User guide

What ClinicDesk is, how to sign in, what is where on the screen, switching language and branch, changing your password and which menus each role sees

Clinic profile, billing rules, receipt and lab report layout, branches, users and roles, services and prices, packages and the audit log

Online bill payment gateways (your own account or JonakiSoft central), licence status and sync, features not in your plan, integrations and AI assistants

Finding and registering patients, the patient profile, booking doctor serials, online bookings, check-in, tokens and the queue board.

Opening a cash shift, billing tests, consultations and services at the counter, referrers, discounts, payment methods, receipts and sample labels, due collection, cancellations and refunds, and closing the shift.

Discount card plans, selling, renewing and printing cards, card discounts on bills; corporate and insurance clients, contract prices, billing to a company, statements and settlements.

Which messages go to patients automatically, the SMS gateway, the message log, retrying, writing your own message, bulk due reminders and WhatsApp links.

Calling today's patients from the Doctor's desk, vitals, writing and printing prescriptions, sending them to the pharmacy; adding doctors and referrers, the chamber schedule and doctor leave.

Sample collection and barcode labels, receiving at the lab, the worklist, result entry, pathologist verification, printing and delivering reports, the test catalogue and analyzer connections.

Admitting a patient, the bed board, setting up wards and beds, bed transfer, daily charges, advance and payments, ward notes, discharge and the final bill.

For patients — view and print your lab reports on your phone, pay a bill's due online, and book or cancel a doctor's serial from home.

Linking a PharmaDesk pharmacy — sending prescriptions straight to the pharmacy, admitted patients' medicines landing on their running bill, and paying the pharmacy what it is owed.

Recording expenses, referral commission rules, paying doctors and referrers, automatic journals, manual vouchers, ledgers, trial balance, income statement and balance sheet

Your own attendance and leave requests, the staff list, duty roster, daily attendance, leave approval, salary sheet, payslips and salary advances

What the dashboard numbers mean, which report answers which question, date and branch filters, CSV export and printing

Answers to common problems: sign-in, no access, features not in your plan, licence locks, cash shifts, cancelling bills, reports missing on the portal, printing, SMS, analyzers and slow internet

Plain meanings of the words used in ClinicDesk and clinic bookkeeping: OPD, IPD, MRN, due, referrer, sample, verification, TAT, admission, discount card, settlement, cash shift, trial balance, licence and more