Help
Running your Clinic on Clayform
A guide for each job your team does in Clayform. Inside the app, the Help menu opens the guide for the screen you're on, beside it.
Guides
- An Appointment, from Booking to Checkout Book an Appointment on the Calendar, check the Patient in and hand over any forms they owe, then take payment at Checkout.
- Answering Patients in the Inbox Reply to Patients by text or email, add Internal Notes, follow up Calls and Voicemails, match unknown numbers and mark Inbox Items handled.
- Following a Pharmacy Order Follow a Pharmacy Order from Placed to Delivered, cancel one before it is dispensed, and record the Delivery Check when it arrives.
- Making a Sale outside a Booking Sell Retail Products, free-text and home-delivered lines outside a Booking, take payment at the desk or by pay link, and refund a paid Sale.
- Ordering from the Pharmacy Fill a Basket for Clinic supplies or a Patient's Prescription, with help from the Suggested Order, and place it with the Pharmacy.
- Patients and their Clinic Patient Records Find or add a Patient, read their Clinic Patient Record, compare Clinical Photos and Medical History versions, and export or retain the record.
- Prescriptions and prescription-only medicines How a prescriber assesses a Patient in person, writes and signs a Prescription with their Signing PIN, and supersedes it to change it.
- Setting up your Clinic The Setup page step by step, what must be done before your Clinic takes Bookings, and what happens once you finish.
- Setting up your Services Add or change a Service: its price, time, Treatment Type, who performs it, online booking, Payment Policy and Add-ons, and its Service Kit.
- The Treatment Record Work through a Treatment Record in the room, hand the device to the Patient for their own forms, draw sketches, and sign it with your Signing PIN.