How to use Clinic Management

Patient records, appointments, consultations, prescriptions, medicines and billing for general, dental and paediatric clinics.

Where to start

  1. Set up your business details (name, logo, currency, KHQR)
  2. Add your staff
  3. Enter the basics first, in this order: Patients → Consultations → Categories → Staff → Suppliers
  4. Everyday work: Invoices · Appointments · Services & medicines · Purchases · Expenses
  5. Tools and reports: Point of Sale · Reports

Basics (set up first)

Other modules use these, so enter them first.

Patients

កត់ត្រា៖ លេខអ្នកជំងឺ · ឈ្មោះ · ភេទ · ថ្ងៃខែឆ្នាំកំណើត · លេខទូរស័ព្ទ · ក្រុមឈាម · អាឡែកហ្ស៊ី · ប្រវត្តិជំងឺ · អាសយដ្ឋាន។

  1. Press Patients in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Patients
Patients list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
GenderChoose from the list: Male / Female
Date of birthPick a date
PhoneType a phone number
Blood typeChoose from the list: A / B / AB / O
AllergiesType text
Medical historyType longer text
AddressType longer text
Patients
Adding to Patients

Consultations

កត់ត្រា៖ លេខ · កាលបរិច្ឆេទ · អ្នកជំងឺ · វេជ្ជបណ្ឌិត · សញ្ញាជីវិត (សម្ពាធ សីតុណ្ហ ទម្ងន់) · រោគសញ្ញា · រោគវិនិច្ឆ័យ · ការព្យាបាល · វេជ្ជបញ្ជា …។

  1. Press Consultations in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Consultations
Consultations list — the “Add new” button is highlighted
FieldHow to fill it
Date requiredPick a date
Patient requiredChoose from the list (from “Patients”)
DoctorChoose from the list (from “Staff”)
Vitals (BP, temp, weight)Type text
SymptomsType longer text
DiagnosisType longer text
TreatmentType longer text
PrescriptionType longer text
Follow-up datePick a date
Consultations
Adding to Consultations

Categories

កត់ត្រា៖ ឈ្មោះ · លំដាប់។

  1. Press Categories in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Categories
Categories list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
SortType a number
Categories
Adding to Categories

Staff

កត់ត្រា៖ ឈ្មោះ · តួនាទី · លេខទូរស័ព្ទ · ប្រាក់ខែ · ថ្ងៃចូលធ្វើការ · ស្ថានភាព។ ស្ថានភាព៖ កំពុងធ្វើការ / ឈប់។

  1. Press Staff in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Staff
Staff list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PositionChoose from the list: Doctor / Dentist / Nurse / Lab technician / Receptionist
PhoneType a phone number
SalaryType an amount
Start datePick a date
StatusChoose from the list: Active / Left
Staff
Adding to Staff
  • Status: Active → Left — change it from the detail page.

Suppliers

កត់ត្រា៖ ឈ្មោះ · លេខទូរស័ព្ទ · ទំនិញផ្គត់ផ្គង់ · អាសយដ្ឋាន។

  1. Press Suppliers in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Suppliers
Suppliers list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PhoneType a phone number
SuppliesType text
AddressType longer text
Suppliers
Adding to Suppliers

Everyday work

The modules you use every day.

Invoices

កត់ត្រា៖ លេខវិក្កយបត្រ · កាលបរិច្ឆេទ · អតិថិជន · ការពិនិត្យ · មុខទំនិញ · សរុបរង · បញ្ចុះតម្លៃ · សរុប · ប្រាក់បានបង់ខ្លះ …។ មានបញ្ជីមុខទំនិញ/សេវា គណនាសរុបស្វ័យប្រវត្តិ។ រាប់ជាចំណូលក្នុងរបាយការណ៍។ ស្ថានភាព៖ បានបង់ / មិនទាន់បង់ / បង់ខ្លះ / បោះបង់។ បោះពុម្ពបង្កាន់ដៃ។

  1. Press Invoices in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Invoices
Invoices list — the “Add new” button is highlighted
FieldHow to fill it
Date requiredPick a date
CustomerChoose from the list (from “Patients”)
ConsultationChoose from the list (from “Consultations”)
ItemsAdd one product/service per row (quantity × price) — the total is worked out for you
SubtotalType an amount
DiscountType an amount
Total requiredType an amount
Amount paid so farType an amount
Only for credit sales or part payments
PaymentChoose from the list: Cash / ABA / Other bank / Other
StatusChoose from the list: Paid / Unpaid / Partly paid / Cancelled
NoteType longer text
Invoices
Adding to Invoices
  • This form has an item table: add a row, pick the product, type the quantity, and the total is calculated.
  • Entries here count as income on the dashboard and in reports.
  • Status: Paid → Unpaid → Partly paid → Cancelled — change it from the detail page.
  • On the detail page you can print a document (invoice or receipt).

Appointments

កត់ត្រា៖ ឈ្មោះអ្នកជំងឺ · លេខទូរស័ព្ទ · អ្នកជំងឺ · កាលបរិច្ឆេទ · ម៉ោង · វេជ្ជបណ្ឌិត · មូលហេតុ · ស្ថានភាព។ ស្ថានភាព៖ បានណាត់ / បានពិនិត្យ / បោះបង់ / មិនមក។

  1. Press Appointments in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Appointments
Appointments list — the “Add new” button is highlighted
FieldHow to fill it
Patient name requiredType text
PhoneType a phone number
PatientChoose from the list (from “Patients”)
Date requiredPick a date
Time requiredType text
DoctorChoose from the list (from “Staff”)
ReasonType text
StatusChoose from the list: Booked / Seen / Cancelled / No-show
Appointments
Adding to Appointments
  • Status: Booked → Seen → Cancelled → No-show — change it from the detail page.

Services & medicines

កត់ត្រា៖ ឈ្មោះ · ប្រភេទ · ប្រភេទ · ឯកតា · ថ្ងៃផុតកំណត់ · តម្លៃលក់ · ថ្លៃដើម · ស្តុក · ស្តុកអប្បបរមា …។ ជូនដំណឹងពេលស្តុកជិតអស់។ ស្ថានភាព៖ មាន / ឈប់លក់។

  1. Press Services & medicines in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Services & medicines
Services & medicines list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
CategoryChoose from the list (from “Categories”)
TypeChoose from the list: Service / Medicine / Lab test
UnitType text
Expiry datePick a date
Price requiredType an amount
CostType an amount
In stockType a number
Minimum stockType a number
StatusChoose from the list: Available / Unavailable
ImageUpload a picture
Services & medicines
Adding to Services & medicines
  • Set a minimum and the dashboard warns you when stock runs low.
  • Status: Available → Unavailable — change it from the detail page.

Purchases

កត់ត្រា៖ លេខយោង · កាលបរិច្ឆេទ · អ្នកផ្គត់ផ្គង់ · មុខទំនិញទិញចូល · កំណត់ចំណាំ · សរុប · ស្ថានភាព។ មានបញ្ជីមុខទំនិញ/សេវា គណនាសរុបស្វ័យប្រវត្តិ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។ ស្ថានភាព៖ បានបង់ / ជំពាក់។

  1. Press Purchases in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Purchases
Purchases list — the “Add new” button is highlighted
FieldHow to fill it
Date requiredPick a date
SupplierChoose from the list (from “Suppliers”)
Items purchasedAdd one product/service per row (quantity × price) — the total is worked out for you
NoteType longer text
Total requiredType an amount
Calculated from the items above (or type it if you add no items)
StatusChoose from the list: Paid / Unpaid
Purchases
Adding to Purchases
  • This form has an item table: add a row, pick the product, type the quantity, and the total is calculated.
  • Entries here count as expenses on the dashboard and in reports.
  • Status: Paid → Unpaid — change it from the detail page.

Expenses

កត់ត្រា៖ ចំណងជើង · ប្រភេទ · ចំនួនទឹកប្រាក់ · កាលបរិច្ឆេទ · វិធីបង់ · កំណត់ចំណាំ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។

  1. Press Expenses in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Expenses
Expenses list — the “Add new” button is highlighted
FieldHow to fill it
Title requiredType text
CategoryChoose from the list: Rent / Salary / Utilities / Supplies / Fuel / Repairs / Marketing / Other
Amount requiredType an amount
Date requiredPick a date
MethodChoose from the list: Cash / ABA / Other bank / Other
NoteType longer text
Expenses
Adding to Expenses
  • Entries here count as expenses on the dashboard and in reports.

Tools and reports

Special screens that work with the data above.

Point of Sale

លក់លឿន៖ ជ្រើស ឬស្កេនបាកូដទំនិញ បញ្ចុះតម្លៃ ហើយបង់ជាសាច់ប្រាក់ ABA ឬជំពាក់។ កាត់ស្តុក និងចេញបង្កាន់ដៃភ្លាមៗ។ ភ្ជាប់អតិថិជនទៅនឹងការលក់ ដើម្បីតាមដានបំណុល។

  1. Press Point of Sale in the left menu.
  2. Detailed lesson: Sell with the POS →
Point of Sale

Reports

សង្ខេបចំណូល ចំណាយ និងប្រាក់ចំណេញ៖ ថ្ងៃនេះ ខែនេះ ឆ្នាំនេះ ឬរយៈពេលជ្រើសរើស — តាមប្រភពចំណូល តាមប្រភេទចំណាយ និងមុខលក់ដាច់ជាងគេ។ បោះពុម្ពបាន។

  1. Press Reports in the left menu.
  2. Detailed lesson: Daily, monthly and yearly reports →
Reports

Still need help?

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