Reception
Create patient records, organize appointments, confirm attendance, and handle changes, cancellations and daily follow-up.
Connect clinic setup with the daily work of reception, clinicians, billing and management through practical training. Topics are chosen for your specialty, team roles and available features.
In the request notes, mention the participants' roles and the tasks you want them to learn.
Each path focuses on the work a person needs, within their permissions and clinic configuration.
Create patient records, organize appointments, confirm attendance, and handle changes, cancellations and daily follow-up.
Review the patient file, document visits and plans, and add prescriptions and files where the specialty and permissions allow.
Create invoices, record payments, review balances and follow the e-invoicing workflow available to the clinic.
Prepare users, permissions, services and working hours, then review reports and operational tasks.
A suggested sequence that can fit your clinic's size and workflow, rather than a fixed-duration program.
Identify the specialty, roles, core tasks and settings your clinic needs first.
Work through a test-data scenario: patient, appointment, visit, invoice and follow-up.
Review questions, permissions and unfinished steps, using the user guide whenever needed.
Yes. Tasks can be selected for each participant's role and permissions, such as booking, visit documentation, billing or clinic setup.
You can begin with an overview. Hands-on practice is more useful after choosing the specialty and preparing basic users, services and working hours.
You can try the available workflows once a trial account is activated. Use test data and review permissions before entering real patient records.
The user guide supports self-guided learning. To request a practical walkthrough or team training, send a demo request and describe your needs in the notes; delivery arrangements depend on availability.
Duration, scope and any cost are confirmed after reviewing the roles and topics you need. Check the offer and plan details with the team before booking.
Use the user guide for daily steps, and the support page to send a specific question or describe an issue.
Request a walkthrough and share your clinic's specialty and team roles, or use the guide to start preparing your team now.