Billing staff guides
Create bills, take payments and close the day’s cash.
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 above