Telecaller guides
Follow up enquiries and callbacks and turn them into bookings.
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 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 & callbacksBook 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 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 abovePlan 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 boardReschedule 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 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 above