Getting Started with MyClinicSoft

GETTING_STARTED.md

Getting Started with MyClinicSoft

A comprehensive guide to get you up and running with MyClinicSoft - your all-in-one clinic management solution.

What is MyClinicSoft?

MyClinicSoft is a modern, comprehensive clinic management application built with Next.js 16 and MongoDB. It provides everything you need to manage a medical clinic efficiently, from patient records and appointments to billing and inventory management.

Key Features Overview

Patient Management

  • Complete patient records with demographics and medical history
  • Patient portal for self-service booking
  • File and document management
  • Membership and loyalty programs

Clinical Workflows

  • Appointment scheduling with calendar view
  • Clinical notes and visit management
  • E-prescriptions with drug interaction checking
  • Laboratory test results tracking
  • Patient referrals management

Administrative Tools

  • Billing and invoicing system
  • Inventory management for medicines and supplies
  • Document management with secure storage
  • Queue management system
  • Comprehensive reports and analytics
  • Audit logs for compliance

Communication

  • SMS notifications (Twilio integration)
  • Email notifications
  • In-app notifications
  • Appointment reminders

Quick Start Guide

1. First Time Login

After installation, you'll need to create your admin account:

npm run setup:admin

This will prompt you to enter:

  • Your name
  • Email address
  • Secure password

2. Access the Dashboard

Navigate to http://localhost:3000 and log in with your admin credentials.

The Dashboard provides:

  • Today's appointment summary
  • Patient statistics
  • Quick action buttons
  • Recent activities

3. Configure Your Clinic

Go to Settings to configure:

  • Clinic information (name, address, contact)
  • Operating hours
  • Appointment durations
  • SMS and email settings
  • Notification preferences

4. Set Up Your Team

Navigate to Administration:

  1. Staff Management - Add your staff members
  2. Doctors - Add doctors with their specializations and schedules
  3. Roles & Permissions - Configure access levels for different user types

5. Configure Services

Go to Services Catalog to:

  • Add the medical services you offer
  • Set service prices
  • Define service durations

6. Add Initial Inventory

Visit Inventory to:

  • Add medicines and supplies
  • Set reorder levels
  • Track expiry dates

7. Set Up Rooms

Configure your Rooms Management:

  • Add consultation rooms
  • Set room availability
  • Assign rooms to doctors

Navigation Overview

The sidebar navigation is organized into categories:

Main

  • Dashboard - Overview and statistics

Patient Management

  • Patients - Patient list and management

Scheduling

  • Appointments - Calendar and scheduling
  • Queue - Patient queue management

Clinical

  • Clinical Notes - Visit notes and diagnoses
  • Prescriptions - E-prescription management
  • Lab Results - Laboratory test results

Billing & Operations

  • Billing - Invoices and payments
  • Documents - Document management
  • Referrals - Patient referral tracking
  • Inventory - Medicine and supply inventory

Staff Management

  • Doctors - Doctor profiles and schedules

Reports

  • Reports - Analytics and reporting dashboard

System

  • Notifications - In-app notifications
  • Knowledge Base - Help documentation (you're here!)
  • Settings - System configuration

Administration (Admin Only)

  • Roles & Permissions - Access control
  • User Management - User accounts
  • Staff Management - Staff information
  • Services Catalog - Services and pricing
  • Medicines Catalog - Medicine database
  • Rooms Management - Room configuration
  • Audit Logs - System audit trail
  • Medical Reps - Medical representative management
  • Subscription - Subscription management

Common Workflows

Adding a New Patient

  1. Go to Patients → New Patient
  2. Fill in patient information:
    • Personal details (name, date of birth, gender)
    • Contact information (phone, email, address)
    • Emergency contact
    • Insurance information (if applicable)
  3. Click Save

Scheduling an Appointment

  1. Go to Appointments
  2. Click on a time slot or New Appointment
  3. Select:
    • Patient (search by name or create new)
    • Doctor
    • Date and time
    • Appointment type/service
    • Duration
  4. Click Save

Creating a Clinical Visit

  1. Go to Clinical Notes → New Visit
  2. Select patient and doctor
  3. Record:
    • Chief complaint
    • Vitals (blood pressure, temperature, etc.)
    • Clinical notes
    • Diagnoses (ICD-10 codes)
    • Treatment plan
  4. Create prescription if needed
  5. Order lab tests if required
  6. Click Save

Writing a Prescription

  1. From a visit or go to Prescriptions → New Prescription
  2. Select patient
  3. Add medications:
    • Search for medicine
    • Specify dosage
    • Set frequency and duration
    • Add instructions
  4. System checks for drug interactions
  5. Click Save and Print

Generating an Invoice

  1. Go to Billing → New Invoice
  2. Select patient
  3. Add line items:
    • Services provided
    • Medications
    • Lab tests
    • Other charges
  4. Review total
  5. Select payment method
  6. Click Save and Print Receipt

Getting Help

Knowledge Base

Browse this Knowledge Base for detailed guides on specific features and workflows.

Support

Contact your system administrator or the MyClinicSoft support team for assistance.

Updates

Keep your system updated to access new features and security improvements.

Next Steps

Now that you're familiar with the basics, explore specific feature documentation:

  • Patient Management Journey - Complete patient workflow
  • Clinical Workflows - In-depth clinical feature guides
  • Billing & Payments - Detailed billing documentation
  • Setup Guides - Configuration and integration guides

Tips for Success

  1. Start Small - Begin with essential features and gradually adopt more
  2. Train Your Team - Ensure all staff are familiar with the system
  3. Regular Backups - Enable automatic backups in settings
  4. Monitor Usage - Check audit logs and reports regularly
  5. Update Patient Records - Keep patient information current
  6. Use Templates - Create templates for common notes and prescriptions
  7. Set Reminders - Enable SMS/email reminders to reduce no-shows

Welcome to MyClinicSoft! We're excited to help you streamline your clinic operations.