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How-To Guides ​

Step-by-step recipes for the day-to-day operations that span more than one page. Each guide links to the page-by-page reference so you can dig into details.

Patient flow (front desk) ​

Register a new patient ​

  1. Patient → Add Patient.
  2. Type the patient's First Name, Middle Name (optional), Last Name, and Birthdate. Click Check for Duplicates.
  3. If the duplicate check shows the patient already exists, click Open Profile instead of creating a new one.
  4. If they're new, click These aren't them — Continue creating.
  5. Fill in the form's three tabs:
    • General Information — Nationality, Occupation, Parents Info, Sex, Status (Single / Married / Widowed / Separated / Divorced / Annulled).
    • Contact Details — phones, email, country, address (with Region → Province → City → Barangay for the Philippines).
    • Referral — who referred them and the Source Type.
  6. Tag the patient to one or more Assigned Doctors if applicable.
  7. Take or upload a photo.
  8. Click Save Record. A toast confirms it.

Reference: Patients.

Book a future appointment (reservation) ​

  1. Reservations → + Book Reservation.
  2. Search for the patient and select them with the + icon.
  3. Pick a Reserved Date, Priority, and Channel (Walk-in / Online / Phone). Add Notes if needed.
  4. Click Book Reservation.

Reference: Reservations.

Check in a patient who has a reservation ​

Either from the Reservations page:

  1. Open Reservations, find the reservation (use the Date filter for today).
  2. Select it. In the right panel, click Check-in.
  3. Pick the Service the patient should enter. The patient lands in the queue and you're taken to the Queue page on their ticket.

Or from the queue (faster at the front desk):

  1. Queue → + Add Patient to Queue.
  2. Stay on the Reservations tab — today's pending reservations are listed.
  3. Click Check-in on the matching row. The patient appears in the queue immediately.

Receive a walk-in patient (no reservation) ​

  1. Queue → + Add Patient to Queue.
  2. Switch to the Walk-in tab.
  3. Search for the patient and select them. (Register them first if they're not yet in the system.)
  4. Pick Service (if more than one), Priority (Regular by default), add Remarks.
  5. Click Add to Queue.
  1. With the patient selected on the queue, click Print Queue Number in the panel header.
  2. The 80 mm thermal slip shows the branch name, ticket number, service, priority, and the timestamp. Hand it to the patient.

Moving a patient through the queue ​

Call, serve, and complete ​

  1. Select the patient on the queue.
  2. With status Waiting, click Call — they're called.
  3. Once they're at the counter / chair, click Serve — they're In Service.
  4. Use the Send to: bar to move them to the next stage. The current stage shows "(here)".
  5. When they reach the final stage, send them to the ✓ DONE pill to close the visit.

Skip or mark a no-show ​

  1. Open the ⋯ (more) menu next to the Send-to bar.
  2. Skip this stage — moves the patient on without recording service here.
  3. Mark no-show — they didn't appear; they drop out of the visible queue.

To bring them back, tick Show skipped & no-show in the queue list filters.

Transfer to another service ​

  1. ⋯ → Transfer to other service…
  2. Pick the destination service. The patient is moved into its first stage.

Recording a visit (consultation) ​

Start a new visit ​

  1. Open the patient's record (eye icon on the patient list or View visits in the queue panel).
  2. On the Visits tab click + New Visit, confirm the Visit Date (today by default), and click Create Visit.

Fill in findings ​

For the selected visit, expand each card and click its edit/add icon:

  • Diagnosis / Plan and Medications — Impression text, Plan (select doctor for print + procedure rows), Remarks + Next Follow-up, Prescribed Medicine (select prescriber + medicine rows).
  • Complaint / Symptoms, Visual Acuity (Far / Near × OD / OS), Refraction (OD / OS), and the other examination cards (Tonometry, Gonioscopy, Corneal Topography, Slit Lamp, Funduscopy, Amsler Grid, EOM/Prisms, Hertel's, Lacrimal Irrigation, Gross Examination, Radiology).

Each card saves independently — fill what's relevant for the visit.

Update patient history and biometry ​

  • Patient History tab — record long-running conditions (Diabetes, Hypertension, Heart Disease, Sinus/Allergy, Cancer), the Other row, and free-text Remarks and Other Medical History. Click Save.
  • Biometry tab — fill the IOL Measurements table for OD and OS (Axial Length, T-Power, AK, IOL Brand, IOL Power). Click Save.

Billing ​

Charge a patient on the queue ​

  1. Select the patient on the queue.
  2. Under BILLING INFORMATION, click + Add Service and fill the new row: Service, Doctor, Charge, Paid Amount, Paid By. Click the save (bookmark) icon.
  3. Under MEDICINE PURCHASE, click + Add Medicine for any medicine sold during the visit (Medicine, Qty, Price, Paid Amount, Paid By).
  4. Check Total Charges, Medicine, Paid, and Balance Due on the right. Use the Note box for visit-level notes.

Add an off-queue bill (after the visit) ​

  1. Open the patient's record → Bills tab.
  2. Click + Add New Bill, fill in Date, Item, Doctor, Paid By, Bill, Payment, and save.
  3. Total and Balance Due at the bottom roll up everything in the table.

Issue a Medical Certificate ​

  1. Reports → Medical Certificate → + Generate Certificate.
  2. Pick the Patient, optionally Prefill from Visit to copy diagnosis/purpose, and the Attending Doctor.
  3. Set Certificate Date and Date Examined, then Purpose, Diagnosis, Rest Days, and Rest From / Rest To. Add Remarks if needed.
  4. Watch the live preview, then click Generate Certificate.
  5. From the list, use the eye icon to print or the pencil/trash to edit/delete.

Issue an Admitting Order ​

  1. Reports → Admitting → + Generate Admitting Order.
  2. Patient, Admitting Physician, Admission Date/Time.
  3. Accommodation/Room, Service/Department, Admitting Diagnosis, Chief Complaint, Admitting Orders, Remarks.
  4. Generate. From the list you can preview/print, edit, or delete.

Issue a Referral ​

  1. Reports → Referral → + Generate Referral.
  2. Patient, Referring Physician, Referral Date, Refer To and Facility / Institution.
  3. Reason for Referral, Clinical History/Summary, Diagnosis/Impression, Current Medications.
  4. Generate. From the list you can preview/print, edit, or delete.

Issue a Consultation Certificate ​

  1. Reports → Consultation Certificate → + Generate Certificate.
  2. Patient, Attending Doctor, Certificate Date, Consultation Date, Addressed To.
  3. Findings, Medications (one per line), Procedures (one per line), Remarks.
  4. Generate.

Surgery ​

Schedule a surgery ​

  1. Surgery → + Add Surgery.
  2. Fill in Date, Time, Surgery/Procedure, Patient, Eye (OD / OS / OU), Anesthesia, Surgeon, Other MD (optional), Location, Status.
  3. Fill in IOL details for the relevant eye(s) — Brand and Serial #.
  4. Add Notes with any pre-op context.
  5. Click Add Surgery.

Open a surgery's full details ​

  • Surgery page — click the eye icon on the row.
  • Dashboard — click the row in Upcoming Surgeries or the surgery event in the calendar.
  • Patient record — click the surgery in the left-rail Surgery list.

Each opens the same Surgery Details modal.

Add a surgery from the patient record ​

  1. Open the patient's record.
  2. In the left rail's Surgery section, click the + Add button.
  3. The Add Surgery form opens with this patient pre-filled. Continue as in Schedule a surgery above.

Pharmacy ​

Sell medicine to a patient (standalone) ​

  1. Pharmacy → Transactions → + Create Transaction.
  2. Patient, Date, Time, Payment Method (Cash / Card / PhilHealth / HMO / GCash / Maya), Status (Completed by default).
  3. Add items — pick an Item (unit price auto-fills), enter Qty, click Add Item. Repeat.
  4. Confirm Total Amount and click Create Transaction. Inventory is reduced automatically.

For medicines tied to a clinic visit, record them on the Queue under MEDICINE PURCHASE instead — that keeps them on the visit's bill.

Restock a low item ​

  1. Pharmacy → Inventory — the low-stock banner tells you what's running out.
  2. Pharmacy → Purchase Orders → + Create Order. Pick the Supplier, set Order Date and Expected Delivery, add items (Qty + Unit Price). Create Order. The PO is Pending.
  3. Have someone with approval permission move the PO to Approved.
  4. When the goods arrive: Pharmacy → Deliveries → + Receive Order. Select the PO, set Delivery Date / Delivery No / Invoice No, enter the Received Qty for each line, adjust Unit Price if needed, and click Record Delivery. Inventory is increased.

Receive a delivery without a PO ​

  1. Pharmacy → Deliveries → + Receive Order.
  2. Leave the Purchase Order field blank. Pick the Supplier, set Delivery Date / Delivery No / Invoice No.
  3. Click + Add Item for each item — search the full pharmacy item catalog, enter quantity and unit price.
  4. Click Record Delivery.

Pay for a delivery later (mark as paid) ​

  1. Pharmacy → Deliveries — click the eye icon on the row.
  2. Toggle Mark as Paid, fill in Payment Method, Payment Date, optional Reference Number, and Amount Paid.
  3. Save. The deliveries table updates with the delivery's payment fields.

Adjust stock outside of a sale or delivery ​

  1. Pharmacy → Stock Movement → + Add Stock Movement.
  2. Branch (filled in), Transaction Date, Reason, Stock Item, Movement Type, Quantity.
  3. Confirm Beginning Quantity and End Quantity, then Save Movement.

Configuration & catalog ​

Add a doctor ​

  1. Configuration → Doctors → + Add Doctor.
  2. First/Middle/Last Name, Specialty, Subspecialty, License No., PTR No., S2 No., Status.
  3. Add the doctor's Signature — Draw on the canvas (use Clear to redo) or Upload an image. The signature prints on certificates, admitting orders, and referrals.
  4. Add Doctor.

Add a procedure ​

  1. Configuration → Procedures → + Add Procedure.
  2. The Code is auto-generated. Enter Procedure Name, Category (pick from Procedure Categories), optional Description, tick Anesthesia Required if applicable, Status.
  3. Add Procedure.

Add a billable item (and price it for this branch) ​

  1. Configuration → Bill Items → + Add Bill Item — add to the global catalog (Code, Name, Category, Description, Active).
  2. Configuration → Billing Items → + Add Billing Item — for this branch, pick the Bill Item from the catalog and set the Price and Status.

Add a payer (insurance / HMO) ​

  1. Configuration → Payers → + Add Payer.
  2. Provider Name, Plan Type, Coverage (%), optional Contact Email / Phone / Address, Status.
  3. Add Payer. The payer becomes selectable as Paid By on queue billing and bills.

Add a surgery location (per branch) ​

  1. Switch to the branch you want to add the location to (top-bar branch selector).
  2. Configuration → Surgery Locations → + Add Surgery Location.
  3. Type the Name (e.g. "Operating Room 1") and save.

Reports ​

Find unpaid bills ​

  1. Reports → Billing.
  2. Set From / To dates and Status = Balance.
  3. Click a row to see the patient's transactions, or Print to take the filtered list with you.

See how much each doctor billed ​

  1. Reports → Transaction by Doctor.
  2. Pick the doctor in the typeahead, choose Daily or Monthly, and pick the date or month.
  3. Print Report to take the summary and daily breakdown with you.

See how much each insurance owes ​

  1. Reports → Payers.
  2. Set From / To, Status = Outstanding, and (optionally) search by payer name.
  3. Click a payer to drill into their patient-by-patient breakdown, or Print.

Account & branches ​

Switch branches ​

Click the branch button at the top right and pick another branch. Branch-specific data (queues, deliveries, billing items, surgery locations) reloads for the new branch.

Change your default landing page ​

Account menu → My Profile → Settings → Preferences. Pick Default Landing Page (Dashboard, Patient, Queue, Reservations, Surgery, or Pharmacy). If you lose access to that page later, the system sends you to the first one you can open.

Sign out one device or all devices ​

Account menu → My Profile → Settings → Security → Active Sessions. Click Sign out next to a device, or Sign out all devices to end every session.

Managing existing patients ​

Edit a patient's information ​

  1. Patient tab → click the pencil icon on the row (or from inside the medical record).
  2. The form opens as Edit Patient Information with everything filled in.
  3. Make changes across the General Information / Contact Details / Referral tabs and the Assigned Doctors card.
  4. Click Save Changes. The modal stays open after a successful save so you can keep editing — close the X when you're done.

Change a patient's categories ​

  1. Open the patient's medical record.
  2. In the header, click the categories button (shows the count selected).
  3. Tick or untick to add or remove categories. The selected ones also appear as pills with an X you can click to remove.

Tag a patient to one or more doctors ​

  • While registering or editing the patient: use the Assigned Doctors card — search the doctor list and click to add. Tagged doctors appear as chips with an X.
  • From the patient list: open the patient with the pencil icon, scroll to Assigned Doctors, and edit there.

Filter the patient list to just yours ​

On the Patient tab, click the My patients toggle in the filter bar. Combine it with Branch, Category, Status, and Doctor to narrow further. Click again to turn it off.

Find a patient quickly ​

In the Patient search box, type:

  • a PIN (e.g. CEB-093652),
  • a full name in Lastname, Firstname form,
  • a partial name (e.g. Smile).

Results update as you type — no Enter / Go button.

Delete a single patient ​

Click the trash icon on the patient's row, then confirm. A toast confirms the result.

Delete several patients at once (bulk delete) ​

  1. Tick the checkbox in each row you want to remove (or the header checkbox to select everyone on the current page).
  2. A blue bar at the top of the table shows N selected. Click Delete (N), confirm, and the patients are removed.

The checkbox column and Delete button only appear if your account has bulk-delete permission.

Check for duplicates before creating a patient ​

You don't have to do this manually — Add Patient always runs the duplicate check first. If you want to verify in the existing list:

  • Search the patient list by Last Name and Birthdate.
  • If you see a possible match, open their profile instead of creating a new record.

Managing reservations ​

Reschedule a reservation ​

  1. Reservations → select the reservation in the list.
  2. In the details panel, click Reschedule.
  3. Pick a new date and confirm. A toast confirms the change.

Reschedule is only available while the reservation is still Pending.

Cancel a reservation ​

  1. Reservations → select the reservation.
  2. Click Cancel in the details panel. Confirm the prompt.

Find today's reservations from the queue ​

You don't need to go to the Reservations tab — Queue → + Add Patient to Queue opens directly on the Reservations tab listing today's pending reservations with one-click Check-in.

Editing visits, prescriptions, and certificates ​

Edit a previous visit's findings ​

  1. Open the patient's medical record.
  2. On the Visits tab, click the visit's date in the date strip.
  3. Expand the card you want to change and click its edit icon. Fill in / update fields and save.

Visit section edits require visits.update. If the edit button isn't there, you don't have that permission.

  1. Open the visit on the patient's record.
  2. In the Diagnosis / Plan and Medications card, set Select doctor (for print) in the Plan sub-section and Select prescriber (for print) in the Prescribed Medicine sub-section. The doctor's signature prints on the output.
  3. Use the print button in the visit card to open the printable view, then Save as PDF or send to a printer.

Edit or delete a certificate, admitting order, or referral ​

  1. Go to Reports and the matching tab.
  2. Use the pencil icon to edit (the form opens prefilled), or the trash icon to delete (confirm in the dialog).
  3. The eye icon opens the preview where you can re-print.

Re-print a certificate / admitting order / referral ​

From the list, click the eye icon (or the row) to open the preview, then use its print button.

Editing queue billing ​

Edit a saved bill row ​

In the queue's BILLING INFORMATION or MEDICINE PURCHASE table, click the pencil icon on the row, change values, and click the save (bookmark) icon to commit.

Delete a bill row ​

Click the trash icon on the row and confirm.

Change who's paying a bill (the payer) ​

Edit the row and change Paid By to the patient or the relevant payer (insurance/HMO). Save.

If a payer you need isn't listed, add it in Configuration → Payers first.

Save a visit note ​

Type into the Note box on the queue patient panel — it autosaves; close the panel or navigate away and your text stays with the visit.

Managing surgeries ​

Edit a scheduled surgery ​

Surgery tab → pencil icon on the row → make changes → Update Surgery.

Cancel a surgery ​

Surgery tab → set the row's Status to Cancelled via Edit, or use the trash icon to delete the schedule entirely.

Record IOL details after a surgery is done ​

Open the surgery via the pencil icon, fill in the IOL details (Brand and Serial # per eye), and update. The same details show up in the Surgery Details modal opened from the dashboard or patient record.

See today's surgeries at a glance ​

Dashboard → Upcoming Surgeries. Click a row (or a calendar event) to open Surgery Details.

Pharmacy operations ​

Approve a pending purchase order ​

  1. Pharmacy → Purchase Orders → eye icon on the row.
  2. Change status to Approved (or use the approve action if shown). Only Approved POs can be received as deliveries.

Record a payment against a purchase order ​

  1. Pharmacy → Purchase Orders → eye icon on the row.
  2. Click Pay. Enter Amount to Pay, Payment Method, Payment Date, optional Reference Number, and Notes.
  3. Record Payment. The Amount Paid, Date Paid, and Status update on the list.

View a transaction's receipt ​

Pharmacy → Transactions → eye icon on the row. The receipt-style view shows branch/patient, line items, payment method, and totals — print from inside the modal.

Pharmacy → Inventory → Print Summary. The printable report has totals at the top, items grouped by category, the date and your name, and signature lines for "Prepared by" and "Verified by".

Update an item's unit price ​

Pharmacy → Items → pencil icon on the row → change Unit Price → Update Item. The new price applies to subsequent transactions and purchase orders (existing rows aren't recalculated).

Edit a supplier ​

Pharmacy → Suppliers → pencil icon on the row → change details → Update Supplier.

Search the full item catalog (not just stock) when ordering ​

The Item dropdown in Create Order and Receive Order searches the entire pharmacy item catalog, including items not currently in stock — so you can order something you've never stocked before.

Catalog maintenance ​

Deactivate a doctor, medicine, payer, or item ​

For most catalog forms, edit the entry and change the Status to Inactive. Inactive entries no longer appear in pickers (queue billing, certificates, etc.) but past data referencing them is preserved.

Update a doctor's signature ​

Configuration → Doctors → pencil → in the Signature field, click Clear to remove the current signature and either draw a new one or Upload a new image. Save.

Add a procedure category, bill item category, or pharmacy item category ​

  • Procedure Categories — Configuration → Procedure Categories → Add Category.
  • Bill Item Categories — Configuration → Bill Item Categories → Add Category.
  • Pharmacy Item Categories — Pharmacy → Item Categories → Add Category.

In each case the form just asks for a Name. You can't delete a category that's still attached to any item.

Edit a medicine ​

Configuration → Medicines → pencil → change Brand, Generic Name, Type, Unit, or Status → Update Medicine.

Profile and security ​

Reset your password (forgotten) ​

  1. On the login page, click Forgot password?.
  2. Enter your email; a 6-digit code is sent.
  3. Enter the code, then set and confirm a new password.
  4. Click Reset password → and sign in with the new one.

Change your password (signed in) ​

Account menu → My Profile → Change Password. Enter your current password, the new one, and confirm. Click Update Password.

Update your name, email, or phone ​

Account menu → My Profile. Edit Full Name, Nickname, Email, or Phone (Optional), then Save Changes. Your Username can't be changed here.

Change your profile photo ​

Account menu → My Profile. Click the camera button on your photo to upload a new image; click the trash button to remove the current one.

Switch between light, dark, or system theme ​

Account menu → My Profile → Settings → Appearance. Pick Light, Dark, or System (follow your computer's setting).

Set or change your default branch ​

Settings → Preferences → Default Branch. Pick a specific branch or Use last selected (the system remembers whichever branch you were on when you signed out).

Troubleshooting ​

I can't see a button (Add, Edit, Delete, Print…) ​

Your account probably doesn't have the matching permission. Ask your administrator — these are gated per-action (patients.update, queue-stages.update, export-report.access, etc.).

I don't see the Reports tab ​

The whole Reports nav entry only shows if you have at least one of the granular report permissions. The system lands you on the first report tab you're allowed to open; if none, the tab disappears entirely.

A form won't save ​

Look for red messages under the fields. Required fields are marked with a red asterisk (*). Common causes: malformed email, missing required date, or a price/quantity left blank.

The patient/queue/list looks empty when I know there's data ​

Clear the search box, set filters back to All, check the date range, and confirm the branch selector is on the right branch. Some screens (surgery locations, queue) are branch-scoped.

A delete fails ​

The record is probably in use elsewhere (e.g. a category attached to items, a doctor referenced by a visit). Read the error message; deactivate the record instead of deleting if it's been used historically.

I get logged out unexpectedly ​

Someone (you, or someone with your account) may have used Sign out all devices in Settings → Security. Sign in again. If it keeps happening, change your password and let your administrator know.

A printout looks blank or cut off ​

  • Wait for the Print button to finish (the click loads the data first), then the dialog opens.
  • In the browser's print dialog, set margins to Default or Normal and turn on Background graphics.
  • For thermal slips, set the paper size to 80 mm (or Receipt) in your browser/printer.

My default landing page doesn't load ​

If your account lost access to that page, the system sends you to the first page you can open. Set a new Default Landing Page under Settings → Preferences.

FAQ — "I can't find X in the dropdown" ​

Almost every "missing" item in CPR comes down to one of three things:

  1. It hasn't been added to the catalog it's drawn from.
  2. It's been added but its Status is Inactive.
  3. The catalog is per-branch and you're on the wrong branch.

Use the table below to jump straight to where each picker is fed from.

Surgery ​

"I don't see the procedure when scheduling a surgery." Procedures live in Configuration → Procedures. Add it there (with a Code, Category, and Status = Active). If it's there but missing from the picker, set its Status back to Active.

"The surgeon / Other MD I want isn't in the list." Doctors live in Configuration → Doctors. Add or reactivate the doctor — and add a Signature while you're there, since it's used on printed documents tied to that surgery.

"The OR / surgery location I want isn't listed." Surgery Locations are per branch. Switch to the right branch in the top-bar selector, then add it under Configuration → Surgery Locations.

"The patient isn't in the patient search." Register the patient first under Patient → Add Patient. The surgery form only searches existing patients.

Queue billing ​

"I can't find the service / billable item to charge." Two-step catalog: the global Bill Items catalog has to contain the item, and Billing Items has to set a price for it on this branch. Configuration:

  1. Configuration → Bill Items → add the global item if it doesn't exist.
  2. Configuration → Billing Items → add it for this branch with a price.

"The doctor isn't in the Doctor column picker." Add or reactivate the doctor under Configuration → Doctors.

"The Paid By picker doesn't have the patient's insurance / HMO." Add the payer under Configuration → Payers (Provider Name, Plan Type, Coverage %).

"The medicine I sold isn't in the Medicine picker." Add or activate the medicine in Configuration → Medicines (Brand, Generic, Type, Unit).

"I don't see any service to add the patient to in Add to Queue." Branch services are attached to your account by an administrator. If the service exists on the clinic but isn't attached to you, ask your administrator to grant access.

Patient registration ​

"My patient's nationality / occupation isn't in the list." These come from the system's reference catalogs — they aren't user-editable. If the value you need is genuinely missing, contact your administrator to extend the catalog.

"The category I want to tag isn't there." Categories are clinic-set (e.g. Smile Pro, Refractive). Ask your administrator to add the category to the clinic configuration.

"The country picker doesn't have what I need." The country list is the full standard country list — start typing to search rather than scrolling. If your country really isn't there, contact your administrator.

Pharmacy ​

"The item I'm trying to sell isn't in the Transaction picker." Items live in Pharmacy → Items (or Configuration → Medicines for medicines). Add it there (or set its Status back to Active). If it's only missing from Inventory, you can still order it via PO — the PO and Receive Order pickers search the whole catalog, not just what's in stock.

"The supplier isn't in the Create Order / Receive Order picker." Add it under Pharmacy → Suppliers.

"I want to receive goods but there's no PO." You don't need one. On + Receive Order, leave the Purchase Order field blank, fill in the Supplier directly, and use + Add Item to enter items manually from the catalog.

"The PO is in the list but Receive Order won't let me pick it." The PO is still Pending. Only Approved POs can be received — approve it first under Purchase Orders.

"The Item Category I want to use when adding an item isn't there." Add it under Pharmacy → Item Categories. Categories are shared across branches.

Reports / certificates ​

"The Doctor picker on a certificate / admitting / referral form is empty." Add or reactivate the doctor under Configuration → Doctors. The doctor also needs a Signature on file to print correctly.

"Prefill from Visit shows nothing for this patient." Either you haven't picked a patient yet, or the patient has no past visits with the relevant findings. Create a visit first under the patient's medical record.

"The Reports list is empty even though we've issued certificates." You may be on the wrong sub-tab — Medical Certificate, Consultation Certificate, Admitting, and Referral are separate lists. Check each one. Also clear the search box at the top.

"Transaction by Doctor says Select a doctor to view their transactions." That report is doctor-scoped. Pick a doctor from the typeahead and the data loads.

Dashboard ​

"Upcoming Surgeries is empty." There are no future surgeries scheduled in this branch. Add them under the Surgery tab.

"Patient Demographics shows No data." Patients in the system don't have the right field filled in (e.g. occupation). Open a patient record and edit Personal Info / General Information to add the missing values.

"Today's numbers all show zero." Either there really isn't activity today, or you're on the wrong branch — switch to the correct one in the top-bar selector.

Reservations ​

"The Reservations list is empty for today." The default filter is Date = today and Status = Pending. Clear the date or pick a different status (Checked-in, Cancelled, All) to widen the view.

"I can't see the Check-in / Reschedule / Cancel buttons on a reservation." Those actions are only available while the reservation is still Pending — once it's Checked-in or Cancelled the buttons hide.

Queue ​

"A patient I added to the queue isn't in the list."

  • Make sure the service selector at the top matches where they were added (or pick All).
  • The patient may have been marked No-show or Skipped — tick Show skipped & no-show in the queue list filters.
  • Clear the search box.

"The Send-to bar shows fewer stages than I expected." The service's stage list is set up by an administrator. Ask them to add the missing stage to the service.

Configuration ​

"Surgery Locations asks me to pick a branch." Surgery locations are per-branch. Use the top-bar branch selector first, then come back.

"The Bill Item picker in Add Billing Item is empty." The global Bill Items catalog (under Configuration → Bill Items) is empty for this category. Add a Bill Item first, then come back to Billing Items.

"I can't delete a category — it gives an error." You can't delete a category that's still attached to any item (procedure, bill item, pharmacy item). Either re-categorise the items first or just set the category's Status to Inactive.

"I deactivated a doctor but the bills they signed are gone." They aren't gone — historical records still reference the doctor. Inactive only means the doctor doesn't appear in new pickers (queue billing, certificate forms, surgery).

Sub-tabs and nav ​

"A whole sub-tab (Items, Inventory, Payers, Doctors…) is missing." That tab is gated on its own permission. Ask your administrator to grant the matching permission.

"There's no branch selector in the top bar." Your account is attached to a single branch only — there's nothing to switch.

"I see All branches on a tab and I don't recognise the data." Master-data tabs (Items, Item Categories, Doctors, Payers, Procedures, Bill Items, …) are shared across the whole clinic, not scoped to your selected branch — that's expected.

CPR - Clinical Patient Records

CPR Development Team