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Reception Desk Workflow

Complete guide for managing daily clinic operations.

Core Daily Tasks

1. Register New Patient
First Visit

For patients visiting for the first time, click the "New Patient" button.

  • Enter the patient's mobile number with country code (+967 for Yemen)
  • Fill in full name, gender, and age (optional: address)
  • The system automatically creates a user account and patient record
2. Find Existing Patient
Returning

Use the Patient Database tab or the Select2 search field.

  • Search by name, phone number, or national ID
  • The system auto-suggests matches as you type
  • View patient's complete medical history before booking
3. Book Appointment
Scheduling

Click "Book Appointment" and fill in the details.

  • Select the patient from the dropdown (search as needed)
  • Choose the appointment date and time slot
  • Add chief complaint if provided by patient
4. Check-In Patient
On Arrival

When the patient arrives, use the Check-In button.

  • The system automatically assigns a queue number
  • Patient status changes from "Scheduled" to "Waiting"
  • Payment toggle becomes enabled for fee collection
5. Process Payments
Billing

Toggle the payment switch after collecting fees.

  • Mark payment as completed in the system
  • The doctor can see payment status during consultation
  • Payment records are included in financial reports

Action Items (Tasks)

The doctor can send you tasks that appear in the "Action Items" tab.

  • Tasks appear automatically when doctor orders procedures or tests
  • Add a reception note (e.g., payment collected, patient informed)
  • Click "Mark Done" to complete the task
Auto-Refresh: The Action Items tab refreshes every 10 seconds to show new tasks.

Uploading Results

When investigation results are ready, upload them from the "Investigations" tab.

For Lab Results:
  • Upload PDF report file
  • Enter result value and normal range
  • Mark any abnormal findings
For Radiology:
  • Upload PDF report or provide DICOM viewer link
  • Add radiologist notes if needed
  • Mark as completed when done

Appointment Statuses

StatusWhen to Use
ScheduledInitial booking state
WaitingAfter patient checks in
With DoctorDoctor started consultation
In Radiology/LabPatient sent for tests
CompletedVisit finished, record saved
CancelledNo-show or cancellation
Need Help?

If you encounter any issues, contact the system administrator or refer to the video tutorials.