Clinic CRM Documentation
Simple clinic SOP for receptionist and owner.
Administration
Backup, Safety and Admin Discipline
Keep clinic data safe and train staff with simple admin rules.
1. Backup Routine
Step 1
Action: Take backup before app update or major changes.
- 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: Keep at least one backup outside main device.
- 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 restore on spare device once every month.
- 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] Backup success screen for clinic data.
2. Access and Admin Controls
Step 1
Action: Keep admin passcode with owner only.
- 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: Allow reception team only daily operation screens.
- 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: Review critical changes weekly from logs or admin history.
- 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] Admin-restricted settings area.