Start here guides
Find your way around and set up your account.
Add staff and give them roles
Open Staff Management and press Add Staff. Enter the person’s name, mobile number and role, then save. Clinizy Care sends them a WhatsApp welcome and shows, live, whether it arrived. The welcome has no password, so copy the temporary password and share it with them. Edit, reset or deactivate staff on the same page.
5 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 aboveChoose what each role can see
Open Settings and press Roles & permissions. Pick a role, then switch each permission on or off. The What this role will see panel shows the menu that role will get before you save. Press Save changes and confirm. Signed-in staff get the change within a few minutes, with no new login needed.
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 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 aboveSet up your clinic profile
Open Settings and press Facility profile. Add your clinic name, address and working hours, and verify your GSTIN. Then press Save Changes to save. Next, open the Departments tab for services and fees, and the Branding tab for your logo and stamp.
6 minIncluded in Clinic and aboveSet your security rules
Open Settings and press Security policies. Turn on two-factor sign-in for your own account, then set the password, session, device and lockout rules. Press Save policy to apply them to all staff. You can also sign out any device from the same page.
5 minIncluded in Clinic and aboveSign 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 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 aboveUse the settings hub
Open Settings to find every clinic setting in one place. The top shows your setup progress and plan. Below, cards are grouped by topic: setup, communication, security and billing. Press any card to open it. Start with Facility profile, then check Plan & subscription.
3 minIncluded in Clinic and above