Eyadat Modern clinic management system
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Training guide

A clear operating guide for your clinic from day one

A practical onboarding path that helps reception, doctors, accounting, and managers configure Eyadat and run daily clinic workflows with confidence.

Before launch

Prepare clinic data once

Start with these areas before team training so practice scenarios match your real working day.

Clinic settings

Add clinic name, invoice details, working hours, doctors, permissions, and basic notification templates.

Billing and JoFotara

Review invoice settings, tax, simulation mode, QR, and payment recording before issuing production invoices.

Patient data

Import or enter patients, phone numbers, medical notes, and important files.

Appointments

Set appointment lengths, doctor availability, breaks, blocked slots, and online booking rules.

WhatsApp and reminders

Review templates, message language, reminder timing, and exceptions before relying on automation.

Permissions and security

Give each user only the role they need and train managers on logs and reports.

Daily workflow

From patient arrival to payment collection

  1. Create or open the patient fileReview contact details, notes, and files.
  2. Book the appointmentSelect doctor, time, appointment type, and attendance status.
  3. Add the treatment planUse the clinical records, procedures, services, prices, and attached files relevant to the clinic.
  4. Issue the invoiceCreate the invoice, record payment, and review QR or JoFotara settings.
  5. Follow upUse reminders, tasks, WhatsApp, and reports to track open cases.

The best training uses the clinic's real scenario: a new patient, appointment, treatment plan, invoice, payment, then follow-up.

Practical training beats theory-only onboarding
Team training

What each role should learn

Reception

  • Create patients and appointments
  • Confirm attendance and cancellations
  • Send reminders
  • Follow online bookings

Doctor

  • Read patient files
  • Add plans and procedures
  • Upload images and files
  • Write prescriptions and notes

Accounting

  • Issue invoices
  • Record payments and refunds
  • Track receivables
  • Review JoFotara and reports

Clinic manager

  • Manage users and permissions
  • Monitor performance
  • Manage inventory and lab work
  • Review subscriptions and reports
First week

A gradual rollout plan

Day 1Clinic setup, users, doctors, and working hours.
Day 2Reception training on patients, appointments, and attendance.
Day 3Clinician training on specialty records, clinical notes, files, services, and prescriptions where applicable.
Day 4Invoice, payment, and JoFotara training.
Day 5WhatsApp, online booking, and reminders.
Day 6Reports, inventory, lab cases, and tasks.
Day 7Full-day operation with review of questions and errors.
Launch help

Train on your real clinic workflow

You can train on a trial setup, review data and permissions, then move gradually into full operation.

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