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Balsam Medico: Balsam Medico is a Clinic Management System that is designed to be simple and intuitive. A lot of effort has been put into creating a system that anyone can use, even with no prior technical knowledge. That being said, Medico is a powerful and ...

This is the Google Drive link with all the videos and the PDF documentation of the My Schedule and Planner tabs Link: https://drive.google.com/file/d/1NZslOENYoCKt_r7GlSQUlGqPdLBotq84/view?usp=sharing

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 with the patient's name and details of your last visit and the subsequent visits. You can view the patient...

View invoice list To view the full list of invoices and start creating, editing and cancelling invoices, go to the Finance tab and click on Invoices on the side. The invoices page includes all the invoices created in the system, you can filter the invoices by...

These are the different methods through which patients and clients can pay for their invoices for services or products. Some common ones are Cash, Credit/Debit card, Bank Transfer and many more. Add a new payment option Go to the Finance tab, under the Set...

This is the Value-Added Tax added to cosmetic procedures created by FTA. You can add and configure the tax to Balsam Medico and have it automatically calculated on the necessary invoices. Add new VAT tax Go to the Finance tab, under the Settings section, a...

View insurance claims When a treatment being performed on a patient is covered by an insurance company, the clinic has to generate a claim to the insurance provider. To view all insurance claims drafted, generated and submitted, navigate to the Finance tab an...

View insurance claims To view all insurance claims with their details, navigate to the Finance tab and click on the eClaim Management page. A list of all insurance claims is shown, it shows the patient's name, insurance providers and plans, date and the statu...

Dashboard: This is to get an insight into the clinic at a glance. It visualizes key metrics to monitor clinic performance. 1. Statistics overtime It shows the total number of patients, total number of appointments and total number of treatments that have ...

Reports The Reports tab is designed to help you manage the clinic. It provides detailed reports that show what happens at the clinic. You can filter by date or a specific time period. The reports are divided into sections, each focusing on different aspects o...

Admin area To view and manage the entire system, navigate to the admin area. The admin area is the control centre that manages the clinic’s operations. This page is accessible to administrators and the role is given specific privileges. You can configure syst...

Labs Labs are responsible for creating custom dental products such as crowns, bridges, dentures and other prosthetic. To manage the lab orders use the lab tab.    View labs list: Click the Lab Cases tab and select the Labs page. You can view the labs list....

Lab cases To manage the lab cases created by your clinic, navigate to the Lab Cases tab and open the Lab Cases page.  View labs cases list: Click the Lab Cases tab and select the Lab Cases page. You can view the lab cases list. You can see the Lab name, P...

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...