The Active Patient feature makes it easy to continue working with the same patient in ClinicOffice. When a patient is designated as the Active Patient, then whenever you create a new appointment, or invoice, or payment (etc. etc.), ClinicOffice will automatically enter the active patient for you. This can make booking a series of appointments […]
Can I restrict access to Patient records?
To restrict a practitioner’s access so that they can only see thier own patients, you simply have to make a single change in the access rights on the practitioners staff record. For detailed information on how to setup the Access Rights please see the section ‘Staff Member Access Rights’ in the ClinicOffice User Guide. To […]
How to find patients who haven’t visited recently?
Quite a common question is “How can I get a list of patients who haven’t been to the clinic for the last X months?”. As an example, here’s how to get a list of patients who haven’t been to the clinic in the past 6 months :- [1] Go to Reports and Templates. Under Patients […]
How do I add my logo to reports & templates?
[1] Go to Reports and Templates. [2] Right-click on the report/template you wish to add your logo to e.g. “Invoice”, then click Design Report. [3] On the left-hand side of the Report Designer is the Tool Box. Locate the “Picture Box” tool and then drag-and-drop a picture box over to the report, roughly where you […]
Can I do a mail merge with Microsoft Word?
Yes! ClinicOffice has the ability to do a mail merge with its own internal Word Processor (which may be sufficient for your needs) but you can also do a mail merge using the more advanced features of MS Word if you wish. This article explains how to do a mail merge with MS Word. Microsoft […]
How do I create a simple SMS Appointment Reminder?
To create an SMS appointment reminder follow the steps below :- 1) Open ClinicOffice 2) Open the Contact Centre – located under the patient drop-down button (Top Left) 3) Click New Rule 4) Select Appointment Reminder 5) Give the new rule a name and if you wish a description 6) For […]
I deleted a patient/staff member by accident?!
The first thing is DON’T PANIC! ClinicOffice doesn’t actually delete patient, contact or staff records. It simply puts them in the ‘recycle bin’. Here’s what to do… Click on the Recycle Bin icon on the Home ribbon bar If no records appear, simply press the F7 button to show all deleted records Locate the patient/contact/staff […]
How to password protect a patient’s record?
The Password protecting patients feature allows you to protect individual patients records by a password of your choice, this will allow you to restrict not just the patients record file but also the clinical records if needed. To use this feature please follow the instructions below. You will find the new feature on the ribbon […]
How do I backup my database?
It is vital to take a backup of your database on a regular basis. Otherwise, if your computer hardware failed and you had never taken a backup, how would you get your data back?! 😯 Taking a backup of your database is incredibly easy with ClinicOffice. All you have to do is follow these simple […]
Why don’t new staff members appear in the diary?
In order for a Staff Member to appear in the Appointment Diary… They must be flagged as a Practitioner They must have some Working Hours defined for your clinic Here are some more detailed instructions :- [1] Flagging a Staff Member as a Practitioner Go to the Staff Editor for the person in question (go […]
What is the Active Patient feature?
The Active Patient feature makes it easy to continue working with the same patient in ClinicOffice. When a patient is designated as the Active Patient, then whenever you create a new appointment, or invoice, or payment (etc. etc.), ClinicOffice will automatically enter the active patient for you. This can make booking a series of appointments […]