Your first sign-in
- Open Account menu › My Profile, select Change Password, and turn on Two-step sign-in. You handle money; take the second factor.
- You land on Cashier › Cashier. That screen is your whole day.
Taking a payment
- Find the patient’s charge. Reception raises it from what the patient availed during the visit.
- Enter the amount handed to you, not the amount due — the screen works out the change and both figures are kept on the receipt.
- Print or send the receipt. A patient with a portal link can open it themselves later.
- Part payments are fine: the balance stays visible under Accounting › Outstanding Balances.
Refunds and corrections leave a trail on purpose. Void or refund the payment
rather than editing a receipt; the audit log records who did it.
If your clinic has the pharmacy counter
- Sign in to the till with your PIN, set from Account menu › My Profile with the Manage PIN button.
- An over-the-counter sale is settled at the counter or billed to a patient account — never both, so the day’s totals stay honest.
Where to read more
- Manual: Billing & Cashier
- Manual: Pharmacy Counter — if the module is on
- The clinic’s full setup checklist
diversity_3 The other roles
admin_panel_settingsAdministrator
Set the clinic up, add the people, decide who can do what.
stethoscopeDoctorYour profile and signature, then consultations, records and prescriptions.
vaccinesNurseIntake, vitals and support around each consultation.
support_agentReceptionistRegister patients, book the day, handle online requests.
point_of_saleCashierCollect payments, print receipts, close the day clean.
pillPharmacistStock, batches and expiry, dispensing, the counter.
account_balanceAccountantPrices, revenue, disbursements and the day-end figures.
biotechLab TechnicianWork the order queue, record results, flag critical values.
radiologyRadiologic TechnologistTake the study, upload the images, keep the catalog straight.
Signed in already? The same guide inside your
clinic’s app carries your clinic’s branding and working links — open
Help › Getting Started from the left menu.