Step-by-Step Guides
Practical walkthroughs based on how Clinic Assistant works today — queue, consultations, payments, HR, and more.
Consent and Authorised Representatives
Capture general and procedure consent without replacing the patient's identity or losing representative authority details.
12 min read
Intermediate
What you'll learn:
- Confirm the patient and active general consent
- Choose whether the signer is the patient or a representative
- Record representative relationship and authority separately
- Capture patient/representative and practitioner signatures
- Verify the saved consent evidence on the consultation record
Clinical Records and Consultation Evidence
Create a complete, attributable consultation record and verify what was saved.
15 min read
Intermediate
What you'll learn:
- Confirm patient and consulting nurse
- Record subjective and objective findings
- Record assessment, plan and treatment
- Complete required consent
- Complete and review the consultation
Get Help and Follow a Support Issue
Ask the System Champion first, then create a useful ticket only when the problem needs platform support.
6 min read
Beginner
What you'll learn:
- Speak to the System Champion
- Let them try to guide you
- Report only if the problem remains
- Describe expected and actual results
- Follow clinic-visible replies
Setting Up Your Clinic
Complete guide to getting your clinic up and running on Clinic Assistant.
15 min read
Beginner
What you'll learn:
- Create your clinic account
- Configure clinic settings
- Add staff members and roles
- Review patient and queue settings
- Complete onboarding with support
Patient Management Workflow
From registration through consultation to payment.
20 min read
Beginner
What you'll learn:
- Register or find the patient
- Add to queue with reason for visit
- Complete consultation with nurse
- Process payment and receipt
Medical Document Generation
Creating sick notes, referrals, and clinic documents.
10 min read
Intermediate
What you'll learn:
- Open document templates
- Select patient and document type
- Complete clinical fields
- Generate and print or save
Financial Management
Payments, expenses, cash out, and reports.
25 min read
Intermediate
What you'll learn:
- Record patient payments
- Track expenses and categories
- Complete daily cash out
- Run financial reports
Staff Management & HR
Employees, leave, attendance, and payroll.
18 min read
Advanced
What you'll learn:
- Maintain employee records
- Configure leave types and allocations
- Track attendance and overtime
- Run payroll when enabled
Queue Management System
Optimising patient flow from waiting to completion.
12 min read
Intermediate
What you'll learn:
- Add patients to today's queue
- Monitor status: waiting, called, in progress
- Book future appointments without live queue
- Complete and move to payment
Video tutorials
Visual walkthroughs are in development.
Need more help?
Our support team can walk you through setup and daily workflows.