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Technician guides

Run treatments from the Day Planner and keep sessions on time.

  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. Record 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 packages
  5. 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
  6. Record 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 above
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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