Clinic settings
Add clinic name, invoice details, working hours, doctors, permissions, and basic notification templates.
Training guide
A clear operating guide for your clinic from day one
A practical onboarding path that helps reception, doctors, accounting, and managers configure Eyadat and run daily clinic workflows with confidence.
Before launch
Prepare clinic data once
Start with these areas before team training so practice scenarios match your real working day.
Billing and JoFotara
Review invoice settings, tax, simulation mode, QR, and payment recording before issuing production invoices.
Patient data
Import or enter patients, phone numbers, medical notes, and important files.
Appointments
Set appointment lengths, doctor availability, breaks, blocked slots, and online booking rules.
WhatsApp and reminders
Review templates, message language, reminder timing, and exceptions before relying on automation.
Permissions and security
Give each user only the role they need and train managers on logs and reports.
Daily workflow
From patient arrival to payment collection
- Create or open the patient fileReview contact details, notes, and files.
- Book the appointmentSelect doctor, time, appointment type, and attendance status.
- Add the treatment planUse the clinical records, procedures, services, prices, and attached files relevant to the clinic.
- Issue the invoiceCreate the invoice, record payment, and review QR or JoFotara settings.
- Follow upUse reminders, tasks, WhatsApp, and reports to track open cases.
The best training uses the clinic's real scenario: a new patient, appointment, treatment plan, invoice, payment, then follow-up.
Practical training beats theory-only onboardingTeam training
What each role should learn
Reception
- Create patients and appointments
- Confirm attendance and cancellations
- Send reminders
- Follow online bookings
Doctor
- Read patient files
- Add plans and procedures
- Upload images and files
- Write prescriptions and notes
Accounting
- Issue invoices
- Record payments and refunds
- Track receivables
- Review JoFotara and reports
Clinic manager
- Manage users and permissions
- Monitor performance
- Manage inventory and lab work
- Review subscriptions and reports
First week
A gradual rollout plan
Current operational training
Include the newest end-to-end workflows in team training
Train clinical, reception, and finance users on where responsibilities hand off between safety review, delivered care, laboratory acceptance, billing, and corrections.
Infection-control alerts
Keep prominent, permission-aware precautions with the patient and surface them during appointment workflows for every clinic specialty.
From appointment and treatment to invoice
Select performed services from the appointment or treatment plan and prepare billing when the visit or multi-appointment treatment reaches the right stage.
Laboratory charges in the patient balance
Carry priced outsourced laboratory tests into a patient draft invoice when the laboratory accepts the order.
Flexible patient finance
Manage deposits, service packages, installments, split draft charges, and auditable corrections without rewriting issued invoices.
Launch help
Train on your real clinic workflow
You can train on a trial setup, review data and permissions, then move gradually into full operation.