Month View

Day View

Create Appointment

Select Doctor and select Time a pop-up appears whether to create Appointment or Surgery. Select Appointment the add new appointment window appears enter all necessary details like select patient, appointment date, appointment time, doctor, appointment description, location, episode, notes about the patient and click on Save to create an appointment.

Create Surgery

Based on the workflow defined for the appointment type, doctor and location, a pop-up window will appear, click the necessary link to generate forms, invoice, quick receipt, email and sms. Similarly you can create Surgeries.

Edit Appoinment

Select the Appointment in the Day view Calendar page, which need to be edited. Double click the selected Appointment, or Select Edit tab in the actions menu, which leads to the Edit Appointment page. Change the required fields in the Edit Appointment page, and Click Save to update the changes.

Edit Surgery

Similarly, Select the Surgery, which need to be edited. Double click the selected Surgery, or Select Edit tab in the actions menu, which leads to the Edit Surgery page. Change the required fields in the Edit Surgery page, and Click Save to update the changes.

Create Invoice

Select the required schedule, for which invoice need to be raised. Select Invoice tab in the actions menu of the Day view Calendar page, which leads to the Add Invoice Page. Select & Enter all the necessary data in the Add Invoice page. Click Save to create a new Invoice & return to the Day view Calendar page.

Quick Receipt

Quick Receipt helps to create Invoice & Receipt in a single process. Select the event, for which Quick Receipt is to be made. Select Quick Receipt in the actions menu, which leads to the Add Invoice page, once all the data are filled, Click Save, which leads to the Add Receipt page. You can review the Receipt Details in this page, and generate receipt by clicking Save.

Edit Workflow Checklist

Search and Select the Appointment / Surgery, for which Workflow need to be edited. Select Workflow tab in the actions menu, which leads to the Workflow Checklist page. Change or Delete the required steps in the Workflow Checklist page, and Click Cancel to return to the Day view Calendar page.

Send SMS to Patient

Select SMS tab, from the More drop down of actions menu, to send SMS to the patients to remind their schedule or reschedule, etc., which opens the Send SMS page. In this page, the scheduled appointments & surgeries are listed with their details in their respective pages. From the Appointments page, the appointments schedule for the selected day is listed, from which, you can select schedules & type the message in the text box below. Click Send to send SMS to the selected patient schedules. Similarly, in the Surgery page, Select the required schedules & Select SMS Template & Click Send.

Delete Record

Select a appointment / surgery and click on Delete, a window pop-ups prompting whether to delete the entry, click on OK to delete the event.

Update Status

In the day view calendar, every appointment / surgery, is given with status. To change the status of an event, Click on the status, which will lead to the Update Status page, where you can select an appropriate status.

How to Export the Record by Excel

The Appointment / Surgery details for the particular date & doctor can be exported to Excel sheet. Select Export Excel tab to generate an excel sheet listed with all the appointment for the selected day. Hospital wise Excel sheets are generated in this excel file.

Simple Print Record

Select Print tab, which expands with options of Simple & Detail Print. Select Simple Print, leads to Filter page, where you can filter the list of schedules to be printed by their Service Locations. Simply Click OK in the Filter page without selecting the Service Locations, to print the list of all the schedules, irrespective of their Service Locations. PDF Print is generated, from which you can download the list of schedules to your system or print it.

Detail Print Record

Select Detail Print, leads to Filter page, where you can filter the list of schedules to be printed by their Service Locations. Simply Click OK in the Filter page without selecting the Service Locations, to print the list of all the schedules, irrespective of their Service Locations. PDF Print is generated, from which you can download the list of schedules to your system or print it.

Simple Email Record

Select Email tab, which expands with options of Simple & Detail Email. Select Simple Email, leads to Filter page, where you can filter the list of schedules to be printed by their Service Locations. Simply Click OK in the Filter page without selecting the Service Locations, to print the list of all the schedules, irrespective of their Service Locations. Mail Compose page is opened. Select & Enter all the required data & Click Send to send the simple email.

Detail Email Record

Select Detail Email, leads to Filter page, where you can filter the list of schedules to be printed by their Service Locations. Simply Click OK in the Filter page without selecting the Service Locations, to print the list of all the schedules, irrespective of their Service Locations. Mail Compose page is opened. Select & Enter all the required data & Click Send to send the detail email.

How to Send Reminder of the event

Patients can be reminded about their appointment schedules, by sending email reminders to them, which will eliminate delayed or missed appointments.

Select Reminder tab, which opens the Email List of schedules of the selected day, for which the reminder need to be sent by email. Select the patient schedule by Clicking the check box against each schedule, which need to be reminded, Click Ok, which leads to the Mail Compose page. Select & Enter all the required data & Click Send to send the detail email.

How to Reschedule an event

Search and select an appointment or surgery and select more from the actions menu and choose reschedule from the more roll out which opens reschedule page.Enter the admission date,surgery date,time and also reason for reschedule and click save to update the changes.

How to Print Record

Search and select an appointment or surgery and select print from the actions menu which opens appointment letter or surgery letter.

How to Email Record

Search and select an appointment or surgery and select more from the actions menu and choose email from the more roll out which opens mail compose page and by default surgery letter or appointment leter gets attached to the mail. Enter the subject and choose mail template and other attachments such as scan documents and letters if necessary and click send to send the email to the particular recipient.

How to Report Record

Search and select an appointment or surgery and select more from the actions menu and choose report from the more roll out which opens send sms page. Check the patient name and click print to open the patient details in pdf format. You can review the report in this page, and download it to your system or print it.