CareClinic Clinic management system Philippines Register a clinic
All user manuals

Your care journey, step by step

Start with what you need. Each step explains what you do, what the clinic does, and what you can expect next.

Do not use online booking or portal messages for an emergency. Call the clinic for urgent concerns. For an emergency, contact your local emergency service or go to the nearest emergency department.

Find a clinic or doctor

Use this when: you are choosing where to ask for non-emergency care.

  1. Search the public directory

    YouSearch by clinic, doctor, or specialty and open the profiles that may fit your need.
    The clinicKeeps its public profile, services, contact details, opening information, and participating doctors up to date.
    What to expectA profile helps you compare options, but it is not a diagnosis or a guarantee that a particular service is available that day.

  2. Review the clinic information

    YouCheck the address, service details, listed prices, and booking options. Contact the clinic if you need accessibility help or have a specific question.
    The clinicAnswers questions about its services, facilities, fees, accepted coverage, and how it handles walk-ins.
    What to expectThe clinic confirms details that can change, including schedules, prices, and whether it can meet a particular need.

  3. Choose how to request care

    YouUse online booking when it is offered, or call or visit using the details on the clinic profile.
    The clinicDecides whether it accepts online requests and provides another contact method when online booking is unavailable.
    What to expectSubmitting an online request starts the process; it does not reserve a time until the clinic confirms it.

Process at a glance

  1. Search
  2. Review profiles
  3. Contact or request
  4. Clinic confirms next step

Request, confirm, change, or cancel an appointment

Use this when: you want a visit or need to change a request you already sent.

  1. Choose the service and doctor

    YouSelect the service you need and, when offered, a preferred doctor. Choose “No preference” if any available doctor is suitable.
    The clinicLists the services and doctors offered for online requests.
    What to expectYour choice tells the clinic what you prefer. The clinic checks availability after you submit.

  2. Give a preferred date and time

    YouChoose your preferred date, add a time if needed, and briefly describe the concern without including more private detail than necessary.
    The clinicReviews the request against staff schedules and the type of care requested.
    What to expectA preferred date and time is not yet reserved. The clinic may confirm it or suggest another schedule.

  3. Provide contact details and review

    YouEnter the patient name, birth date, email, and phone number. Review the request and accept the Terms of Use and Privacy Policy before sending.
    The clinicUses these details to match an existing record when possible and to contact you about the request.
    What to expectYou receive a reference and status link. Keep them private and save them until the request is finished.

  4. Wait for the clinic decision

    YouCheck the status link and watch for an email or phone call. Reply when the clinic proposes a different schedule.
    The clinicReviews the request, then confirms it, proposes a change, or explains that it cannot accommodate it.
    What to expectThe clinic books the appointment when the status says Confirmed. Response time depends on the clinic and its working hours.

  5. Change or cancel when needed

    YouContact the clinic as early as possible and quote your booking reference.
    The clinicFinds the request, updates or cancels it, and releases the time when appropriate.
    What to expectThe clinic confirms the change. Sending a portal message alone may not be enough for a same-day change, so call when time matters.

Process at a glance

  1. Choose care
  2. Send request
  3. Clinic reviews
  4. Confirm or adjust
  5. Attend or cancel

Reminder: Email providers can delay or lose messages. If you are unsure whether a visit is confirmed, use your status link or contact the clinic.

Prepare for the visit and check in

Use this when: your appointment is confirmed and you are getting ready to attend.

  1. Read the confirmation and reminder

    YouCheck the date, time, clinic address, doctor, and any message from the clinic. Tell the clinic if your email or phone number is wrong.
    The clinicSends the confirmed details and may send a reminder about a day before the visit.
    What to expectA calendar attachment is a convenience. The clinic’s confirmed schedule remains the source to follow.

  2. Prepare what the clinic asked for

    YouBring identification and any requested referral, previous result, medicine list, HMO card, employer letter, or completed intake form.
    The clinicTells you which documents or preparations are needed for the service.
    What to expectRequirements vary by clinic and service. Ask before the visit if instructions are unclear.

  3. Arrive and identify your visit

    YouArrive at the time the clinic requests. Many clinics ask you to come about 10 minutes early. Give your name or appointment reference at reception.
    The clinicChecks you in, confirms key details, and places the visit in its queue.
    What to expectCheck-in records that you arrived. Your consultation may start later if earlier care takes longer than planned.

  4. Complete intake and initial checks

    YouConfirm your information and give complete answers to intake or health questions. Tell staff about allergies, current medicines, pregnancy, or urgent changes.
    The clinicUpdates your record and may take vital signs or complete initial checks before the clinician sees you.
    What to expectStaff may repeat a safety question to verify important information.

Process at a glance

  1. Read confirmation
  2. Prepare documents
  3. Arrive
  4. Check in
  5. Complete intake

Consultation, tests, prescriptions, and referrals

Use this when: you want to understand what happens during and after care.

  1. Discuss the concern

    YouDescribe your symptoms, history, medicines, allergies, and goals. Ask questions and say when you do not understand.
    The clinicReviews the relevant record, examines you as appropriate, and records the visit.
    What to expectThe clinician uses professional judgment. A requested test, medicine, certificate, or diagnosis is not automatic.

  2. Agree on the care plan

    YouListen to the options, benefits, risks, and instructions. Give consent where needed and ask what warning signs require urgent help.
    The clinicExplains the recommended plan and alternatives in language you can understand.
    What to expectThe plan may include observation, treatment, a test, imaging, a prescription, a referral, or follow-up.

  3. Complete ordered services

    YouFollow preparation and sample instructions and tell staff if you feel unwell or cannot complete a test.
    The clinicCreates and tracks the order, performs the service or directs you to the appropriate provider, and records progress.
    What to expectTiming depends on the service. Ask who will contact you, how results are released, and when to follow up.

  4. Use prescriptions and referrals safely

    YouRead the instructions, check the patient name, and ask about dose, duration, side effects, substitutions, and where to go next.
    The clinicIssues the prescription or referral and answers clinical questions within its role.
    What to expectA pharmacist may perform additional safety checks. Do not change or share prescribed medicine without professional advice.

Process at a glance

  1. Assessment
  2. Care plan
  3. Tests or treatment
  4. Instructions
  5. Follow-up

Receive results, documents, medicines, and follow-up care

Use this when: you are waiting for a result or need something after the visit.

  1. Confirm how you will hear back

    YouBefore leaving, ask when to expect results, which contact details the clinic will use, and whether you need to book follow-up yourself.
    The clinicRecords the delivery plan and releases a result after the required review or signature.
    What to expectDifferent services take different amounts of time. A delay alone does not mean that something is wrong.

  2. Open secure results and documents

    YouUse the secure link from the clinic and enter the one-time code sent to your email. Keep both private.
    The clinicSends a result-ready notice and protects the page with short-lived, one-time verification.
    What to expectThe email links to a secure page instead of attaching health information.

  3. Discuss what the result means

    YouRead any clinic instructions and arrange the recommended review. Do not rely on a result alone to diagnose or treat yourself.
    The clinicExplains the result in the context of your care and tells you about treatment, repeat testing, referral, or monitoring.
    What to expectSome results require a clinician’s interpretation even when the values appear normal or abnormal.

  4. Collect medicines and documents

    YouFollow the clinic or pharmacy instructions, check names and quantities, and save copies you may need later.
    The clinicDispenses only after its clinical and payment steps are complete and provides available prescriptions, certificates, reports, or summaries.
    What to expectGenerated PDFs may include a QR code or reference that another person can use to confirm the clinic issued the document.

  5. Ask again after a secure link expires

    YouContact the clinic if the portal has closed or you still need a copy.
    The clinicVerifies your identity and decides the safe way to provide the record again.
    What to expectAppointment portal links can close after the visit for privacy. The underlying clinic record is not deleted when a link expires.

Process at a glance

  1. Service completed
  2. Clinic reviews
  3. Secure release
  4. Discuss result
  5. Continue care

Pay bills and use employer or HMO coverage

Use this when: you need to understand charges, settle a balance, or use available coverage.

  1. Ask about likely costs and coverage

    YouAsk what is included, what may cost extra, and what approval or documents your employer or HMO requires.
    The clinicExplains its listed prices and checks the coverage information available to it.
    What to expectAn estimate can change when the clinician recommends different or additional care. The employer or HMO makes its own coverage decision.

  2. Provide coverage information

    YouPresent the correct card, member details, referral, letter, or authorization and confirm what information may be shared.
    The clinicLinks the appropriate company or HMO association and limits shared information to the agreed purpose and permissions.
    What to expectCoverage does not give an employer unrestricted access to your entire clinic record.

  3. Review the charges

    YouCheck the services, medicines, payments, discounts, and remaining balance before paying.
    The clinicRecords charge items and explains corrections or questions about the bill.
    What to expectSome charges can be grouped on one payment, and a partial payment may leave a balance due.

  4. Pay and keep the receipt

    YouUse an accepted payment method, check the amount and change, and keep the document the clinic issues.
    The clinicRecords the payment, updates the balance, and provides its receipt or other required payment document.
    What to expectAsk the clinic which document is valid for reimbursement or tax purposes; system-generated receipts do not replace documents required by law.

Process at a glance

  1. Check cost
  2. Confirm coverage
  3. Review charges
  4. Pay
  5. Keep documents

Access records, protect privacy, message, and get help

Use this when: you have a portal, record, privacy, communication, or support question.

  1. Protect your secure portal

    YouKeep portal links and one-time codes private, use your own device when possible, and close the page when finished.
    The clinicUses secure links and one-time codes and closes appointment access after its allowed period.
    What to expectThe clinic will not ask you to send your password or one-time code back by email or message.

  2. Use messages for non-urgent questions

    YouWrite through the secure portal when messaging is available. Keep the message focused and call for urgent or time-sensitive needs.
    The clinicChooses whether to offer messaging and is responsible for monitoring and replying when it is enabled.
    What to expectMessaging may be unavailable or answered only during clinic hours. It is not an emergency service.

  3. Ask for a copy or correction

    YouContact the clinic, identify the record or document you need, and complete its identity and request requirements.
    The clinicVerifies your identity, reviews the request, and provides or corrects information according to its legal and clinical duties.
    What to expectAccess may take time and some information may require explanation. The clinic tells you about any lawful limitation.

  4. Raise a privacy concern

    YouTell the clinic what happened and what outcome you are asking for. Preserve suspicious messages or references without sharing them in public.
    The clinicReviews its access trail and records, responds to the concern, and escalates a suspected breach through its privacy process.
    What to expectThe clinic controls your medical record. Contact it first for access, correction, sharing, or deletion questions.

  5. Recognize suspicious email and get support

    YouDo not act on an unexpected message asking for a password or payment. Contact the clinic through a known phone number or use the CareClinic contact page for a platform concern.
    The clinicConfirms whether it sent the message and helps restore safe access when appropriate.
    What to expectReal automated clinic emails may ask you to open a secure page, but they do not ask you to email back a password or one-time code.

Process at a glance

  1. Identify the need
  2. Contact the clinic
  3. Clinic verifies
  4. Clinic reviews request
  5. Receive outcome

Clinic policies, response times, fees, and available services differ. When this guide and a clinic’s direct instruction differ, contact the clinic and ask which instruction applies to your care.