ClearCourse Health

How to update patients status as deceased

Mark Patient as Deceased

A detailed look at the functionality on the Client Dashboard

Client Dashboard Overview

A detailed view of the Client Record and the functionality within it.

Client Record in Detail

How to edit an existing client record in e-clinic.

How to Edit a Client Record

How to anonymise or delete a patient who is no longer active with your clinic.

Anonymise/Delete Patient

View your client/patient's past and future appointments.

How to View Client Appointments

Book an appointment from within your client's record on e-clinic.

How to Book an Appointment from a Client Record

View your clients account including invoices, transactions, charges etc.

How to View Client Account

How to remove Medical Contacts and Next of Kin information from a Client Record.

Remove Contacts from a Client

How to record administrative notes and logs about patient into their Client Record.

Recording Administrative Notes/Log on Client Record

Record Client Treatment Authorisation from within the patient's record.

How to Record Client Treatment Authorisation

Discover how to send an email from within a patient/client record.

Sending an Email from a Patient/Client Record

How to print a letter for the patient from within the Patient/Client Record.

Printing a Letter from a Patient Record

View the Patient/Client Correspondence from the clinic from within the Patient/Client Record.

How to View Patient Correspondence History

Upload a document or file into the Patient's record for future reference.

How to Upload a Document to a Patient Record

How to merge patient records if they are duplicated in error.

How Do I Merge Patient Records?

How to assign a patient/client to a group/business who will be funding their treatment.

How to Assign a Patient to a Group/Business

How to edit patient consent details for treatment and marketing purposes.

Patient Consent

Action a subject access request from a patient within e-clinic.

Subject Access Request

Discover how to add a patient form to the client record.

Patient Forms

How to add a new client/patient to e-clinic.

How to Add a Client

Discover how to manually raise an invoice from within the Client's record.

How to Manually Raise an Invoice via Client Record

Discover how to add a payment to an account from within the Client Record.

How to Accept Payment via Client Record

Assign Medical Contacts and Next of Kin information to a Client Record.

Assigning Contacts to Clients

John Allen

Patient/Client

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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