Growth, reports and admin guides
Reports, campaigns, automations and clinic administration.
Compare 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 aboveManage add-ons
Open Settings and press Add-ons. See how many branches and doctor and staff seats you use. Choose the extra ones you need with the plus button, check the total and pay securely online. The add-on switches on as soon as the payment is confirmed.
4 minIncluded in Clinic and aboveManage attendance and shifts
Open Attendance and create your shifts first. Then give each person a weekly pattern in Roster, check and correct each day in Register, and approve or reject requests in Leave Approvals. Use Summary for monthly totals and a CSV file.
5 minIncluded in Clinic 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 aboveReview the audit trail
Open Settings and press Audit logs. Each row shows who did what, when, and from which IP address. Narrow the list by search, record type, action or dates. Press a row to see its details, and press Export CSV to download the rows that match.
3 minIncluded in Clinic and aboveRun quality checks
Open Quality (NABH) to run your incident register. Review each report, record the root cause, plan corrective actions and close the incident when every action is done. Then open Indicators to read your monthly NABH indicators and print or export them.
6 minIncluded in Nursing Home and aboveSend a WhatsApp campaign
Open Campaigns and check your messaging allowance. Press New campaign, name the campaign and choose who gets it. Pick an approved message template, then send now or schedule it. Later, press the chart button on the campaign to see its queued, sent, delivered, read and failed counts.
5 minIncluded in Nursing Home and aboveSet up branches
Open Settings and press Branches. Check how many branches you use, then press Open a branch and fill in the branch name and address. Each branch keeps its own patients, stock, billing and staff. Press Switch on a branch card to work inside it.
5 minIncluded in Hospital and aboveTurn on an automation
Open Workflows to see automatic reminders and messages grouped by area. Check your messaging allowance, then use the switch on a card to turn one on. You confirm before anything is sent. Press a card to see its settings, past runs and recent messages.
4 minIncluded in Clinic and aboveUse the owner dashboard
Open Analytics to see your clinic at a glance. The cards add up visits, money and team for the dates you choose, such as 7D, 30D, 90D or 12M. Check the top doctors, then open the Team tab to compare your team and press a row for one person’s numbers.
4 minIncluded in Clinic and above