Clinica HMS User Manual

1. Introduction

The Clinica HMS module is part of the Elinom ERP platform. Clinica HMS — Dashboard, Patients, Appointments, Doctor's Desk, Pharmacy.

Open the module from the ERP shell sidebar (#healthcare) or directly at public/healthcare.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Clinica HMS administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Clinica HMS access.
2. Open Clinica HMS from the ERP sidebar (#healthcare).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Clinica HMS → Dashboard from the sidebar or #healthcare?section=dashboard.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Patients

Patients — workspace for day-to-day patients tasks and records.

How to use Patients

1. Navigate to Clinica HMS → Patients from the sidebar or #healthcare?section=patients.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Appointments

Appointments — workspace for day-to-day appointments tasks and records.

How to use Appointments

1. Navigate to Clinica HMS → Appointments from the sidebar or #healthcare?section=appointments.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Doctor's Desk

Doctor's Desk — workspace for day-to-day doctor's desk tasks and records.

How to use Doctor's Desk

1. Navigate to Clinica HMS → Doctor's Desk from the sidebar or #healthcare?section=consultations.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Pharmacy

Pharmacy — workspace for day-to-day pharmacy tasks and records.

How to use Pharmacy

1. Navigate to Clinica HMS → Pharmacy from the sidebar or #healthcare?section=pharmacy.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Billing

Billing — workspace for day-to-day billing tasks and records.

How to use Billing

1. Navigate to Clinica HMS → Billing from the sidebar or #healthcare?section=billing.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Reports

Reports — workspace for day-to-day reports tasks and records.

How to use Reports

1. Navigate to Clinica HMS → Reports from the sidebar or #healthcare?section=reports.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

10. Integrations

Clinica HMS integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

11. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Clinica HMS add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.