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How to use Orcaa for Medical Clinics

A practical walkthrough for clinic owners — set up doctors and consultations, keep complete patient records, handle billing and insurance, and read your reports, all from one dashboard.

The end-to-end walkthrough

In a clinic, Orcaa speaks your language: Doctors, Patients, Consultations, and Appointments. Your clinic ships with Bookings, Packages, the Waiting Room, and the full Clinical module enabled out of the box.

1. Setup

Add your doctors with schedules and availability, build your consultation catalog with durations and prices, and turn on intake forms so patients submit their history before they arrive.

2. Daily use

A patient books a 10:00 AM consultation online or at reception, checks in via QR or the reception kiosk, and waits in the Waiting Room queue. When called, the doctor opens the visit and records SOAP notes, captures vitals with trends and alerts, writes prescriptions, and attaches lab results and medical documents under access control. After-care instructions are sent to the patient automatically.

3. Money

Generate the invoice with per-service tax-inclusive VAT — the bill discloses the exempt-versus-taxable split. Take payment by card or wallet (Paymob), InstaPay, or cash, file the insurance policy and claim, and reconcile the cash drawer at close.

4. Reports

The owner dashboard shows revenue and patient volume, while the clinical dashboard surfaces alerts and pending signatures. For visiting doctors, run the calculate visiting doctor fees breakdown, then generate and pay out salaries.

Adding more modules

Every capability is an installable module. From Settings then Add-ons, clinics commonly add the Dental module on top of Clinical to run a dental practice, or Point of Sale to dispense over-the-counter products at the front desk.

Built for clinical care

SOAP notes and prescriptions
Structured clinical notes, prescriptions, and a complete visit history per patient — ready before each appointment.
Vitals with trends and alerts
Capture vitals over time, with trend lines and alerts that flag readings needing attention.
Lab results and documents
Attach lab results and medical documents under access control, then send after-care instructions to the patient.
Insurance and net commission
File insurance policies and claims, and pay visiting doctors with net-of-cost commission and a clear fee breakdown.

Frequently asked questions

Does Orcaa keep full patient records?

Yes. The Clinical module gives you SOAP notes, prescriptions, vitals with trends and alerts, lab results, and medical documents under access control — enabled out of the box.

How do patients book and check in?

Patients book on your 24/7 page or at reception, complete intake forms, check in via QR or the kiosk, and wait in the virtual Waiting Room queue until the doctor calls them.

Can Orcaa handle insurance and VAT?

Yes. File insurance policies and claims against a visit, and invoice with per-service tax-inclusive VAT — the bill discloses the exempt-versus-taxable split automatically.

How are visiting doctors paid?

Orcaa supports net-of-cost commission for visiting doctors and a calculate visiting doctor fees breakdown, then runs salary generation and payout.

Can a dental practice use the same platform?

Yes. A dental clinic signs up as a Medical Clinic and installs the Dental module on top of Clinical from Settings then Add-ons.

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