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All topics
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Patients
Queue and consultation
Prescribing and dispensing
Results and patient communication
Billing, payments, and corrections
Corporate, panel, and rewards
Inventory and suppliers
Reports
Manage your clinic
CLEOS HELP CENTRE
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01
Start here
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Orientation
Welcome to Cleos
Roles and access in Cleos
Find your way around Cleos
Daily clinic flow
A single visit, start to finish
Patient-to-payment hand-off
Help
Get support and report an issue
02
Patients
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Patient records
Find a patient before creating a record
Create a patient record
Update patient details, notes, flags, and attachments
Review a patient's visit history
Appointments
Book an appointment
Reschedule or cancel an appointment
Manage appointment status
03
Queue and consultation
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Manage the queue
Add a patient to the queue
Understand Waiting, In Progress, In Dispensary, and Completed
Remove an early-stage visit from the queue
Conduct a consultation
Start a visit
Record vital signs and case notes
Send a visit to dispensary
04
Prescribing and dispensing
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Prescriptions
Add or update a prescription
Review prescription lines before saving
Dispensing
Prepare and print medicine labels
Dispense medication
Clinical documents
Print a medical certificate
Review previous clinical documents
05
Results and patient communication
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Test results
Create and review a test result
Attach result documents to the right patient
Follow-up
Send follow-up messages
Review patient feedback
Letters
Create a patient letter from a template
Review and print a letter
06
Billing, payments, and corrections
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Invoices and payments
Review an invoice
Record a payment
Print an invoice or receipt
Corrections
Void an invoice correctly
Reconcile related payments after a correction
07
Corporate, panel, and rewards
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Panel and corporate patients
Link and verify corporate coverage
Record co-payments and panel settlement
Pricing and loyalty
Manage tier pricing
Use Rewards and Loyalty
08
Inventory and suppliers
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Inventory
Maintain item and service details
Record stock movements and adjustments
Complete a stock take
Investigate stock discrepancies
Suppliers
Maintain supplier contacts and product details
09
Reports
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Run reports
Choose the right report
Set dates and reporting scope
Export and retain reports
Report types
Financial reports
Clinical and patient reports
Inventory reports
10
Manage your clinic
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Public booking
Set up the booking site
Manage services and appointment availability
Preview and publish booking changes
Organisation and branch settings
Manage organisation details
Manage payment methods, templates, print setup, and test types
Users and access
Add or manage a user
Reset access and passwords
Review system logs
Integrations and personal settings
Configure integrations and e-invoicing
Update your profile
Personalise your Cleos layout
