User Guide/👋 Overview

👋 Welcome to ZidBit Clinic OS

ZidBit Clinic OS is your clinic's all-in-one digital management platform. It replaces paper registers, spreadsheets, and fragmented tools with a single, secure web app your entire team can use from any modern browser.

What Can You Do With Clinic OS?

🧑‍⚕️ Register patients and build a complete digital patient record
📅 Schedule and track appointments for every doctor
📋 Conduct consultations and generate digital prescriptions
📑 Speed up prescribing with reusable prescription templates and ICD-10 code lookup
🫀 Record vitals — blood pressure, SpO2, weight, temperature, and more
🏥 Maintain medical history — allergies, chronic conditions, medications, and surgical history
📂 Manage patient documents — lab reports, X-rays, prescriptions (Professional plan)
🕒 View the patient timeline — every visit, consultation, vital, invoice, and document in one chronological view
🔁 Schedule and track follow-ups — never miss a follow-up appointment
🔔 Send automated patient reminders — appointment and follow-up reminders delivered to patients automatically
🧾 Create invoices and record payments in seconds
👥 Manage your team — roles, access, and profiles
💬 Message your team in real time with built-in Team Chat
🔐 Stay secure — review login activity and active sessions
📊 Monitor daily clinic activity from the dashboard

Who Uses Clinic OS?

Clinic OS has four roles, each with a focused set of tools:

Role	What They Do
Admin	Full access — manages team, clinic settings, billing, and all modules
Receptionist	Registers patients and schedules appointments
Doctor	Conducts consultations, records vitals, and writes prescriptions
Billing	Creates invoices and records payments

Your role is assigned by your clinic's Admin. If you're unsure of your role, check with them.

Plans: Essential vs Professional

Some features are available only on the Professional plan:

Feature	Essential	Professional
Team members	Up to 4	Up to 15
Patient records	Up to 10,000	Up to 50,000
Appointments, Consultations, Prescriptions	✅	✅
Patient Medical Records & Vitals	✅	✅
Patient Timeline & Follow-ups	✅	✅
Invoicing & Billing	✅	✅
Clinic Dashboard & daily analytics	✅	✅
Clinical Tools (Rx templates & ICD-10)	✅	✅
Team Chat (real-time staff messaging)	✅	✅
Role-based Access & Login Security	✅	✅
Email reminders	1,500 / month	10,000 / month
WhatsApp reminders	Early-access add-on	Early-access add-on
Document Management (up to 5 GB)	❌	✅
Early access to new features	❌	✅
Priority Support	❌	✅

Admins can view and manage the subscription in Settings → Billing.

System Requirements

Browser: Google Chrome 100+, Firefox 110+, Safari 16+, or Edge 100+
Connection: A stable internet connection
Device: Works on desktops, laptops, and tablets (mobile-optimised)

Getting Help

If something isn't working or you have a question:

Check the FAQ section of this guide → FAQ & Troubleshooting
Send a message via the Communication Center inside the app → Learn how
Use the Contact Us form on the ZidBit website at zidbit.com/contact

ZidBit Clinic OS · v1.20.0 · Last updated June 2026

Getting Started