Clinic Assistant
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20 min read
Beginner

Patient Management Workflow

From registration through consultation to payment.

Register a patient

  1. Assistant → Add Patient. Capture demographics, contact, reason for visit, vitals if taken at desk, and medical aid if applicable.
  2. The system assigns a patient number. Search later by name or patient number from queue or patient list.

Add to queue

  1. From Patient Queue, use Add to queue for walk-ins or select an existing patient.
  2. Choose reason for visit (consultation, follow-up, antenatal, etc.) and priority if urgent.
  3. The patient appears in the live queue for assistants and nurses with a queue number.

Consultation

  1. Nurse opens the queue, confirms the consulting nurse, and starts the consultation flow.
  2. Capture assessment, diagnosis, medications, and complete the consultation. Stock may be deducted when configured.
  3. Completed consultations move to the payment queue for billing.

Payment

  1. Assistant → Payment Queue or Add Payment. Select services, record amount paid, and generate a receipt.
  2. Financial reports reflect completed payments for daily checkout and admin reporting.
Video tutorials

Step-by-step video walkthroughs for this guide are not available yet.

Logged-in staff can also use Guides & SOP in the app for clinic-specific procedures.