Clinic CRM Documentation
Simple clinic SOP for receptionist and owner.
Clinic CRM Modules
Open one module and follow all steps in order.
Getting Started
Clinic Setup and Basic Configuration
Set clinic details, working hours, doctors, and basic rules.
Daily Operations
Patient Registration and Visit Flow
Register patient, book visit, and complete visit steps safely.
Operations
Follow-up, Daily Summary, and Reports
Track pending follow-ups and review daily clinic numbers.
Administration
Backup, Safety and Admin Discipline
Keep clinic data safe and train staff with simple admin rules.