Skip to main content

Recently Updated Pages

eClaim Management

Balsam Medico Documentation Insurance claims

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

Updated 1 month ago by Abdallah Mohammed

Insurance claims

Balsam Medico Documentation Insurance claims

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

Updated 1 month ago by Abdallah Mohammed

Purchasing

Balsam Medico Documentation Finance

In the Purchasing section, you can track all your purchasing orders and purchasing invoices Purc...

Updated 1 month ago by Abdallah Mohammed

Expenses

Balsam Medico Documentation Finance

View Expenses The Expenses tab provides a comprehensive list of all clinical costs, which you ca...

Updated 1 month ago by Abdallah Mohammed

Planner Tab (Medical)

Balsam Medico Documentation Planner

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

Updated 1 month ago by Abdallah Mohammed

Planner tab

Balsam Medico Documentation Planner

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

Updated 1 month ago by Abdallah Mohammed

Appointments tab

Balsam Medico Documentation Appointments

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

Updated 1 month ago by Abdallah Mohammed

My Schedule tab (Medical)

Balsam Medico Documentation My Schedule

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

Updated 1 month ago by Abdallah Mohammed

Reports

Balsam Medico Documentation Reports

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

Updated 1 month ago by Abdallah Mohammed

EMR

Balsam Medico Documentation E-medical record

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

Updated 1 month ago by Abdallah Mohammed

Basic Information

Balsam Medico Documentation E-medical record

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

Updated 1 month ago by Abdallah Mohammed

Patient tab

Balsam Medico Documentation E-medical record

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

Updated 1 month ago by Abdallah Mohammed

Accounting

Balsam Medico Documentation Finance

In the accounting section, you can view your chart of accounts and journal Chart of Accounts Th...

Updated 1 month ago by Abdallah Mohammed

Vendors

Balsam Medico Documentation Finance

Vendors Management: In the Vendors management tab, you can view a comprehensive list of all supp...

Updated 1 month ago by Abdallah Mohammed

Income

Balsam Medico Documentation Finance

View Income The Income section tracks all revenue flowing into the clinic. To log a new entry, c...

Updated 1 month ago by Abdallah Mohammed

Liabilities

Balsam Medico Documentation Finance

View Liabilities The Liabilities section displays all pending payments the clinic is required to...

Updated 1 month ago by Abdallah Mohammed

Admin Area

Balsam Medico Documentation Admin Area

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

Updated 2 months ago by Abdallah Mohammed

My schedule tab

Balsam Medico Documentation My Schedule

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

Updated 2 months ago by Abdallah Mohammed

Scheduling View

Balsam Medico Documentation Appointments

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

Updated 2 months ago by Abdallah Mohammed

Cancel, Edit and Copy Appointments

Balsam Medico Documentation Appointments

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

Updated 2 months ago by Abdallah Mohammed