You can add custom fields to the editor for Patient, Staff, Contacts, etc. To do this: Open up the editor/record (Patient/Staff/Contact etc.) Click the DESIGN tab at the top Now click ENTER DESIGN MODE You will see a button called ADD FIELD Click this and select the field you want to use Give the field […]
Duplicate Patient Records
Fixing High-DPI Scaling Issues
When using the ClinicOffice hosted version, text may appear very small on high-resolution displays.The instructions below offer a way to resolve this known issue with Microsoft’s RDP connections. Click on the button below to download the needed files.
GoCardless Integration
Follow the steps below to connect ClinicOffice with your GoCardless account, create mandates, and set up recurring payments
How do I issue a refund?
There are two different scenarios when a refund might be issued :- Refund for Goods or Services (e.g. if goods are being returned or perhaps a service was unsatisfactory and a refund is agreed) Refund for a Pre-Payment (e.g. a patient pre-pays for 3 treatments, but only has 2 and then wants a refund for […]
How are Online Bookings calculated?
Time is a valuable resource for any business and the following settings are essential for controlling how appointments are offered to patients and scheduled within the clinic.
Transferring ClinicOffice Startup/Pro to another PC
[This article applies to the ClinicOffice STARTUP and PROFESSIONAL Editions.] If you buy a new computer, you may want to transfer ClinicOffice off your old computer and on to your new computer. (Note: if you want ClinicOffice to be installed on BOTH computers, then you may need to purchase an additional license.) This FAQ explains […]
New ClinicOffice Knowledge Base Articles Are Live!
How do I create a custom field?
You can add custom fields to the editor for Patient, Staff, Contacts, etc. To do this: Open up the editor/record (Patient/Staff/Contact etc.) Click the DESIGN tab at the top Now click ENTER DESIGN MODE You will see a button called ADD FIELD Click this and select the field you want to use Give the field […]
How do I log on to the TRIAL Edition?
When you run the ClinicOffice TRIAL Edition for the first time, you will see the WELCOME screen. Click the CONTINUE MY TRIAL button (indicated below) to proceed… You are now at the logon screen. The SAMPLE DATABASE is selected and you are prompted to enter a USERNAME and PASSWORD. Notice there is a popup hint […]
ClinicOffice Tutorial Videos
The link below will take you over to our YouTube Channel where we periodically upload new tutorial videos: