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Get your clinic ready: first-day checklist The setup to do once, in a sensible order, before your first patient. Clinic setup Switch to DokEMR from another EMR Moving from another EMR? We can import your existing patients and records into DokEMR on request. Clinic setup Find a patient with search and filters Look someone up by name or ID, or narrow the list by company, HMO, age, or place. Patients & visits Add a patient Create a new chart so you can book, prescribe, and order labs for someone. Patients & visits Let patients register themselves Share your clinic's registration link or QR so new patients fill in their own details. Patients & visits Record allergies and conditions What you record here is what the safety warnings check against while you prescribe. Patients & visits Understand the safety alerts What each warning while you prescribe means, and what to do with it. Prescriptions & labs Issue a prescription Write, check, and save an Rx, then open, print, or email it. Prescriptions & labs Order labs Raise a lab order and hand the patient a request slip. Prescriptions & labs Run a visit with Encounters Write the SOAP note for today's visit and keep its prescriptions, labs, and diagnoses together. Patients & visits Repeat a prescription or lab order Reuse an earlier prescription or lab order for a refill or follow-up instead of typing it again. Prescriptions & labs Set up your lab test list Choose which tests appear in Order labs, so the picker holds only what your clinic uses. Prescriptions & labs Work the lab orders queue Claim an order, encode its results, and get them validated and released. Prescriptions & labs Encode a lab result Enter results against an order, or an outside result typed in, then release them to the chart. Prescriptions & labs Upload an outside lab result Attach a result that came from another laboratory. Prescriptions & labs Bill a patient and record payment Make an invoice from the patient's Billing tab, send a payment request, and record what was paid. Billing Run the patient queue Line up walk-ins and move each patient from waiting to done. Patients & visits Issue a medical certificate, abstract, or referral Prepare a signed document for the patient from the Medical Documents tab. Prescriptions & labs Use the calendar, time blocks, and portal requests See the month's schedule, block a doctor's time off, and answer patient booking requests. Patients & visits Book an appointment Put a patient on the schedule. Patients & visits Set up your clinic details and document branding Address, logo, and how your letterhead prints on documents. Clinic setup Complete your doctor profile Your license numbers, specialization, and contact details, which print on your documents. My account Add your signature to documents Upload or draw the signature that prints on the documents you issue, and place it. My account Turn on two-step sign-in Protect your account with a code from an authenticator app as well as your password. My account Install the app and turn on notifications DokEMR is a PWA: add it to your phone or computer like an app, and get alerts when something needs you. My account Limit what each staff role can open Hide areas of the app from the roles that do not need them. Clinic setup Export your clinic's data Download all your patients and records as open files you can keep. Clinic setup Give a patient portal access Email a patient a link to set up their own portal login. Patients & visits Choose what patients see in the portal Switch receipts, lab results, and documents on or off for the patient portal. Clinic setup Manage your drug list (formulary) Keep the medicines that are suggested when you type in Add prescription. Prescriptions & labs See a patient's lab trends Follow values like LDL, HbA1c, or creatinine across a patient's results. Prescriptions & labs Read your dashboard and notifications What the dashboard shows, and how to act on the notifications that need you. My account Change how DokEMR looks Pick light or dark, a ready-made palette, or your own colours. My account Send a support ticket Report a problem or ask for help, and follow the reply. My account Review invoices and payments in Billing Check payment proofs, chase unpaid invoices, and see what each payee has received. Billing Set up how patients pay you Connect PayMongo or add your GCash so payment requests and online payments work. Billing Set up companies and HMOs to bill Register employers and HMOs, then bill them on terms instead of the patient. Billing Add a clinic location Run one clinic from several sites, each with its own hours, while the patient chart stays shared. Clinic setup Encode a physical examination Fill in the physical exam form for an annual or pre-employment exam and produce its PDF. Prescriptions & labs Change your password Set a new password for your own account. My account Change your plan or add an add-on Upgrade, change plan, or add extras such as seats and AI review packs. Clinic setup Refer a clinic and pay less Share your link: every clinic that signs up and keeps paying takes money off your own plan, until it is free. Clinic setup Choose the letterhead for each document type Print prescriptions, certificates, and lab requests with different headers if you want. Clinic setup Add clinical photos Keep wound, skin, or fundus photos on the chart. Prescriptions & labs Change a Medical History record Correct a record's diagnosis, codes, findings or medication, and let the lab findings suggest the diagnosis. Prescriptions & labs Merge duplicate Medical History records Combine a prescription-only or same-day row into the diagnosis it belongs to. Prescriptions & labs Order and track send-out tests Follow tests that an outside reference laboratory processes, from collection to result. Prescriptions & labs Set up AI and OCR for lab uploads Choose how uploaded lab results are read, and when a confident read may save by itself. Clinic setup Let front-desk staff order common tests without approval Skip the doctor's sign-off for a short list of routine tests. Clinic setup Set up appointments, opening hours, and patient lists Decide how bookings are approved, how long they last, when you are open, and where each role's patient list starts. Clinic setup Edit, reset, or remove a staff account Update a colleague's details, send a password link, or take away their access. Clinic setup See who changed a patient's record Check what was changed, by whom, and when, in one patient's chart. Patients & visits Add a staff account Give a colleague their own login with the right permissions. Clinic setup