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Clinic Admin

Complete guide for clinic administrators — staff, settings, insurance, and more

1

Getting Started

First login and initial clinic setup guide

2

Dashboard Overview

Understanding your clinic dashboard and key metrics

3

Managing Staff & Roles

Add, edit, and manage clinic staff members and their roles

4

Permission Matrix

Configure role-based access permissions for each staff role

5

Multi-Branch Management

Set up and manage multiple clinic branches

6

Working Hours & Holidays

Configure clinic working hours and holiday schedule

7

Insurance Companies Setup

Add and configure insurance companies your clinic works with

8

Insurance Price Lists

Manage price lists and coverage rules per insurance company

9

Fee Schedule Configuration

Set up consultation fees and service pricing

10

Prescription Templates

Create reusable prescription templates for common treatments

11

Diagnosis Templates

Set up diagnosis templates with ICD-10 codes

12

Lab Order Templates

Create templates for frequently ordered lab tests

13

Imaging Order Templates

Set up templates for common imaging orders

14

Custom Fields

Add custom data fields for patients and visits

15

Consent Form Templates

Create and manage patient consent form templates

16

Drug Formulary Setup

Manage your clinic drug formulary and categories

17

Procedures Catalog

Define available medical procedures and their pricing

18

Treatment Packages

Create bundled treatment packages for patients

19

Inventory Management

Track medical supplies, stock levels, and transactions

20

Patient Management

Overview of patient registration and management features

21

Patient Merge

Merge duplicate patient records safely

22

Patient Recalls Setup

Configure follow-up, vaccination, and screening recalls

23

Appointment Settings

Configure appointment slots, duration, and calendar settings

24

Online Booking

Set up online booking for patients

25

Waiting Room Display

Configure the waiting room TV display screen

26

Document Management

Upload, organize, and manage clinic documents

27

Reports Overview

Generate and export clinic reports

28

Subscription Management

Manage your clinic subscription plan and billing

29

Data Export & Backup

Export clinic data and create backups

30

Audit Log

Track all actions and changes in your clinic

31

Support Tickets

Submit and track support requests

32

Notifications & Settings

Configure notification preferences and clinic settings

33

Doctor Profile Configuration

Manage doctor schedules, qualifications, and photos

34

Shift Handover Setup

Configure shift handover notes and workflows

35

E-Invoicing Setup

Set up electronic invoicing for Egyptian Tax Authority