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 […]
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 […]
How do I send an email to multiple patients?
This knowledge based article explains how to [1] send an email to multiple patients using our Email Manager or [2] how to extract email addresses from your database so that you can send emails to multiple patients via another program or online service. Using the ClinicOffice Email Manager Go to the Patient Grid Perform a […]
How to resolve Allocation Data problems?
We recently found that some users have invalid allocation data in their database, usually where a payment or invoice is ‘over-allocated’ e.g. a payment for say £20 is being applied to two invoices (both also £20) hence £40 of the £20 payment is actually allocated (which is obviously incorrect!). This isn’t a critical problem in […]
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 to connect GMAIL to ClinicOffice
In October 2024, Google started blocking ClinicOffice from connecting to GMAIL accounts via OAuth… unless we pay an exorbitant fee. (A quick Google search reveals many other small/medium businesses have been hit too, but that’s another story!). Q. So can I use GMAIL with ClinicOffice? Yes, but you need to use an alternate method by […]
How do I show or hide "cancelled" appointments?
ClinicOffice allows you to decide whether to show or hide cancelled appointments. Most of the time, it’s usually best to hide cancelled appointments because when you’re scanning through the diary to find a free slot, having cancelled appointments visible can confuse matters. At other times however, you may want to include cancelled appointments in the […]
How to disable automatic update checking?
If you have quite a lot of computers running local installations of ClinicOffice, it is sometimes best to disable the automatic update checking on each PC (apart from perhaps the Administrator’s computer so that they can be notified when an update is available). Here’s how to disable automatic update checking :- [1] Click the View tab […]
Can I import data into my database?