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Getting Started Trainings

8

Training Guide for Admin (Roles, Staff, Users)
Training Guide for Inventory(Admin)
Training Guide for Receptionist
Training Guide for Doctor
Training Guide for Dental Lab(Doctor)
Training Guide for Insurance Team
Training Guide For Accounts
Training Guide For Purchase.

Data Migration to Cloudpital

8

Import Step-1: How Import Cash Services in Cloudpital?
Import Step-2: How Import Insurance Policies in Cloudpital?
Import Step-3: How Import Staff in Cloudpital?
Import Step-4: How Import Patient File in Cloudpital?
Import Step-5: How Import Patient Appointments is in Cloudpital?
Import Step-6: How Import Inventory in Cloudpital?
Import Step-7: How to Import Chart of Accounts (CoA) for Finance in Cloudpital?
Import Step-8: How Import Insurance Services in Cloudpital?

Labour Inspection

1

How to labour inspection Or Iqama Attestation works in cloudpital?

Patients Registration

4

What’s the difference between the new patient and the existing patient in cloudPital?
Quick Add vs Patient File
Insurance Patient vs Cash Patient
How to Receptionist Import Patient File.

CloudPital Administration

5

What is the Administration Role in CloudPital ?
How to create Exam Rooms in Business unit of Cloudpital ?
How Setting up for new Branch in Cloudpital?
How to Add or Modify new Staff Member (Reception) in Cloudpital?
How to create Exam Rooms in Business unit of Cloudpital ?

Appointments

20

How to book New Appointment?
How to delete an appointment ?
How to print an appointment ?
How Receptionist View Doctor in Cloudpital?
How does (Extra time) streamline your appointment scheduling process in CloudPital ?
How (Waiting List) in CloudPital can simplify and streamline your scheduling process ?
How the appointment delay feature works on CloudPital ?
How Receptionist add Consent Forms in Cloudpital?
How does CloudPital remind the patients of their appointments ?
The post-appointment follow-up process
How to Receptionist add Flags in the Cloudpital?
How Receptionist view the Appointment Status of Patients in Cloudpital?
How Receptionist add Recurrence of Patient appointment in Cloudpital?
How Receptionist Recover Patient Appointments in Cloudpital?
How can a Receptionist add Bills, and what is the process for Viewing the Invoice history and Payment History in Cloudpital?
How Receptionist Block the Resources (Doctor)?
How To Make Appointment Of A New Patient?
How Receptionist Search the Referred Patients in Cloudpital?
How Receptionist Manage Appointments Reports ?
How do patient bulk appointments work on CloudPital ?

Staff & Permissions

8

How To Add New Branch (Business Unit)?
How to add new Staff, Create & Manage Roster in Cloudpital?
How to Add or Modify new Staff Member (Doctor & Practitioners)in Cloudpital?
How The Permission Module Works on CloudPital ?
How to make a Consultation in Cloudpital?
How to Add duration of services In Cloudpital?
What is Offer Pricing for Staff in CloudPital
How to Verify Set Offer Price on Invoice in cloudpital

Clinical Note

12

How Doctor view Patient Appointments in Cloudpital?
How Doctor view Clinical note in Cloudpital?
How Doctor add Documents in Cloudpital?
How Doctor add Forms in Cloudpital?
How Doctor Refer to another Doctor in Cloudpital?
How Doctor add Allergies in Cloudpital?
How Doctor add Patient Education in Cloudpital ?
How Doctor add notes about Patient Situation in Cloudpital?
How Doctor view Patient Visit History, Current note and Patient note in Cloudpital?
How can a Doctor Order a Radiology record for a Patient in Cloudpital?
How can a Doctor Order a Lab record for a Patient in Cloudpital?
How Doctor view Lab Statistics Reports in Cloudpital?

Derma Operations

4

How Derma Operation works in Cloudpital?
How to Hair Removal (Face) works in Cloudpital?
How to Hair Removal (Body) works in Cloudpital?
How Filler derma operations works in cloudpital?

Admin FAQs Main

2

How Admin Manage Inventory Reports in Cloudpital?
How Admin Manage Reports in Cloudpital?

Business unit

1

How to Admin Add Branch in Business Unit?

Analytics

2

How to Patient Analytics dashboard works in Cloudpital?
How to Admin add Analytics

Appointment Details

3

How to Create forms in Cloudpital?
How to Nurse add Triage .
How to Nurse add Vitals

The Billing Module

9

How to add New Insurance Company in Cloudpital?
How to Attach Multiple TPA with Insurance Company in Cloudpital?
How to add Insurance Policy Holder in Cloudpital?
How to add Insurance Price list in Cloudpital?
How to add Insurance Services in clinical note and get Approval in Cloudpital?
How to Insurance Batch create and Claims Submissions work in Cloudpital?
How to Insurance Payment amount Approved or Denial Process work in Cloudpital?
How to Posting Insurance Claims in Cloudpital Accounting System?
How to view Insurance Report in Cloudpital?

Inventory Management

7

How to Add New Inventory in Cloudpital?
How to Increase Inventory in Cloudpital?
How to Reduce Stock of Inventory in Cloudpital?
How to Request Inventory in Cloudpital?
How to Consume Inventory from Store in Cloudpital?
How to Stock Transfer of Inventory from one Store to another in Cloudpital?
How to Dispense Non-Consuming Inventory in Cloudpital?

Clinical note Screen

3

How Doctor add Prescription in Cloudpital?
How Doctor add Family History of Patient in Cloudpital?
How Doctor add Services ,Package, Inventory ,Lab ,Radiology in Cloudpital

Accountant

7

How to view Financial Reports in Cloudpital?
How to add Chart of Account in Cloudpital?
How to Setup Dimensions in Cloudpital?
How to use Dimensions in Reports of Filtering of Data in Cloudpital?
How to add Manual Voucher in Cloudpital?
How to Import Bulk Chart of Account in Cloudpital?
How to add Chart of Account in Cloudpital?

purchase inventory

10

How to Purchase Inventory Request in Cloudpital?
How to Request for Quotation in Cloudpital?
How to add Quotation works in Cloudpital?
How to add Purchase Order in Cloudpital?
How to add Purchase Good Receipt Note (GRN) in Cloudpital?
How to add Purchase Invoice in Cloudpital?
How to Post Purchase Invoice & Purchase Order in Cloudpital?
How to Add Vendor in Cloudpital?
How to view Purchase report in Cloudpital?
How to add Purchase Return in Cloudpital?

Dimensions

2

How to use Dimensions in Reports of Filtering of Data in Cloudpital?
How to Setup Dimensions in Cloudpital?

GL

2

How to view Financial Reports in Cloudpital?
How to add Manual Voucher in Cloudpital?

Items

6

How to create Items in ERP?
How to Import Items in ERP?
How to Create and Delete Inventory adjustments in ERP ?
What we can perform Other actions on Items in Cloudpital?
How we manage Items setting in ERP?
How to create Transfer Request in ERP?

ERP JV integration posting

6

How to Credit note posting of JV works in Cloudpital?
How to Setup Summary Voucher in Cloudpital?
How to Debit note posting of JV works in Cloudpital?
How we can post JV of advance taken works in Cloudpital?
How we can post JV of advance Refund works in Cloudpital?
How we can post all Credit, Debit , Advance taken , Advance Refund And Payment in a single JV works in cloudpital?

Sales

10

How to Sale works In ERP?
How other actions perform on sales in ERP?
How to Export Sale order in ERP?
How Invoice work flow on Sales in ERP?
How to Payment received works in ERP?
How we create Recurring invoices in ERP?
How Recurring Invoices work flow in ERP ?
How Other Actions perform on Recurring invoices in ERP?
How we create Credit note in ERP?
How Other Actions perform on Credit note in ERP?

Wix Integration

3

How to appointment creation works through Wix Integration in Cloudpital?
How to create an Doctor through Wix Integration in Cloudpital?
How to Setup Wix Booking Integration in Cloudpital?

Purchase

11

How to create Vendor in Purchase ERP?
How to Import Vendor in ERP?
How to Basic Functions performed in Purchase order ERP?
How to performed Other actions in Purchase Order ERP?
How to create Vendor Bills in ERP?
How to manage Vendor bills in ERP?
How to Perform Basic functions in Expense ERP?
How to manage Expense in ERP?
How to View Payment made in ERP?
How to Perform Basic Function in Vendor Credit note in ERP?
How to manage Vendor credits in ERP?

CRM integration

5

How CRM Integration modules works in Cloudpital?
How to add CRM Lead in Cloudpital?
How to add CRM Account in Cloudpital?
How to add CRM Deal in Cloudpital?
How to create CRM Support Ticket in Cloudpital?

Ojoor Integration

2

How to Integrate Ojoor with Cloudpital?
How to Ojoor (Payroll Integration ) works in Cloudpital?

NPHIES Integration

2

test
How to configure Nhpies Integration in Cloudpital?

Pharmacy ( Main )

9

How to Pay the Current bill?
How we can view stores in Cloudpital
How to search for an item in Pharmacy ?
How to apply other options in the selected Pharmacy ?
How to select a Patient against this Pharmacy bill?
How to clear the current bill?
How to Hold the Current bill?
How does the Paid bill come in transaction ?
How to dispense prescription bills?

Release Notes ( Main )

14

Cloudpital New Features(4-10-2023) – Release Notes version 1.10
Cloudpital New Features(10-10-2023) – Release Notes version 1.11
Cloudpital New Enhancement (11-12-2023) – Release Notes version 1.12
Cloudpital New Enhancement (5-1-2024)-Release Notes version 1.13
Cloudpital New Enhancement (19-1-2024) – Release Notes version 1.14
Cloudpital New Enhancement (25-1-2024) – Release Notes version 1.15
Cloudpital New Enhancement (30-1-2024) – Release Notes version 1.16
Cloudpital New Enhancement (31-2-2024) – Release Notes version 1.17
Cloudpital New Enhancement (4-2-2024) – Release Notes version 1.18
Cloudpital New Enhancement (5-2-2024) – Release Notes version 1.19
Cloudpital New Enhancement (12-2-2024) – Release Notes version 1.20
Cloudpital New Enhancement (14-2-2024) – Release Notes version 1.21
Cloudpital New Enhancement (16-2-2024) – Release Notes version 1.22
Cloudpital New Enhancement (27-2-2024) – Release Notes version 1.23

Dental Lab

5

How to permission setting enable for Dental Lab in Cloudpital?
How to Doctor add Baseline for Dental Specialty in Cloudpital?
How to map ICD code to Dental service in Cloudpital?
How to generate Invoice and get payment in Cloudpital?
How to Orthodontic works in Cloudpital?

ophthalmology EMR

5

How to Optometrist works in Ophthalmalogy Cloudpital?
How to Ophthalmology specialty setting permission works in Cloudpital?
How to Strabismus works in Ophthalmology Cloudpital?
How to Eye Exam works in Ophthamatalogy Cloudpital?
How to Eye Investigation works in Ophthalmology Cloudpital?

Support and Desk

5

What is the Support & Tickets Module in CloudPital
How to Configure Permission Settings for the Support Desk Module in CloudPital
Ticket Creation and Management Workflow in Cloudpital
How to Create a Ticket in the Support & Tickets Module of CloudPital
How the Status Change Flow Works in CloudPital

IPD (Inpatient Department)

13

What is the IPD Module in CloudPital
How to Add Bed Groups and Bed Numbers in the IPD Module of CloudPital
How to Admit a Patient in the IPD Module in Cloudpital
How to View and Add Details for Admitted Patients in the IPD Module
How to Manage Summary Data for Admitted Patients in the IPD Module of CloudPital
How to Manage Assessment Data for Admitted Patients in the IPD Module
How to Add and Manage Medical Conditions for Patients in the IPD Module in CloudPital
How to Add and Manage Allergies in the IPD Module in CloudPital
How to Add a Problem List for Admitted Patients in the IPD Module in CloudPital
How to Add a Prescription for Admitted Patients in the IPD Module in CloudPital
How to Add Precautions for Admitted Patients in the IPD Module in CloudPital
How to Add Family History for Admitted Patients in the IPD Module in CloudPital
How to Discharge a Patient in the IPD Module of CloudPital

WhatsApp Business Integration

3

What is WhatsApp Business Integration in CloudPital
How to Enable Permissions for WhatsApp Business Integration in CloudPital
How Does WhatsApp Business Integration Work in CloudPital

TeleHealth Appointment

3

What is Telehealth Appointment Type in Cloudpital
How to Configure Settings for the TeleHealth Feature in CloudPital
How Does the TeleHealth Appointment Process Work in CloudPital

Consent Forms

5

What are Consent Forms in CloudPital
How to Create Consent Forms in CloudPital
How to Assign a Consent Form to a Patient in CloudPital
How to Electronically Sign Consent Forms in CloudPital
How to View Signed Consent Forms in CloudPital

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How to Hold the Current bill?

How to Hold the Current bill?

When we click on the Hold the bill should be on hold

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Updated on January 24, 2025

How to clear the current bill?How does the Paid bill come in transaction ?

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