Practo – Practo Help

Select the patient for whom you want to add the clinical notes from the Contacts Tab or the Search Bar. Once you are within the patient’s profile, click on EMR on the main menu bar. Now click on Clinical notes to view the notes for that patient. Enter the specific investigations for that patient in […]

Cancel an invoice

Cancellation of an invoice can vary depending on whether your patient has already made a payment against the invoice or not. Scenario 1: If your patient has already made a payment Step 1: You can search for your patient for whom you want to cancel the invoice, using the search option. To learn how to […]

Sending customised SMS to your staff

To send customised SMS to your staff, click on the Communications tab on the menu bar. You will be directed to a new page with three tabs located on top. You can choose to send information to members of your staff by clicking on the SMS Center tab and then clicking on the ‘Staff’ tab . This will show […]

How to change the password for your Practo Ray account

You can change the password for your Practo Ray account at any time. To change the password, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘My Account’ here. You will be taken to your accounts page. Select the option to ‘Change password’ by clicking it. […]

How to search for your patients on Practo Ray?

To search for patients, click on the Search icon located on the menu bar. A search box will open up there. You can search for patients using multiple criteria: Patient name: Enter the patient’s name in the search bar. Select the patient and press enter to go to that patient’s profile Patient contact number: You […]

How to add a new patient

This is what a completed Patient Profile looks like. To add a new patient, click on the ‘+’ symbol on the menu bar. Select ‘Add new patient’ from the dropdown that appears.This will take you to a new page where you can fill in the specifics for the patient. Ensure that you capture at least […]

How to set your clinic timings

To set your clinic timings, go to the top-right corner and click on the Settings Icon and click on Settings. Click on ‘Calendar’ located on the left side menu on this page. This will take you to the Practice timings page where you can set the specific timings for your clinic. If the clinic […]

Activating Email and SMS notifications for your staff

Using the notifications feature helps your clinic and your staff to stay updated at all times. The multi-channel notifications ensure that they never miss out an appointment. You can choose what kind of notifications need to be sent to doctors/staff that are working at your clinic. To activate Email and SMS notifications to your staff, […]

Specifying different levels of access for your staff

To assign the levels of access to your staff, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. You will be directed to a new page with a list on the left. Click on ‘Practice Staff’ from within the list on the left side of […]