Clinitech

Clinic platform
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Getting started

Set up the clinic in the order that prevents permission, calendar, and visit-form confusion later.

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Clinic admins and owners

What this guide helps you finish

After this guide, your clinic will have the basic settings, staff, procedures, patients, and first planned visits ready.

Estimated time: 20-40 minutes Best for: Clinic admins and owners

Step-by-step

Follow this order

1

Step 1

Open Admin first

Go to the user dropdown and open Admin. This is where clinic setup should begin because permissions, clinic tools, procedures, schedules, and staff live there.

✓ Confirm clinic name and timezone.
✓ Enable optional tools like referrals or dental charting only if this clinic needs them.
✓ Check role permissions before inviting many users.
2

Step 2

Prepare procedures before visits

Procedures are the building blocks of fast visits. Add names, codes, prices, and templates so doctors do not repeat the same notes manually.

✓ Add the most common procedures first.
✓ Use clear codes so procedure search stays fast.
✓ For dental clinics, prepare tooth treatments separately from general procedures.
3

Step 3

Create staff with the right role

Create clinic users after permissions are clear. Doctors should be connected to doctor profiles so their calendar, visits, and notifications work correctly.

✓ Create the receptionist before heavy scheduling work.
✓ Create doctors and attach schedules.
✓ Use assistant permissions only for work they should really perform.
4

Step 4

Add patients with searchable identity data

Patient number and phone are used in quick action search. Keeping those fields clean makes calendar work easier for reception.

✓ Add patient number, phone, birth date, and medical alerts.
✓ Move existing files into the patient profile when needed.
✓ Use notes for important clinic-specific context.
5

Step 5

Create the first visits from the calendar

Use the calendar grid to create planned visits. Statuses like scheduled, needs confirmation, and confirmed behave like appointments; completed behaves like a finished visit.

✓ Click a time row to create a visit at that time.
✓ Use quick status buttons to confirm or mark no answer.
✓ Open the visit when clinical details, files, procedures, or tooth charting are needed.

Common mistakes

Avoid these early

Creating visits before procedures exist makes doctors type repetitive notes.

Creating doctor users without doctor profiles makes the calendar feel empty or incorrect.

Giving broad permissions too early makes it harder to understand who changed what.

Need help ?

Send us your clinic name, page URL, what you clicked, what you expected, and what happened instead.

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