User guide

Clinico, step by step

Short, task-by-task guides with real screenshots — for the clinic owner, the front desk, doctors and nurses.

The basic cycle

One visit from start to finish: set up the clinic, register the patient, book, check in, see the doctor, prescribe and invoice.

01Set up your clinic: the first steps
The setup checklist, in the order that works best, plus the guided tour that lets you practise on sample data.
02Register a new patient
Add a patient to the clinic, deal with a possible duplicate, and find the record again on the profile page.
03Book an appointment
Book a new or returning patient with the right doctor, branch, service and time.
04Check in, reschedule or cancel
Check a patient in when they arrive, move an appointment, cancel it, and close the ones nobody came to.
05Start and complete a visit
Start the visit from today's queue, write your notes, add services or a prescription, and complete it.
06Write and print a prescription
Write a prescription with its medications, issue it, then print it, download the PDF or repeat it later.
07Issue an invoice and take a payment
Get the invoice for a completed visit, check it, issue it, record the payment and print it.

Chapters

Getting started

Set up the clinic, its staff and its services.

Front desk

Patients, bookings, check-in and the queue.

Doctors

The visit: consultation, prescriptions, orders and reports.

Nursing

Triage, vital signs and the nurse's tasks.

Billing & payments

Invoices, payments, refunds and the day's cash.

Insurance

Insurers, contract prices, insured visits and claims.

Inventory

Items, barcodes, purchase orders and stock levels.

Finance & reports

Expenses, payroll, profit and the reports.

Patients online

The patient portal, messages, online booking and video visits.

Settings

Forms, workflow, permissions and branding.