🧭 All guide chapters

Choose the work you need to do. Each English chapter has a matching Traditional Chinese page. Use the language menu to switch.

Start here

Guide	What you will learn
Your first day	Sign in, choose a clinic and find your work area.
Dashboard and navigation	Summary cards, appointments, notifications and the left menu.
Roles and access	Read, Create, Edit, Delete and access scope.
Common problems	Search, saving, missing access and errors.

Reception and patient records

Guide	What you will learn
Appointments	List, Schedule, Mine, creating, editing, arrival and cancellation.
Patients	Search, Advanced Search, Columns, creating, editing and patient tabs.
Patient files and documents	Upload, Open, Rename, Delete, document preview and Browser print.
Leads and follow-ups	Lead records, conversion, follow-up dates, assignees, status and linked appointments.

Clinical work and checkout

Guide	What you will learn
Consultations	Worklist, patient history, Vitals, Allergy, Medical History, Symptoms, Diagnosis, Findings, Treatment Plan, Follow Up, Notes, Procedures, Medications, Laboratory and Attachments.
Checkout	Charge items, medications, dispensing, laboratory items, package deductions, payments, refunds and transaction history.
Checkout corrections and refunds	Revert dispensing, edit or reverse payments, change bill status, refund items and reverse refunds.
Patient packages	Purchase, uses and value, deductions and reversals, status filters, details, closure and the refund form.

Inventory, purchases and reports

Guide	What you will learn
Drugs and supplies	Inventory items, Stock In, Stock Out, batches, Expired Drugs and options.
Laboratory and suppliers	Laboratory Items, Laboratory Records, reports, attachments and supplier details.
Reports	Bills, Transactions, Deferred revenue, Recognized revenue, Operations Report and Drug Inventory Report.
Annual accounting records	Where to collect year-end records, export reports and prepare supporting documents for your accountant.

Settings and account

Guide	Modules
Clinic and team	Clinics, Users, Roles and Departments.
Clinic lists and services	Receiving Accounts, Services, Packages, Tags, Referrers, Insurers and Equipment.
Package settings	Create and edit definitions, items, fixed or unlimited uses, validity and inactive status.
Printing and queue	Internal printing templates, document preview and Queue Calling settings.
Custom printed letters	Custom templates, every available variable, letter examples, patient printing and saving a new template.
Profile and subscription	Personal account details and the boundary of subscription help.

How to use the screenshots and FAQ

• Follow the numbered steps in order. Each screenshot caption identifies the step.
• English chapters use English interface screenshots. Traditional Chinese chapters use Traditional Chinese interface screenshots. Button names match the screen.
• Select a screenshot to open the full image. The examples contain fictional records.
• Select a FAQ question to open its answer. Select it again to close the answer.

Which functions are outside this guide?

External account connections and external service operations are excluded. This includes WhatsApp and Email connections or sending, Zoom meetings, external printer-service connections and payment-provider pages. Patient contact fields and internal receiving-account records can still appear in internal workflows.