Clinic app: step by step

Dr. Asterio G. Saquing Jr. Medical Center — Bambang, Nueva Vizcaya

The pictures below come from the practice copy of the app, so the names and amounts in them are not real patients.

Signing in everybody

  1. Open app.saquingmedical.com and tap your name.
    Sign-in page listing each staff member's name
    Tap your own name. Never somebody else's.
  2. First time: make your PIN.

    4 to 8 numbers, typed twice. Only you know it. Next time you sign in with your name and that PIN.

1. Patient arrives front desk

  1. Find the patient.

    Tap Patients and type part of the name, the Pat No, or the phone number. Check the birthday before you pick — names repeat.

    Patients list with a search box and results
    New patient? Tap + New patient. The app gives the Pat No by itself.
  2. Open the patient and tap New visit.
    Patient page showing details, visit history and the New visit button
    The patient's page: details, past visits, and the paperclip for photos.
  3. Type the complaint, then tap Save.

    Write what the patient says — "Cough and fever for 3 days". The diagnosis is the doctor's job.

    Visit page with the chief complaint typed in
    Then tell the nurse the patient is ready.

2. Vitals nurse

  1. Open Today's visits and tap the patient.
  2. Fill in the vitals.

    Blood pressure like 120/80. Temperature in °C, weight in kg. Leave blank what you did not take.

    Vitals filled in: blood pressure, temperature, weight and pulse
    If the patient tells you an allergy, put it on the patient's details too, not only here.
  3. Tap Save & send to doctor.

    This is what puts the patient on the doctor's list. Plain Save does not.

    Side panel showing Save and send to doctor above Cancel
    The green button is always the next step.

3. Consultation doctor

  1. Open Waiting for doctor.

    Longest wait first, with the complaint, age, sex and any allergy.

    Waiting for doctor list showing how long each patient has waited
    Tap the patient to begin.
  2. Read Previous visit on the right, then write the note and diagnosis.
    Doctor's note and diagnosis filled in, previous visit shown on the right
    Tap Full history for everything, including the old system's records.
  3. Add medicines.

    Type a few letters and pick from the clinic's stock. Dispensed = given here, goes on the receipt and out of stock. Prescribed only = the patient buys it outside.

    Medicine search showing matching items from the clinic stock list
    Set the dose, frequency and how many days.
  4. Set a follow-up date if the patient must come back.

    Add a short reason: "recheck lungs", "BP check". It then shows on Follow-ups due so the front desk can ring them.

  5. Tap Save & send to checkout.

4. Payment front desk

  1. Open Checkout and tap Collect payment.
    Checkout list of patients the doctor has finished with
    Everyone the doctor has finished with is listed here.
  2. Check the charges and the discount.

    Professional fee, medicines given, anything else. Add more with "Add medicine, service or item". Senior citizen and PWD are 20% — write the ID number in the note box.

    Checkout page showing charges, discount and the receipt total
    The prices in this picture are zero because it is the practice copy.
  3. Take the money, then tap Save & send receipt to Zoho.

    The receipt is made in Zoho Books, the stock goes down, and the money is recorded as Cash on Hand - Clinic. Check the total with the patient before you press it.

Photos and papers everybody

  1. Tap the paperclip at the top of the patient's page.
    Attachments panel opened from the paperclip, with the Add photo button
    The number beside the paperclip is how many files the patient has.
  2. Tap + Add photo, take the photo — it saves by itself.

    It is filed as a scanned record. For a lab result or referral, use "Add with type or note".

  3. Wrong file? Tap ⋯ beside it, then Delete file.

    It asks you first.

If something goes wrong everybody

Wrong patient — I opened a visit on the wrong person On the visit: More → Wrong patient? Cancel this visit, and choose why. It stays in the record marked cancelled and cannot be billed.
It went to checkout but the doctor is not finished More → Not finished? Reopen this visit.
I typed in the wrong box Cancel - don't save throws away only what you typed. The visit stays as it was.
I saved a mistake Correct it and save again. The old wording stays in the history — nothing is lost.
The internet dropped while typing Your typing is kept on that device. Open the same visit on the same device and save.
The receipt says it failed Leave it. The app tries again every hour and never makes two receipts for one visit.
I forgot my PIN Ask the admin to reset it, then make a new one when you sign in.
Please remember Never share a sign-in. Never delete a patient or a visit — cancel it with a reason instead. If you are not sure it is the same patient, make a new record. Patient records stay inside the clinic: no screenshots into chat groups.