Balsam Medico Documentation

Admin User Tutorial Doctor User Tutorial Receptionist User Tutorial Finance User Tutoria...

This is the Google Drive link with all the videos and the PDF documentation of the My Schedule an...

A receptionist is usually in charge of creating appointments for the doctors and scheduling follo...

For every visit, create an appointment in the Appointment tab. There are 2 ways to create an appo...

There are 2 ways to add a new patient to Balsam Medico. 1. In Create Appointment View The first...

Cancel Appointment After scheduling an appointment, you can cancel it for numerous reasons such ...

View today’s appointments with their statuses in Today’s schedule In the day view, you will be a...

Followups tab Create a new appointment from the Followups tab When the doctor schedules a follo...

Outside Working Hours Create an appointment outside the working hours of the clinic The working...

List view of all the appointments made 1. View patient appointments using search in the List vie...

Notification of appointment status changes when made by a doctor The moment the patient enters t...

To see all patients in the clinic, click on the "Patients" tab. Receptionists and doctors usuall...

Search Existing Patient To search for an existing patient, go to the "Patients" tab.  You have a...

View Personal Information Open the Patients tab, choose the desired patient and click on it. The...

Visit Notes All visit notes are automatically saved with the author's name and date. To review t...

View Patient Invoice As a receptionist, to check invoices, go to the "Patients" tab, click on th...

View Patient Report To create a report, such as a medical report or consent form, go to the "Pat...

As a doctor, if you want to view your appointments schedule for a specific time, simply click on ...

As a doctor, you can create an appointment on the "My Schedule" page.  Similar to the create app...

If you want to see all appointments for today and start your visits as a doctor, go to the planne...

View invoice list To view the full list of invoices and start creating, editing and cancelling i...

These are the different methods through which patients and clients can pay for their invoices for...

This is the Value-Added Tax added to cosmetic procedures created by FTA. You can add and configur...

Accounting adjustments This page allow you to manage accounting adjustment settings.   Patient...

View insurance claims When a treatment being performed on a patient is covered by an insurance c...

View insurance claims To view all insurance claims with their details, navigate to the Finance t...

Dashboard: This is to get an insight into the clinic at a glance. It visualizes key metrics to m...

Reports The Reports tab is designed to help you manage the clinic. It provides detailed reports ...

Admin area To view and manage the entire system, navigate to the admin area. The admin area is t...

Labs Labs are responsible for creating custom dental products such as crowns, bridges, dentures ...

Lab cases To manage the lab cases created by your clinic, navigate to the Lab Cases tab and open...

Inventory categories: Add the inventory categories to organize your clinic’s inventory or stock ...

Inventory items: To manage the inventory items added by your clinic, navigate to the Inventory t...

Profile: Each account has its profile section to view their information.  Navigation Through...

Settings Top Menu: Help and Documentation Profile Notebook Admin Area  Refresh Enable/Dis...

For clinics with multiple branches that want them to have some connection, the multi-branch featu...

It's time to improve your clinic, and implementing the newest and greatest technological innovati...

The setup of the reader can be done on-premise or online through AnyDesk or TeamViewer.  The cli...

How to use the Emirates ID reader:1. Open the "Medico EID reader" file found on the desktop (this...