There are a lot of important settings available only to the clinic owners in Cliniccards. They are on the page Settings → Other → Clinic settings.
The parameters of the patient card numeration allows you selecting the best version of the card numeration in the clinic:
The numeration method determines whether the card numbers are assigned automatically or clinic employees have to assign the card numbers manually by creation or editing. Thus, you can choose automatic or manual numeration.
A financial model determines a method for generation of the acts of performed works in the clinic. A financial model can be either a standard or a simplified one.
When the simplified model is used, the acts of performed works based on the treatment plan are generated automatically on the day when the work was performed. This is a suitable system for small clinics.
A standard financial system works as follows: a clinic administrator or a head needs to create an act of performed works manually when a specialist performs the works specified in the treatment plan. This is a convenient system for large clinics as it ensures additional control over the settlements with the patients.
Herewith, a clinic owner can change the financial model of the clinic.
Please note that the acts for all works that have already been or have not been performed are created automatically when you switch to the simplified system.
Use a patient deposit account to keep records of the advance payment made by every patient excluding direct dependence on the patient's actual balance. Thus, you can add a deposit in the section patient card Finances, if necessary, and the deposit is received on the individual deposit account. Herewith, the current patient balance is not changed. Then you can transfer the amount from the deposit account to the current one to cover the cost of treatment in your clinic. More information on the setting and operation of the new function Deposits is in the section Patient deposits of the Manual.
You can use the function of cashback accrual if you have a patient loyalty program in your clinic. Use this option to refund a percent of the paid amount to the patient deposit account. Then this money can be used to pay for treatment of the patient in the clinic.
Important: cashback is funded on the patient deposit account. Activate the option Use deposits.
You can set a default percent rate for the cashback to be refunded to every patient immediately after the payment acceptance in the field below. Or an authorized employee can individually change a cashback percent rate when he/she accepts the payment.
The cashback neither depends on nor affects any other discount allowed to the patient.
The option of the treatment plan creation is provided in Cliniccards by default. This parameter enables deactivation of the treatment plan creation option in the clinic.
More information on the treatment plans is available in the corresponding section of the Help.
When the parameter is active, the costs of manipulations in the acts of performed works are rounded to the nearest whole numbers. Deactivate the parameter when the financial accounting in your clinic shall be accurate to tenth.
This parameter enables using of the different coefficient (other than the main one) for the doctor’s salary calculation. For example, this setting can be used for the doctors working with their personal patient database.
Go to Settings → Specialist salary → Salary coefficient in the subsection Doctor’s patients to assign a special coefficient to the doctor. Select the corresponding specialist in the field Doctor’s patient in the patient profile to set a coefficient for the doctor.
A comment, which is a new stage of the patient treatment history, is created automatically in Cliniccards when any manipulation is performed.
A record is not created in the treatment history when this parameter is deactivated. Remember that the comments on all previous treatment stages will be automatically created when any manipulation provided by the treatment plan is performed if the parameter is activated in future.
More information on the plans and treatment history is available in the section of the Help.
Information on the performed manipulations does not by default appear in a patient treatment history when you create an act of performed work (quick act) in Cliniccards. This is a convenient function allowing you to separate the work of doctors and administrators.
A patient treatment history stage containing the information on the performed works is created automatically during the quick act saving when the option is activated.
More information on the work with the patient finances is available in the section Finances.
Cliniccards provides that the discounts in the treatment plan are by default assigned only to the individual stages or the whole plan. Discounts to the individual manipulations provided by any treatment plan are assigned when the manipulation discount option is activated.
More information on the work with the patient finances is available in the section Finances.
The notes (tab Visits of the patient card) are aimed to facilitate communication between doctors and other clinic specialists. Thus, a doctor can specify the required duration for the next visit or ask other employees to prepare the necessary materials.
When the parameter is active, a patient’s name, last name and a signature panel are added at the bottom of every printed patient document. These are all documents from the section Documents of the patient card except for the forms of the Ministry of Healthcare.
More information on the work with the patient documents is available in the Help.
Use the parameter to add patient diagnosis to the acts of performed works. Follow the steps to ensure automatic adding of the field Diagnosis to the acts of performed works:
The field Diagnosis appears in the acts for insurance companies.
More information on cooperation with insurance companies is available in the section Work with insurance companies in the Help.
Cliniccards provides by default that a doctor’s salary is accrued when an act of performed works is saved. Correspondingly, a doctor receives a salary based on the performed works and not payments for the works.
Activate the corresponding parameter if a doctor’s salary in your clinic is accrued on the basis of the actual patient payments. Then a doctor’s salary is accrued when a patient pays the obtained services.
Important: if you have already paid salary to your specialists using Cliniccards, contact our technical support by the specified phone numbers or the feedback form in Help → Contacts before changing the salary accrual system.)
The function of creation of additional acts of performed works for an insurance company is available when you work with insurance companies. A copy of the acts will be made only for the patients having a certificate of insurance. Ad an insurance company in Settings → Other → Insurance companies.
More information on the work with insurance companies is available in the section Insurance companies of the Help.
To implement additional security measures, we recommend restricting access to the clinic to users who do not have two-factor authentication for authorization in the Cliniccards system.
Users themselves can set the second level of protection in their personal profile. First, you need to turn on the Two-factor authentication switch and set it up using Google Authenticator (use instructions).
You can learn more about two-factor authorization in Cliniccards by following the link.
We recommend you to add a phone number prefix (the first digits of phone numbers in your country) to accelerate adding of the patient phone numbers.
You can use a multicurrency price list in Cliniccards. Specify the main and alternative currencies to ensure simple and fast recalculation of the manipulation cost depending on the exchange rate.
Main clinic currency. Select a currency used for all financial settlements from the list. The main clinic currency is set by a clinic owner and a basic currency is converted into other currencies (alternative clinic currencies, if any) in accordance with the exchange rate.
Alternative price list currencies are used to relate selected price list items to a certain currency and ensure fast recalculation of theirs cost when an exchange rate is changed. Go to Settings → Price list editing → Currency exchange changing option in the upper right corner to set the parameters. The system recalculates the cost of the price list items related to the alternative currencies when the exchange rate is set.
More information on the use of currencies in Cliniccards is available in the section Price list of the Help.
The specialization is Stomatology in Cliniccards by default. Herewith, there are treatment plans with a dental formula in the clinic and the dental formula is in the treatment history.
The parameter enables deactivation of the dental formula when a treatment plan is generated. This is how other specialists working in other fields can conveniently generate treatment plans for their patients.
API key is an option that enables a clinic programmer to set an integration of the Cliniccards virtual space with other services, for example, with the clinic website.
Use the API key to receive the following information from Cliniccards:
Click the link Create and show next to the parameter API key to create an API key. Follow the link to know more details on the description of the API methods.
The parameter is a part of the SMS-sending settings. Use it to select a language and the corresponding date format to be used to send sms to the patients. The selected interface language is used by default.
This is a parameter that ensures correct determination and displaying of the date and time in the system in accordance with your time zone.
For example, a date and time of a comment created in a patient treatment history will be in accordance with the time zone set in the parameter settings. Thus, specify the time zone you are in.
