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Modial Health user manual
How to use Modial Health, one task per page. Words in bold are exactly what the screen shows.
Start with the section for where you work:
- Clinics: a surgery or clinic that books and sees patients.
- Labs: a laboratory, its front desk and its bench.
- Partner hospitals: a hospital whose nurses and cashiers send patients to a lab.
Setting up comes first in each section: do it once, before the first patient.
Clinics
Set up the clinic
| Page | When |
|---|---|
| Fill in your business details | Your business's name, address, contact details and logo |
| Set your currencies and taxes | The currencies you charge in and the taxes you charge |
| Set up your payment methods | The ways patients can pay you |
| Choose your preferences | Whether your prices include VAT, your stamp, what receipts show |
| Add your staff and their roles | Giving each person a login and a role that lets them do their job |
| Add your doctors | Each doctor who sees patients, and the team member who signs in as them |
| Add your services and their prices | What you charge for: consultations, procedures and their prices |
| Add the medical aids you accept | Before the front desk can choose a medical aid at check-in |
| Let patients book on WhatsApp | Switching on the WhatsApp booking assistant, and sharing its link and QR code |
| Set up the receipt printer | A desk computer prints receipts for the first time, prints several copies, or doesn't cut between them |
Booking
| Page | When |
|---|---|
| Manage the doctors' calendar | Booking into a doctor's free time, blocking time off, setting a doctor's weekly hours |
| Answer patients on WhatsApp | The assistant passed a patient to your team, a message sounded like an emergency, or you want to take over a conversation |
Seeing a patient
| Page | When |
|---|---|
| Start a consultation | A checked-in patient is ready to see the doctor |
| Record vitals | Taking blood pressure, temperature, weight and the other readings |
| Write the consultation note | Writing up the visit: complaint, findings, diagnoses, medications, lab tests |
| Attach results from an outside lab | Results came back on paper or as a PDF from a lab that doesn't use Modial |
| End a consultation | The visit is over, or it won't go ahead |
| See what happened in a visit | Checking who recorded what, and when |
Running the clinic
| Page | When |
|---|---|
| See how long patients wait | Finding where patients wait longest: for the nurse, for the doctor, on which days |
Labs
Set up the lab
| Page | When |
|---|---|
| Fill in your business details | Your business's name, address, contact details and logo |
| Set your currencies and taxes | The currencies you charge in and the taxes you charge |
| Set up your payment methods | The ways patients can pay you |
| Choose your preferences | Whether your prices include VAT, your stamp, and how lab reports print |
| Add your staff and their roles | Giving each person a login and a role that lets them do their job |
| Set up the lab's tests | Switching on catalogue tests, creating your own, their codes and prices |
| Set reference ranges | Checking and setting the ranges results are flagged against |
| Add your services and their prices | Charges that aren't tests, such as venepuncture |
| Charge collection fees | Charging for taking a sample, once per visit |
| Add the medical aids you accept | Before the front desk can choose a medical aid on a visit |
| Add your doctors | The doctors who send you patients |
| Add a partner hospital | A hospital or doctor whose staff record lab requests: its staff, doctors, companies and prices |
| Set up roles for a hospital's nurses and cashiers | The lab gives a partner hospital's nurses and cashiers the right roles |
| Tell doctors and patients when lab results are ready | Setting who is emailed or texted when an order's results are authorised |
| Set up the receipt printer | A desk computer prints receipts for the first time, prints several copies, or doesn't cut between them |
Lab visits
| Page | When |
|---|---|
| Confirm a visit from the hospital's system | A partner hospital's system sent a patient's order and it's waiting at your desk |
| Print a partner's lab request with its stamp | A partner hospital has given the lab its stamp, and the medical aid or the patient needs the lab request |
Lab results
| Page | When |
|---|---|
| Enter a lab result | A test is done at the bench: put in its result, organisms and sensitivities for a culture, and authorise it |
| Keep a patient's results for the doctor to give | The doctor wants to give the results in person |
Partner hospitals
Lab requests
| Page | When |
|---|---|
| Send a lab request for payment | You're a nurse: fill in a patient's lab request, then take the samples once the patient is checked in |
| Check in a lab request | You're at reception or accounts: take the payment for a request waiting for payment |
| Read a patient's lab results | Know when a patient's results are ready, read them and print the report |