Step 1 — Open Clinic Manager
From the left-hand menu, click Clinic Manager.
You’ll see two main sections:
Appointment Schedule — Lists upcoming appointments.
Patient Information — Stores all registered patients.
Open Clinic Manager to view all appointments and patients.
Step 2 — Add a New Patient
To create a new patient record:
Click the Create button in the Patient Information section.
Enter the required fields:
First Name
Last Name
Health Card Number
Optional fields include:
Birth Date
Email
Gender
Consent information (checkbox and file upload)
Click Add Patient to save.
Enter patient details and click Add Patient for them to appear in Clinic Manager.
Step 3 — Create a New Appointment
To create a new appointment:
Click the Create button in the Appointment Schedule section.
Select the Clinician, Patient, and Appointment Date.
Click Create Appointment to finalize.
Choose the clinician, patient, and date, then select Create Appointment to schedule it.
Step 4 — Edit or Delete Records
From the Clinic Manager dashboard:
Click Edit next to a record to update patient or appointment details.
Click Delete to remove a record permanently.
Use the Edit or Delete buttons under the Actions column to manage records.
Quick Tips
Always ensure a patient exists before scheduling their appointment.
Use the search bar to find patients quickly by name or date.
Deleted patients or appointments cannot be restored — confirm before removing.
Patient and appointment data in Clinic Manager sync automatically with other modules.
Result
You can now efficiently manage patient information and appointments —
all from one centralized Clinic Manager dashboard.