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Doctor guides

See patients, write prescriptions and order tests.

  1. 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 above
  2. Read 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 above
  3. Mark 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 above
  4. Run 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 above
  5. Write 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 above
  6. Order 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 above
  7. Print 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 above
  8. Change 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 above
  9. Check 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 above
  10. Update 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 above
  11. Use 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 above
  12. Find 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 above
  13. Read 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 above
  14. Record 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 vitals
  15. Record 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 vitals
  16. Take 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 gallery
  17. Use 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 above
  18. Set 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 above
  19. Use 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 prescription
  20. Write 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 prescription
  21. 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 above
  22. Report 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 above
  23. Verify 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 above
  24. Book 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 above
  25. Get 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 above
  26. Give 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 above
  27. Keep 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 above
  28. Move 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 above
  29. Record 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 above
  30. Record 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 above
  31. Register 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 above
  32. Use 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 above
  33. Read 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