User Guide

Step-by-step guide for staff and admins. Each section applies to modules enabled on your tenant — Laboratory, Hospital, and/or Pharmacy. Skip sections your organization has not subscribed to.

1) First sign-in and basic setup

Use this once when a new workspace starts on the software.

Sign in with your username/email/mobile and password.
Open Lab configuration (or organization settings) and verify: name, address, phone, logo, letterhead, and report footer.
If your tenant uses email notifications, contact us for configuration.
Open Users & roles and assign each staff member a role and module access.
Run a test cycle in each enabled module to verify branding and permissions.

2) Laboratory — daily front-desk workflow

Use this process for every new patient visit (when Laboratory module is enabled).

Go to Patients → New visit.
Enter demographics (name, gender, age, contact, MR if available).
Select tests from the catalog and confirm panel and hospital / clinic directory link (if applicable).
Verify discounts (panel/default/manual), then check total, paid, and pending amounts.
Save visit and print receipt. If email is enabled and patient email is valid, credentials/notice are sent automatically.

Tip: Always capture mobile and email at registration to reduce report-collection delays later.

3) Laboratory — tests and parameter management

Maintain a clean catalog so reporting remains fast and accurate.

Create sections first (Hematology, Biochemistry, Serology, etc.).
Add tests with test ID, rate, TAT, section, and instrument information.
Attach parameters through searchable dropdown and set order/group headings.
Define parameter data type and reference ranges carefully (numeric/text/choice/image).
Use report block fields (text/media) for panel-style reporting where parameter rows are not enough.

4) Laboratory — result entry and approval workflow

Recommended bench-to-approver flow.

Open Reports workbench and filter pending visits.
Enter values parameter-wise; save progress repeatedly (do not wait until end).
When complete, click Send for approval (parameter or report-sheet mode).
Approver reviews in Approver dashboard, approves values/report sheet, then sends for print.
Final report can be generated with or without header, and notification can be sent if enabled.

5) Hospital — OPD workflow

Appointments through consultation (when Hospital module is enabled).

Appointments: register or find the patient, book or confirm an appointment.
Queue: add the patient to the waiting-room queue and call the next token.
EMR: open the patient chart and review prior visits and allergies.
Consultation: record vitals, clinical notes, diagnosis, and plan.
Prescription: write e-prescriptions; hand off to pharmacy when both modules are enabled.

6) Hospital — telemedicine

Virtual visits when Hospital module is enabled.

Schedule a virtual visit from the telemedicine hub with patient, provider, and meeting link.
Share the patient access code or link before the session starts.
Mark the visit in progress, document session notes, then complete or hand off to a consultation.
Use the same EMR chart and prescription flow as in-person OPD when clinical documentation is required.

7) Pharmacy — dispensing workflow

Fulfill prescriptions and retail sales (when Pharmacy module is enabled).

Open the Pharmacy dashboard and review pending prescriptions from consultations.
Dispense items, record quantities, and mark orders fulfilled.
Use Retail sales for over-the-counter transactions.
Reconcile daily collections against the finance module.

8) Payments and billing controls

How to track cash movement and receivables accurately.

Use Billing for invoice-level records (amount, discount, paid, pending).
Use Payments for actual collections and allocation across pending visits.
Use panel, hospital-clinic directory, date, and payment-state filters for monthly statements and follow-up.
Print filtered summaries before settlement meetings with panels and referrers.
Reconcile pending amounts daily to avoid old untracked receivables.

9) Recommended shift checklist

Quick control list for quality and business continuity.

Start of day: check pending approvals, pending payments, queue length, and overdue reports.
During day: save result progress frequently; avoid unsaved bulk edits.
End of day: verify cash vs software collections; print daily pending summary.
Weekly: review panel and hospital / clinic directory outstanding statements.
Monthly: audit test rates, referral discounts, and inactive catalog entries.

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