Security
How to set up Permissions for Clinic Users
Access to Staff is given by assigning them Roles. Each Role has a set of permissions associated with it. Setting up Permissions for Clinic Users is a 2 Step Process. STEP I. Define permissions for each of the Roles you plan to have in your Clinic For example: Doctor, for others Nurse and Receptionist. STEP II. For each Clinic Staff, assign one of the roles you have configured in Step I. Now, let uSome readersWhat is the function of the various Permissions in Inventory
Let us review in detail the permissions for the Inventory Module. 1. Update Stock Manually This allows the staff to update the Inventory stock manually. This permission should be given to the Pharmacist who may require periodical updating of Inventory stock during a stock take. 2. Inventory Authorizations This allows you to Authorize the Inventory stock receivFew readersWhat is the function of the various Permissions in Investigation
Let us review in detail the permissions for the Investigations module. 1. Lab Your Clinic may have an internal Pathology Lab and a Radiology with different Technicians assigned to each. This permission lets you control if the user should have access to the Path Lab related functions or not. It should be given to the Path Lab Technician, as well as to Nurses who draw blood anFew readersWhat is the function of the various Permissions in Calendar
Let us review in detail the Permissions for the Calendar module. 1. View Appointments of Everyone It allows the user to view Appointments of all staff in the Clinic. Useful for Clinic Managers and Receptionists, who need to manage the schedule for everyone. Individual Doctors do not need this permission as they only need to see their own appointments. However, in a situationFew readersHow to accept incoming Stock from a Vendor in the Clinic
As part of Inventory Management, you would want to record your purchases of Inventory from a Vendor. You can do this in 2 ways: i. A simple 1-click recording of Incoming Stock, where you create a Stock Voucher with details of your purchase. As soon as you save it, the Clinic’s stock is increased instantly. OR; ii. Setup a 2 step process where you create a Stock Voucher with details of your purchase. However the Clinic’s stock is increased only after they verify and accept the stock sFew readersHow to prevent staff from accessing Clinicea from outside the Clinic
For security purposes you may want to prevent Clinic Staff from accessing Patient Data outside off the clinic. Clinicea lets you easily control this. Let us have a look at how to enable this security feature. a. Go to tools Organization and click on organisation name to open, Ex: The Functional Medicine Clinic. b. A new Organization Details window will open, sFew readersWhat is the function of the various Permissions in Reports
Let us review in detail the permissions for the Report module. 1. Export Data Out It allows the user to export the generated Report into an Excel file. If the Report needs to be printed, it can be done via Excel. This permission should be given to the Accountant and other Management Staff to maintain Reports offline. 2. SMS All It allows the user Text Messages everyonFew readersHow to setup a strong password
You may want to secure access to your clinic by ensuring all users use a strong, difficult-to-break password. This can be setup in Clinicea with a click. Let me show you how. Go to Tools Organization select your Organization select Security under Preferences on the Organization Details page. Now, in the Security Settings page, go to AdvanFew readersWhat is the function of the various Permissions in Promotion
Let us review in detail the permissions for the Promotions Module. 1. Setup Promotions This allows you to setup marketing promotions, special offers and deals for patients of your Clinic. These promotions can then be used for billing. This permission should be given to the Administrator, Clinic Manager, or the Marketing Manager. 2. Setup Membership This allows you toFew readersWhat is the function of the various Permissions in CRM
Let us review in detail the permissions for the CRM Module. 1. Allow changes to Sensitive Lead Data This permission allows you to change critical lead information. If this permission is ON, then you would be able to change the lead’s Active Status or make changes to the source through which the lead knew about the clinic. This permission should be given to the Clinic ManagerFew readersWhat is the function of the various Permissions in HR
Let’s you manage attendance for staff members. Manage Self Attendance: Lets you manage your check in and check out times. Can be given to all staff. Manage Attendance for others also: Lets you manage attendance for everyone in the clinic. Can be given to Clinic Manager. Edit Past Attendance: Lets you go back and set attendance in the past. Should be given to Clinic Manager only.Few readersWhat is the function of the various Permissions in Finance
Let us review in detail the permissions for the Finance Module. 1. Delete Financials This allows you to Delete Invoices that have been generated incorrectly. This permission should be given to the Clinic Administrator as deleting of financials must be done with utmost care. 2. Advanced Bill Options This permission gives you a set of advanced options with regards to BilFew readersWhat is the function of the various permissions in CallBox
Let us review in detail the permissions for the CallBox Module. 1. View Other Call Center Appointments This permission is useful if you have more than one contact center operating to manage all your incoming calls. These calls can be from your existing patients or prospects. With the permission ON, the agent is able to view appointments created by other centers as well on thFew readersData Security
Clinicea Security Whitepaper Curofic Security DocumentFew readersWhy does Clinicea signout automatically
Clinicea is designed to give you the best and the most efficient EMR solution. Alongside this, we also aim at providing you the maximum security while using the software. A step towards this is the Auto Logout Feature, which is designed to log you off in case the application is not in use or is in Idle state for a long time. This would stop any unauthorized access to the application in your absence. Currently, the Auto Logout time is set at 4 hours.Few readersWhat is the function of the various Permissions in Tools
Let us review in detail the permissions for the Tools module. 1. Edit Holiday This allows the user to make edits to the Holiday list. This permission should be given to the Clinic Admin to make a list of Holidays of the Clinic. Eg: 25th December Christmas Holiday (For more info, please click on How to set up the Public Holidays of your Clinic (https://help.clinicea.com/en/aFew readersWhat is the function of the various Permissions in Document Manager
Let’s you manage print queue, sign documents and maintain a document library for the clinic. Manage Library: Lets you add or remove documents from the clinic’s library. Can be given to the person in charge of handling files in the clinic. Manage Print Queue: Lets you print documents off the queue. Can be given to the receptionist. Authority to Sign Documents: Lets you sign visit notes. Can only be given to a *Doctor. Enable Letter Writing: Lets you write emails on behalf oFew readersWhat is the function of the various Permissions in EMR
Let us review in detail the permissions for the EMR module. 1. Create New Visit It allows a Doctor to record a Patient Visit. This permission should be given to all Doctors. The only time this permission is not given is when you have an external Doctor or a Patient accessing medical records. In such instances you only want them to have read-only access and not create new visFew readers
What is the content of communication templates in my account
Introduction Please find below the SMS and Email Templates in Clinicea. You are welcome to suggest edits to them for your Clinic by emailing support@clinicea.com. Here is some guidance on how to navigate through this long list ‚ In black are the regular templates In gray are regular templates in shortform In blue are templates to be used if user has 2 way SMS enabled In light blue are 2 way templates in shortform. Shortform is usefulSome readersHow to obtain a Sender ID for sending SMS's
When sending SMS's you may want use a sender ID ex: Health Wellness Clinic may want to send all SMS using the sender ID: HEALTHWELLNESS. Sender ID's are issued by your telecom provider. Clinicea can help with the process of procuring the same for you. Process of procuring the Sender ID is as follows: a. Fill up the information below and share with us on support@clinicea.com b. Once we get it, we will generate the necessary paperwork and share the same withFew readersHow to add Content in Address Book
In Clinicea, you can manage and store all your contacts along with their contact details in the Address Book. You can add new contacts or remove a contact from the Address Book list. For example, You want to enter a new Contact in your Address Book. This contact is an external doctor, named Dr. John who specializes in Dermatology and often receives and also sends you Patient Referrals. Let us have a look at how to create a New Contact in Address Book: 1. Go to Tools*Address BookFew readersHow to search in Address Book
The Address Book is a repository of all Contacts for your clinic. Clinicea lets you create search filters, and mass-communicate with them, through the AddressBook. For example, Let us assume, your clinic wants to search and make contact with all of the external/referring doctors, to make them aware of a new Initiative/Program at your Clinic. Let us have a look at how to filter your search in AddressBook and then SMS all of them about the new initiative at your Clinic: 1. Go to Tools |Few readersHow to link your Clinic's Social Media Accounts
You can link you social media accounts to your online booking page. It makes your online booking page, look much more credible, and promotes your social media channels to the online visitors. 1. To do so, simply goto Tools Organisation Select your Clinic Scroll down and select Social Media. 2. Now simply paste your facebook, twitter, linkedin, google+ urFew readersHow to manage DropDown Lists
Across Clinicea, when you go about entering data, you will come across drop-down lists. These are lists from which you can select an item. Sometimes the items available in the list may not meet your requirements. You may want to edit the list, by adding or removing items from it. This can be easily done in Clinicea in 2 ways. I. QUICK EDITING For example, You want to enter aFew readersHow to group Clinics into Circles
When you have multiple Clinics as part of your group, you may want to have a consolidated view of Clinics based on their geographical location. This can be done easily in Clinicea by putting all clinics that need grouping under a Circle. For Example, You have Clinics in Delhi, Mumbai, and Kolkata. Clinics in and around the city Delhi can be grouped together in one circle named Delhi Circle. Let us see how we can do this: 1. Go to Tools Dropdowns Organization Circles. Enter tFew readersHow to add a New Organisation
You can add a new Clinic by either filling in the details yourself, OR, by copying over the details from an existing clinic in your group (relevant for clinic chains). However, you need to be an Administrator in order to add a new clinic. Let us have a look at how to set up a new Clinic: 1. Go to ToolsOrganization click on + New Organization. 2. An OrganizFew readersCommunication Template
Introduction Please find below the SMS and Email Templates in Clinicea. You are welcome to suggest edits to them for your Clinic by emailing support@clinicea.com. Appointment Doctor Email Appointment Patient Email Appointment Doctor SMS Appointment Patient SMS Appointment Patient SMS With Paperwork Appointment Schedule Patient Email Appointment Schedule Patient SMS Call Box Appointment Doctor SMS Call Box Appointment DFew readersHow to create a Customized Login page
Clinicea gives you the option to create your own customized login page. A customized login page will have your Clinic’s image, website, and email. This can be incorporated into your clinic’s website. Please follow the steps below to customize your login screen: 1. Go to Tools Organisation. Select the organization and open the Organisation Details screen. Before you start, please fill in all the necessary information like phone no., email address and website details. 2. CFew readersHow can I backup my database
Clinicea is a Cloud based system. All of your Clinic's data is backed up in triplicate using real-time snapshot technology. These backups are stored in Microsoft Azure data centers only. No one else, not even the Clinicea team members get access to this data. The backed-up data is always kept encrypted. It is deleted periodically as part of regular maintenance. The entire operation is automated, so the chance of human error leading to loss of data is 0%. You need not have to worry about your daFew readersHow to figure the field details of Data Loaders
Service name should be there in name section Service duration should be given on proper format (Ex: if it’s 20min service then on the duration column it should be 20). Service tax should be in proper format (if you want to enter a new tax then it should be entered as ‘Service Tax – 15.0%’ or if you want to use an existing tax then iFew readersHow to setup Advanced Source in Patients & Leads
Sometimes you need to capture multiple sources for your Lead/Patient. This too is possible in Clinicea. Let me show you how. Goto Tools |Organization Select your clinic Clinical Preferences "You can have client source across multiple levels....". Now goto Tools Dropdowns. There are 3 different sources to fill i.e. City, Publication and theFew readers