Hey there!

Great news! You now have access to an article that features a List of Individual Interactive Training Videos and Module-wise Showcases on Clinicea.

Are you having trouble with a specific section in Clinicea or want to revisit a certain flow? No problem at all! Simply click on the training video link you need from the module below, and you'll be all set!

Each section also has a link to the showcase videos of the important training elements and top methods for training your team on that specific module.

Calendar

Individual Training Videos:

• How to schedule an appointment

• How to reschedule an appointment on the same day

• How to reschedule an appointment to a different day

• How to edit an appointment

• How to register new patient and book appointment

• How to bill from the Calendar

• How to take patient feedback on a tablet for an appointment

• How to register a patient

• How to search for an appointment

Training Showcase:

Calendar Training Showcase

EMR

Individual Training Videos:

• How to create an EMR visit

• How to edit an EMR visit

• How to create a copy of an EMR visit

• How to compare EMR visits

• How to merge information of two clients

Training Showcase:

EMR Training Showcase

Financials (Basic)

Individual Training Videos:

• How to create a bill

• How to accept payment in a due bill

• How to take an advance payment

• How to use an advance to settle a due bill

• How to take a payment to settle multiple due bills

• How to issue a refund

• How to add individual discount in bill and bill auto discount calculation

• How to cancel a bill and payment

• How to view the transaction history of a patient

Training Showcase:

Financials (Basic) Training Showcase

Financials (Advanced)

Individual Training Videos:

• How to create a quotation

• How to convert quotation to a bill

• How to convert quotation to a package bill

• How to create a package bill

• How to create a custom package bill

• How to cancel a package

• How the patient will purchase a gift card and use it in a bill

• How does bill discount authorisation work

• How to create and redeem promotion coupons

Training Showcase:

Financials (Advanced) Training Showcase

Inventory (Basic)

Individual Training Videos:

• How to add a non-batchable inventory

• How to add a batchable inventory

• How to manually reconcile the stock of a non-batchable inventory

• How to manually reconcile the stock of a batchable inventory

• How to add a batch to an existing inventory

Training Showcase:

Inventory (Basic) Training Showcase

Inventory (Advanced)

Individual Training Videos:

• How to create a purchase order and receive stock

• How to receive stock without a purchase order

• How to return stock to vendor

• How can a clinic send stock to another clinic even if there is no request for it

• How can a clinic receive stock being sent to it from another clinic

• How can a clinic request stock from another clinic

• How can a clinic send stock in response to a request from another clinic

Training Showcase:

Inventory (Advanced) Training Showcase

Reports

Individual Training Videos:

• How to read the dashboard in reports

• How to view and filter reports

• How to shortlist your favorite reports

• How to export a report

Training Showcase:

Reports Training Showcase

Security

Individual Training Videos:

• How to setup and login using SSO

Training Showcase:

Clinicea Security

If you can't find all the Module Specific - Individual Training Videos in this article, no need to stress! We're continuously adding more videos, so keep an eye out for updates!

Support

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If you have any questions, shoot us an email at Support or simply click on the "chat bubble" located in the lower right-hand corner and we'll get back to you ASAP.

Updated on: 24/06/2025