Receptionist guide

Your first sign-in

1. Open Account menu › My Profile, select Change Password, and turn on Two-step sign-in.
2. Check that today’s doctors and their hours look right under Clinical › Appointments. An empty calendar usually means the doctor has no availability set yet — tell your administrator.

The front desk, in order

1. Register — Clinical › Patients › New Patient. Search first: the same person under two records splits their history.
2. Book — Clinical › Appointments › New Appointment: pick the patient, the doctor and the service. The service decides how long the slot is.
3. Online requests — bookings made from the clinic’s public page land in Clinical › Booking Requests for you to confirm or decline. They are not on the calendar until you confirm.
4. Charge — tick what the patient availed on the appointment; that becomes the charge the cashier collects.
5. Patient portal — you can send a patient a private link to their own records and receipts from the patient or the appointment page.

Where to read more

• Manual: Patients
• Manual: Appointments & Bookings
• Manual: Billing & Cashier
• The clinic’s full setup checklist