Clinic CRM Documentation
Simple clinic SOP for receptionist and owner.
Getting Started
Clinic Setup and Basic Configuration
Set clinic details, working hours, doctors, and basic rules.
1. Clinic Profile Setup
Step 1
Action: Open settings and fill clinic name, address, and contact number.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 1
Step 2
Action: Set clinic opening and closing time correctly.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 2
Step 3
Action: Save and reopen settings to confirm values are saved.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 3
More Screenshot Placeholders
[Screenshot Placeholder] Clinic profile settings filled.
2. Doctor and Staff Setup
Step 1
Action: Add doctors with specialization and available slots.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 1
Step 2
Action: Add reception staff and assign basic roles.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 2
Step 3
Action: Test one sample appointment with each doctor.
- Where to go: Open related clinic module.
- What to verify: Check patient, doctor, date and status fields.
- After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 3
More Screenshot Placeholders
[Screenshot Placeholder] Doctor list and availability setup.