Nursing Home and aboveSet up your radiology catalogue
Open Radiology and choose Studies & prices. Press Add study for a new study, or the pencil to edit one. Enter its price and GST, add patient preparation and report templates, and save. Then open Rooms & sign-off to set each room’s hours and slot length.
6 minIncluded in Nursing Home and aboveVerify and release a report
Open Lab and choose Verification. Check each value against its reference range, then press Verify, or Reject back with a reason. When every test in an order is verified, open it in Orders, press Release report and send the report to the patient.
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 aboveBook a theatre and record a surgery
Open Operation theatre, press Book surgery and fill in the patient, theatre, time and surgeon. On the day, open the case, complete the Safety checklist, chart the anaesthesia and write the operation notes. Then press Complete surgery. Completing adds theatre fees to the bill as set in OT settings.
6 minIncluded in Nursing Home and aboveDischarge a patient and finish the bill
Open IPD, press Manage on the admission and add any deposits or charges. Open the Discharge tab and check the final bill. Give a discount if needed, choose the discharge type, press Discharge Patient and confirm. The bed is freed and the final bill is created.
6 minIncluded in Nursing Home and aboveGet a consent signed
Open the admission with Manage, go to the Consents tab and press Take consent. Choose the form, fill in its details and pick who signs. Let the patient read it in English or Hindi, then collect the signatures on the pad and press Save signed consent.
5 minIncluded in Nursing Home and aboveGive medicines on the MAR
Open IPD and the Nursing tab, then press the patient’s card. The chart opens on Medications, which is the MAR. Press a dose marked due or overdue, add a note if needed, then choose Given, Held or Refused.
4 minIncluded in Nursing Home and aboveKeep the birth and death registers
Open Registers, choose births or deaths and check the 21-day CRS due dates. After you register an entry on the CRS portal, press Mark reported and enter the registration number. You can also export a CSV in the CRS form’s column order.
4 minIncluded in Nursing Home and aboveMove a patient to another bed
Open IPD, find the patient’s red bed on the bed map and press Transfer. Choose the new ward, then a free bed, and press Save Changes. If your clinic asks for cleaning, the old bed stays amber until someone presses Mark ready after housekeeping.
3 minIncluded in Nursing Home and aboveRecord a medico-legal case
Open the patient’s case on the Emergency page and go to the MLC tab. Choose the category and press Mark as MLC. Fill in the police details, injuries and opinion, then press Finalise & lock. The record is locked, and later changes go in as addenda.
6 minIncluded in Nursing Home and aboveRecord vitals for an admitted patient
Open IPD and the Nursing tab, then press the patient’s card. Open the Vitals tab, type the readings you have, add a note if needed and press Save Vitals. You need at least one reading. The new entry joins the trend list below the form.
4 minIncluded in Nursing Home and aboveSet up IPD packages
Open Settings and choose IPD / surgery packages, or press Packages on the IPD page. Press New package, enter the code, name and price, then set bed-days, inclusions and exclusions. Save it. The billing desk applies the package from the admission’s Daily Charges tab.
5 minIncluded in Nursing Home and aboveRegister and triage an emergency arrival
Open Emergency and press Register ER arrival. Choose the triage colour, pick an existing, new or unidentified patient, and enter how they arrived and the main complaint. Add the triage vitals if you have them, then press Register. The case joins the live board, red cases first.
5 minIncluded in Nursing Home and aboveUse the bed map
Open IPD and stay on the Bed Map tab. The counts at the top show occupied, free, cleaning, reserved and out-of-use beds. Each tile has a colour: red has a patient, green is free, amber needs cleaning, blue is reserved and grey is out of use. Press Manage on a red bed to open that stay.
3 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 aboveCreate a GST invoice
Open Billing, press New Bill, choose the patient or tick Walk-in customer, and type each item with its quantity, rate and GST percentage. Check the total, press Create Bill and confirm. The bill opens straight away so you can press Record Payment and take cash, UPI or card.
4 minIncluded in Clinic and aboveFind a bill and collect payment
Open Billing and type a bill number, patient name, UHID or phone number in the search box. Press a status chip such as Unpaid to narrow the list. Open the bill, press Record Payment, enter the amount and how it was paid, and confirm. The bill moves to Partial or Paid.
4 minIncluded in Clinic and aboveGive a discount or record a refund
Type the rupee amount in Discount (₹) when you create a bill, and add a reason once it is above 20% of the bill. If your clinic uses approvals, a discount above your limit waits for an approver. To refund, open the bill with a refund due, press Record refund and confirm.
4 minIncluded in Clinic and aboveManage a patient’s treatment package
Open Packages and switch to Patients. Tabs such as Due or overdue and Expiring soon show who needs a call. Each row has Book and Record, and its menu can freeze, extend or cancel the package. The same actions are on the patient’s Treatment packages card.
4 minAdd-on: Treatment packagesPay a referral or consultant fee
Open Billing and press the Referral fees tab. Pick the month, press a referrer’s name to see the bills behind their share, and press Finalise statement once the month has ended. Then pay the referrer and press Record payout with the reference.
5 minIncluded in Nursing Home and aboveRecord a treatment package session
Press Complete on the patient’s card in your Day Planner, or press Record session on the Treatment packages card in the patient’s record. Check who did the session and the stock used, add a note if you like, then press Save session. The sessions left and the next due date update on their own.
3 minAdd-on: Treatment packagesSell a treatment package to a patient
Open the patient’s profile, find the Treatment packages card and press Sell package. Choose the package, check the payable amount, then press Sell and bill. Take the payment in the form that opens, or choose to collect later, and press Book first session to book the first session.
4 minAdd-on: Treatment packagesSet discount limits and fee sharing
Open Settings and press Finance controls. Turn on the Ask for approval above a limit toggle, set the limit in Above % and Above ₹, and give a role its own limit if needed. Read the NMC note before fee sharing, then press Save settings to apply the rules to every desk.
5 minIncluded in Nursing Home and aboveSet up the treatment packages your clinic sells
The clinic admin opens Packages and presses New package. Type the name, the number of sessions, the gap between them, how long it stays valid and the price with GST. Add the stock each session uses and any aftercare advice, then press Save package. Staff can then sell it from any patient’s record.
5 minAdd-on: Treatment packagesTrack an insurance claim to settlement
Open Insurance claims, press New claim and choose the patient. Tick each paper in the documents checklist, then press the next-step button, such as Submit pre-auth. Record what the TPA replies, submit the final claim at discharge, and record the settlement when the insurer pays.
6 minIncluded in Hospital and aboveCompare collections and revenue
Open Reports and set your dates. Three panels sit under the report buttons. Day-end Collections shows money received and refunded. Revenue reconciliation checks revenue against the payment ledger. Period-over-period compares your dates with the days right before. Your role and plan decide which panels you see.
5 minIncluded in Nursing Home and aboveManage add-ons
Open Settings and press Add-ons. See how many branches and doctor and staff seats you use. Choose the extra ones you need with the plus button, check the total and pay securely online. The add-on switches on as soon as the payment is confirmed.
4 minIncluded in Clinic and aboveManage attendance and shifts
Open Attendance and create your shifts first. Then give each person a weekly pattern in Roster, check and correct each day in Register, and approve or reject requests in Leave Approvals. Use Summary for monthly totals and a CSV file.
5 minIncluded in Clinic and aboveReview the audit trail
Open Settings and press Audit logs. Each row shows who did what, when, and from which IP address. Narrow the list by search, record type, action or dates. Press a row to see its details, and press Export CSV to download the rows that match.
3 minIncluded in Clinic and aboveRun quality checks
Open Quality (NABH) to run your incident register. Review each report, record the root cause, plan corrective actions and close the incident when every action is done. Then open Indicators to read your monthly NABH indicators and print or export them.
6 minIncluded in Nursing Home and aboveSend a WhatsApp campaign
Open Campaigns and check your messaging allowance. Press New campaign, name the campaign and choose who gets it. Pick an approved message template, then send now or schedule it. Later, press the chart button on the campaign to see its queued, sent, delivered, read and failed counts.
5 minIncluded in Nursing Home and aboveSet up branches
Open Settings and press Branches. Check how many branches you use, then press Open a branch and fill in the branch name and address. Each branch keeps its own patients, stock, billing and staff. Press Switch on a branch card to work inside it.
5 minIncluded in Hospital and aboveTurn on an automation
Open Workflows to see automatic reminders and messages grouped by area. Check your messaging allowance, then use the switch on a card to turn one on. You confirm before anything is sent. Press a card to see its settings, past runs and recent messages.
4 minIncluded in Clinic and above