Step-by-Step Guide for Every Role

Always search by phone first (Patients page or Add to Queue modal). Type at least 5 digits — suggestions appear automatically. If patient exists, click Use Existing Patient.

If no match found, enter First Name and Phone Number only (required). All other fields — DOB, NIC, address, emergency contact, insurance — are optional and can be added later from the patient profile.

If a possible duplicate is detected (same phone, or same name + DOB, or same NIC), a warning modal shows the matches. Choose Use Existing Patient or Register Anyway if they are different people.

Click Add to Queue → Walk-in tab. Search or create patient, pick doctor, optionally set time. Token number is auto-assigned sequentially per doctor per day.

Click Add to Queue → Book tab. Pick date, doctor, then click an available time slot. Grey/strikethrough slots are taken. Bookings are blocked on clinic holidays.

After adding to queue, the confirmation screen shows inside the same drawer with the token number or booking reference. Click Print Slip → browser auto-prints a thermal-formatted slip. Printing marks the patient as Arrived.

Each row has action buttons: Pending/Confirmed → Arrived or Cancel. Arrived → Complete or Cancel. Completed and Cancelled rows have no actions. Emergency appointments can only be created by Admin (lightning bolt icon).

Billing page → find a completed appointment row → click Bill. Invoice auto-created with doctor fee + all prescribed medicines. If invoice already exists, it opens that invoice.

Click + Add Item → 3-tab overlay: Service tab (configured custom services), Medicine tab (search stock), Custom tab (free-text anything with quantity and price).

Click Record Payment → select Cash / Card / Online / Insurance, enter amount, optional reference. Call Record Payment again for split/partial payments. Payment history shows below totals.

Click End of Day on Billing page header. Enter physical cash count. Compare against system total — green (match), amber (surplus), red (short). Add notes → Close Day & Lock. Cannot be undone.

Shows only your patients. Stat cards: Total Today, Waiting, Completed, Online Booked. Now Seeing card highlights the current Arrived patient with allergies and last complaint. Next Up shows the first waiting patient. Auto-refreshes every 30 seconds.

On Appointments page or Dashboard queue, click Consult on an Arrived row. Only your patients show the Consult button. You cannot consult another doctor's patient.

Chief Complaint is the only required field — fill this first. A red allergy banner appears at the top if the patient has allergies on record.

Vitals: BP (systolic/diastolic), pulse, temperature, weight. Clinical notes: symptoms, diagnosis, ICD-10 code, doctor notes, follow-up date.

Search a medicine name → live suggestions appear. Select from store (shows ✓ from store) or type custom name (shows ✎ custom). Per medicine: use Dosage chips (1 tablet / 2 tablets / 5ml…), Frequency chips (Once daily / Twice daily…), Duration chips (3 days / 7 days / 1 month…). Quantity auto-calculates. Set food instructions: Before food / After food / With food / At bedtime.

Click Save & Complete. Consultation saved, prescription saved (if medicines added), appointment flips to Completed automatically. Rx number shown in banner. Print Rx button activates.

Go to Lab → New Request. Search patient by name or phone. Select tests from the catalog. Submit — request added to lab queue.

Completed results appear in the Lab Queue with a Done badge. Click a request to see result value, unit, reference range, notes, and any uploaded file. Results also appear inside the Consultation and Prescription detail modals.

Go to Prescriptions page. Use date navigation for any date. Filter by doctor tab. Use search bar to find by patient name, Rx number, or doctor name.

Click any Rx card → detail modal opens. Shows patient info, doctor info, all medicines with dosage/frequency/duration/food instructions, and lab tests ordered in the same visit.

Inside the Rx detail modal, click Print. A formatted prescription opens in a new window with clinic name, doctor signature, and all medicines listed.

Go to Lab → Lab Queue tab. Find a pending request (Pending badge). Click to expand → Enter Result. Type result value, unit, reference range, notes, and optionally upload a PDF or image file. Status changes to Done automatically.

Staff page → Add Staff. Enter name, email, password, role (doctor/nurse/receptionist/admin), and optionally phone, specialization, registration number. Staff can log in immediately.

Click pencil icon on any staff card to edit details. Click Reset Password to set a new password for them.

Toggle the status on a staff card to deactivate. Deactivated staff cannot log in. You cannot deactivate your own account.

Set clinic name, address, phone, email. Upload clinic logo (JPG/PNG, max 2MB) — shown on token slips, prescription PDFs, and the online booking portal.

Set currency code (default LKR), tax label, and tax rate %. Tax is applied to all invoices automatically.

Set slot duration (10–60 min), max patients per day, and toggle Allow Walk-ins. When walk-ins are off, the Walk-in tab is hidden and blocked at the backend.

Enable Patient Portal — generates a public /book URL for online booking. Enable Queue Display — generates a /display URL for the waiting room TV screen (auto-refreshes every 10 seconds).

Set the consultation fee per doctor (auto-applied when billing). Upload doctor signature (JPG/PNG) — appears on prescription PDFs.

Add clinic-specific services (e.g. Dressing, Blood Test, X-Ray) with name, category, and default price. These appear in Invoice → Add Item → Services tab.

Appointment breakdown, revenue summary, payment method totals, top diagnoses. Pick any date. CSV export.

Monthly: bar chart of billed vs collected per day. Doctors: per-doctor consultations, patients seen, revenue — with date range picker and CSV export.

Medicines: stock overview, low stock, near expiry, top prescribed. Patients: registration stats, demographics. Appointments: status/type breakdown, busiest day of week. EOD History: all closing records with cash discrepancy highlighted.

Medicine Store → Add Medicine. Fill name (required), generic name, brand, unit (required), strength, category, selling price, initial stock, reorder level, and expiry date. Medicine is immediately available for prescriptions.

Low Stock tab shows medicines at or below their reorder level (red). Near Expiry tab shows medicines expiring within 60 days (amber). A Low Stock stat card on the Admin Dashboard shows a red border when any medicines are low — click to go directly to the Low Stock tab.