Solo practices and hospitals now have their own guides
The Help Center used to cover both in one “Clinic & Hospital” section. That was a mistake: the app gives them genuinely different menus, so a solo practitioner was scrolling past ward rounds and theatre lists they can never open, and reading “patient” where their own screen says Clients.They are now two separate sections, each written for one audience only.- Solo & Team — one flat menu, clients rather than patients, and a straight line from a session to getting paid. No triage, no wards, no theatre, because a solo practice has none.
- Hospital & Enterprise — grouped by service line, with setup sequenced properly: care areas first, then departments, wards, theatres and staff.
The ClinikEHR Help Center is live
You are reading it. Over 160 how-to guides covering all three editions, the patient portal and everything shared between them — organised by the product you run, written in its vocabulary, and describing the product exactly as it ships.- Seven product areas in the sidebar switcher: Start here, Solo & Team, Hospital & Enterprise, Pharmacy, Diagnostics, Patient Portal and Platform.
- Solo practices and hospitals have their own sections, because the app gives them genuinely different menus — a solo practice never scrolls past ward rounds it cannot open, and a hospital never reads “client” where its screen says patient.
- Every guide states up front which edition, plan and role it applies to, so you never follow eight steps to a button your plan does not have.
- Ask an AI assistant about ClinikEHR — the Help Center exposes its content to AI tools, so ChatGPT, Claude and other assistants can search these guides and answer with what is actually documented.
Invoices that carry your payment details — and go to the right people
Getting paid on an invoice used to mean a follow-up call to explain where to send the money. Now the invoice itself does that work.- Your payment channels print on the invoice. Bank transfer details, Cash App, Venmo, PayPal and more — added once under Settings → Payment Details — now appear on invoice PDFs and invoice emails while a balance is due. Each channel has its own toggle. Set up payment details.
- Choose who receives an invoice. Send to the patient’s email on file, a different address, or both — with room for extra recipients. Built for employer-billed and family-billed care. Send an invoice.
- New invoices start as Pending rather than Draft, so a raised invoice is immediately chaseable.
Smoother first sign-in for invited staff
A newly invited team member who set their password from the invite link is no longer asked to set it again — re-entering the same password now confirms it with a clear “You’re all set”. Invite links also land staff in the right edition of the product. Invite your team.Desktop app v1.0.7 — receipt printing and stock counts
- Blank or cut-short receipts fixed. The new Paper handling setting in the desktop app’s printer settings lets each till pick the paper form its printer driver understands. Set up your receipt printer.
- Portable stock-count terminals supported. Run a full stock count on a CipherLab handheld scanner, seat it in its cradle, and upload the count straight into a reconciliation sheet. Count with a CipherLab scanner.
Customer accounts at the counter
The new Customers area gives the till a real answer to “who is this person”: what they bought, what they owe, what they have prepaid, and who may collect on their behalf.- Money on account. Take deposits, pay money back out, and settle debts from a customer’s prepaid balance — spendable directly at the till with the Account balance payment button. Money on account.
- Who may collect. Record the daughter, driver or carer authorised to pick up for a customer, so the counter can check in one glance. Dependents and collectors.
Never turn a customer away over a stock record
When the shelf has the goods but the system says zero, the sale now goes through — logged for reconciliation in Inventory instead of blocking the till. Product search at the POS is also faster, matching against your whole catalogue instantly. Ring up a sale.A navigation built for hospitals
On the Enterprise plan, the sidebar now reads the way a hospital works — grouped by service line instead of one long list: Front Desk, Outpatient, Inpatient, Theatre, Diagnostics, Pharmacy, Revenue, Insurance, Executive, Supply Chain and Records.- New unit dashboards — a Front Desk board, a Nursing Station worklist for the shift, a Theatre list with the surgical safety checklist, and a Records desk that queues what needs a person today.
- Executive analytics — hospital-wide reports for Out-patient, Nursing, Wards, Theatre, Diagnostics and Pharmacy, alongside the existing money and operations reports. Reports and analytics.
- Care areas — switch whole departments on or off under Settings → Facility; navigation, settings and reports follow together. Care areas.
Day-to-day client care, rounded out
- Check-in and check-out. Track a visit from arrival to departure on the chart — with visit items, an assignee and a reason — and download or email the visit record. Check a patient in and out.
- Sticky notes and status notes. Colour-coded, pinnable notes that follow the person across every visit and module, plus clinical status notes with their own workflow. The patient chart.
- Medication refill reminders. Set a reminder against a prescription and it lands as a task with an email nudge, so refills stop relying on memory.
- AI medication review. An AI-assisted review of a patient’s medication list — always presented for a clinician to approve, never auto-saved. AI safety.