In this section, you can:

• Access all your deleted data.
• Restore data (individually or all at once).
• Permanently delete data (individually or all at once).
• Note: Data is automatically deleted after 30 days.

In this section, you can:

• View all checkout invoices and appointments from the patient portal.
• Accept invoices and appointments to integrate them into the main menu (Account, Pharmacy, Lab, and Appointment).
• Delete or cancel any invoice or appointment if needed.

In this section, you can:

• View the complete list of tracking invoices.
• See the location details associated with each tracking invoice.

In this section, you can:

• View invoices project‑wise or for all projects together.
• See the total amount and detailed breakdown of invoices.
• Filter invoices by From Date and To Date.
• Download the complete invoice report as a PDF.

1. Tele Health Setting

Here, you can create new packages and manage existing ones.

Steps to Create a New Package:

Click on the Add Package button.

Enter the Package Name.

Input the From Time and End Time (these times are related to the patient portal access).

Set the Price for the package.

The package will be created as a subcategory, and you can generate invoices using the service name and price.

2. Subscriber

Manage your subscribed patients easily.

Steps to Add a Subscriber:

Click on the Add Subscriber button.

Select the Patient Name.

Choose the Package.

Input the Activation Date.

Click Submit to add the subscriber.

Invoice Generation and Payment:

Upon submission, an invoice is created.

If the patient pays online, they are automatically added as a subscriber.

For offline payments, the invoice must be paid in the Due Invoice section. Navigate to Account > Invoice > Due Invoice and click the Pay button.

Automatic Functions:

Each subscriber has a one-month due payment period.

Three days before the due date, a reminder email is sent.

If the payment is not made, the patient moves to the Payment Pending section.

Editing or Upgrading a Subscriber Package:

Click the Edit icon next to the subscriber’s name.

Update the necessary information.

Click Update to save changes.

Deleting a Subscriber:

Click the Delete icon next to the subscriber’s name.

I. Due Invoice

Here you can find all due invoices. You can pay or delete invoices as needed.

II. Payment Pending

When a subscriber’s payment due date has passed, they appear here. You can renew the subscriber’s package and update their status.

3. Report

Generate and customize reports for Clinic services.

Steps to Generate a Report:

Click on the Get Report button.

Input the From Date and To Date for the desired report period.

Click Generate to view the report.

1. Clinic Setting

Here, you can create new packages and manage existing ones.

Steps to Create a New Package:

Click on the Add Package button.

Enter the Package or bed/cabin Name.

Set the Price for the package.

The package will be created as a subcategory, and you can generate invoices using the service name and price

2. Admission/Discharge

Manage your admitted patients easily.

Steps to Admission:

Click on the Add Subscriber button.

Select the Patient Name.

Choose the Package.

Input the Activation Date.

Click Submit to add the subscriber.

Editing or Upgrading a Subscriber Package:

Click the Edit icon next to the subscriber’s name.

Update the necessary information.

Click Update to save changes.

Deleting a Subscriber:

Click the Delete icon next to the subscriber’s name.

3. Report

Generate and customize reports for Clinic services.

Steps to Generate a Report:

Click on the Get Report button.

Input the From Date and To Date for the desired report period.

Click Generate to view the report.