• How to manage my calendar and availability?

  How to Manage Your Calendar and Availability Overview Managing your calendar ensures that patients can book appointments only during the time slots you are available. By updating your availability and blocking unavailable times, you can maintain an organized schedule and avoid booking conflicts. Steps to Manage Your Calendar || Step 1: Click on your Profile at the top-right of the screen and select “My Availability.” ![](https://storage.crisp.chat/users/helpdesk/websiPopular

• How to Enable Teleconsultation Bookings for Patients?

  Setting Up Teleconsultation Service in Your Calendar Overview Setting up a Teleconsultation service in your calendar allows patients to book online consultations with you remotely. Once the teleconsultation service is added to your availability, patients can easily schedule virtual appointments through your profile. || Step 1 : Click on your Profile at the top of the screen and select “My Availability.” ![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/Popular

• Where to find the QR code for appointment?

  Overview The Appointment QR Code allows patients to quickly book appointments or check in at the clinic by simply scanning the code. This feature helps reduce manual entry, speeds up the registration process, and improves the overall patient experience. The QR code can be displayed at the clinic reception, shared digitally, or printed for easy access. **This feature significantly reduces front-desk workload, minimizes waiting time, and eliminates common manual entry errors. It also ensurPopular

• How to delete/archive a patient?

  Overview: The delete/archive patient feature allows users to remove or archive patient records from the active patient list when they are no longer required for regular access. Description: ** Users can delete or archive a patient record through the patient management section. Archiving a patient hides the record from the active list while retaining the data for future reference, whereas deleting permanently removes the patient record based on the access permissions and system cPopular

• How to send followup reminder message to the patient?

  This article will help to send follow up reminder message to the patient || Step 1 : Click on the Profile and select the Settings & Preferences || Step 2 : Click on Message Configuration and enable Follow Up and savePopular

• How to set pre-paid fee for teleconsultation?

  Overview **Setting a pre-paid fee for teleconsultation ensures that patients complete the payment before the consultation is confirmed. This helps clinics avoid unpaid consultations, reduce last-minute cancellations, and manage teleconsultation appointments more efficiently. ** Description Once the pre-paid consultation option is enabled and the fee is set, the system will require patients to complete the payment before their teleconsultation appointment is confirmed || Step 1 : ClicPopular

• How to search for a patient and add to queue/book appointment directly?

  This article will help in search for a patient and add to queue/book appointment Overview The Search Patient and Add to Queue / Book Appointment feature allows clinic staff to quickly find an existing patient in the system and either add them to the consultation queue or book an appointment. This helps streamline patient management and reduces the need to register the patient again. Description **To search for a patient, navigate to the Patient or Queue section and use the seaPopular

• How divide the OPD into morning and evening?

  Overview Dividing the OPD (Outpatient Department) into morning and evening sessions helps clinics manage patient flow more efficiently. It allows the doctor or clinic staff to organize consultation timings, reduce waiting time, and clearly schedule appointments based on different working hours of the day. Description **To divide the OPD into morning and evening sessions, navigate to the Clinic Timings or Schedule Settings section in the system. Configure the consultation timings by crPopular

• How appointment reminder works integrated with Whatsapp?

  This article will help to understand the reminder works integrated with Whatsapp Automated reminders for your patients to ensure they never miss an appointment. || The feature send the patient reminder automatically, If a patient has a followup date added and an appointment is also created once confirmed by the patient. || The reminder whatsapp message - The whatsapp message will be sent to tSome readers

• How to check future appointments?

  || Step 1: Change the date to view future appointmentsSome readers

• How to Download QR Code for Patient Check-In?

  OPTION 1: Download QR Code from Profile || Step 1: Go to Profile from the top-right corner of the screen. || Step 2: Click on QR Code to download. || Step 3: Save or print the QR code for clinic use. ![](https://storage.crisp.chat/users/helpdesk/webSome readers

• How to Configure the Appointment Booking Form ?

  Overview The Appointment Booking Form configuration allows clinics to customize the information collected from patients when they book an appointment. This helps ensure that the clinic gathers all the necessary details in advance for better patient management and smoother appointment scheduling. || Step 1: Click on Queue from the left sidebar. || Step 2: Click on *Some readers

• How to Create Tag-Specific Custom Sections in My OPD Queue ?

  || Step 1: Click on Queue from the left sidebar. || Step 2: Click on the + option from the right column header. || Step 3: Select View Name. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/image_18emobe.png =903xautoFew readers

• How to Check Appointment Activity ?

  || Step 1: Go to the My OPD section. || Step 2: Click on More and open Appointment Activity.Few readers

• How to Add Additional Fields to the Add Patient Form ?

  Overview The Additional Fields feature allows clinics to capture more detailed patient information while registering a new patient. By adding fields such as city, address, and pincode, clinics can maintain more complete and organized patient records. Description **Enable the required fields such as City, Patient Address, Pin code, or other additional details by selecting or toggling the respective options. Once enabled, these fields will appear in the Add Patient form, allowing staffFew readers

• How to add a new patient ?

  Adding a Patient and Booking an Appointment Overview This guide explains the different ways to access the option to add a patient and book an appointment. Access Points to Add a Patient || Step 1: You can initiate adding a patient from any of the following sections: 1. Patient Demographics Go to the Patient Demographics section and use the Search Bar at the top.Few readers

• How to Configure Appointment Fields

  || Step 1: On the Appointment page, click on Advanced Settings. || Step 2: Select or enable the required fields. || Step 3: Rearrange the fields by dragging them using the three-line (≡) icon. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1fFew readers

• How to add fields while adding patients?

  This article will help to add fields while adding patients || Step 1 : Click on add patients || Step 2: Click on configure to insert any field when adding patients. || Step 3 : Click on edit and add the feilds ![](https://storage.crisp.chat/users/helpdesk/websitFew readers

• How can I upload patient photos from my iPhone?

  || Step 1: Click on "Queue" section on the bottom. || Step 2: After Check-in, click on the Patient’s Name. || Step 3: Go to the Records section. || StFew readers

• How to see completed appointments

  || Step 1 : Go to the completed section and see the completed appointments. **You will find all the patients you have completed the consultation for that particular day. **Few readers

• How Patients Can Book an Appointment Using the Appointment Link?

  Guide to Booking an Appointment Using the Appointment Link Overview : Patients can directly book appointments using the booking link shared by the clinic. This reduces the need for front desk staff to manually register patients and schedule appointments, saving time and making the booking process quicker for both doctors and clinic staff. Steps to Book an Appointment: || Step 1: Share the appointment booking link with the patient via WhatsApp, QR code, or any other method. !Few readers

• How Do I know the Payment Status?

  How to Enable and Use Payment Status? The Payment Status feature helps staff and doctors quickly identify whether a patient’s consultation fee is Paid, Unpaid, or Partially Paid — without generating a bill receipt immediately. This improves front-desk coordination and avoids payment confusion. Why Use Payment Status? Quickly track patient payment at a glance Avoid billing errors Improve coordination between reception and doctor Clearly mark partial payments Reduce deFew readers

• How to Print an Appointment Slip for Patients?

  How to Print an Appointment Slip for Patients? The Appointment Slip can be given to patients after booking or check-in. It includes important OPD visit details and helps in smooth clinic coordination. Why Provide an Appointment Slip? The slip helps patients with: Visit date and time reference Doctor and clinic details Queue or check-in confirmation Easy identification at billing or consultation Record reference for follow-up visits || Step 1 — Go to the Queue seFew readers

• How Can I Organize the Patient Queue for Better Consultation Flow?

  Sorting Patients in the Queue Overview The Sort Queue feature helps doctors and clinic staff organize the patient list in the My OPD section based on specific criteria. By using sorting options, doctors can prioritize patients based on waiting time, appointment time, or token number, ensuring a smoother and more structured consultation flow. Why This is Useful Sorting the queue helps: Quickly identify patients who have been waiting longer **Follow appointment schFew readers