Administrative Module Features

You are here:

The features of the Administrative module are located under Settings, which can be found by going to the Accounts Menu. Click on the profile image on the top right to open the Accounts Menu.

Fig. 2.1. Settings located inside Account Menu interface.

My Clinic

My Clinic > Details

Go to My Clinic > Details. This where users can Create, Read, and Update their clinic name, logo, website, description, email address, phone number, clinic address, and clinic schedules.

Steps in uploading a Clinic Photo

  1. Click the box containing the default clinic photo.
  2. A prompt for a file browser will appear.
  3. Select desired photo.
  4. Choose to rotate either left or right, and/or crop the photo accordingly. 
  5. Chosen photo is now set as the whole clinic’s official photo. 
Fig. 2.2. Uploading a clinic photo 
Fig. 2.3. Cropping a clinic photo 

Steps to edit the Clinic’s Details

  1. Click the desired field to edit.
  2. Input details.
  3. Click save.
Fig. 2.4. Filling out the clinic details

Steps to set the Clinic Schedules

  1. Choose the day.
  2. Select opening time.
  3. Select closing time.
  4. Click the “+” button.
  5. Clinic schedule for the chosen day and time is set.
  6. Repeat steps as necessary.
 Fig. 2.5. Filling out the clinic schedules

My Clinic > Members

Users can CRUD clinic staff to access MYCURE and manage team members which includes setting their roles and privileges.

Steps in adding A New Clinic Member

  1. Click the “+” button.
  2. Enter clinic staff’s email.
  3. Choose specific role for clinic staff.
  4. Edit set of privileges.

Adding a clinic member is only through exclusive invite.You can learn more about Roles and Privileges in Volume 1: Introduction to MYCURE – Roles & Privileges.

Fig. 2.6. Add a New Clinic Member

Steps in updating A Clinic Member’s Roles and Privileges

  1. Select a clinic member’s name.
  2. Click on the list of user roles to employ.
  3. Edit the clinic staff’s set of privileges.
  4. Untick/tick the box which corresponds to the privilege.
 Fig. 2.7. Update clinic member

Steps in deleting A Clinic Member

  1. Select member to be deleted.
  2. Click remove user.
  3. User is now no longer a member of the clinic. 
Fig. 2.8. Removing a Clinic User

My Clinic > Branches

Users can read and update the details of the clinic’s branches.

Steps to Update Clinic Branches

  1. Select clinic branch to update.
  2. Click on the desired clinic fields to edit. 
  3. Input changes.
  4. Click save.
  5. Branch’s details are now updated.
Fig. 2.9. Branches
Fig. 2.10. Editing Clinic Branches

My Clinic > History

Users can read the clinic’s medical records history. This pertains to the actions and updates that a clinic staff has done that concerns medical records and inventory transactions.

Fig. 2.11. History 

My Clinic > Printing Header

The Printing Header setting refers to the clinic’s header in all of the records or documents to be printed by the clinic. Administrative module users can Read and Update these printing headers.

Steps in Selecting a Clinic Printing Header

  1. Choose  the desired template to employ as clinic’s printing header.
  2. To upload image as printing header, click “upload”.
    • Select desired photo
  3. Click “Preview” to see the printing header.
  4. Click activate to select printing header template. 
Fig. 2.12. Selecting a Clinic Printing Header
Fig. 2.13. Clinic Printing Header Preview

My Clinic > Terminology Settings

The Terminology Settings is where users can define specific Terms for Billing and Diagnostics. Example. Under Billing Invoice can be changed for Charge Slip.

  1. Under the column of Custom Text change the Preferred Term of use.
  2. Click on Update on the lower right of the screen to update the Terms.

Partners 

Partners > HMOs

HMO Partners refer to the accredited insurance companies  found in the MYCURE’s database. Users can Create, Read, and Delete HMO partners to be used in their respective clinics.

  1. To add a partner HMO, click the “+” button.
  2. Search for the accredited HMO to be added.
  3. Select HMO.
  4. Click “Add”.
  5. HMO is now added to the Partner HMO list.
  6. Repeat steps as necessary.
Fig. 2.14. Manage Accredited HMOs

Partners > Companies

This refers to the list of corporate partners that clinics have. Users can CRD each of their partner companies. 

Steps in Managing Corporate Partners

  1. To add a partner corporate partner, click the “+” button.
  2. Input company partner details.
  3. Click “Add”.
  4. Company is now added to the Partner Company list.
  5. Repeat steps as necessary.
 Fig. 2.16. Manage Corporate Partners
Fig. 2.17. Add Company Partners
  1. To import list of partner companies, click the “import” icon. 
  2. Download template and then fill out the necessary details. 
  3. Upload the file back to the system.
    • Click “Browse File” button. 
    • Select fulfilled template.
  4. Partner companies enlisted in the template is not integrated in the system.
Fig. 2.18. Import Company Partners

Partners > Diagnostic Centers

Users can Create, Read, and Update their partner diagnostic centers for the sending of PME, laboratory, and/or imaging results.

Steps in Managing Diagnostic Centers

  1. To add a partner Diagnostic Center, click the “+” button.
  2. Enter the partner Diagnostic Center details.
  3. Click “Save”.
  4. Diagnostic Center is now added to the Partner Diagnostic Center list.
  5. Repeat steps as necessary.
  6. To edit partner Diagnostic Center details, click the edit icon. 
  7. Edit details.
  8. Click “Save”.
  9. To delete, click the delete icon. 
  10. Confirm deletion by selecting “Yes” on the prompt.
 Fig. 2.19. Manage Diagnostic Centers
Fig. 2.20. Add Diagnostic Centers

Partners > Government Insurances

Steps in Managing Accredited Government Insurances

  1. Click the “+” button.
  2. Search for the accredited Government Insurance to be added.
  3. Select the Government Insurance.
  4. Click “Add”.
  5. Government Insurance is now added to the list.
  6. Repeat steps as necessary. 
  7. To delete a government insurance, click the delete icon.
  8. Click “Yes” to confirm.
 Fig. 2.21. Manage Accredited Government Insurances
Fig. 2.23. Add New Government Insurance

Registration 

Registration > Queues

Users can CRUD queue labels, CRD each of the queue access per user, enable or disable multiple counters for receptionist queues, reasons for visit, postponing, and cancelling of queues.

Steps in Creating a New Queue

  1. Click the “+” button.
  2. Select queue type (e.g. doctor, nurse, therapist, etc.)
  3. Set the name for the queue
  4. Select who can access this queue 
  5. Add descriptions for each queue. 
  6. Click save to finalize the queue label. 
      Fig. 2.24. Manage Queues
Fig. 2.25. Add New Queue

Steps in Importing Queues

  1. To import queues, click the import queues button
  2. Download the Excel file template and fill out the necessary details
  3. Upload the template file back into the system. 
  4. All queues will now be recognizable in queues settings.
  5. To update any queue label, click the edit icon
  6. Edit the queue details.
  7. Click “Save” to finalize.
  8. To delete a queue, just select the delete icon.
  9. Click “Yes” to finalize the removal of the selected queue label. 
This image has an empty alt attribute; its file name is image-12.png
 Fig. 2.26. Import Queues

Steps in Adding Multiple Counters

  1. To enable or disable the multiple counters option for receptionist queue, go to a receptionist queue label (or upon creation of a new receptionist queue label). 
  2. Click on the checkbox. 
  3. More options for multiple counters will appear.
  4. Add multiple counters as needed by entering a name for one counter 
  5. Click add to save.
Fig. 2.27. Multiple Counters

Steps in Adding Queue Tags

  1. To add a queue tag, enter the name of the tag.
  2. Click the “Add Tag” button.
  3. Queue Tag is now added.
Fig. 2.28. Adding a Queue Tag

Enable/Disable Requirement of Reason for Postponing and Cancelling

  1. Tick the corresponding box to enable
  2. Untick the corresponding box to disable. 
Fig. 2.28. Enabling/disabling the requirement for reason of postponing/cancelling

Setting up an Auto-end Encounter Flow
Certain service types may be configured to require payment/HMO approval by default, as well as automatically end the encounter if no other services are performed. Here’s how to do it.

  1. Under Queue – Miscellaneous Settings, find the Auto-End Encounter Flow drop-down field.
  2. Select the services that end automatically.
Fig. 2.28. Enabling/disabling the requirement for reason of postponing/cancelling

Registration > Patient Tags

Patient tags function as the grouping of patients according to the clinic’s discretion (e.g. senior citizen, VIP).

Steps in Adding a Patient Tag

  1. Click the “+” button.
  2. Page will be scrolled to the bottom 
  3. Input the Tag Label.
  4. Click the “Add” button to finalize.
  5. To delete a certain tag, click the “delete”.
  6. Confirm action by selecting “Yes”.
Fig. 2.29. Managing Patient Tags
Fig. 2.30. Adding a Tag Label

Registration > Analytics

Here, users can enable and disable the analytics or reports that can be viewed in the clinic dashboard.

Steps to Enable/Disable Analytics

  1. In order to enable or disable, simply click the toggle button which corresponds to the analytics
  2. Click “Save” to finalize.
Fig. 2.31. Managing Analytics

Registration > Patient Info Fields

Patient Fields refer to the patient information that the clinic records to properly assess and tend to their patients’ medical needs. Users can enable or disable specific fields for their utmost convenience.

Steps to Enable/Disable Patient Fields

  1. To enable or disable certain fields, click on the toggle button for each of the desired fields. 
  2. To finalize, click save.
Fig. 2.32. Managing Patient Info Fields

Registration > Patient Kiosk

The Patient Kiosk setting is where users can customize the fields that their new and follow-up patients are required to complete before proceeding to the frontdesk. This settings also include the enabling or disabling of kiosk banner, kiosk number printing, and CRUD of privacy notice for patients.

Steps in Managing Patient Kiosk

  1. To enable or disable certain kiosk field, click the toggle button corresponding to the information.
Fig. 2.33. Managing Patient Kiosk

Steps in Adding a Marquee Banner

  1. Toggle the enable or disable button
  2. Enter desired message or announcements. 
  3. Click save to finalize the message.
Fig. 2.34. Managing Patient Kiosk

Steps in Enabling/Disabling Kiosk Printing Settings

  1. To enable printing, check the box with the label “print registration kiosk number”. 
  2. System will automatically print the queue number of the patient.
Fig. 2.35. Enabling/disabling kiosk printing

Steps in Adding a privacy notice

  1. To add a privacy notice for patients to read upon interacting with the kiosk, click the “+” button 
  2. Input the language of the privacy notice
  3. Input the desired title
  4. Input message of the privacy notice
  5. Click the accept button.
Fig. 2.36. Adding a privacy notice
  1. Users will see a live preview of their privacy notice. 
  2. Click save to finalize.
Fig. 2.37. Editing a privacy notice

Medical Records

In this setting, users can edit all settings pertaining to medical records such as enabling or disabling medical record fields, CUD of custom prescription header, CD of custom medicines, CRUD of favorite prescriptions, custom diagnostic test packages, CRUD custom medical forms, CD custom diagnostic tests, and R archived patients.

Medical Records > Record Fields

Steps in Managing Record Fields

  1. To enable or disable record fields, simply toggle which information is needed in the record fields
  2. Click save to finalize. 
Fig. 2.38. Enabling/disabling record fields

Medical Records > Prescription Headers

Steps to Manage Prescription Headers

  1. Click “create template”
  2. Users will automatically be redirected to a page where they can input their clinic details.
  3. Users have the option to add up to 6 clinic information by simply checking the box that pertains to the display of the clinic detail column.
  4. Input clinic details.
  5. Click the “preview” button to view custom header preview. 
  6. To revert back to the clinic’s default header, click the “revert back to default header”.
Fig. 2.39. Managing Prescription Headers
Fig. 2.40. Custom Header Preview

Medical Records > Medicines Directory

Steps in Adding Custom Medicines

  1. Click the “+” button.
  2. Input the generic name of the medicine, the brand name, and the formulation. Click “save” to add the medicine to the list
Fig. 2.41. Manage Custom Medicines
Fig. 2.42. Add New Custom Medicines

Steps in Adding Custom Medicines

  1. To import a list of custom medicines, click the import icon.
  2. Download the Excel template and fill out the necessary information.
  3. Upload the Excel file template back into the system. 
  4. After uploading, the list of medicines will now automatically appear in the system. 
This image has an empty alt attribute; its file name is image-12.png
Fig. 2.43. Import your medicines to MYCURE

Medical Records > Favorite Prescriptions

Steps in Adding a Favorite Prescription

  1. Click the “+” button.
  2. Input the generic name of the medicine
  3. Input its brand name.
  4. Input formulation.
  5. Input the medicine’s dispense number.
  6. Input the medicine’s dosage
  7. Input the prescription frequency
  8. Add notes.
  9. Click save to finalize. 
  10. To edit, click the edit icon. 
  11. To delete, click the delete icon.
  12. Confirm the action by clicking “Yes”.
Fig. 2.44. Managing favorite prescriptions
Fig. 2.45. Add Favorite Prescribed Medicine

Medical Records > Custom Diagnostic Test

Steps in Managing a Custom Diagnostic Test

  1. To add a new custom diagnostic test, click the “+” button.
  2. Select the test type.
  3. Input the test name and test section. 
  4. Click save to add custom diagnostic test to the list. 
  5. To delete a diagnostic test, simply click the delete icon. 
  6. Click “yes” to proceed with the deletion.
Fig. 2.46.  Manage Custom Diagnostic Test
Fig. 2.47.  Add New Custom Diagnostic Test

Medical Records > Custom Diagnostic Packages

Steps in Managing a Diagnostic Test Package

  1. Click the “+” button. 
  2. Select diagnostic test type.
  3. Select the tests to be included in the package
  4. Select the diagnostic test package name
  5. Add description. 
  6. Click “save” to officially add the package to the list.
  7. To edit and delete the diagnostic package, click the edit icon and delete icon respectively. 
Fig. 2.48.  Managing a Diagnostic Test Package
Fig. 2.49. Add New Diagnostic Test Package

Medical Records > Manage Form Templates

Steps to Manage Form Templates

  1. Click the “+” button.
  2. Fill out the title and the description. 
  3. In selecting the type, users have four options:
    • If user selects the medical certificate, fitness certificate, or the waiver type, an option to create these templates respectively will appear. 
      • Input their template with the corresponding values (e.g. doctor name, patient name, patient sex, patient age, etc.). 
      • These corresponding values will be pre-filled uniquely for each encounter.  
Fig. 2.50. Add New Form Template
Fig. 2.51. Add New Form Template
  1. For the questionnaire type:
    •  Click the “add section button” as many as needed.
    • Input a section name.
    • Click the “add question” button.
    • Select the question type such as identification, multiple choice, true or false, or a checklist. 
    • Require the question to be answered if needed.
  2. To edit or delete these forms simply click the edit or delete icon respectively and then a prompt will appear for the editing or the confirmation of the deletion.
Fig. 2.52. Questionnaire Type of Template 
For the multiple-choice and checklist question type, users can add as many choices and items as needed.
Fig. 2.53. Questionnaire Type of Template – Multiple Choice

Medical Records > Manage Custom Dental Statuses

Steps in Managing Custom Dental Statuses

  1. To add a custom dental status, click the “+” button.
  2. Enter the type
  3. Input category
  4. Input abbreviation
  5. Select color coding.
  6. Add description of the custom dental status. 
  7. Click save to add the dental status to the system. 
  8. To edit the dental status, click the edit icon. 
  9. To delete a dental status, click the delete icon.
  10. Click “Yes” to confirm the action.
Fig. 2.54. Manage Custom Dental Statuses
Fig. 2.55. Edit Dental Status

Medical Records > Archived Patients

Steps to Manage Archived Patients

  1. To restore archived patients, click the restore icon.
  2. Click “Yes” to confirm the restoration of the patient. 
Fig. 2.56. Manage Archived Patients

Imaging

In Imaging settings, users can CRUD imaging test, imaging report template, and imaging order template as well as import a list of imaging tests. 

Imaging > Test Directory

Steps to add a New Imaging Test

  1. To create an imaging test, click the “+” button.
  2. Input the test name and test section.
  3. Add description. 
  4. Click save to add to the list of imaging tests. 
Fig. 2.57. Manage Imaging Test
Fig. 2.56. Edit Imaging Test

Steps to import list of imaging tests

  1. To import imaging tests, click the import icon. 
  2. Download the Excel file template and fulfill the details.
  3. Upload the template back to the system. 
  4. Imaging tests are added to the system.
  5. To edit an imaging test, click the edit icon.
  6. Edit the test details. 
  7. To delete imaging tests, click the delete icon.
  8. Click “Yes” to complete action.

Imaging > Report Templates

Adding a New Imaging Report Template

  1. To add imaging report templates, click the ”+” button.
  2. Input the test name.
  3. Input the category.
  4. Add description. 
  5. Create template.
  6. Add a tag for each of the templates for convenience when doing an imaging worklist.
  7. To edit an imaging test report template, click the edit icon. 
  8. Edit the test details. 
  9. To delete imaging tests, simply click the delete icon.
  10. Click “Yes” to confirm the action. 
Fig. 2.57. Imaging Report Template
Fig. 2.58. Imaging Report Template

Imaging > Order Templates

Steps in Managing a Test Order

  1. To add an imaging test order, simply click the “+” button. 
  2. Input the template name.
  3. Add description and imaging tests to be included in the order template.
  4. Click “Save” to finalize and then the order template will now be automatically add to the system.
  5. To edit an imaging test order template, click the edit icon. 
  6. Edit the order details.
  7. To delete an imaging test order template, simply click the delete icon.
  8. Click “Yes” to confirm the action.
Fig. 2.59 Manage Imaging Test Order
Fig. 2.60 Imaging Order Template Details

Laboratory

Laboratory > Test Directory

Here, users can customize laboratory information inside the system. They can perform actions such as CRUD laboratory test names, order templates, report templates, and HL7 Lab analyzers, as well as import a list of laboratory tests.

Steps in Managing Laboratory Tests

  1. To add a laboratory test, click the “+” button.
  2. Input the laboratory test name.
  3. Input the test section.
  4. Add the HL7 identifier code and identifier system.
  5. Add test description.
  6. Click the save button.
  7. The test will be automatically added to the system.
  8. To import a list of laboratory tests, click the import icon.
  9. Download the Excel file template. 
  10. Fill out the necessary details, and then upload the file back to the system. 
  11. Users can now find the tests in the system.
Fig. 2.61 Manage Laboratory Tests
Fig. 2.62. Add New Lab Test
  1. In order to edit a laboratory test, click the edit icon.
  2. Edit the test details.
  3. Add lab tests measures.
  4. To delete a test, simply click the delete icon.
  5. Click to confirm the action.
Fig. 2.63. Edit Lab Test
Fig. 2.64. Test Measure Details

Laboratory > Analyzers

Steps in Managing Laboratory Analyzers

  1. To add an HL7 analyzer, click the “+” button.
  2. Input analyzer name
  3. Add description
  4. Input HL7 receiving facility and HL7 receiving application. 
  5. Click save to add the analyzer to the system.
  6. To edit an HL7 analyzer, click the edit icon.
  7.  Edit the analyzer details. 
  8. To delete an analyzer, simply click the delete icon.
  9. Click “Yes” to confirm and then a prompt will appear for the confirmation of the action.
Fig. 2.65. Manage LIS Analyzers
Fig. 2.66. Edit Analyzers

Laboratory > Order Templates

Steps in Managing Lab Test Order Template

  1. To add a lab test order template, click the “+” button.
  2. Input the template name and description. After that, users can now select the tests to be included in the test order. Click save to finalize. 
  3. To edit an order template, click the edit icon.
  4.  Edit order details. 
  5. To delete an order template, simply click the delete icon. 
  6. Click “Yes” to confirm.
Fig. 2.67. Manage Order Templates
Fig. 2.68. Edit Lab Order Templates

PME

PME settings refer to the PME report templates that users can CRUD. This will reflect the templates to be used whenever the clinic conducts PME services. 

PME > Report Templates

Steps in Adding a Report Template

  1. Click the “+” button.
  2.  Input the name 
  3. Add description
  4. Input PME report template. 
Fig. 2.69. PME Report Templates
In the field for the template, users can copy+paste their existing templates from a word file or create a new one.
Fig. 2.70. Edit Report Template
  1. To edit a PME report template, click the edit icon.
  2. Edit the template details. 
  3. To delete a PME report template, simply click the delete icon.
  4. Confirm deletion.

Inventory

This is where users can CRUD supplier information and price types, as well as CD adjustment reasons.

Inventory > Suppliers

Steps to Add New Supplier

  1. To add a new clinic supplier information, click the “+” button.
  2. Input the details of the new supplier. 
  3. Click save to finalize.
  4. To edit a clinic supplier, click the edit icon.
  5. To delete a clinic, click the delete icon. 
  6. Confirm the action.
Fig. 2.71. Suppliers
Fig. 2.72. Edit Supplier

Steps in Importing a list of Suppliers

  1. Click the import icon. 
  2. Download Excel file template and fulfill details. 
  3. Upload the template back to the system
  4. The system will automatically recognize the list of suppliers.

Inventory > Adjustment Reasons

Steps in Adding a New Adjustment Reason

Fig. 2.73. Adjustment Reasons
  1. To add a new adjustment reason, click the “+” button.
  2. Input the reason.
  3. Click the “add” button.
  4. The reason will now be integrated in the system. 
  5. To delete an adjustment reason, click the delete icon.
  6.  Confirm the deletion.

Inventory > Stock Rooms

Steps in creating stock rooms

  1. To create a stock room, click the “+” button.
  2. Input the name of the stock room in the Stock Room Name field.
  3. Optionally, you may also select the staff who will be inside or in charge of the stock room from a drop-down list of the clinic staff.
Fig. 2.74. Price Types
Fig. 2.74. Price Types

PRM

PRM is where users can adjust the settings for their sms configurations.

Adding a new configuration

  1. To add a new configuration, click the “+” button.
  2. Fill out details such as provider name, app id, shortcode, app secret, and passphrase.
  3. Click save to finalize. 
  4. To delete a configuration, click the delete icon.
Fig. 2.76. Manage SMS Configs
 Fig. 2.77. Add Config

Billing/POS 

This is where all of the settings pertaining to the billing module and point of sales can be found and customized. Part of the Billing/POS settings are payment methods, taxes, withholding taxes, discounts, services, promos, gift certificates for promos and discounts, and expenses. 

Billing/POS > Payment Methods

Steps in Adding a Payment Method

  1. To add a payment method, simply click the “+” button.
  2. Input the name of the payment method
  3. Select payment type
  4. Add description. 
  5. Click save to finalize and add the payment method to the system’s billing processes.
  6. To import a list of payment methods, click the import icon
  7. Download the Excel file template. 
  8. Fill out the necessary details.
  9. Upload the file back to the system.
  10. Payment method is not added to the system.
  11. In order to delete a payment method, click the delete icon.
  12.  Confirm the deletion.
   Fig. 2.78. Payment Methods
Fig. 2.79. Add New Payment Method

Billing/POS > Tax Types

Steps in adding a Tax Type

  1. To import, click the import icon.
  2. Download the Excel file template. 
  3. Fill out the necessary details.
  4. Upload the file back to the system. 
  5. Users can now find the tax types  in the system.
  6. To delete a tax type, click the delete icon.
  7. Confirm the deletion.
    Fig. 2.80. Tax Types
Fig. 2.81. New Tax Type

Billing/POS > Withholding Taxes

Adding a Withholding Tax

  1. To add a new withholding tax, click the “+” button.
  2. Add the staff name.
  3. Add their corresponding withholding tax. 
  4. Click the “add” button to finalize the withholding tax.
  5. To edit, click the edit icon. 
  6. Edit details.
  7. To delete a withholding tax, click the delete icon. Respectively.
  8. Confirm the action.
Fig. 2.82. Withholding Taxes
Fig. 2.83. Add a withholding tax

Billing/POS > Discount Types

Adding a new Discount Type

  1. To add a discount type, click the “+” button.
  2. Input the discount details such as code, name, discount in either percentage or in amount, and the billing item type. 
  3. Select which product or service is the discount for. 
  4. Click save to finalize. 
  5. To edit a discount type, click the edit icon. 
  6. Edit the discount details.
  7. To delete a discount type, simply click the delete icon.
  8. Confirm the action.
Fig. 2.84. Discount Types
Fig. 2.85. Edit Discount

Billing/POS > Services

Steps in adding a new service

Fig. 2.86. Services List
  1. To add a new service, click the “+” button.
  2. Select service type.
  3. Enter service name, amount, details, tax, government insurance plans, HMO plans, company plans, staff commissions, and supplies used.
Fig. 2.87. Add New Service – Clinical Procedure
  1. For the service type clinical procedure
    • input the number of sessions that patients need to fulfill.
Fig. 2.88. Add New Service – Diagnostic
  1. For Diagnostic service type:
    1. Choose if laboratory or imaging.
    2. Select test from dropdown list of diagnostic test.
    3. Input the corresponding amount of the test.
    4. Test is now linked with services.
Fig. 2.89. Add New Service – PE Service
  1. For the PME service type:
    1. Input the necessary details for the service. 
    2. Arrange queue trail for PME patients. 
      1. Click the “+” button on the upper right corner of the PE Service Queueing Details section.
      2. Select the queue and the test order template for diagnostic services. 
      3. Click “add” to finalize the PE service queue. 

For each service, users have the ability to add government insurance plans, HMO plans, company plans, staff commissions, and supplies used. 

Fig. 2.90. Add New Service – Manage Government Insurance Plans
  1. For Government insurance plans:
    1. Click the “+” button. 
    2. Select the government insurance. 
    3. Check whether the amount to be covered is known or not. 
      • If not, then the amount and discount part will be disabled. 
      • Otherwise, users will be asked to input the amount and the percentage discount.
    4.  Click add to include the coverage on the list.
Fig. 2.91. Add New Service – Manage HMO Coverage Plans
  1. For an HMO coverage plan and company plan:
    1. Click the “+” button.
    2. Check whether the amount to be covered is known or not.
      •  If not, then the amount and discount part will be disabled. 
      • Otherwise, users will be asked to input the amount and the percentage discount. 
    3. To upload a bulk list of coverages or company plans:
      • Click on the import icon.
      • Downloading the template.
      • Fill out the necessary details on the Excel file template.
      • Upload the file back to the system. 
      • System will automatically recognize the list of coverages and company plans.
Fig. 2.91. Add New Service – Manage Staff Commissions
  1. For staff commissions:
    1. Click the “+” button
    2. Input staff name to be commissioned
    3. Input percentages of the commission per private, HMO, or gov. Insurance. 
    4. Click “add” to save. 
    5. Fill out the necessary details on the Excel file template.
    6. Upload the file back to the system. 
    7. System will automatically recognize the list of staff commission.
Fig. 2.92. Add New Service – Supplies Used
  1. To indicate the supplies used for a particular service:
    • Click the “+” button.
    • Select the clinic supply to be linked to the service and its corresponding quantity.
    • Click “add” to finalize. 
  2. To edit a service, click the edit icon. 
  3. Edit details.
  4. To delete a service, simply click the delete icon.
  5. Confirm the action.

Billing/POS > Service Providers

  1. To indicate the Service Provider:
    • Click the “+” button.
    • Input the necessary details.
    • Click “save” to finalize. 
  2. To edit a service provider details, click the edit icon. 
  3. Edit details.
  4. To delete a service provider, simply click the delete icon.
  5. Confirm the action.

Billing/POS > Promos

Steps to Add Promo

  1. In order to add promo click the “+” button.
  2. Select the promo type and the date/s when the promo will be available of use
  3. Select the purchased item or service, and its corresponding reward item or service.  After selecting the prior details, the user will be asked to indicate the amount of purchased item and its corresponding reward item count. 
  4. Click the save button to add to the list.
  5. To delete a promo, simply click the delete icon. 
  6. Confirm deletion.
    Fig. 2.93. Promos List
Fig. 2.94. Add New Promo

Billing/POS > Gift Cert (Credit)

Managing Gift Certs (Credit)

  1. To add, click the “+” button.
  2. Input the name, credit amount, application type and its corresponding product or service.
  3. To make the gift certificate available in all clinic branches;
    1. tick or untick the availability box 
  4. To make it sellable:
    • Tick the sellable box
      • Indicate the selling price of the gift certificate.
Fig. 2.95. Gift Certs List
Fig. 2.96. Add New Gift Certificate
  1. Determine the amount of codes to be generated
  2. Click the button “generate”.
Fig. 2.97. Generate Codes
  1. Go to edit by clicking the edit icon.
  2. A prompt will appear showing the codes that have been generated. 
  3. To generate more codes:
    • Click the generate button
  4. To print the existing codes, click the print button. 
  5. To delete gift certs, click the delete button. 
  6. Confirm the action. 
Fig. 2.98. Edit Gift Certificate – Credit

Billing/POS > Gift Cert (Discount)

Steps in Managing Gift Cert (Discount)

  1. To add a gift certificate for discounts, click the “+” button. 
  2. Enter the name, discount percentage, its availability in clinic branches and its billing item type. 
  3. After setting the billing item type, an additional option will appear which will either be services list or product list. 
  4. Select the corresponding products or services to be included in the gift certificate.
  5. Determine the amount of codes to be generated 
  6. Click the button “generate”. 
  7. Go to edit by clicking the edit icon.
  8. A prompt will appear showing the codes that have been generated. 
  9. To generate more codes, click the generate button
  10. To print the existing codes, click the print button. 
  11. To delete gift certs, click the delete button. 
  12. Confirm the action. 
Fig. 2.99. Edit Gift Certificate – Discount

Billing/POS > Expenses

Adding an Expense

  1. To add an expense, simply click the “+” button.
  2. Input the amount, expense type, the date of the expense completion and the reason for the expense. 
  3. Click save to add the expenses to the list and record.
  4. To edit an expense, click the edit icon.
  5. To delete an expense, simply click the delete button. 
  6. Confirm the action.
Fig. 2.100. Expenses List
Fig. 2.101. Edit Expenses

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