Clinicea Training Videos and Showcases
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 configure physician and resource calendar visibility
- How to book an appointment with resource
- How to book an appointment for a doctor and resource
- How to book a tentative appointment with only comments
- How to edit an appointment
- How to cancel an appointment
- How to delete an appointment
- How to check appointment history of an appointment
- How to print patient appointments
- 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 schedule recurring appointments
- 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
Documents
Individual Training Videos:
Training Showcase:
Documents 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:
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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Updated on: 26/05/2026
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