The features of the Administrative module are located under Settings, which can be found by going to the Accounts Menu. Click on the profile image on the top right to open the Accounts Menu.



My Clinic

My Clinic > Details
Go to My Clinic > Details. This where users can Create, Read, and Update their clinic name, logo, website, description, email address, phone number, clinic address, and clinic schedules.

Steps in uploading a Clinic Photo
Click the box containing the default clinic photo.

A prompt for a file browser will appear.

Select desired photo.

Choose to rotate either left or right, and/or crop the photo accordingly.

Chosen photo is now set as the whole clinic’s official photo.





Steps to edit the Clinic’s Details
Click the desired field to edit.

Input details.

Click save.



Steps to set the Clinic Schedules
Choose the day.

Select opening time.

Select closing time.

Click the “+” button.

Clinic schedule for the chosen day and time is set.

Repeat steps as necessary.

 Fig. 2.4. Filling out the clinic details

My Clinic > Members
Users can CRUD clinic staff to access MYCURE and manage team members which includes setting their roles and privileges.

Steps in adding A New Clinic Member
Click the “+” button.

Enter clinic staff’s email.

Choose specific role for clinic staff.

Edit set of privileges.

Adding a clinic member is only through exclusive invite. You can learn more about Roles and Privileges in Volume 1: Introduction to MYCURE - Roles & Privileges.



Steps in updating A Clinic Member’s Roles and Privileges
Select a clinic member’s name.
Click on the list of user roles to employ.
Edit the clinic staff’s set of privileges.
Untick/tick the box which corresponds to the privilege.



Steps in deleting A Clinic Member
Select member to be deleted.
Click remove user.
User is now no longer a member of the clinic.



My Clinic > Branches
Users can read and update the details of the clinic’s branches.

Steps to Update Clinic Branches
Select clinic branch to update.
Click on the desired clinic fields to edit.
Input changes.
Click save.
Branch’s details are now updated.





My Clinic > History
Users can read the clinic’s medical records history. This pertains to the actions and updates that a clinic staff has done that concerns medical records and inventory transactions.



My Clinic > Printing Header
The Printing Header setting refers to the clinic’s header in all of the records or documents to be printed by the clinic. Administrative module users can Read and Update these printing headers.

Steps in Selecting a Clinic Printing Header
Choose the desired template to employ as clinic’s printing header.
To upload image as printing header, click “upload”.
o Select desired photo
Click “Preview” to see the printing header.
Click activate to select printing header template.





My Clinic > Terminology Settings
The Terminology Settings is where users can define specific Terms for Billing and Diagnostics. Example. Under Billing Invoice can be changed for Charge Slip.
Under the column of Custom Text change the Preferred Term of use.
Click on Update on the lower right of the screen to update the Terms.

Fig. 2.13. Clinic Printing Header Preview
Partners

Partners > HMOs
HMO Partners refer to the accredited insurance companies found in the MYCURE’s database. Users can Create, Read, and Delete HMO partners to be used in their respective clinics.
To add a partner HMO, click the “+” button.
Search for the accredited HMO to be added.
Select HMO.
Click “Add”.
HMO is now added to the Partner HMO list.
Repeat steps as necessary.


Partners > Companies
This refers to the list of corporate partners that clinics have. Users can CRD each of their partner companies.

Steps in Managing Corporate Partners
To add a partner corporate partner, click the “+” button.
Input company partner details.
Click “Add”.
Company is now added to the Partner Company list.
Repeat steps as necessary.




To import list of partner companies, click the “import” icon.
Download template and then fill out the necessary details.
Upload the file back to the system.
o Click “Browse File” button.
o Select fulfilled template.
Partner companies enlisted in the template is not integrated in the system.



Partners > Diagnostic Centers
Users can Create, Read, and Update their partner diagnostic centers for the sending of PME, laboratory, and/or imaging results.

Steps in Managing Diagnostic Centers
To add a partner Diagnostic Center, click the “+” button.
Enter the partner Diagnostic Center details.
Click “Save”.
Diagnostic Center is now added to the Partner Diagnostic Center list.
Repeat steps as necessary.
To edit partner Diagnostic Center details, click the edit icon.
Edit details.
Click “Save”.
To delete, click the delete icon.
Confirm deletion by selecting “Yes” on the prompt.




Partners > Government Insurances

Steps in Managing Accredited Government Insurances
Click the “+” button.
Search for the accredited Government Insurance to be added.
Select the Government Insurance.
Click “Add”.
Government Insurance is now added to the list.
Repeat steps as necessary.
To delete a government insurance, click the delete icon.
Click “Yes” to confirm.





Registration
Registration > Queues
Users can CRUD queue labels, CRD each of the queue access per user, enable or disable multiple counters for receptionist queues, reasons for visit, postponing, and cancelling of queues.
Steps in Creating a New Queue
Click the “+” button.
Select queue type (e.g. doctor, nurse, therapist, etc.)
Set the name for the queue
Select who can access this queue
Add descriptions for each queue.
Click save to finalize the queue label.




Steps in Importing Queues
To import queues, click the import queues button
Download the Excel file template and fill out the necessary details
Upload the template file back into the system.
All queues will now be recognizable in queues settings.
To update any queue label, click the edit icon
Edit the queue details.
Click “Save” to finalize.
To delete a queue, just select the delete icon.
Click “Yes” to finalize the removal of the selected queue label.



Steps in Adding Multiple Counters
To enable or disable the multiple counters option for receptionist queue, go to a receptionist queue label (or upon creation of a new receptionist queue label).
Click on the checkbox.
More options for multiple counters will appear.
Add multiple counters as needed by entering a name for one counter
Click add to save.


Steps in Adding Queue Tags
To add a queue tag, enter the name of the tag.
Click the “Add Tag” button.
Queue Tag is now added.


Enable/Disable Requirement of Reason for Postponing and Cancelling
Tick the corresponding box to enable
Untick the corresponding box to disable.


Setting up an Auto-end Encounter Flow
Certain service types may be configured to require payment/HMO approval by default, as well as automatically end the encounter if no other services are performed. Here's how to do it.
Under Queue - Miscellaneous Settings, find the Auto-End Encounter Flow drop-down field.
Select the services that end automatically.


Registration > Patient Tags
Patient tags function as the grouping of patients according to the clinic’s discretion (e.g. senior citizen, VIP).

Steps in Adding a Patient Tag
Click the “+” button.
Page will be scrolled to the bottom
Input the Tag Label.
Click the “Add” button to finalize.
To delete a certain tag, click the “delete”.
Confirm action by selecting “Yes”.





Registration > Analytics
Here, users can enable and disable the analytics or reports that can be viewed in the clinic dashboard.

Steps to Enable/Disable Analytics
In order to enable or disable, simply click the toggle button which corresponds to the analytics
Click “Save” to finalize.



Registration > Patient Info Fields
Patient Fields refer to the patient information that the clinic records to properly assess and tend to their patients’ medical needs. Users can enable or disable specific fields for their utmost convenience.

Steps to Enable/Disable Patient Fields
To enable or disable certain fields, click on the toggle button for each of the desired fields.
To finalize, click save.



Registration > Patient Kiosk
The Patient Kiosk setting is where users can customize the fields that their new and follow-up patients are required to complete before proceeding to the frontdesk. This settings also include the enabling or disabling of kiosk banner, kiosk number printing, and CRUD of privacy notice for patients.

Steps in Managing Patient Kiosk
To enable or disable certain kiosk field, click the toggle button corresponding to the information.



Steps in Adding a Marquee Banner
Toggle the enable or disable button
Enter desired message or announcements.
Click save to finalize the message.



Steps in Enabling/Disabling Kiosk Printing Settings
To enable printing, check the box with the label “print registration kiosk number”.
System will automatically print the queue number of the patient.


Steps in Adding a privacy notice
To add a privacy notice for patients to read upon interacting with the kiosk, click the “+” button
Input the language of the privacy notice
Input the desired title
Input message of the privacy notice
Click the accept button.



Users will see a live preview of their privacy notice.
Click save to finalize.



Medical Records
In this setting, users can edit all settings pertaining to medical records such as enabling or disabling medical record fields, CUD of custom prescription header, CD of custom medicines, CRUD of favorite prescriptions, custom diagnostic test packages, CRUD custom medical forms, CD custom diagnostic tests, and R archived patients.

Medical Records > Record Fields
Steps in Managing Record Fields
To enable or disable record fields, simply toggle which information is needed in the record fields
Click save to finalize.



Medical Records > Prescription Headers

Steps to Manage Prescription Headers
Click “create template”
Users will automatically be redirected to a page where they can input their clinic details.
Users have the option to add up to 6 clinic information by simply checking the box that pertains to the display of the clinic detail column.
Input clinic details.
Click the “preview” button to view custom header preview.
To revert back to the clinic’s default header, click the “revert back to default header”.




Medical Records > Medicines Directory
Steps in Adding Custom Medicines
Click the “+” button.
Input the generic name of the medicine, the brand name, and the formulation. Click “save” to add the medicine to the list



!(https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_11if09n.png)
Steps in Adding Custom Medicines
To import a list of custom medicines, click the import icon.
Download the Excel template and fill out the necessary information.
Upload the Excel file template back into the system.
After uploading, the list of medicines will now automatically appear in the system.


Medical Records > Favorite Prescriptions

Steps in Adding a Favorite Prescription
Click the “+” button.
Input the generic name of the medicine
Input its brand name.
Input formulation.
Input the medicine’s dispense number.
Input the medicine’s dosage
Input the prescription frequency
Add notes.
Click save to finalize.
To edit, click the edit icon.
To delete, click the delete icon.
Confirm the action by clicking “Yes”.




Medical Records > Custom Diagnostic Test

Steps in Managing a Custom Diagnostic Test
To add a new custom diagnostic test, click the “+” button.
Select the test type.
Input the test name and test section.
Click save to add custom diagnostic test to the list.
To delete a diagnostic test, simply click the delete icon.
Click “yes” to proceed with the deletion.




Medical Records > Custom Diagnostic Packages

Steps in Managing a Diagnostic Test Package
Click the “+” button.
Select diagnostic test type.
Select the tests to be included in the package
Select the diagnostic test package name
Add description. .
Click “save” to officially add the package to the list.
To edit and delete the diagnostic package, click the edit icon and delete icon respectively.





Medical Records > Manage Form Templates

Steps to Manage Form Templates
Click the “+” button.
Fill out the title and the description.
In selecting the type, users have four options of medical certificate, fitness certificate, or the waiver type, an option to create these templates respectively will appear:
Input their template with the corresponding values (e.g. doctor name, patient name, patient sex, patient age, etc.). These corresponding values will be pre-filled uniquely for each encounter.




For the questionnaire type:
1 . Click the “add section button” as many as needed.
Input a section name.
Click the “add question” button.
Select the question type such as identification, multiple choice, true or false, or a checklist.
Require the question to be answered if needed.

To edit or delete these forms simply click the edit or delete icon respectively and then a prompt will appear for the editing or the confirmation of the deletion.


For the multiple-choice and checklist question type, users can add as many choices and items as needed.



Medical Records > Manage Custom Dental Statuses

Steps in Managing Custom Dental Statuses
To add a custom dental status, click the “+” button.
Enter the type
Input category
Input abbreviation
Select color coding.
Add description of the custom dental status.
Click save to add the dental status to the system.
To edit the dental status, click the edit icon.
To delete a dental status, click the delete icon.
Click “Yes” to confirm the action.





Medical Records > Archived Patients

Steps to Manage Archived Patients
To restore archived patients, click the restore icon.
Click “Yes” to confirm the restoration of the patient.



Imaging
In Imaging settings, users can CRUD imaging test, imaging report template, and imaging order template as well as import a list of imaging tests.

Imaging > Test Directory
Steps to add a New Imaging Test
To create an imaging test, click the “+” button.
Input the test name and test section.
Add description.
Click save to add to the list of imaging tests.




Steps to import list of imaging tests
To import imaging tests, click the import icon.
Download the Excel file template and fulfill the details.
Upload the template back to the system.
Imaging tests are added to the system.
To edit an imaging test, click the edit icon.
Edit the test details.
To delete imaging tests, click the delete icon.
Click “Yes” to complete action.

Imaging > Report Templates
Adding a New Imaging Report Template
To add imaging report templates, click the ”+” button.
Input the test name.
Input the category.
Add description.
Create template.
Add a tag for each of the templates for convenience when doing an imaging worklist.
To edit an imaging test report template, click the edit icon.
Edit the test details.
To delete imaging tests, simply click the delete icon.
Click “Yes” to confirm the action.





Imaging > Order Templates

Steps in Managing a Test Order
To add an imaging test order, simply click the “+” button.
Input the template name.
Add description and imaging tests to be included in the order template.
Click “Save” to finalize and then the order template will now be automatically add to the system.
To edit an imaging test order template, click the edit icon.
Edit the order details.
To delete an imaging test order template, simply click the delete icon.
Click “Yes” to confirm the action.





Laboratory

Laboratory > Test Directory
Here, users can customize laboratory information inside the system. They can perform actions such as CRUD laboratory test names, order templates, report templates, and HL7 Lab analyzers, as well as import a list of laboratory tests.

Steps in Managing Laboratory Tests
To add a laboratory test, click the “+” button.
Input the laboratory test name.
Input the test section.
Add the HL7 identifier code and identifier system.
Add test description.
Click the save button.
The test will be automatically added to the system.
To import a list of laboratory tests, click the import icon.
Download the Excel file template.
Fill out the necessary details, and then upload the file back to the system.
Users can now find the tests in the system.




In order to edit a laboratory test, click the edit icon.
Edit the test details.
Add lab tests measures.
To delete a test, simply click the delete icon.
Click to confirm the action.





Laboratory > Analyzers

Steps in Managing Laboratory Analyzers
To add an HL7 analyzer, click the “+” button.
Input analyzer name
Add description
Input HL7 receiving facility and HL7 receiving application.
Click save to add the analyzer to the system.
To edit an HL7 analyzer, click the edit icon.
Edit the analyzer details.
To delete an analyzer, simply click the delete icon.
Click “Yes” to confirm and then a prompt will appear for the confirmation of the action.





Laboratory > Order Templates

Steps in Managing Lab Test Order Template
To add a lab test order template, click the “+” button.
Input the template name and description. After that, users can now select the tests to be included in the test order. Click save to finalize.
To edit an order template, click the edit icon.
Edit order details.
To delete an order template, simply click the delete icon.
Click “Yes” to confirm.





PME
PME settings refer to the PME report templates that users can CRUD. This will reflect the templates to be used whenever the clinic conducts PME services.

PME > Report Templates

Steps in Adding a Report Template
Click the “+” button.
Input the name
Add description
Input PME report template.


In the field for the template, users can copy+paste their existing templates from a word file or create a new one.


To edit a PME report template, click the edit icon.
Edit the template details.
To delete a PME report template, simply click the delete icon.
Confirm deletion.

Inventory
This is where users can CRUD supplier information and price types, as well as CD adjustment reasons.
Inventory > Suppliers
Steps to Add New Supplier
To add a new clinic supplier information, click the “+” button.
Input the details of the new supplier.
Click save to finalize.
To edit a clinic supplier, click the edit icon.
To delete a clinic, click the delete icon.
Confirm the action.




Steps in Importing a list of Suppliers
Click the import icon.
Download Excel file template and fulfill details.
Upload the template back to the system
The system will automatically recognize the list of suppliers.

Inventory > Adjustment Reasons

Steps in Adding a New Adjustment Reason
To add a new adjustment reason, click the “+” button.
Input the reason.
Click the “add” button.
The reason will now be integrated in the system.
To delete an adjustment reason, click the delete icon.
Confirm the deletion.



Inventory > Stock Rooms

Steps in creating stock rooms
To create a stock room, click the “+” button.
Input the name of the stock room in the Stock Room Name field.
Optionally, you may also select the staff who will be inside or in charge of the stock room from a drop-down list of the clinic staff.

!(https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_1cjbp3x.png)


PRM
PRM is where users can adjust the settings for their sms configurations.

Adding a new configuration
To add a new configuration, click the “+” button.
Fill out details such as provider name, app id, shortcode, app secret, and passphrase.
Click save to finalize.
To delete a configuration, click the delete icon.





Billing/POS
This is where all of the settings pertaining to the billing module and point of sales can be found and customized. Part of the Billing/POS settings are payment methods, taxes, withholding taxes, discounts, services, promos, gift certificates for promos and discounts, and expenses.

Billing/POS > Payment Methods

Steps in Adding a Payment Method
To add a payment method, simply click the “+” button.
Input the name of the payment method
Select payment type
Add description.
Click save to finalize and add the payment method to the system’s billing processes.
To import a list of payment methods, click the import icon
Download the Excel file template.
Fill out the necessary details.
Upload the file back to the system.
Payment method is not added to the system.
In order to delete a payment method, click the delete icon.
Confirm the deletion.





Billing/POS > Tax Types
Steps in adding a Tax Type
To import, click the import icon.
Download the Excel file template.
Fill out the necessary details.
Upload the file back to the system.
Users can now find the tax types in the system.
To delete a tax type, click the delete icon.
Confirm the deletion.





Billing/POS > Withholding Taxes

Adding a Withholding Tax
To add a new withholding tax, click the “+” button.
Add the staff name.
Add their corresponding withholding tax.
Click the “add” button to finalize the withholding tax.
To edit, click the edit icon.
Edit details.
To delete a withholding tax, click the delete icon. Respectively.
Confirm the action.

!(https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_17voy3a.png)



Billing/POS > Discount Types

Adding a new Discount Type
To add a discount type, click the “+” button.
Input the discount details such as code, name, discount in either percentage or in amount, and the billing item type.
Select which product or service is the discount for.
Click save to finalize.
To edit a discount type, click the edit icon.
Edit the discount details.
To delete a discount type, simply click the delete icon.
Confirm the action.





Billing/POS > Services

Steps in adding a new service


To add a new service, click the “+” button.
Select service type.
Enter service name, amount, details, tax, government insurance plans, HMO plans, company plans, staff commissions, and supplies used.


For the service type clinical procedure
input the number of sessions that patients need to fulfill.

!(https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_12wczy8.png)
For Diagnostic service type:
Choose if laboratory or imaging.
Select test from dropdown list of diagnostic test.
Input the corresponding amount of the test.
Test is now linked with services.


For the PME service type:
Input the necessary details for the service.
Arrange queue trail for PME patients by clicking the “+” button on the upper right corner of the PE Service Queueing Details section.
Select the queue and the test order template for diagnostic services.
Click “add” to finalize the PE service queue.

For each service, users have the ability to add government insurance plans, HMO plans, company plans, staff commissions, and supplies used.
For Government insurance plans:
Click the “+” button.
Select the government insurance.
Check whether the amount to be covered is known or not. If not, then the amount and discount part will be disabled. Otherwise, users will be asked to input the amount and the percentage discount.
Click add to include the coverage on the list.

!(https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_115d8lg.png)

For an HMO coverage plan and company plan:
Click the “+” button.
Check whether the amount to be covered is known or not.
If not, then the amount and discount part will be disabled.
Otherwise, users will be asked to input the amount and the percentage discount.
To upload a bulk list of coverages or company plans:
Click on the import icon.
Downloading the template.
Fill out the necessary details on the Excel file template.
Upload the file back to the system.
System will automatically recognize the list of coverages and company plans.



For Staff Commissions:
Click the “+” button
Input staff name to be commissioned
Input percentages of the commission per private, HMO, or gov. Insurance.
Click “add” to save.
Fill out the necessary details on the Excel file template.
Upload the file back to the system.
System will automatically recognize the list of staff commission.


For Supplies Used
To indicate the supplies used for a particular service:
o Click the “+” button.
o Select the clinic supply to be linked to the service and its corresponding quantity.
o Click “add” to finalize.
To edit a service, click the edit icon.
Edit details.
To delete a service, simply click the delete icon.
Confirm the action.



Billing/POS > Service Providers
To indicate the Service Provider:
Click the “+” button.
Input the necessary details.
Click “save” to finalize.
To edit a service provider details, click the edit icon.
Edit details.
To delete a service provider, simply click the delete icon.
Confirm the action.





Billing/POS > Promos

Steps to Add Promo
In order to add promo click the “+” button.
Select the promo type and the date/s when the promo will be available of use
Select the purchased item or service, and its corresponding reward item or service. After selecting the prior details, the user will be asked to indicate the amount of purchased item and its corresponding reward item count.
Click the save button to add to the list.
To delete a promo, simply click the delete icon.
Confirm deletion.





Billing/POS > Gift Cert (Credit)
Managing Gift Certs (Credit)
To add, click the “+” button.
Input the name, credit amount, application type and its corresponding product or service.
To make the gift certificate available in all clinic branches;
tick or untick the availability box
To make it sellable, tick the sellable box and indicate the selling price of the gift certificate.




Determine the amount of codes to be generated
Click the button “generate”.


Go to edit by clicking the edit icon.
A prompt will appear showing the codes that have been generated.
To generate more codes:
Click the generate button
To print the existing codes, click the print button.
To delete gift certs, click the delete button.
Confirm the action.



Billing/POS > Gift Cert (Discount)

Steps in Managing Gift Cert (Discount)
To add a gift certificate for discounts, click the “+” button.
Enter the name, discount percentage, its availability in clinic branches and its billing item type.
After setting the billing item type, an additional option will appear which will either be services list or product list.
Select the corresponding products or services to be included in the gift certificate.
Determine the amount of codes to be generated
Click the button “generate”.
Go to edit by clicking the edit icon.
A prompt will appear showing the codes that have been generated.
To generate more codes, click the generate button
To print the existing codes, click the print button.
To delete gift certs, click the delete button.
Confirm the action.



Billing/POS > Expenses
Adding an Expense
To add an expense, simply click the “+” button.
Input the amount, expense type, the date of the expense completion and the reason for the expense.
Click save to add the expenses to the list and record.
To edit an expense, click the edit icon.
To delete an expense, simply click the delete button.
Confirm the action.

 Fig. 2.99. Edit Gift Certificate - Discount

 Fig. 2.99. Edit Gift Certificate - Discount
Was this article helpful?
Cancel
Thank you!