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There are 2 ways to add a new patient to Balsam Medico. 1. In Create Appointment View The first way is to add the patient when you create an appointment. After clicking the “Create Appointment” button, click the “Add new patient” button. An add new patient p...

Cancel Appointment After scheduling an appointment, you can cancel it for numerous reasons such as per patient request or overbooking on the clinic’s side or many other reasons. You can cancel an appointment from the day view or from the list view. In the da...

View today’s appointments with their statuses in Today’s schedule In the day view, you will be able to view today’s appointments with their statuses. Each status has its own colour that corresponds to it. Each appointment will include the status next to the n...

Followups tab Create a new appointment from the Followups tab When the doctor schedules a follow-up at the end of the visit, the receptionist receives a notification in the follow-up tab. The followup request appears as a box with the patient's name, the doc...

Outside Working Hours Create an appointment outside the working hours of the clinic The working hours are set by the admin in the admin area. In the scheduling view, the red shade indicates the clinic is not working at these times. However, you can still boo...

List view of all the appointments made 1. View patient appointments using search in the List view To view all the appointments in a list view, open the appointments tab, and select the List option on the top right side. A complete list of all the appointment...

Notification of appointment status changes when made by a doctor The moment the patient enters the clinic, the appointment statuses should be changed to keep up with the process. On the occasion that the doctor has changed the status, either by starting the v...

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...

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...

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...

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: 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: 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: 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 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...

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...

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...

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 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...

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