Getting started with Doktor

Admin: set up the clinic (about 20 minutes)

1. Create the clinic from the home page with your name, email and a password. You become the clinic's admin.
2. Settings: check the clinic's name, phone and address (they're printed on prescriptions and receipts), add your logo, and set the dollar exchange rate.
3. Settings → Type of clinic: choose General practice, Dental, or General and dental. Dental turns on the tooth chart, treatment plans and chairs.
4. Settings → Price list: add what you charge for, with prices and how long each takes. Appointments and invoices use them.
5. Staff: copy the clinic code and give it to each colleague. They sign up with "Join your clinic", then you approve them here and give each one a role: doctor, nurse, receptionist or admin.
6. Each doctor sets their working hours (Appointments → Working hours) so the calendar shows when they're in and "Next available" finds real free times.
7. Settings → Backup: download a backup once a week and keep it somewhere safe. The Today page reminds you when it's due.

Receptionist: booking and the front desk

1. New patient: Patients → New patient. A name and phone number are enough to start; the doctor adds the medical details.
2. Book: Appointments → New appointment, or drag across empty time on the calendar. "Next available" picks the doctor's first free time.
3. The day before: on Today, "Remind tomorrow's patients" opens WhatsApp with each reminder written. Press send in WhatsApp.
4. When the patient arrives, press Check in. They move to the waiting list and the doctor sees them.
5. Billing: after the visit, open New invoice (or Take payment on a dental plan). Payments can be in Syrian pounds or dollars.
6. Made a mistake on a bill? Void it rather than deleting. Nothing is ever deleted in Doktor, so the history stays complete.

Doctor: seeing patients

1. Today shows your patients in order: who's waiting, who's in the room, and who's done.
2. Press Call in, then Start visit. Write the complaint, findings and diagnosis, and add the prescription.
3. Doktor warns you if a medicine may clash with the patient's allergies. Use "Save as template" for prescriptions you write often.
4. Medical background, vital signs, lab results and their trend charts are on the patient's page.
5. Set a follow-up when the patient should come back. If they don't book, they appear on Today so reception can message them.
6. Press Finish when the visit is done.
7. Block time on the calendar (Block time, or drag) when you're away or busy, so nobody books you then.

Dental clinics

• Teeth tab: mark findings on the tooth chart, attach X-rays and photos to teeth, and compare before and after.
• Build a treatment plan, print the estimate for the patient, give a discount, and split it into instalments.
• Book each procedure into a chair. A chair can't be double-booked.
• Dental alerts (blood thinners, diabetes, heart conditions and more) show at the top of the Teeth tab.
• Six-month recalls are set when cleaning or check-up work is done, and appear on Today when due.

Nurse

• Check patients in, take vital signs (blood pressure, sugar, weight and more), and read medical records.
• Nurses can't write diagnoses or see billing.

Who can see what

• Admin: everything, including staff and settings.
• Doctor: appointments, medical records, visits and prescriptions. No billing.
• Nurse: appointments, the waiting list, vital signs, and reading medical records.
• Receptionist: appointments, patients' contact details and billing. No medical records.
• Every change is recorded with who made it and when.

Good habits

• Each person uses their own account. Don't share passwords, and sign out on shared computers.
• Download a backup every week (Settings → Backup).
• If something goes wrong on screen, Doktor records the error automatically so it can be fixed. Press "Try again" or reload the page.