Help Center

The EMR page is the doctor's consultation workspace. It is used to search and open a patient, start or continue the current visit, record vitals, allergies, chronic conditions, doctor notes, impression, diagnoses, medications, services, consumables, equipment, vaccinations, packages, investigation/lab orders, uploaded files, AI summaries, ICD codes, and final visit records. It is also where doctors create lab or investigation orders through the Investigation tab.

The Laboratory module is used to manage lab and investigation orders after they are created from the EMR. Staff can view pending, in-progress, and completed lab orders, enter internal lab results, send external lab requests, upload external lab reports, attach result files, print tube stickers, and track lab order status by month.

1. 1

   Open Laboratory from the sidebar to view lab and investigation orders.

2. 2

   Use the month filter at the top-right to view lab orders for a specific month.

3. 3

   Switch between Pending, In Progress, and Completed tabs to track each order's status.

4. 4

   Pending shows new lab orders that still need action.

5. 5

   In Progress shows lab orders that have been sent out or are currently being processed.

6. 6

   Completed shows lab orders where results have already been saved or uploaded.

7. 7

   For an internal lab order, click Enter Result to key in structured result values.

8. 8

   For an external lab order that is still pending, click Send to Lab to choose an external lab and add optional instructions.

9. 9

   For an external lab order that is in progress, click Upload Result to upload the completed external lab report and optional summary.

10. 10

    For a completed order, click View Result to review the saved lab result.

11. 11

    Use the file upload area inside result forms to attach PDFs, images, or supporting documents.

12. 12

    Use the tube sticker button on an order card to print tube/sample stickers.

13. 13

    Lab order cards show the patient, test name, doctor, lab type, created time, and available action.

14. 14

    The page refreshes automatically, so new or updated orders can appear without manually reloading.

The Patient Centre — the searchable directory of everyone registered at the branch. From here staff add and edit patients, open a full patient profile (medical info, visits, files, appointments, payments and insurance), archive records, add a patient to the queue, and collect deposits.

1. 1

   Find a patient with the search box at the top — it matches on name or patient ID.

2. 2

   Reorder the list with the Sort button: Name A–Z or Z–A, Last Visit newest or oldest, Date of Birth newest or oldest, or Patient ID low→high or high→low.

3. 3

   Narrow the list with the Filters button: filter by Gender, by a Date of Birth range (From / To), and by Status (Active patients, Archived only, or All patients). Active filters show as chips you can remove individually.

4. 4

   Add a new patient with the Add Patient button. The form has three steps — Personal (name, nationality, IC or passport, DOB, gender, race, discount tier), Contact (phone, address), and Emergency (emergency contact, and a guardian section that auto-appears for patients under 18).

5. 5

   Open a patient's full profile by clicking their name in the list.

6. 6

   Use the three-dot (⋮) menu on any row for quick actions: View profile, Edit, Archive, Add to queue, or Collect Deposit.

7. 7

   Change how many patients show per page with the Rows per page selector (10, 25, 50, 100) and move through pages with the pager at the bottom.

The Appointment Centre — schedule and manage patient bookings for the branch. View bookings as a List, Week grid, or Month calendar; create appointments; open a booking to check a patient in, mark it done, flag a no-show, or delete it; and manage the appointment types and colours used across the calendar.

1. 1

   Switch how bookings are shown with the List / Week / Month toggle. List is a searchable, sortable table; Week is an hour-by-hour grid; Month is a full calendar overview.

2. 2

   Create a booking with the Create Appointment button (a + button on mobile), or by clicking an empty time slot in Week view or a day in Month view. Fill in title, visit type, date, start/end time, patient, and optionally a doctor and notes, then Save.

3. 3

   In List view, find a booking with the search box (matches patient, title, or notes), filter by doctor or by no-show status, pick a month, and sort newest or oldest first.

4. 4

   Open a booking to see its details and act on it: Check-in (adds the patient to the queue), Mark done, Mark/undo no-show, or Delete. In List view these are on the three-dot (⋮) menu; in Week/Month you click the appointment first.

5. 5

   To add, rename, recolour, or remove appointment/visit types, go to System Setup → Appointment Colors. Types are configured there, not on this page.

6. 6

   Link Calendar creates a read-only calendar feed you can open in Google Calendar or a phone calendar app.

The live patient queue for the branch (the Queue Centre). Shows who is waiting, being seen, and done, with tools to call patients to a room, print tickets, mark visits done, and set up walk-in self-registration and the waiting-room TV display.

1. 1

   See live counts at the top: Waiting, Consulting, Completed, Average Wait, and Completion Rate; switch the period with Today / 7D / 30D.

2. 2

   Find a patient with the search box (by name or queue number), or narrow the list with the All Status / Waiting / Called / Done filter.

3. 3

   View a different day with Prev / Next, jump back with Today, see everything with All, or pick a specific date by clicking the date label.

4. 4

   Call a patient: click Call on their row, choose a room in the popup, and confirm — this announces them and updates the TV display.

5. 5

   Print a queue ticket with the print button on the row; mark a patient Skip or Done with the matching buttons.

6. 6

   After marking a patient Done, you can send them a Google review request over WhatsApp from the popup, if a review link and the patient's phone number are set.

7. 7

   Set up the queue with the Settings button: choose announcement languages, toggle auto-announce/repeat, generate the patient self-registration QR (download or print a poster), and configure the TV Display (rotating health tips or a promo slideshow, plus a scrolling notice).

8. 8

   Open the waiting-room screen with the TV Display button, and export queue history with Download Audit (CSV).

The Inventory Centre is used to track and manage the clinic's stock, supplies, services, packages, suppliers, reorder planning, stock value, expiry, profitability, analytics, and stock transfers. It helps clinics monitor low stock, expired items, expiring batches, supplier links, package pricing, and physical stock take counts.

1. 1

   Open Inventory from the sidebar to view the clinic's stock and supplies.

2. 2

   Use the Inventory tab to see all items such as medicines, consumables, equipment, vaccines, and services.

3. 3

   Use the search bar to find an item by name, SKU, category, or location.

4. 4

   Click Filters to narrow items by supplier, status, category, and sub-category.

5. 5

   Click + Add Item to create a new inventory record. Enter the item name, category, SKU, unit, location, selling price, cost price, quantity, low stock threshold, expiry date, supplier, and description.

6. 6

   For medicines, add default dosage, route, duration, and instructions so they can auto-fill during EMR prescribing. Doctors can still override these instructions during a visit.

7. 7

   For services, quantity and expiry are not needed because services do not use physical stock.

8. 8

   Open an item to view or edit its details, update price, upload an item image, check linked suppliers, view stock history, and add new stock batches.

9. 9

   Use Stock In to add received stock. Enter quantity received, cost per unit, batch code, expiry date, supplier, and storage location.

10. 10

    Use Restock to send procurement requests to suppliers through WhatsApp or Email using saved message templates.

11. 11

    Use Stock Take to perform physical stock counting. Enter the counted quantity, review gains or losses, save as draft, or commit variances to update inventory levels.

12. 12

    Use the Suppliers tab to add and manage supplier contacts, WhatsApp numbers, emails, and item links.

13. 13

    Use the Packages tab to create bundled treatment/service packages with included items, quantities, price overrides, and discount percentages.

14. 14

    Use the Reorder tab to review items that need replenishment.

15. 15

    Use the Profitability tab to compare selling price, cost price, margins, and item profitability.

16. 16

    Use the Analytics tab to review stock value, category breakdown, expiry timeline, batch history, supplier usage, and movement trends.

17. 17

    Use the Transfers tab to manage stock movement between branches if multi-branch transfer is enabled.

The Billing Centre for the clinic. Staff can create invoices, view and filter invoice history, manage paid/unpaid status, download invoice PDFs, share invoices through WhatsApp, collect patient deposits, and manage insurance/panel/corporate/TPA/government claims. It also supports LHDN e-Invoice / MyInvois status tracking when configured.

1. 1

   Open Invoices & Claims from the sidebar to enter the Billing Centre.

2. 2

   Use the top tabs to switch between Invoices, Claims, and Deposits.

3. 3

   Use the month picker, search box, and filters to find invoices by patient, invoice number, status, invoice type, payer, or date.

4. 4

   Click Create Invoice to start a new invoice. Step 1 is for patient, visit, date, invoice type, payer/coverage details, and basic invoice information.

5. 5

   In Step 2, add billable items such as medicines, services, equipment, consumables, or package items. The invoice preview updates the subtotal, discounts, tax, and total automatically.

6. 6

   Click Save as Draft if the invoice is not ready yet. Draft invoices can be reopened and completed later.

7. 7

   Click Save Invoice to create the final invoice. After saving, the success popup lets you view, download, or share the invoice.

8. 8

   To mark an invoice as paid, open the invoice and click Mark as Paid, then choose the payment method such as Cash, Credit Card, Online Transfer, QR Payment, Insurance Claim, Deposit, or Other.

9. 9

   To download a PDF, open the invoice and click Download PDF.

10. 10

    To send the invoice to the patient, use the WhatsApp share button after opening or saving the invoice.

11. 11

    Use Collect Deposit when the patient pays an advance amount before the final invoice is created.

12. 12

    Use the Claims tab to manage payer-related invoices such as insurance, panel, corporate, government, and TPA claims.

13. 13

    For split billing, choose the correct invoice type and payer/coverage details. The system can split the bill into a payer invoice and a patient cash invoice when deductible, co-pay, or coverage rules apply.

14. 14

    For LHDN e-Invoice / MyInvois, check the LHDN status area after saving or submitting. The result may show Valid, Pending, Rejected, Dry-run, or Not Sent depending on the configured submission mode.

The Panels & Corporate module manages all third-party payers for the clinic, including insurance companies, panel companies, corporate employers, government payers, and TPAs. It is where staff add payer profiles, set claim contact details, configure billing terms, assign pricing schemes, create payer-specific pricing rules, and manage covered patients.

1. 1

   Open Panels & Corporate from the sidebar to manage payers.

2. 2

   Use the top tabs to filter payer types: All, Insurance, Panel, TPA, Corporate, or Government.

3. 3

   Use the search box to find a payer by name, contact person, TIN, BRN, phone, email, or claims email.

4. 4

   Use the active filter to show active payers, inactive payers, or all payers.

5. 5

   Click Add Payer to create a new payer.

6. 6

   Choose the payer type: Insurance, Panel, Corporate / Employer, Government, or TPA.

7. 7

   Fill in Basic Info such as payer name, payer type, and active/inactive status.

8. 8

   Fill in e-Invoice / Tax details such as TIN, BRN, and SST registration number where applicable.

9. 9

   For corporate payers, BRN / registration number is required.

10. 10

    Add contact details such as contact person, phone, general email, claims email, and claim reference prefix.

11. 11

    Add the payer address for billing and e-Invoice purposes.

12. 12

    Set Billing Defaults such as billing cycle, payment terms, and credit limit.

13. 13

    For insurance, panel, and TPA payers, configure coverage mode such as no split, fixed copay, or percentage copay.

14. 14

    For corporate and government payers, the system treats billing as company/agency billing and hides patient-style copay fields.

15. 15

    Assign a Pricing Scheme or Rate Card if the payer follows a standard contract price list.

16. 16

    Open a payer row to view details, covered patient count, pricing rule count, billing information, and assigned scheme.

17. 17

    Use the Pricing tab inside a payer to add payer-specific pricing rules. These rules override inherited scheme rules.

18. 18

    Use Bulk Pricing to quickly set many item prices for that payer.

19. 19

    Use the Coverage tab to view or manage patients linked to that payer, where supported.

20. 20

    Use Deactivate if the payer is no longer used. Deactivated payers are kept for history instead of being deleted.

21. 21

    Use Schemes to create reusable pricing/rate cards that can be assigned to multiple payers.

The Expenses module is the clinic spending dashboard. It helps staff record, track, filter, analyse, and export clinic expenses by month, category, vendor, payment method, reference number, and receipt files. It includes monthly totals, expense trends, category breakdowns, average expense, top category, highest expense, and full expense records.

1. 1

   Open Expenses from the sidebar to view the Expenses Dashboard.

2. 2

   Use the month picker at the top-right to switch between months. The totals, charts, and expense records update based on the selected month.

3. 3

   Check the summary cards to see Total Expenses, Records, Average, Top Category, and Highest Expense.

4. 4

   Use the Monthly Trend chart to see expense movement across the year.

5. 5

   Use the Category Breakdown chart to see where the clinic's money is going.

6. 6

   Use the search box to find expenses by keyword, such as vendor, notes, category, reference number, or payment details.

7. 7

   Use the category filter to show only one type of expense, such as salary, rent, utilities, supplies, equipment, pharmacy stock, software, insurance, cleaning, marketing, training, or misc.

8. 8

   Use the sort dropdown to sort expenses by newest, oldest, highest amount, lowest amount, category A-Z, or vendor A-Z.

9. 9

   Click Clear to reset the search, category filter, and sort order.

10. 10

    Click Add Expense to record a new clinic expense.

11. 11

    When adding an expense, choose a category, enter the amount, date, vendor or payee, payment method, reference number, and optional notes.

12. 12

    Attach receipt files when available. Receipts can be uploaded as PDF, JPG, or PNG files.

13. 13

    Save the expense after checking the details.

14. 14

    To edit an expense, open the expense row and choose Edit. You can change the category, amount, date, vendor, payment method, reference number, notes, and receipts.

15. 15

    To delete an expense, choose Delete on the expense row and confirm the deletion.

16. 16

    Use export buttons, if shown, to download expense data as CSV or PDF for reports, audits, or accounting.

The Accounting module is the clinic finance reporting centre. It shows profit and loss, revenue breakdown, accounts receivable aging, e-Invoice submission status, and claims performance. It helps branch admins and finance users understand revenue, expenses, net profit, margins, unpaid invoices, claim collections, and LHDN e-Invoice issues.

1. 1

   Open Accounting from the Finance section in the sidebar.

2. 2

   Use the year selector to choose the reporting year.

3. 3

   Use the month selector to view a specific month, or choose Full Year for annual reporting.

4. 4

   The branch label is read-only and follows the signed-in user's branch.

5. 5

   Use the P&L Summary tab to view revenue, expenses, net profit, margin percentage, monthly trend, P&L statement, and monthly breakdown.

6. 6

   Use the Revenue tab to view revenue by invoice type and by payment method.

7. 7

   Use the AR Aging tab to review unpaid or outstanding invoices grouped by age: 0–30 days, 31–60 days, 61–90 days, and 90+ days.

8. 8

   Click an AR aging bucket to filter the outstanding invoice table by that bucket.

9. 9

   Use the e-Invoice tab to view LHDN/MyInvois submission statuses such as draft, submitted, pending, valid, invalid, or error.

10. 10

    Click an e-Invoice status card to filter the e-Invoice table by that status.

11. 11

    Use the Claims tab to review claim totals by status, submitted amount, approved amount, variance, and outstanding amounts by payer.

12. 12

    Click a payer row in Outstanding by Payer to open the Invoices Claims tab filtered to that payer, if the user has invoice access.

13. 13

    Use the Export button to download accounting reports such as P&L Statement PDF, Transaction Ledger CSV, or Monthly Summary CSV.

The Tax module is the clinic's finance tax centre. It helps staff view SST collection, taxable sales, exempt sales, SST payable, filing periods, and Malaysian compliance reminders. It includes an SST Summary, bimonthly Filing Periods, and a Compliance Calendar for SST, CP204, and e-Invoice reference deadlines.

1. 1

   Open Tax from the Finance section in the sidebar.

2. 2

   Use the year selector to choose the tax year.

3. 3

   Use the month selector to view a specific month, or choose Full Year to view the whole year.

4. 4

   The branch label follows the signed-in user's branch.

5. 5

   Use the SST Summary tab to view SST Collected, SST Payable, Taxable Sales, Exempt Sales, invoice count, SST rate, and SST registration status.

6. 6

   Check the SST Registration banner at the top to see whether the clinic is marked as SST-registered.

7. 7

   If the clinic is not marked as SST-registered, click Settings from the banner to update the clinic's tax configuration.

8. 8

   Use the SST Configuration panel to check SST status, SST registration number, tax label, service tax rate, and effective date.

9. 9

   Use the Monthly SST Collected chart to compare taxable sales and SST collected across months.

10. 10

    Use the Monthly Breakdown table to review each month's taxable sales, SST collected, gross sales, and invoice count.

11. 11

    Use the Filing Periods tab to view bimonthly SST periods, taxable sales, SST collected, invoice count, filing due date, and filing status.

12. 12

    Use the Compliance Calendar tab to view upcoming Malaysian tax-related reminders such as SST filing, CP204 instalments, and e-Invoice reference dates.

13. 13

    Click Export SST CSV to download SST summary data for accounting, audit, or tax filing preparation.

The Dashboard is the main performance overview after signing in. Normal clinic users see the dashboard for their current branch, while super admins are automatically taken to the Super Dashboard, which provides an HQ-level overview of every clinic and branch in their clinic group. The Super Dashboard shows group-wide patients, visits, revenue, outstanding payments, subscriptions, branch health, trends, branch details, and downloadable business reports.

The Insights page is the clinic analytics and reporting centre. It helps admins and authorised users understand clinic performance through analytics dashboards, reports, branch comparison, and a clinic geo map. It shows financial performance, patient activity, visit trends, doctor performance, payer mix, average visit duration, branch-level performance, and downloadable reports.

1. 1

   Open Insights from the sidebar to view the Analytics page.

2. 2

   Use the top tabs to switch between Analytics, Reports, and Geo Map.

3. 3

   In Analytics, use the branch selector to choose the branch you want to review.

4. 4

   Use the year selector to change the reporting year.

5. 5

   Use the Weekly, Monthly, and Yearly toggle to change the analytics period.

6. 6

   Check the four top cards for Expenses, Revenue, Net Profit, and Per Patient value, including their change compared with the previous period.

7. 7

   Use the Financial Trend chart to review net profit movement for the selected branch, year, and period.

8. 8

   Use Top Performing Doctors to see which doctors are contributing the most activity or performance.

9. 9

   Use Payer Mix to see how paid invoices are distributed across payer types such as cash, insurance, panel, corporate, government, TPA, or reimbursement.

10. 10

    Use Avg. Visit Duration to understand consultation or visit time trends.

11. 11

    Use Visit Trend to review patient visit volume over time.

12. 12

    Click Compare to compare two branches side by side. Choose two different branches and apply the comparison.

13. 13

    Use Exit Comparison to return to the normal single-branch analytics view.

14. 14

    Open the Reports tab to view downloadable and previewable clinic reports.

15. 15

    Use report category filters such as Financial, Clinical, Operational, and Inventory to find the right report faster.

16. 16

    Click a report card to open its detail view. The detail view can show stat pills, a chart, and a detailed table.

17. 17

    Use the period buttons inside reports to switch between Monthly, Yearly, or Custom date ranges where supported.

18. 18

    Use CSV, PDF, or ZIP export buttons where available to download report data.

19. 19

    Use the Geo Map tab to view clinic or branch locations on a map and compare branch summary metrics.

20. 20

    In Geo Map, use the Clinic Summary table to compare branch, state, visits, patients, average visit duration, revenue, and top doctor.

The System Setup page is the main configuration centre for the clinic. It controls clinic identity, branch details, tax and SST settings, LHDN MyInvois e-Invoice integration, PDF templates, MC templates, note templates, lab templates, message templates, appointment colors, online booking rules, patient discount schemes, and branch-level workflow settings.

1. 1

   Open System Setup from the sidebar.

2. 2

   Use the setup cards to choose what you want to configure.

3. 3

   Click Clinic Info to update clinic name, phone number, email, Google review link, review request message, clinic address, currency symbol, SSM number, SST number, invoice tax settings, and branding.

4. 4

   Click Patient Discounts to create and manage discount schemes such as clan, staff, gold-card, family, or membership discount tiers.

5. 5

   Click Clinic Branches to view or manage branch details. This card is for super admins only.

6. 6

   Click PDF Templates to configure document layouts such as invoices, MCs, and reports.

7. 7

   Click MC Templates to manage medical certificate scenario sentences such as fever, COVID, rest, or other common MC wording.

8. 8

   Click Note Templates to manage structured consultation note layouts used in EMR.

9. 9

   Click Lab Templates to configure lab test fields used when entering lab results.

10. 10

    Click Message Templates to edit WhatsApp or message templates such as birthday wishes, appointment reminders, restock alerts, and follow-up reminders.

11. 11

    Click Appointment Colors to add, rename, recolour, or remove appointment/visit types. This is where visit types used across the appointment calendar and EMR are managed.

12. 12

    Click Online Booking to configure booking hours, rules, appointment types, unavailable dates, and closed dates.

13. 13

    Click API Integrations to configure LHDN MyInvois e-Invoice integration.

14. 14

    Inside a setup section, click Edit to unlock fields, make changes, then click Save.

15. 15

    Use All settings or the back button to return to the main System Setup hub.

The Manage Users page is used by branch admins to add, view, edit, activate/deactivate, reset passwords, and manage permissions for clinic staff. For super admins, the same page becomes the Branch Network view, showing all registered branches, active branches, total staff, branch administrators, branch details, recent visits, recent invoices, and branch status.

1. 1

   Open Manage Users from the sidebar.

2. 2

   Branch admins see the normal Manage Users table for their branch staff.

3. 3

   Use the search box to find a staff member by name, username, email, role, or branch-related details.

4. 4

   Click Add User to create a new staff account.

5. 5

   When adding a user, fill in first name, last name, email, username, password, and role.

6. 6

   Choose the correct staff role such as Doctor, Locum Doctor, Nurse, Receptionist, or Pharmacist.

7. 7

   Use the three-dot action menu on a user row to open actions such as view, edit, manage permissions, reset password, deactivate, or reactivate.

8. 8

   Use View to open the user's full profile/details.

9. 9

   Use Edit to update the user's account details.

10. 10

    Use Manage Permissions to control which modules the user can access.

11. 11

    Use Reset Password to set a new password for the user. The new password must be at least 8 characters.

12. 12

    Use Deactivate to disable a user without deleting their record.

13. 13

    Use Reactivate to restore access for an inactive user.

14. 14

    Super admins see Branch Network instead of the normal staff table.

15. 15

    In Branch Network, check Total Branches, Active Branches, and Total Staff at the top.

16. 16

    Use the branch search box to find branches or branch administrators.

17. 17

    Click a branch card to open the branch detail view.

18. 18

    In branch detail view, review clinic details, contact details, branch administrator information, total patients, visits month-to-date, revenue month-to-date, outstanding amount, recent visits, and recent invoices.

19. 19

    For super admins, Add Branch sends the user to Billing because branches are created from the Billing page first.

The My Profile page is where the signed-in user views and updates their own account, personal details, employment details, security settings, profile picture, and role-specific credentials. It is different from Manage Users: My Profile is for the current user's own profile, while Manage Users is for admins managing other staff accounts.

1. 1

   Open My Profile or User/Profile from the sidebar or profile menu.

2. 2

   At the top, check the profile photo, full name, username, role, email, and branch.

3. 3

   Click the profile picture or edit badge to upload a new profile photo.

4. 4

   Use the Personal tab to view or edit name, email, username, phone, date of birth, gender, nationality, IC or passport details, address, and emergency contact details.

5. 5

   Click Edit in a section to unlock the fields.

6. 6

   Click Save to store the updated details, or Cancel to discard changes.

7. 7

   Use the Employment tab to view or update work-related details such as position title, employment type, join date, staff code, and shift where available.

8. 8

   Use the Security tab to change your password.

9. 9

   When changing a password, enter a new password that meets the password requirements, then complete verification if the system asks for a code.

10. 10

    Doctors can use the Doctor tab to manage doctor-specific credentials such as MMC number, APC number, APC expiry, NSR number, specialties, bio, and signature.

11. 11

    Doctors can draw and save a signature used on prescriptions and lab result PDFs.

12. 12

    Pharmacists, where enabled, can manage pharmacist-specific credentials such as pharmacy registration number, Poison A licence number, licence expiry, credential notes, and credential status.

13. 13

    Patient users see a simplified profile view with patient details such as full name, email, phone, gender, date of birth, and address.

The Data Migration page is used by branch admins to import and export clinic data. It helps clinics move existing records into Relify using CSV templates for suppliers, inventory, patients, appointments, and insurance or panel companies. It also includes an export area for generating backup/export files.

1. 1

   Open Data Migration from the sidebar.

2. 2

   Only Branch Admins can access this page.

3. 3

   Use the Import tab to upload clinic data using CSV files.

4. 4

   Click Template on a card to download the correct CSV template for that data type.

5. 5

   Click Download all templates to download all available CSV templates.

6. 6

   Fill in the CSV template using the required column names.

7. 7

   Drag and drop the completed CSV file into the correct card, or click browse to select the file.

8. 8

   After selecting a CSV file, preview the rows shown under the upload card.

9. 9

   Click Validate to check whether the uploaded CSV has the required columns.

10. 10

    If validation passes, click Upload to import the data.

11. 11

    If validation fails, fix the missing columns in the CSV and upload again.

12. 12

    Use Reset to clear a selected file and start again.

13. 13

    Import Suppliers before Inventory for best results.

14. 14

    When importing Inventory, supplier names should exactly match supplier names already imported.

15. 15

    Use the Export tab when you need to export or back up clinic data.

16. 16

    For SQL export, click the export button and wait while the system generates the export file.

17. 17

    When the export is ready, use the download link provided by the page.

The Audit Logs page is used to monitor system activity across the clinic. It records important actions made by users, such as creating, updating, deleting, restocking, changing statuses, uploading files, generating PDFs, sending external lab requests, and other tracked events. Admins can review who performed an action, what was changed, when it happened, and the before/after details where available.

1. 1

   Open Logs or Audit Logs from the sidebar.

2. 2

   Use the top summary cards to see Total Logs, Creates, Updates, and Deletes for the current filtered view.

3. 3

   Check the Activity over time chart to see log activity by day for the last 14 days.

4. 4

   Use the Filters button to show advanced filters.

5. 5

   Filter logs by Action, Date From, Date To, and User.

6. 6

   Use the month picker to view logs from a specific month.

7. 7

   Use the search box to search log user names, action names, entity types, summaries, or log details.

8. 8

   Click Apply filters to update the table based on selected filters.

9. 9

   Click Reset to clear filters and return to the broader log list.

10. 10

    Click Refresh to reload the latest logs from the server.

11. 11

    Click Download to export the currently filtered logs as a CSV file.

12. 12

    Use the rows-per-page selector to control how many logs appear per page.

13. 13

    Use pagination at the bottom to move between log pages.

14. 14

    In the table, review the User, Entity ID, Action, Type, Summary, Environment, and Timestamp.

15. 15

    Click the expand arrow on a log row to view detailed information.

16. 16

    For update logs, the expanded details can show before-and-after values and changed fields.

17. 17

    For stock or inventory-related logs, quantity changes may show as quantity deltas.

18. 18

    For create logs, the details may show the newly created item snapshot.

19. 19

    For delete logs, the details may show the deleted record snapshot.

20. 20

    For status changes, the details show the old status and new status.

The HQ Clinical Dashboard is the read-only group-wide clinical overview for HQ Clinical users. It summarises consultations, patients seen, active doctors, appointment-to-EMR conversion, clinical activity, ICD coding, documentation completeness, medication and laboratory workflow, EMR drafts, appointments, workflow alerts, and branch-level clinical performance across the clinic group.

HQ Clinical Insights is the read-only, group-wide clinical analytics centre for HQ Clinical users. It compares aggregate clinical activity across the clinic group's branches without opening ordinary branch patient or EMR pages. It covers saved consultations, patients, doctors, clinical documentation, ICD coding, medicines, dispensing, laboratory workflow, appointments, services, structured conditions, demographics, EMR drafts, workflow alerts, branch drill-downs, doctor drill-downs, and downloadable XLSX reports.

The HQ Operations Dashboard is the read-only, group-wide operational overview for HQ Operations users. It summarises stock value, queue activity, completed patient flow, average waiting time, appointments, no-show rate, operational alerts, inventory risks, and flow indicators across the clinic group's branches. It also provides a shortcut to the more detailed HQ Operations Insights workspace.

HQ Operations Insights is the read-only, group-wide operational analytics centre for HQ Operations users. It compares inventory health, profitability, suppliers, package pricing, queue performance, appointments, stock transfers, expiry risk, stock-take activity, and other operational workflows across the clinic group's branches. It also provides searchable explorers, branch and item drill-downs, supplier analysis, transfer-route details, and downloadable XLSX reports.

HQ Finance Insights is the read-only, group-wide financial analytics centre for HQ Finance users. It compares revenue, profit, margins, expenses, receivables, collections, payer performance, claims, deposits, SST, e-Invoice status, cost efficiency, inventory value, and branch financial performance across the clinic group. It also provides branch explorers, invoice aging drill-downs, detailed branch analysis, and downloadable XLSX reports.