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Pharmacist guides

Dispense medicines, track stock and expiry, and manage purchases.

  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. Dispense 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 above
  5. Receive 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 above
  6. Find 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 above
  7. Raise 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 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. Adjust 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 above
  15. Pay 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 above
  16. 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