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Basic Information

Balsam Medico Documentation E-medical record

View Personal Information Open the Patients tab, choose the desired patient and click on it. The patient profile opens up. In the Basic Information, you will find the patient’s information including notes, alerts if found, their personal information, their si...

EMR

Balsam Medico Documentation E-medical record

Visit Notes All visit notes are automatically saved with the author's name and date. To review them, go to the "Patients" tab, click on the patient's name, and select "Visit Notes".   Treatment Plan To see previous treatments, go to the "Patients" tab, sel...

Billing

Balsam Medico Documentation E-medical record

View Patient Invoice As a receptionist, to check invoices, go to the "Patients" tab, click on the patient's name, and select "Patient Invoices" from the billing section. You will see all previous invoices with their status. Clicking on any invoice will show t...

Patient Reports

Balsam Medico Documentation E-medical record

View Patient Report To create a report, such as a medical report or consent form, go to the "Patients" tab, click on the patient's name, and select "Patient Report" from the other section. Click on the "Create New Report" button to add and write the report. Y...

Inventory categories

Balsam Medico Documentation Inventory

Inventory categories: Add the inventory categories to organize your clinic’s inventory or stock better.  View Categories list Click the Inventory tab and select the Inventory categories. You can view the full list of the inventory categories. It shows the...

Inventory items

Balsam Medico Documentation Inventory

Inventory items: To manage the inventory items added by your clinic, navigate to the Inventory tab and open the Inventory items page.  View list Click the inventory tab and select the inventory items page. You can view a full list of all the items added t...

Profile

Balsam Medico Documentation Profile

Profile: Each account has its profile section to view their information.  Navigation Through the Settings icon, choose Profile from the list. When you click Profile, you can view your data.  View user profile The profile is divided into ‘User Profile’...

Settings Menu

Balsam Medico Documentation Settings Menu

Settings Top Menu: Help and Documentation Profile Notebook Admin Area  Refresh Enable/Disable notifications Logout Profile To view and manage your profile, navigate to the Settings icon and click on Profile.  Notebook  You can write some p...

Multi-branch clinic feature

Balsam Medico Documentation Extended Features

For clinics with multiple branches that want them to have some connection, the multi-branch feature is essential. This allows clinic owners to navigate between all of its branches with one click of a button. We separate the branches with their accounts and eve...

WhatsApp Chatbot

Balsam Medico Documentation Extended Features

It's time to improve your clinic, and implementing the newest and greatest technological innovations is the best way to do it. WhatsApp Chatbot uses AI to automate conversations on WhatsApp. It helps in answering frequently asked questions, making tailored rec...

Create appointment

Balsam Medico Documentation My Schedule

As a doctor, you can create an appointment on the "My Schedule" page.  Similar to the create appointment process on the Appointments page, this has the same steps.  There are 2 ways to create an appointment. a. Using the Create Appointment button Open the ...

Accounting adjustments

Balsam Medico Documentation Finance

Accounting adjustments This page allow you to manage accounting adjustment settings.   Patient deposit round off Through this dialog, you can round off small deposits. The rounded off deposits will be added as miscellaneous income.  Click on "Show dialo...

Staff Video Tutorial

Balsam Medico Documentation Video Tutorials

Admin User Tutorial Doctor User Tutorial Receptionist User Tutorial Finance User Tutorial 

Setup of the EID reader integration

Balsam Medico Documentation Emirates ID Reader Integration

The setup of the reader can be done on-premise or online through AnyDesk or TeamViewer.  The clinic provides the Emirates ID reader hardware, and Balsam Medico will provide the software integration between the Emirates ID reader and Balsam Medico. How the se...

How to use EID reader integration

Balsam Medico Documentation Emirates ID Reader Integration

How to use the Emirates ID reader:1. Open the "Medico EID reader" file found on the desktop (this is a jar file) 2. Insert the Emirates ID into the reader machine 3. Click the "Read Emirates ID card" button4. Emirates ID information is visible. To add a new p...