About these docs
These pages describe every part of Meddesk, including optional modules. Your clinic may not use all of them, and what you see depends on your role. Pages for optional modules start with an Optional module note.
Welcome to Meddesk
Step-by-step help for every part of Meddesk Console, written for the people who use it every day.
Start here
Section titled “Start here”Signing inSign in, your first password, and two-factor authentication.
Finding your way aroundThe sidebar, your menu, language, calendar and notifications.
The DashboardWidgets, your own dashboards, and dashboards shared with your role.
Account settingsYour password, two-factor authentication and sessions.
Guides: start to finish
Section titled “Guides: start to finish”A visit from booking to checkoutBook, check in, treat, bill and complete one visit.
Bill a visit in one clickLink everything to the appointment, then Generate Invoice.
From appointment request to visitApprove a portal or WhatsApp request and receive the patient.
Run a lab test from order to billOrder, collect, result, release, bill and pay the lab.
Buy stock and bill it to patientsPurchase orders, receiving, using supplies on visits, billing.
Closing the dayFinish the desk, bill every visit, approve and count the money.
Everyday work
Section titled “Everyday work”PatientsFind, add and update patient records.
AppointmentsBook visits and run the day on the Clinical Desk.
ClinicalTreatments, laboratory, prescriptions, medical history, documents, notes and forms.
InvoicesBilling patients, payments, refunds and statements.
InventoryStock, suppliers, purchase orders and supplies used.
FinanceAccounts, transactions, approvals and exchange rates.
Patient portalPatients' portal accounts and their appointment requests.
CommunicationWhatsApp inbox and the AI assistant.
ReportsRun, export and build reports.
StaffStaff profiles and your own profile.
Setting up your clinic
Section titled “Setting up your clinic”Setting up your clinicThe first-day checklist, in the right order.
Onboarding a staff memberProfile, sign-in, roles and money access for a new team member.
ConfigurationClinic details, languages, branding, email and the patient portal.
ModulesTurn on Invoice, Laboratory, WhatsApp and more.
Access rolesDecide what each role can see and do.
Staff accessGive people a sign-in and reset passwords.