Doctor + assistant, working together

Collect payment at the front desk

Once the doctor records an amount, the assistant collects it — QR code and all — without leaving the dashboard.

Clivera Assist dashboard showing a pending ₹500 payment with a UPI QR code and a "Mark collected" button, in the active-patient panel
The Assist dashboard's Payment panel, QR code and all.

Steps

  1. From the case sheet’s Payment tab, the doctor enters the amount and records it.
  2. The moment that happens, a Payment panel appears in the assistant’s active-patient view on the Assist dashboard.
  3. If the clinic’s UPI ID is set, a QR code appears there too — the patient scans it and pays straight into the doctor’s own account.
  4. Once paid, the assistant selects "Mark collected" (an optional note like "paid at counter" is fine to add).

Done when

The Payment panel on the Assist dashboard shows the amount and method as collected.