Help Center

Everything you need to run your clinic on Clinica, step by step, with screens from the app itself.

Download everything as PDF

Getting started

  1. 01

    Choosing a plan and requesting an account

    Which plan suits your clinic, how to send your request, and what happens next.

  2. 02

    Signing in

    Signing in on a computer or a phone, a forgotten password, and a locked account.

  3. 03

    Your clinic profile

    The name, logo, address and payment methods your patients see.

  4. 04

    Notifications

    Get told about new bookings, confirmations, cancellations and low stock, on every device.

  5. 05

    Staff, accounts and permissions

    Add doctors and reception, give them sign-ins and decide what each can do.

  6. 06

    Working hours and free times

    Each doctor's week, a changed day, leave, and clinic holidays.

  7. 07

    The patient form questions

    Make the patient form, and the booking page, match your clinic's own paper form.

Daily work

  1. 08

    Registering a new patient

    Open a file for a patient: personal details, medical history and the signed declaration.

  2. 09

    The patient profile

    Appointments, dental chart, invoices, prescriptions, photos and files in one place.

  3. 10

    Appointments

    Book, confirm, move, complete and cancel appointments.

  4. 11

    Booking links

    Send a patient a link on WhatsApp; they pick a time and fill in their details themselves.

  5. 12

    Invoices and payments

    Bill a patient, take full or part payments, and send the invoice on WhatsApp.

  6. 13

    Prescriptions

    Write a prescription in seconds from your own medicines list, then print it or send it.

Plan features

  1. 14Depends on your plan

    Labs

    Your labs, their prices and every case you send them, from sending to fitting.

  2. 15Depends on your plan

    Inventory

    Items, deliveries, and what each treatment uses, with warnings before you run out.

  3. 16Depends on your plan

    Expenses

    Record what the clinic spends, so profit and loss shows the real picture.

  4. 17Depends on your plan

    Branches

    Run several locations from one account: each branch with its own diary, staff, stock and figures.

  5. 18Depends on your plan

    Reports

    What reports are, which ones Clinica has, and how to read and export them.