Role guides
Receptionist guide
Day-to-day flows: registering, booking, billing, and the queue.
Your daily start
- Sign in with your work email.
- Land on the Queue page — it shows today's tokens live.
- Confirm today's Appointments for scheduled patients.
Walk-in registration
From the Patients page, search by phone or name. If the patient isn't there, click + New patient. Capture consent (required), then add them to the queue by clicking Add to queue on their row.
Calling the next patient
The doctor's queue updates live (Server-Sent Events). You don't need to refresh. When the doctor clicks Call next, the next token enters consultation and the patient sees the change on the waiting-room board.
Recording a payment
- Open Billing.
- Find the invoice (or create one from the encounter).
- Click Record payment, choose method, enter amount, save.
- The receipt PDF generates immediately — print or share via WhatsApp.
End of day
- Glance at Analytics → Revenue for today's totals.
- Check the queue for any tokens still marked "Waiting" — mark them no-show.
- Sign out (or leave the tab open; sessions auto-expire after inactivity).