Help Center Clinic Manager
Clinic Manager
Plans, first-day setup, everyday walkthroughs, and every Clinic Manager module: all patients, tasks, appointments and lab results.
Clinic Manager plans
What each Clinic Manager plan includes, the add-ons, yearly billing, how a Membership Management clinic upgrades, and setup and support on every plan.
Getting started with Clinic Manager
Your first day on Clinic Manager, in order: who does what, the settings to check, and where every Clinic Manager setting lives.
Everyday walkthroughs
Short steps for the things your team does every day in Clinic Manager: tasks, alerts, no-shows, lab results, patients not seen, and running without memberships.
All patients
Every patient your EMR knows, with or without a membership: where they come from, what you see after a sync, duplicates, and what stays in the EMR.
Tasks
Patient and office tasks with owners, templates, a board, repeats, a log on every task, notifications, and the automatic tasks the portal can make by itself.
Appointments
Appointments from OptiMantra or Zenoti: how they arrive, the Appointments page, possible no-shows, archiving, the patient page, and last visit counts.
Lab results
Lab reports from Quest, via your Quanum account, arrive by themselves: the review list, the AI summary, linking a report to a patient, and printing.
Lab connections: Quest (Quanum)
The Quest (Quanum) box under Admin → Settings → Lab connections: the daily run, the dedicated Quanum user, partial results, and the status pill.
Coming soon
What is planned for Clinic Manager, one line each. Nothing is promised by date, nothing is sold until it is built; plan placement is announced at launch.