Getting Started with My Clinic Software

My Clinic Software is a complete clinic management platform for healthcare providers. It covers patient records, appointment scheduling, queue management, clinical visits, prescriptions, lab results, billing, inventory, and more — all accessible from a single dashboard.

Logging In

Open your clinic's URL in a browser (e.g., https://yourclinic.myclinicsoft.com).
Enter your Email and Password.
Click Sign In.

If you have forgotten your password, contact your clinic administrator to reset it.

Note: Each staff member has a role assigned by the administrator. The screens you see and the actions you can take depend on your role.

Understanding Roles

When you log in, your experience is tailored to your assigned role:

Role	Primary Focus
Admin / Owner	Full access — manage all clinic operations, users, settings, and reports
Doctor	Patient care — visits, prescriptions, lab orders, queue, appointments
Nurse	Patient support — queue, vitals, visits, lab results
Receptionist	Front desk — patient registration, appointments, queue, invoicing
Accountant	Billing — invoices, payments, financial reports
Medical Representative	External — view doctors and appointment availability

Navigating the Application

After logging in, you land on the Dashboard. The left sidebar contains all the main sections you have access to. Sections not permitted for your role will not appear.

Main Sections

Section	Description
Dashboard	Role-specific overview of clinic activity
Patients	Patient registry — search, register, and manage patients
Appointments	Schedule, view, and manage appointments
Queue	Real-time patient queue and vitals
Visits	Clinical visit records and documentation
Prescriptions	Electronic prescriptions
Lab Results	Lab orders and test results
Invoices	Billing and payment management
Referrals	Patient referrals to specialists
Documents	Medical file uploads and storage
Inventory	Clinic supplies and stock management
Doctors	Doctor profiles and schedules
Reports	Analytics and performance reports
Settings	Clinic-wide configuration (admin only)

Your First Day — Recommended Setup Order

If you are setting up the clinic for the first time, complete these steps in order:

Step 1 — Configure Clinic Settings

Go to Settings and fill in:

Clinic name and contact details
Default currency
Default appointment duration
Invoice prefix and numbering

Step 2 — Add Doctors

Go to Doctors → New Doctor and register each doctor with their:

Name, email, phone
Specialization
Weekly schedule (days and hours available)

Step 3 — Add Rooms

Go to Rooms and create rooms or examination areas used for appointments.

Step 4 — Add Services

Go to Services and define the billable services your clinic provides (e.g., consultation, lab extraction, X-ray). Set the price for each.

Step 5 — Add Staff Users

Go to Users and create login accounts for receptionists, nurses, accountants, and other staff. Assign each user a role.

Step 6 — Register Patients

Patients can be registered by receptionists at Patients → New Patient.

Step 7 — Start Booking Appointments

Use Appointments → New Appointment to schedule the first appointments, or accept walk-in patients through the Queue.

Common Daily Workflow

Receptionist

Check today's appointments on the Dashboard or Appointments page.
Register walk-in patients via the Queue page.
Create invoices after consultations are complete.

Nurse

Open the Queue and monitor patient arrivals.
Record vitals (BP, temperature, weight, etc.) when patients are called.
Update queue status as patients move through the clinic.

Doctor

Check your Dashboard for today's scheduled patients.
Open a Visit from the queue or appointment detail.
Document the consultation — chief complaint, diagnosis, notes.
Issue a prescription or order lab tests as needed.

Accountant

Review outstanding invoices on the Invoices page.
Record payments and update invoice status.
Generate income reports from the Reports section.

Getting Help

Browse the full documentation using the sidebar on this page.
Contact your clinic administrator for account or permission issues.
For technical support, contact the system provider.