Clinic-Assist
Knowledge Base
Get to grips with the basics of creating appointments. Appointments are a core part of Clinic-Assist so understanding how it works with Clients, Patients and Staff is crucial to your Clinics smooth running.
Enabling the premium SMS service - the basics. SMS is an optional premium service that allows you to confirm your patients appointments via text, helping you reduce no-shows and keeping your staff busy.
Follow and complete and example form build. Clinic-Assist's custom Form Builder gives you complete control over the layout, fields and design. Forms allow Clinic-Assist to work exactly how you want it too.
Understand control options to build forms to your exacting requirements.
Expanding on the previous article, learn more about the layout and design of your forms to make them look great whilst being functional too.
Activate and deactivate entries on the patient file and choose forms for portal use. Clinic-Assist offer lots of customising features to make your system work for you.
Know your way around the 'Patient File'. Adding new Notes, with attachments to the Patient for ease of access to all your important information.
You can organise the patient file view using built in filters like 'Only Email' or 'Appointments and Notes'. Helping you see whats relevant to you to get the tasks done.
Get to know your way around the Portal. Navigate the Portal to see updates, request changes to records in Clinic-Assist and learn how permissions affect visibility in the Portal.
Enabling the inclusive Portal for your referring managers. Clinic-Assist provides easy and effective controls to enable access from the portal to records in the main application.
Using the Portal to send forms for completion online. Clinic-Assist allows you to allocate forms using the central portal, allowing your clients to take ownership too.
Obtain report output for business analysis. Running existing reports and requesting new.
Through Shared Documents, Clinic-Assist helps you work towards a paperless office. Shared Documents provides a central and customisable storage repository allowing you to share and manage your business documents with all of your team members.
Templates allows you to configure inbuilt responses to aid communication automation. These include appointment confirmation emails and completion letters for a subject's GP.