Professionalism is in the details. In this guide, we'll show you how to customize your ClinicNode profile to generate compliant, branded invoices and manage your patient communications.
1. Generating Invoices
You can generate an invoice immediately after a consultation or at any time.
- From Appointment: Open an appointment and click "Generate Invoice". The patient details and service type will be pre-filled.
- From Invoice List: Go to the Invoices tab and click "New Invoice". Select the patient and add line items manually.
Once generated, you can download it as a PDF or share it directly via Email.
2. Configuring Your Professional Profile
Your invoices reflect your practice. Ensure they contain all necessary legal and professional information.
Personal Settings
Go to Settings > Profile to update:
- Degree & Specialization: e.g., "MBBS, MD (Cardiology)". This appears below your name on invoices.
- Registration Number: Essential for valid medical receipts and prescriptions.
Signatures & Stamps
Make your documents digital-first and paperless.
- Digital Signature: Upload an image of your signature. It will be automatically appended to invoices and prescriptions you generate.
- Clinic Stamp (Seal): Upload your clinic's stamp. This adds an extra layer of authenticity to your digital documents.
3. Patient Notification Settings
You have full control over what messages your patients receive.
Navigate to Settings > Notifications to configure:
- Appointment Reminders: Enable/Disable automated reminders
- Invoice Receipts: Automatically email generated invoices
Upgrade Your Professional Image
Configure your settings today for a fully branded experience.
Go to Settings