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Spaces

Balsam Medico Documentation Assignments

Organising Workflow Spaces Spaces are high-level organizational categories used to separate dep...

Updated 3 weeks ago by Rayan Farouk

Assignments

Balsam Medico Documentation Assignments

Assignments Assignments allow clinics to create, organize, and track operational tasks directly ...

Updated 3 weeks ago by Rayan Farouk

Administration

Balsam Medico Documentation Assignments

Administration The Administration section contains tools for managing system settings and clinic...

Updated 3 weeks ago by Rayan Farouk

Use Cases

Balsam Medico Documentation Assignments

Use cases for the Assignments feature: Example 1: No-Show Recovery When a patient misses an app...

Updated 3 weeks ago by Rayan Farouk

Reports

Balsam Medico Documentation Reports

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

Updated 3 weeks ago by Rayan Farouk

eClaim Management

Balsam Medico Documentation Insurance claims

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

Updated 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months ago by Abdallah Mohammed

Liabilities

Balsam Medico Documentation Finance

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

Updated 3 months ago by Abdallah Mohammed