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🏠 Dashboard and navigation
Goal
Know where to start and where to find each work area.
Before you start
Sign in and select the clinic where you are working.
What you see
- Today's net collections and Today's Consultations give a quick daily view.
- Patient Count and Doctor Count show clinic totals.
- Appointments lists today's visits and their status.
- Notifications can show payment reminders, consultation reminders, expired medication or low stock.
- The left menu opens each area. The names in your account may differ if your permissions differ.
Do these steps
- Check the clinic selector at the top of the left menu.
- Read the date near the top of the page.
- Choose a menu item: Appointments for visits, Consultation for clinical notes, Checkout for the bill, or Patients for a patient record.
- Use the notification cards as reminders. Open the matching work page to check the details.
Check that it worked
The page title matches the work you want to do. Check the clinic and date before you act.
❓ FAQ
Why is a Dashboard number different from my filtered list?
Check the clinic, date, status and access scope. A filtered list may not cover the same records as the summary card.
Does a low-stock notice change the stock quantity?
No. Open Drugs or Supplies to review the item and its stock records. Record the actual stock movement in the correct module.
Is today’s collection the same as all bills created today?
No. Bill amounts and payment transactions describe different things. Use Reports to review the source records and date range.