Getting Started

This guide covers the basics: signing in, setting up your clinic, understanding who can do what, and finding your way around.

Signing in

EazyClinic runs entirely in your web browser. Open your clinic's EazyClinic address and sign in with your email and password.

• New to EazyClinic? Use the sign-up link to create an account, then follow the onboarding steps below.
• Forgot your password? Use the "Forgot password" link on the login screen to reset it by email.
• Invited by your clinic? Open the invitation email and follow the link to accept the invite and set your password.

You'll also verify your email address the first time — check your inbox for the verification message if prompted.

Setting up your clinic (onboarding)

The first time the clinic owner signs in, EazyClinic walks you through a short onboarding to create your clinic and your first branch. You'll provide your clinic name and basic details. Once that's done, you land in the main app.

You can refine everything you entered later in Settings → Public Page & Booking (clinic name, logo, opening hours, address, services, and more). See the Settings guide.

The getting-started checklist

Once your clinic is created, the Owner sees a getting-started checklist card in the sidebar (a progress ring when the sidebar is collapsed). Click it to open the checklist. It walks you from an empty clinic to your first fully paid visit in six steps:

First, set up your clinic

1. Add your services — add what you charge for, like consultation fees, procedures and lab tests. See Services.
2. Stock your dispensary — list the medicines you keep. See Inventory.

Then, try a patient visit

3. Register a patient — no real patient yet? Register yourself as a test patient. See Patients.
4. Start a consultation — choose the patient and yourself as the doctor; they join today's queue. See Consultations.
5. Treat the patient and dispense — add notes, a prescription and a service, then move the visit to dispensary & checkout.
6. Collect payment — record the payment on the bill. See Billing & Payments.

Each step's button takes you straight to the right screen with the form already open, and highlights what to click next. For services and medications you can choose use a sample to pre-fill an example you can save as-is. Each step also has an Ask Cap link that sends a question about that step to the in-app assistant.

Steps tick themselves off as your clinic's real data appears, so a clinic that's already set up won't see the checklist at all. You can Skip the checklist; to see it again, or to walk through it once more, go to Settings → Getting Started and click Start checklist / Restart checklist. Checklist progress is remembered on the device you're using.

Branches

A single EazyClinic account can run more than one branch (location). If your clinic has multiple branches, you'll choose which branch you're working in after you log in. Your current branch determines things like which rooms, inventory stock, and queue you see.

To switch branches, use the clinic/branch switcher at the top of the sidebar. It only opens if you have more than one clinic or branch to choose from.

User roles

EazyClinic has three main roles that control what a person can do:

Only the Owner can open Dashboard, Inventory, and Services, and only the Owner can change clinic-wide settings (public page, rooms, document templates, price schedules, tax profiles, subscription). Consultants and Staff only see the menu items they can use.

The Owner is the person who created the account. Owners invite everyone else and assign them a role of Consultant or Staff — see the Staff guide.

Finding your way around

After you sign in, you'll see the sidebar on the left, grouped into three sections:

Clinical

• Consultations — the default screen; your live list of patient visits.
• Appointments — the booking calendar and appointment list.
• Patients — search, register, and open patient records.
• Queue Display — the full-screen "Now Serving" screen for your waiting room.

Operations

• Billings — bills, payments, and revenue reports.
• Inventory — your medication stock (Owner only).
• Services — the services you offer and their prices (Owner only).

Manage

• Dashboard — analytics on revenue, patients, and consultations (Owner only).
• Settings — your profile and availability, staff, the public page and booking link, rooms, document templates, price schedules, tax profiles, and your subscription. Staff now lives here, under Settings → Staff.

The top bar shows where you are (for example Settings › Clinic Organization › Staff) and holds the Ask button for the assistant.

Searching lists

The Consultations, Appointments, Patients, Inventory, and Services lists each have a single search bar at the top. Press / anywhere on the list to jump into it. You don't need to choose what you're searching by — EazyClinic reads what you type and decides: an IC number searches by IC, a phone number by phone, a word by name. A small tag in the search bar shows which field it picked; click the tag to switch to another field and the search re-runs. See Patients and Inventory for the details of each list.

Asking Cap, the in-app assistant

Stuck on something? Click Ask in the top bar (or press Ctrl/Cmd + /) to open Cap, EazyClinic's assistant. Ask how anything in EazyClinic works in plain language — for example "How do I record a partial payment?" — and Cap answers from this user guide. Each answer links to the guide section it used, and to the screen in the app where you do it (only screens your role can open).

• On a desktop, Cap opens as a panel beside the page, so you can keep working while you read.
• It suggests starter questions based on the screen you're on.
• Use the thumbs up / down on an answer to tell us whether it helped.
• New chat clears the conversation. The conversation also clears when you reload the page or sign out.

Cap explains how EazyClinic works; it doesn't look up or change your clinic's records. Avoid typing patient details into it.

A typical day

Here's how the modules fit together for a walk-in patient:

1. Reception registers or finds the patient and starts a Consultation — the patient joins the Queue.
2. When a room is free, reception calls the patient to a room.
3. The Consultant records vitals and notes, prescribes medications, and adds any services.
4. The visit moves to Checkout, where the bill is reviewed and payment is taken.
5. If needed, an e-invoice is submitted to LHDN.
6. The consultation is marked Completed.

Each of these steps has its own detailed guide. A good next stop is Consultations.

Related features & reading

• Feature: Cloud-Based Clinic System · Multi-Branch Management
• Blog: Best Clinic Management System in Malaysia: What to Look For Before You Buy