Clinic CRM Documentation
Simple clinic SOP for receptionist and owner.
Daily Operations
Patient Registration and Visit Flow
Register patient, book visit, and complete visit steps safely.
1. New Patient Registration
Step 1
Action: Search phone number first to avoid duplicate patient records.
- 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: If new, fill name, age, gender, phone and required notes.
- 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 verify patient ID is generated.
- 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] New patient registration form.
2. Visit Booking and Completion
Step 1
Action: Select patient, doctor, date and slot.
- 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: Confirm fee, payment mode and booking status.
- 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: Mark visit complete only after doctor consultation is done.
- 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] Appointment booking and status update.