Clinic

Step-by-Step Guides

Comprehensive guides to help you master every aspect of Clinic Assistant.

Setting Up Your Clinic
Complete guide to getting your clinic up and running
15 min read
Beginner

What you'll learn:

  • Create your clinic account
  • Configure clinic settings
  • Add staff members and roles
  • Set up patient categories
  • Configure appointment types
Patient Management Workflow
Best practices for managing patient records and appointments
20 min read
Beginner

What you'll learn:

  • Register new patients
  • Schedule appointments
  • Manage patient queue
  • Update medical records
  • Process payments
Medical Document Generation
Creating Unjani-compliant medical certificates and referrals
10 min read
Intermediate

What you'll learn:

  • Access document generator
  • Select document type
  • Fill patient information
  • Add medical details
  • Generate and print
Financial Management
Managing billing, payments, and financial reporting
25 min read
Intermediate

What you'll learn:

  • Set up payment methods
  • Create invoices
  • Process payments
  • Generate financial reports
  • Manage outstanding balances
Staff Management & HR
Managing staff, roles, and HR functions
18 min read
Advanced

What you'll learn:

  • Add staff members
  • Configure user roles
  • Set up permissions
  • Manage schedules
  • Process payroll
Queue Management System
Optimizing patient flow and reducing wait times
12 min read
Intermediate

What you'll learn:

  • Enable queue management
  • Configure queue settings
  • Monitor patient flow
  • Manage wait times
  • Analyze queue metrics

Best Practices

Data Management
  • • Regular data backups
  • • Consistent data entry
  • • Patient privacy compliance
  • • Regular system updates
Workflow Optimization
  • • Streamlined patient intake
  • • Efficient appointment scheduling
  • • Automated reminders
  • • Queue management
Staff Training
  • • Regular training sessions
  • • Role-specific permissions
  • • System best practices
  • • Continuous improvement
Video Tutorials
Visual step-by-step tutorials for key features
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