Everyday walkthroughs

Make a task for a patient

1. Open the patient → Tasks card → New task.
2. Pick a Template (or type a title).
3. Check the owner and due date.
4. Click Save.

Work today's tasks

1. Top menu → Tasks → Due now.
2. Click a task. Add what happened in Task log → Add.
3. Mark done. A repeating task makes the next one by itself.

Hand alerts to someone

1. Top menu → Alerts.
2. Tick the alerts.
3. Click Make a task for each → confirm.

Confirm a possible no-show

1. Top menu → Appointments → Possible no-shows.
2. Tick the rows.
3. Click Mark no-show or Mark attended.

Review a lab result

1. Top menu → Labs → To review.
2. Click a report → read the AI summary, then check it against the report (Open / print).
3. Under Link to a patient, click Link next to the right patient (or search).
4. The report is now on the patient's Labs card.

Find patients who have not been in

1. Dashboard → Not seen, or Patients → View: Not seen.
2. Tick them → Make a task for each (or export).

Run Clinic Manager without memberships

1. Admin → Settings → Memberships & patients → untick Membership management is on → Save.
2. Nothing is deleted. Tick it again any time.