Articles on: Support & Training

Training for Reception Staff

Hey there! Are you looking for an easy way to train for a receptionist position in a clinic? Look no further! This article will show you the ropes and give you tips on how to effectively manage your tasks using Clinicea.

We'll go over some of the key areas that your Receptionist and Administrator will come across on a daily basis, and give you tips on how to manage them like a pro. Let's get started!


Need help with anything related to appointments? We've got you covered with everything related to appointments and got the tools to make your life easier. Let us take care of the details so you can focus on what really matters.

Start by making a fresh Appointment for your Patient.

Now, when your Patient comes in, feel free to update their Appointment Status.

Just in case you need to make changes to the Appointment.

Or even Delete the Appointment.

Need to Search for an Appointment or schedule the next one?

Patient Management

We know it can be tough to keep track of all your patient info, but don't worry! Clinicea has got you covered with some basic features to help you out. Let's dive in and make your life a little easier!

Discover the quickest way to view Patient Details in the most efficient way possible.

Perhaps you need to attach some documents to their Patient file. Attaching a document is a cakewalk on Clinicea!

Or take Consent from a Patient?

Do you need to print out Prescriptions created by the Doctor, without having to access the EMR? Easy peasy!

Need Patient Feedback? Here you go!


Just wanted to give you a heads up that Clinicea's invoicing feature is super helpful. It helps you keep track of your practitioners' services and payment terminals. It's just a simple documentation process, but it can save you tons of time and stress in the future. Let's take a quick look at the basics to get you started!

Want to know how to make an Invoice and get Paid, straight from the Calendar? Have a look!

Need to view Patient Dues before Invoicing? You can do that from the Calendar too!

Does your Clinic accept Advance payments or allow Patients the option to make Part Payments? Clinicea lets you do both!

Do Patients request you for a list of all their Bills and Payments? No Problem! Clinicea lets you export Patients Billing transactions onto Excel, Print or even Email them!

And Packages? Do you need to Assign them, sell them or simply schedule Appointments for them? We have got that covered too, just take a peek and see for yourself!


We've got loads of features that can help make your Clinic flow super simple. And don't worry if you're feeling overwhelmed - just check out our Getting Started pages to get going!

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: 09/09/2023

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