Cliops: User Guide
Welcome to Cliops. This guide covers everything you need to get started and use the system confidently: whether you are on the web app or the mobile app.
What is Cliops?
Cliops is a lightweight, fast dental clinic management platform built for dental clinics of any size: from a solo dentist running their own practice to a multi-staff clinic with dentists, receptionists, and an admin team all working together.
It replaces paper-based daily workflows with a simple digital system: so your clinic can manage patients, consultations, prescriptions, investigations, and follow-ups all in one place.
Works for every setup:
- Solo dentist: you are the Admin and the Dentist. Manage everything yourself: register patients, record diagnoses, prescribe, and track follow-ups without needing any other staff on the system.
- Small team: one or two dentists with a receptionist. The receptionist handles registration and scheduling; dentists handle the clinical work.
- Multi-staff clinic: multiple dentists, a dedicated receptionist at the front desk, and an Admin who manages users and clinic settings. Appointments are booked per doctor and slot availability is checked individually.
Core goals of the system:
- Speed: fast patient search, quick data entry, no unnecessary steps.
- Simplicity: minimal screens to complete daily tasks.
- Continuity: one unified place to see a patient's full history across every Appointment.
- Low friction: any team size can operate Cliops with minimal training.
Who Uses Cliops?
The system has three roles, each with a different level of access:
| Role | Who it's for | What they can do |
|---|---|---|
| Admin | Clinic owner / manager | Full access: user management, system settings, dental item and lab catalogs, and everything below. |
| Dentist | Treating doctor | Clinical work: diagnosis, prescriptions, dentogram (dental chart), investigations, lab orders, case closure. |
| Receptionist | Front desk / assistant | Scheduling work: patient registration, appointments, follow-ups, uploading investigation files. |
Tip: Your login role is assigned by the Admin. If you cannot see a feature described in this guide, it may be restricted to a different role. Contact your Admin if you need access changes.
Platforms
Cliops is available on two platforms. The same data and workflows power both: only the interface and navigation differ.
| Platform | Best for | Access |
|---|---|---|
| Web App | Desktop / laptop use at the clinic | Open in your browser |
| Mobile App | On-the-go access, quick lookups | Download from the Play Store |
Key Features at a Glance
| Feature | What it does |
|---|---|
| Patient Management | Register patients, search by name / mobile / patient ID, view medical history. |
| Appointments & Calendar | Schedule consultations, view the clinic's day/week calendar. |
| Appointments | One record per consultation; track Appointment status from check-in to case closure. |
| Diagnosis | Record symptoms, diagnosis notes, and treatment plans per Appointment. |
| Prescriptions | Add multiple medicines per Appointment; generate a printable prescription. |
| Investigations | Upload X-rays, images, and PDF reports linked to an appointment. |
| Dentogram | Interactive FDI dental chart per patient; color-coded tooth status and history. |
| Follow-ups | Schedule follow-up dates, set reminders, track completion. |
| Medical History Timeline | Chronological view of all Appointments, diagnoses, prescriptions, investigations, and follow-ups for a patient. |
| Dental Lab | Manage lab vendors and track internal lab orders from the dentogram. (Admin / Dentist only) |
| Notifications | In-app alerts for key events: new patients, Appointments, follow-ups, staff changes. |
| Analytics | Operational overview of clinic activity. |
| Users | Manage staff accounts and roles for the clinic. |
| Settings & Subscription | Manage clinic settings and your subscription plan. |
Typical Daily Workflow
Here is how a standard consultation flows through the system:
1. Receptionist registers a new patient (or searches for an existing one)
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2. Receptionist creates a new Appointment / Appointment
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3. Patient is seen: Dentist opens the Appointment
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4. Dentist records Diagnosis (symptoms, notes, treatment plan)
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5. Dentist updates the Dentogram (tooth status, findings, lab orders if needed)
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6. Dentist / Receptionist uploads Investigations (X-rays, reports)
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7. Dentist adds Prescriptions (medicines, dosage, duration)
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8. Receptionist or Dentist handles Billing (invoices, payments)
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9. Receptionist or Dentist schedules a Follow-up if required
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10. Dentist closes the Appointment (case closure)
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11. Everything is saved to the patient's Medical History Timeline
How to Read This Guide
This guide is organized feature by feature. You can read it top to bottom or jump directly to the section you need:
| # | Guide | What's covered |
|---|---|---|
| 01 | Getting Started | Login, first-time setup, password reset |
| 02 | Patients | Register, search, edit patient records |
| 03 | Appointments & Calendar | Scheduling, calendar view |
| 04 | Appointments & Diagnosis | Creating Appointments, recording diagnosis |
| 05 | Dentogram | Dental chart, tooth status, findings |
| 06 | Investigations | Uploading X-rays and reports |
| 07 | Prescriptions | Adding medicines, printing prescriptions |
| 08 | Billing | Treatment plan invoices, payments, printing |
| 09 | Follow-ups | Scheduling and tracking follow-ups |
| 10 | Dental Lab | Lab vendors, lab orders |
| 11 | Notifications | In-app alerts and the notification bell |
| 12 | Medical History Timeline | Full patient history view |
| 13 | Analytics | Clinic activity overview |
| 14 | Settings | Clinic settings, prescription templates |
| 15 | Subscription | Plan details, billing |
| 16 | Profile & Account | Name, photo, password, account deletion |
| 17 | Reports & Print | All patient documents in one place |
| 18 | Users | Add and manage staff accounts for your clinic |
Need Help?
If something is not working as expected:
- Check the relevant section in this guide first.
- Contact your clinic Admin: they manage user accounts and system settings.
- For technical issues, reach out to Cliops support at TechnoFuzn.
Last updated: July 2026 · Cliops v1.0 · MVP