Healthcare Operations

Clinic Process

Use this process as the end-to-end clinic flow. For detailed screen-by-screen work, use the focused guides in the sidebar.

Register or find the patient

1. From the main dashboard, click Healthcare.
2. Click Patients.
3. Search by patient name, phone number, or patient number.
4. If the patient exists, click the patient row.
5. If the patient is new, click New Patient.
6. Enter name, phone, gender, date of birth, address, and any required identifier.
7. Click Save.

Open a visit

1. On the patient record, click New Visit or Start Visit.
2. Select the visit type, department, clinician, or service area if requested.
3. Add triage notes, symptoms, or visit notes where the screen provides those fields.
4. Click Save Visit.

Raise and collect a bill

1. Open the visit or patient billing section.
2. Click Add Service, Add Item, or New Bill.
3. Select consultation, lab, pharmacy, procedure, or other billable service.
4. Confirm quantity, price, discount, and total.
5. Click Save or Generate Bill.
6. Click Collect Payment.
7. Select the payment channel and enter the amount received.
8. Enter provider reference for M-Pesa, bank, card, or gateway payments.
9. Click Record Payment.

Verify the handoff

1. Open the visit bill and confirm the paid or balance amount is correct.
2. Open Accounting or Collections if the team reconciles healthcare collections there.
3. Confirm the healthcare receipt appears with the correct patient, channel, amount, and reference.

Healthcare clinical notes and accounting records should remain connected by the bill or receipt reference, but clinical details should not be copied into financial narration unless required.