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Setup of the EID 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
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...
Linking Inventory with Finance and Treatments
Linking Inventory with treatments In the admin, you can define the expected inventory usage for treatments Then, at the end of the visit, you can record the actual usage. How-to: Treatments that use inventory items stored in your storage. a. Add all inven...
SMS Integration
Communicate with patients via integrated SMS to send appointment reminders, updates, and health tips. The integration supports automated messages, custom templates, and delivery tracking. The SMS integration itself is free of charge. However, the clinic must ...
Liabilities
View Liabilities The Liabilities section displays all pending payments the clinic is required to settle. On the left side of the screen, you can identify the entity to be paid, such as VAT or specific treatment costs. To process a payment, locate the specific...
Expenses
View Expenses The Expenses tab provides a comprehensive list of all clinical costs, which you can organize using filters for specific timeframes or by searching for specific categories. To record a new cost, click the + Add expense button and enter the Expens...
Income
View Income The Income section tracks all revenue flowing into the clinic. To log a new entry, click the + Add income button and fill in the Income name, Category, and Date. You must also provide the Amount, Currency, and Payment method used for the transacti...
Vendors
Vendors Management: In the Vendors management tab, you can view a comprehensive list of all suppliers linked to your clinic, which is searchable by name or phone number. To register a new supplier, click the + New Vendor button to open the registration form. ...
Purchasing
In the Purchasing section, you can track all your purchasing orders and purchasing invoices Purchase Orders The Purchase orders tab acts as a central hub for tracking all procurement activities. You can filter your orders by timeframe (past month, past year ...
Accounting
In the accounting section, you can view your chart of accounts and journal Chart of Accounts The Chart of Accounts lists all account names, descriptions, and their types, such as Assets, Liabilities, or Revenue. While the system automatically creates many of...
My Schedule tab (Medical)
As a doctor, if you want to view your appointments schedule for a specific time, simply click on the 'My Schedule' tab. You can see all your appointments, which are displayed as follows: Day: By clicking on the 'Day' button at the top left, you will see a...
Planner Tab (Medical)
If you want to see all appointments for today and start your visits as a doctor, go to the planner tab. You will see on the left side your upcoming visit and subsequent visits with the patient's name and details. You can quickly access the patient profile by c...
Assignments
Assignments Assignments allow clinics to create, organize, and track operational tasks directly inside the system. Assignments can be linked to patients and appointments, helping teams coordinate work efficiently while keeping all related information centrali...
Spaces
Organising Workflow Spaces Spaces are high-level organizational categories used to separate departments, teams, or workflows. They are found on the left side of a side menu. Some default spaces are: CRM Management Add new space: On the side men...
Administration
Administration The Administration section contains tools for managing system settings and clinic workflow automation. It includes the following pages: Settings Automation Settings The assignments settings page allows you to configure system ...
Use Cases
Use cases for the Assignments feature: Example 1: No-Show Recovery When a patient misses an appointment, the system can automatically generate a recovery task. Example Workflow Trigger: Appointment status updated to “No show” status Condition: Appointme...