All “database grids” in ClinicOffice are exportable to other formats. This includes Patients, Contacts, Staff, Appointments, Invoices, Payments etc. etc. – as well as all grid-based reports too. To export a grid please follow the steps below. In this example, we will use the patient database but the below steps apply to other grids as […]
How to use the ClinicOffice Consent Manager
To support GDPR compliance, we introduced the Consent Manager in our 1094 update. Designed to help you manage patient consent clearly and efficiently, you’ll find this feature under the Patient drop-down menu in ClinicOffice. Clicking here will take you to the manager window in the picture below: You will then notice a list of predefined […]
Options for Restricting Access to Patients
Staff Access Rights In the “Staff Editor | Access Rights” screen you can assign what access rights each staff member has. (NOTE: You can also create “Access Groups” and then assign staff members to a group, which is the best way of managing a larger number of staff members – please see the User Guide […]
How to create charts and graphs
Most grids within ClinicOffice have the feature to allow you to create charts. The chart reflects data currently being displayed on the grid that you are running it from. As an example if you are running a payment list report on payments from last year and run a chart reflecting payment totals by month, each […]
How to hide unwanted columns on a grid
You may find that some grids have more information than you need and that you wish to simplify the layout by hiding some of the unwanted columns. There are a couple of ways that you can do this. Method 1 Right click on the column header you wish to hide Select Hide This Column Repeat […]
How to Filter on a Grid in ClinicOffice
ClinicOffice has a built in filtering function that works on most grids within the program. The benefit of this is that filtering works hand in hand with searching and a filter can be saved for future use unlike the regular search function. You can also filter on multiple fields at once. You can tell if […]
How do I export data from ClinicOffice?
All “database grids” in ClinicOffice are exportable to other formats. This includes Patients, Contacts, Staff, Appointments, Invoices, Payments etc. etc. – as well as all grid-based reports too. To export a grid please follow the steps below. In this example, we will use the patient database but the below steps apply to other grids as […]
How to Change Default Paper Size on a Layout Report
Click the three bars at the top-left of the report (circled in red). In the menu that appears, find the “Measure Units” option and select “Tenths of a Millimetre”. On the right-hand side, look for the Properties panel. Locate the “Paper Kind” field and open the dropdown menu. If you can’t see this field, go […]
How to create an Appointment Booking Rule
To create an Appointment Booking Rule, please follow the steps below: Open ClinicOffice Open the Patient Contact Centre (located at the top under the patients button as a drop-down)
How to completely reset Google Calendar Sync?
If you wish to synchronize your ClinicOffice diary with a different Google Calendar account or if someone has already done so and the links between ClinicOffice and Google Calendar are now invalid, then you’ll need to completely reset the synchronization. Go to the Google Calendar Sync screen and click the ‘More Options’ link at the […]
Handling -DELETED- appointments after a Google Sync
When you synchronise appointments between ClinicOffice and Google, all the appointments in ClinicOffice get tagged with a unique ‘Google-ID’ and all the appointments in Google get tagged with a ‘ClinicOffice-ID’. This is what enables the two systems to link the appointments together. However, when you delete an appointment from Google Calendar, it is completely deleted… […]