User guide
The guide is open without an account. It opens with the setup steps in order, up to the first appointment and the first written visit, and closes with a description of every section in the sidebar under the name that appears on the screen. Someone who knows the job in a clinic can read it in ten minutes.
Setup
In order, each step building on the one before it. The first two are the clinic owner's and happen once; the rest is ordinary daily work.
Settings → Clinics → clinic settings: name, phone, address, the start and end of working hours, the working days, and the length of one appointment. This is also where overlapping appointments are allowed or refused. These settings are what build the available time slots afterwards, so nothing can be booked outside a working day.
Only the clinic owner creates accounts: name, email, phone and a password of at least eight characters, then the clinics the account works in, then its permissions in each clinic separately — view patients, create appointments, record payments, write visits, manage prescriptions, inventory, expenses. A monthly salary and its pay day (1–28) can be recorded for each account. How many doctors and assistants you may add is set by your subscription, and is shown before you add one.
Services → the service name and its price in pounds. A visit's charge is added up from this list rather than typed from memory each time, and each service can then be tied to the materials it consumes from inventory so they come off stock when it is performed.
Patients → new patient: phone, name, sex, date of birth or age, blood type, address and emergency contact, then the medical history — allergies, chronic conditions, current medicines, past surgeries, family history, smoking and pregnancy — and important notes, which appear with every later visit for that patient.
Appointments → new appointment: find the patient by name, phone or code, choose the doctor and the day and then the time slot, and record the channel the booking came through (manual, WhatsApp, Instagram, Facebook). If the patient pays now, record the amount, the method and the transfer number; if not, the appointment stays unpaid until the payment is recorded.
Visits → new visit: chief complaint, symptoms, clinical notes, assessment, diagnosis and the treatment performed; then the prescription, searching the drug directory in Arabic or English with dosage, frequency, duration and instructions; then lab and radiology requests, sick leave, the follow-up plan and the next visit date. The charge and the payment are entered on the same screen, and the visit prints for the patient exactly as it was written.
The sections
Main → Appointments
The working day as a list: who arrived, who did not, who has paid. Open an appointment to change its time, its doctor or its state, and open the visit straight from it. A finished appointment moves to Completed so it stops crowding today's list.
Main → Patients
The whole file for one patient: details, medical history, bookings, past visits and account. Search by name, phone or code; every edit to the file stays recorded under the name of whoever made it.
Clinical → Visits
Everything written in the room, in date order: diagnosis, prescription, requests, sick leave and follow-up plan. Each visit prints on the clinic's letterhead as a single sheet to hand the patient.
Clinical → Drug management
A drug directory searchable in Arabic or English, a list of your own favourites so they come first, and whole prescription templates recalled by name instead of typing the same five medicines for every similar case.
Clinical → Lab tests / Radiology
Requests raised from a defined list with the doctor's note on each one, and templates for the sets you order often, saved under a single name. Requests appear inside the visit and print with it.
Finance → Payments
Two views: what is outstanding (pending or partly paid) and what is settled. Search by the patient's name or phone; recording the payment with its method — cash, or a transfer with its number — closes the account and shows in the reports the same moment.
Finance → Inventory
Materials with a purchase unit, a consumption unit and the ratio between them, a minimum stock level and a reorder point, suppliers and purchase invoices, and every movement of a material with the quantity before and after it. Tying a service to its materials takes them off stock when it is performed, instead of a monthly count from memory.
Finance → Expenses
The clinic's costs line by line: title, category, vendor, amount, payment date, method and state, with categories that carry a default recurrence for the fixed monthly ones. A small panel shows the month's spend, what is due and what is overdue.
Admin → Analytics
The clinic's own numbers from its own data: revenue and the top-earning services, new against returning patients, peak hours and days of the week, the most frequent complaints, and how patients are distributed. Cost accounting sets revenue against costs and gives a profit-and-loss statement, the margin, and revenue by doctor or by service.
Admin → AI assistant
A conversation that works on your clinic's data: it summarises a patient file, prepares a draft note, or answers a question about the record. A draft is not committed to the file until the person responsible has read it and accepted it, and the messages used are shown under AI usage.
Admin → Staff
The doctors' and assistants' accounts, the clinics each one works in, and its permissions in each clinic separately. A permission is granted or withdrawn on the spot, and a suspended account opens nothing.
Admin → Audit log
Who did what and when, with the data as it was before the change and as it became after. It is what settles a disagreement about a figure or a time, and it cannot be edited from inside the system.
Admin → Settings
The account owner's details and role, the subscription's state, its monthly amount and its expiry date, and the way in to the clinic and staff settings. Your subscription's limits — clinics, doctors, assistants, monthly bookings and file capacity — are written here before you run into them.
From practice
A complaint, a diagnosis and a prescription written in the same sitting still read correctly a month later. What is written after three more visits is a recollection, not a record.
An appointment stays unpaid until the payment is recorded. Record it there and then and the end-of-day figure is right without checking, and the outstanding list is a real list.
A prescription template or a request template is saved once and recalled by name. Most of what a clinic writes repeats, and retyping it by hand is where the mistakes happen.
Five minutes shows an appointment that was moved or an amount that was changed. Reading it regularly is cheaper than tracing it a month later.
The questions page answers what is asked most often about the account, the subscription and the data. Anything else, send to support: you get a reference number to follow the reply with.