Ooctal ERP

Help Center

Practical guides and answers for using Ooctal.

Guides

Clinics

11 Guides
Featured

Clinics & Medical

Electronic Medical Records (EMR), patient history, and vital signs

Record patient medical history, allergies, chronic conditions, and track vital sign charts across visits.

Read guide
Featured

Clinics & Medical

Electronic prescriptions, dosage instructions, and pharmacy dispensing

Issue standardized medical prescriptions with drug dosage, frequency, and direct pharmacy integration.

Read guide
Featured

Clinics & Medical

Medical insurance policy setup, patient co-pays, and claim batching

Manage insurance companies, policy coverage tiers, patient co-pay deductions, and insurer claim submissions.

Read guide

Clinics & Medical

Clinic setup and patient records

Set up doctors, services, patients, and clinical information.

Read guide

Clinics & Medical

Appointments, visits, and clinic billing

Move a patient from booking to visit, prescription, and payment.

Read guide

Clinics & Medical

Doctors and specialties

Set up clinical staff and their appointment scope.

Read guide

Clinics & Medical

Clinical services and price lists

Configure billable services with clinical and financial details.

Read guide

Clinics & Medical

Appointment statuses and queue

Manage the daily appointment queue from booking to completion.

Read guide

Clinics & Medical

Patient consent and privacy

Keep patient information limited to the people and purpose that require it.

Read guide

Clinics & Medical

Clinical notes and follow-ups

Record permitted clinical information and the next care action.

Read guide

Clinics & Medical

Clinic invoices and payments

Connect billable clinical services to the standard finance workflow.

Read guide