Documentation
User Manual
A complete guide to every module in ClinikEHR. Your sidebar navigation depends on your plan — solo practitioners and enterprise clinics see different modules.
Key Features
- •Real-time overview of today's appointments
- •Quick stats: patients seen, revenue, pending tasks
- •Recent activity feed
- •Quick actions for common tasks
Sections
Calendar View
Visual calendar with drag-and-drop scheduling
Services
Define service types, durations, and pricing
Booking Page
Public online booking page for patient self-scheduling
Key Features
- •Online booking with automatic confirmations
- •Email, SMS, and voice reminders
- •Recurring appointments
- •Waitlist management
- •Calendar sync with Google/Outlook
- •Group appointments (Essential+ plans)
Key Features
- •One-click video consultations
- •Virtual waiting room for patients
- •Screen sharing for patient education
- •AI note-taking during sessions (Team plan)
- •Session recording with consent
- •Mobile-friendly — patients join from any device
Sections
New Note
Create a new clinical note from scratch or template
Templates
Default templates: SOAP, DAP, Progress Note, and more
Custom Templates
Build your own note templates with custom fields
Snippets
Reusable text blocks for common phrases and findings
Key Features
- •SOAP, DAP, and Progress Note templates
- •Custom template builder with field types (text, select, checkbox, date)
- •AI Note Taker add-on ($20/mo) for real-time transcription
- •AI autocomplete and rewrite
- •ICD-10 and CPT code suggestions
- •Draft auto-save
- •eSignatures
Sections
Triage List
Active triage queue with priority levels
Triage History
Complete history of all triage assessments
Key Features
- •Structured triage assessment forms
- •Vital signs recording (BP, temp, pulse, SpO2)
- •Priority categorization (urgent, semi-urgent, routine)
- •Chief complaint capture
- •Quick routing to providers
Sections
Consultation List
Active consultations queue
Consultation History
Complete record of all consultations
Key Features
- •Detailed consultation documentation
- •Patient history review during consultation
- •Treatment planning and recommendations
- •Prescription management
- •Follow-up scheduling
- •Multi-provider consultation support
Sections
Lab Test List
Active lab orders
Lab Test History
Complete lab test history
Lab Station
Lab technician workspace for processing tests
Lab Reports
Generate and review lab reports
Key Features
- •Electronic lab orders
- •Results integration directly in patient charts
- •Abnormal result alerts
- •Lab requisition forms
- •eLabs add-on for external lab integration
Sections
Prescription List
Active prescriptions
Prescription History
Complete prescription history
Pharmacy Station
Pharmacist workspace for dispensing
POS
Point-of-sale for medication sales
Sales
Sales reports and analytics
Key Features
- •Prescription management from providers
- •Medication inventory tracking
- •Drug interaction checking
- •Dispensing records
- •Stock alerts and expiration tracking
- •POS for walk-in sales
Sections
Patient List
Searchable list of all patients
New Patient
Add a new patient record
Patient Management
Detailed patient profile with full history (Enterprise)
Key Features
- •Complete patient profiles with demographics
- •Medical history, allergies, and medications
- •Visit history and clinical notes
- •Document storage per patient
- •Advanced search and filtering
- •CSV import/export
Sections
Ward Admissions
Admit patients and assign beds
Ward Discharges
Process patient discharges
Key Features
- •Bed management and availability tracking
- •Admission workflow and documentation
- •Ward rounds documentation
- •Nursing notes and care plans
- •Discharge planning and summaries
- •Medication administration records
Sections
Billing Dashboard
Financial overview and key metrics
Payments
Track and manage patient payments
Services
Manage billable services and pricing
Key Features
- •Automated invoicing after appointments
- •Online payment processing (Stripe)
- •Superbills and CMS-1500 forms
- •Payment plans for patients
- •Financial reports and aging reports
- •Good Faith Estimates
Sections
Insurance Dashboard
Claims overview and status tracking (Enterprise)
Pre-Authorization
Submit pre-authorization requests (Enterprise)
Insurance Claims
Create and submit insurance claims (Enterprise)
Key Features
- •Manual insurance claims (Starter)
- •AI-powered claims with validation (Essential+)
- •Insurance eligibility verification
- •Electronic claims submission
- •Denial management and resubmission
- •ERA/EOB processing
Key Features
- •Clinic document storage
- •Patient document management
- •Digital consent forms with eSignatures
- •Paperless intake forms
- •Document templates library
Key Features
- •Clinic profile and branding
- •Staff management and invitations
- •Role-based permissions
- •Subscription and billing management
- •Integration settings
- •Notification preferences
See it in action
Create a free account and explore every module hands-on.