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 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?
Can I connect in to ClinicOffice remotely?
We often get asked if there’s any way of connecting into ClinicOffice remotely. For example, your business may have two sites and you want to be able to access your database from whichever site you’re at… or you may sometimes work from home and want to connect to your database at the clinic. By far […]
Google Calendar Sync vs ClinicOffice Web Edition?
Users often asked how to view their ClinicOffice diary on a smartphone or tablet. Although this isn’t recommended for the main application, it is possible if you’re on the Hosted Edition of ClinicOffice. Of course, running a full Windows application on a mobile device isn’t always the best solution, so we would recommend using the […]
How do I bill an Insurance Company for a patient?
You may have the situation where a patient’s insurance company (e.g. BUPA or AXA PPP) are going to pay for their treatment. This means that invoices raised for that patient should actually be re-directed to the insurance company. Here’s what to do :- [1] Make sure that the Insurance Company has already been entered on […]