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Appointments tab

Balsam Medico Documentation Appointments

A receptionist is usually in charge of creating appointments for the doctors and scheduling follow-ups. Click on the Appointment tab on the top menu. All you need is one page. The calendar is in Day View as a default and you’ll be able to see all the schedule...

Create a new appointment

Balsam Medico Documentation Appointments

For every visit, create an appointment in the Appointment tab. There are 2 ways to create an appointment. a. Using the Create Appointment button Open the appointment tab, on the top of the left side of the page, and click the “Create Appointment” button. A p...

E-medical record tab

Balsam Medico Documentation E-medical record

To see all patients in the clinic, click on the "Patients" tab. Receptionists and doctors usually need to review data about patients. Patient management is one of the most important features in Electronic Medical Records (EMR) systems. Usually, the receptioni...

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 list of all patients. You can search by patient name, file number, phone number, or ID. Filter Patients Go to the “Patients” tab, and view the patient list. C...

My schedule tab

Balsam Medico Documentation My Schedule

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...