Creation and setting of the clinic

Create and set your clinic in accordance with your internal regulations to ensure smooth operation in Cliniccards.

Set up your clinic in the following order:

1. A clinic owner shall first create a clinic in Cliniccards. Herewith, the user is automatically switched to the PRO version.

2. When the clinic is created, you need to invite the clinic employees to arrange cooperation within the clinic virtual space. Then you need to do the following for every specialist working in the clinic:

• Set individual rights of access to different system sections;
• Set time restrictions for financial reports;
• Set Access by IP.

3. Now you can proceed with the clinic schedule settings. Do as follows:

• Add a cabinet, time reserves and types of employees ;
• Specify a visit duration by default ;
• Select a minimum interval for a patient visit appointment.

4. Add a Price list when the schedule setting is completed. You can promptly import an electronic price list if you have one.

5. Then set a salary for every employee of your clinic:

• Interest Rate (Coefficient) of the total amount of performed works (for doctors);
• Hourly Rates (mainly for assistants and administrators);
• Fixed Salary (for other specialists working in the clinic).

6. The specialists of  the Cliniccards technical support will help you to import your patient database in Excel format to the virtual space of your clinic.

7.There are many additional clinic settings in the tab Other. For example, there are settings for the clinic basic parameters for every clinic in the subsection Clinic Settings available exclusively to a clinic owner. For example:

• Select a numeration method for patient cards;
• Clinic financial system and employee salary accrual methods;
• Assignment of manipulation discounts and patient loyalty system – cashback;
• Main and alternative currencies of the clinic.

8. Make the following settings at the stage to ensure convenient management of clinic finances and spendings:

• Add the clinic spending categories;
• Create a list of legal entities used by the clinic to execute financial transactions, namely, clinic companies that manage patients;
• Add suppliers and other contractors to manage your clinic spendings;
• Set clinic cash desks and  rights of access to them;

9. Add diagnosis templates to ensure fast filling of a patient treatment history.

10. Add templates of the document forms, acts of performed works and treatment plans.

11. Set up Digital Signature devices to sign patient documents on a tablet.

12. Specify the sources, from which your patients know about the clinic to ensure efficient work with the first-time patients.