CPR User Manual
Welcome to the user manual for CPR (Computerized Patient Record) — the clinic management system used to handle patients, the daily queue, surgery scheduling, the pharmacy, billing reports, and clinic configuration.
This manual is written for everyone who uses the system: front-desk and queue staff, doctors, pharmacy staff, billing, and administrators. You only see the menus your account is allowed to use, so some sections of this manual may not apply to you.
How this manual is organized
| Guide | What it covers |
|---|---|
| Getting Started | Logging in, resetting your password, the screen layout, switching branches, your profile and settings |
| Dashboard | The home screen — today's numbers, patient flow, upcoming surgeries, calendar |
| Patients | Finding patients, registering new ones, and the patient medical record |
| Queue | Running the daily patient queue — calling, serving, moving patients between stages, and queue billing |
| Reservations | Booking, rescheduling, and checking in patients with future appointments |
| Surgery Schedule | Booking and managing surgeries, including IOL details |
| Pharmacy | Inventory, items, suppliers, purchase orders, deliveries, stock movement, and transactions |
| Reports | Billing balances, transactions, payers, and medical certificates |
| Configuration | Setting up doctors, payers, procedures, billing items, medicines, and surgery locations |
| How-To Guides | Step-by-step recipes for the day-to-day operations that span more than one page |
| Common Patterns & Tips | Tables, search and filters, confirming deletes, signatures, printing, and troubleshooting |
Administrators: there's a separate Admin Manual covering clinic setup, the Configuration catalogs, branches, and what an administrator account is responsible for.
Glossary
- Branch — a clinic location. If your account covers more than one, you pick the active branch from the header.
- PIN — a patient's permanent ID number in the system.
- Visit — one dated entry in a patient's medical record (eye exams, diagnosis, plan, etc.).
- Queue / ticket — a patient's place in a service workflow for the day. Each ticket moves through a series of stages.
- Stage — a step in a service workflow (for example Reception → Screening → Doctor → Pharmacy). A terminal stage is the last one.
- Service — a named workflow made up of stages. The queue page shows one service at a time.
- Payer — an insurance company or HMO that pays part of a patient's bill.
- IOL — intraocular lens, recorded per eye (OD = right, OS = left, OU = both) on a surgery.
- Reservation — a booked slot for a patient to be seen on a future date; checking it in turns it into a queue ticket.
- Toast — the small confirmation message that pops up briefly after you save or delete something.
A note about screenshots: This manual describes screens by their labels and buttons rather than images, so it stays accurate as the interface evolves. If a label in the app differs from this manual, trust the app and let your administrator know.