User Manual

A quick overview of how to log in/out, change your password or PIN, and navigate the home screen and patient records in SystmOne.

Learn how to create a new user account in SystmOne and configure essential user settings, including access levels and preferences.

Quick steps to launch the QMS (Queue Management System) screen for managing patient appointments and workflow efficiently.

Explains how to create a new Rota, amend existing Rota details, and extend Rota slots.

Guides users on opening a till at the start of the shift for cash collection and closing it to finalize transactions at the end of the shift.

Guides on registering patients, updating details, adding relationships, and merging records.

Guides doctors on viewing patient history, recording assessments, prescribing, issuing documents, adding charges, and managing patient flow.

Guides on dispensing medication, calling patients to the dispensary area, and returning drugs under different conditions.

Guides on adding excess charges, copayments, and insurance authorization limits for patients.

Covers taking payments, invoicing with account providers, managing co-payments, and unissuing invoices for cash and panel patients.

Guides on checking inventory when unable to prescribe and adding stock lines.

Explains how to set up medication and investigation prices in the system.

Instructions on how to record goods received into the system.

Explains how to perform a stocktake and update inventory records.

Explains how to set up medication and investigation prices in the system..

Explains how to add locum doctors on the suppliers page.

Shows how to record and collect payments via cash, credit card, or account provider (panel).

Outlines how to create and process payment requests for locum staff, petty cash, and suppliers.

Shows how to create and manage staff schedules and shifts.