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Pharmacy, certificates & documents

Print drug labels, OPD cards and medical certificates, enter lab results, send out labs, issue health-check reports and manage forms/signatures

12 steps~40 minclinic.app-apsx.com
Contents

Most pages here are daily printing work and share one layout: they open on Today (send-out labs and health reports open on 30 days) · chips at the top count what is waiting to print and filter when tapped · tick rows across pages, then print them together from the bottom bar · search runs on Enter or the search button. Can’t find an older document? Widen the date range first

1

Drug labels and OPD cards

Daily printing in the pharmacy

Step 1.1

Print today’s drug labels and prescriptions

Filter waiting · tick several · print from the bottom bar

Print today’s drug labels and prescriptions

Print today’s drug labels and prescriptions

1Numbers in the screenshot match the steps · click to enlarge

Why

Labels are created automatically when an invoice with drugs is issued, so the pharmacy just prints what is waiting; the count chips show what is still unprinted before the patient leaves

How

  1. 1Open Drug labels — it opens on today, tab From invoice (the number is how many labels)
  2. 2Tap the Label to print chip to see only unprinted labels — for prescriptions tap Prescription to print
  3. 3Filter by doctor in Doctor (mobile: press Filter first) · for earlier days change the Date range
  4. 4For one patient: type the invoice no., HN or patient name in the search box and press Enter
  5. 5Tick the rows to print — the header box selects the whole page; move pages and keep ticking, earlier picks stay
  6. 6Press Print label n items in the bottom bar (or Print prescription)Print window
  7. 7Print type: choose Label · Label 2 (all drugs on one label) · Prescription
  8. 8Choose Thai or English
  9. 9Press Print — once it succeeds the row shows Printed and leaves the waiting chip
  10. 10One at a time: press Print at the row end and pick Label · Label 2 · PrescriptionPrint menu

Tips

  • Printed is set only after printing succeeds; close the print window early and the row stays in waiting
  • Can’t find an earlier day’s label? Change the date range — the page always opens on today
  • To fix a drug’s directions: press the arrow (Show drugs) at the row end, then Edit directions — it changes only that line on this label, not the product’s default

Done when: Today’s "Waiting for label" chip shows 0

Step 1.2Optional

Manual labels and label size

Labels without an invoice · size and printed fields

Manual labels and label size

Manual labels and label size

1Numbers in the screenshot match the steps · click to enlarge

Why

Sometimes you need a label for drugs without a bill (split supply, lost label), and labels must fit your sticker paper or text overflows or gets cut

How

  1. 1Press Add label manually at the topAdd label manually window
  2. 2Patient (required): type HN or name and pick from the list
  3. 3Ordering doctor (required): pick the prescribing doctor — printed on the label
  4. 4Drug: type the drug name or code and pick it
  5. 5Enter the Amount (must be above 0) and Expiry if any
  6. 6Directions: type them or pick from Pick directions from template
  7. 7More drugs: press Add another drug and fill it the same way
  8. 8Press Save and print — you move to the Manual chip and the print window opens right awayPrint window
  9. 9Label size: press Label settings at the topLabel settings window
  10. 10Label size: set Width, Height (mm) and Font size to match your sticker paper · Use recommended restores defaults
  11. 11Information on label: switch printed fields on/off (logo, phone, expiry…) and check the preview on the right
  12. 12Press Save — it applies to every label of the shop

Tips

  • Manual labels have no invoice, so only Label prints — Label 2 and prescriptions are skipped
  • A font bigger than recommended triggers a warning that long directions may overflow; Use recommended restores it

Done when: A test label prints and fits the paper

Step 1.3

Print OPD cards

The day’s exam records · several at once · choose the card format

Print OPD cards

Print OPD cards

1Numbers in the screenshot match the steps · click to enlarge

Why

The OPD card is the exam record kept in the patient file or sent on; this page lists every exam of the day so you don’t open each queue

How

  1. 1Open OPD Card — it shows today’s visits · the chips filter the queue type All / OPD / IPD / Service
  2. 2For other days change Visit date (yesterday · 7 days · 30 days · all · custom) · filter by doctor in Doctor
  3. 3For one patient: type the OPD no., queue no., HN or name in the search box and press Enter
  4. 4Press the arrow at the row end (Show vital signs) to check weight, height, blood pressure… before printing
  5. 5Print one: press Print at the row endPrint OPD Card window
  6. 6Or print many: tick several rows and press Print OPD Card n in the bottom barPrint OPD Card window
  7. 7In the window choose Thai or English
  8. 8Card format: pick the one your shop uses — General or Specialty (dental, eye, physiotherapy…) · the last choice is remembered on this device
  9. 9Press Print at the bottom right

Tips

  • Opened from a customer page (link has ctm_id), it searches that customer across all dates, not just today
  • Printing one card with no saved signatures shows a Signature section for the patient/doctor/staff to sign first

Done when: Today’s OPD cards are printed

2

Medical certificates

Issue correctly and reprint exactly the same

Step 2.1

Issue a medical certificate

Pick the diagnosis → type → rest days → issuing doctor

Issue a medical certificate

Issue a medical certificate

1Numbers in the screenshot match the steps · click to enlarge

Why

The certificate pulls symptoms, diagnosis and vitals from that queue’s OPD and prints the issuing doctor’s name and licence number; pick the wrong diagnosis or doctor and it is wrong or lacks a licence, so employers or offices will reject it

How

  1. 1Once: every doctor opens Profile › Profile Setting tab › License Information, fills License number and presses Save
  2. 2In Medical certificates press Issue certificateIssue medical certificate window
  3. 3Diagnosis (OPD): type the OPD no., queue no., HN or name and press Search (last 30 days, max 20)
  4. 4Click the right entry, then check the summary Visit date · Dx · Doctor is the right person and visit
  5. 5Certificate type (required): choose the type
  6. 6Sick-leave types show Rest from and To — prefilled from the diagnosis; changes here affect only this certificate
  7. 7Issuing doctor (required): choose whose name and licence print on it
  8. 8Press Save and print (or Save to print later) — it is listed as Waiting to print until printed

Tips

  • Only diagnoses from the last 30 days are listed (max 20) · doctors usually issue from the exam room; this page is for late or extra certificates
  • A certificate freezes its content at first print; later diagnosis edits don’t change it — edit the certificate itself with Edit data

Done when: The printed certificate shows the doctor’s name and licence, with correct rest dates

Step 2.2

Print, edit and reprint certificates

Filter type/status · edit data · print many of one type

Print, edit and reprint certificates

Print, edit and reprint certificates

1Numbers in the screenshot match the steps · click to enlarge

Why

Patients often ask for a copy or a change to leave dates; editing the diagnosis after printing does not change the certificate, so edit the certificate itself

How

  1. 1Tap the Waiting to print status chip (or Already printed to reprint) · the upper chips filter the type
  2. 2For one patient: type the certificate no., OPD no., HN or name and press Enter — widen the date range for older ones
  3. 3Press Print at the row endPrint medical certificate window
  4. 4Choose Print in Thai or Print in English
  5. 5Some types (e.g. sick leave/general) show Printing option to choose the licence type printed
  6. 6Press Print — the certificate becomes Already printed
  7. 7To change leave dates, doctor’s opinion or vitals: press Edit certificate on the rowEdit medical certificate data window
  8. 8Rest: change the rest opinion and dates · the next parts hold findings, doctor’s opinion, vital signs and health history
  9. 9If the certificate already has its own data, Load latest from diagnosis then Load data re-syncs it with the current OPD (your edits are replaced)
  10. 10Press Save — the row is tagged Edited, then reprint it
  11. 11Bulk: tick rows of the same type (across pages)
  12. 12Press Print n in the bottom bar (disabled if types are mixed)

Tips

  • Bulk print works one type at a time; mixed types disable the print button
  • Edited certificates are tagged Data edited · service slips are not listed here (they come from the service page)

Done when: Today’s "Waiting" chip shows 0

3

Lab and send-out tests

Enter LAB/X-ray results, print tube stickers and send out labs

Step 3.1

Enter lab results and print stickers

Status cards · enter in a grid · automatic H/L flags

Enter lab results and print stickers

Enter lab results and print stickers

1Numbers in the screenshot match the steps · click to enlarge

Why

Complete results are what doctors diagnose from and feed result slips and health-check reports; leave them pending and patients get no results and reports have gaps

How

  1. 1Open Lab room / Results — the top cards count Pending · Partially entered · Complete · External lab; tap a card to filter
  2. 2Find a queue: type specimen no., queue, receipt, HN, name or ID and press Enter · the Not printed chip shows queues without stickers
  3. 3Before collecting specimens press Sticker on the queue row (several: tick them and press Print stickers in the bottom bar)Sticker print window
  4. 4Choose the language (Print in Thai) and paper size Single List · Multiple List · Set · Submit Specimen to match your stickers
  5. 5Press Print and stick the labels on the tubes
  6. 6Press Enter results on the queue rowRecord results page
  7. 7Lab tab: type values in the Result column (Enter = next row) — H/L flags come from the sex-based reference · X-ray results are on the X-Ray tab
  8. 8Choose the Analyst and Checker on the right — their names print on the results
  9. 9Press Save results n items in the bottom bar (one save for the whole queue)
  10. 10Press Next queue to continue · print Application to LAB / Results (signed) from the Print box on the right

Tips

  • Opening the result page does not move the queue status — safe to look
  • Editable fields follow the role’s exam-result permissions (same as the exam room); if results don’t change after saving, ask the owner to check the role
  • Leaving or switching queues with unsaved edits asks first
  • You can also print from the list: row ⋯ (More actions) › Print request slip / Print results

Done when: Today’s queues are "Complete" and stickers show "Printed"

Step 3.2Optional

Send out lab tests

Map codes → create → collect specimen → send → receive results

Send out lab tests

Send out lab tests

1Numbers in the screenshot match the steps · click to enlarge

Why

Tests the clinic can’t run go to a partner lab; send-out orders track when they left and when they are due, and results flow back into the queue without re-typing

How

  1. 1The owner sets up the partner lab first: on External lab orders press Partner settings (opens Shop settings › API in a new tab)Shop settings › API (new tab)
  2. 2Press Map codesLink test codes page
  3. 3Partner code column: type the partner’s code for each test you send (Partner’s name may stay blank) — entering a code turns Sendable on
  4. 4Press Save in the bottom bar
  5. 5Create an order: on the lab page press ⋯ (More actions) at the end of the queue rowQueue menu
  6. 6Choose Send to an external labSend to an external lab window
  7. 7Tick the tests to send, add a Note if needed, then press Create lab order (if no codes are mapped yet you see Go to code linking instead)
  8. 8Press External lab orders at the top of the lab page and open the order you just createdExternal lab orders page
  9. 9In the order: enter each tube’s Barcode and a Note to partner if needed
  10. 10Press Print slip to send with the specimen
  11. 11Press Save and mark as sent (manual partner) or Save and send via API (API mode) in the bottom bar — the mode comes from the partner settingsConfirm dialog
  12. 12Confirm with Mark as sent or Send via API — after this you can’t cancel the order yourself
  13. 13Results that can’t be matched wait in Inbox — press Match to an order, choose the Send-out order, then Apply results to this order · not ours: DiscardPartner result inbox page
  14. 14Owner: on API integration pick the lab partner and fill in what the partner gave you
  15. 15Turn on Enable integration and save — then go back to map codes in the clinic app

Tips

  • Needs the External lab send-out add-on with the partner enabled; otherwise the buttons don’t show on the lab page
  • Drafts can be Cancel order (reason required) or deleted for good · overdue orders show Overdue on the External lab orders button of the lab page
  • The send-out list opens on the last 30 days

Done when: The order reaches "Results complete" and results appear on the queue’s result page

4

Health-check reports

Health-check report books, per person or for a whole company

Step 4.1Optional

Add companies and employees

Employer details · hazards · import employees from Excel

Add companies and employees

Add companies and employees

1Numbers in the screenshot match the steps · click to enlarge

Why

For corporate annual check-ups the report needs employer, department, position and work hazards, and you need to filter a whole company’s reports when delivering

How

  1. 1On Health reports press Companies / EmployersCompanies / Employers page
  2. 2Press Add companyAdd company window
  3. 3Fill Company / organization name (required) and a searchable Code
  4. 4Fill Address, Contact name, Tel. and Email — the address prints in the report
  5. 5Default workplace hazards: one per line, e.g. noise, dust — used when an employee has none of their own
  6. 6Press Add
  7. 7On the company row press the n people button in the Employees columnEmployees window
  8. 8Press Template to download the Excel and fill HN or citizen ID, employee ID, department, position, job, hazards
  9. 9Press Import Excel and pick the file — customers are matched by HN or ID, then you see Added · Updated · Moved · Customer not found

Tips

  • Employees are added only by Excel import — the customer must exist first; for Customer not found rows add the customer and import again
  • Deleting a company (row ⋯ › Delete) needs the Health reports menu permission · Unlink detaches an employee without deleting the customer

Done when: The company has its employees and can be filtered on the report list

Step 4.2

Create, issue and print a report

Pick the queue → edit draft → issue → print → attach PDF

Create, issue and print a report

Create, issue and print a report

1Numbers in the screenshot match the steps · click to enlarge

Why

The report merges the queue’s lab, X-ray and OPD into one book; issuing assigns a number and freezes the whole book so it reads the same later as what the patient received

How

  1. 1Finish the queue’s lab/X-ray results first, then press Create from queueSelect a checkup queue window
  2. 2Pick the checkup Date, then type the queue code, HN or name in the search box
  3. 3Press Create on that queue — results are gathered and pre-interpreted into a draft that opens (queues with a report show Open report)Draft report page
  4. 4Examinee / History: check name, checkup program, company, department, position and health history
  5. 5Results by section: review abnormal values in each section (the left menu counts abnormal groups)
  6. 6Summary / Follow-up: summarise every abnormal group and add a Follow-up plan (Rebuild from results drafts one)
  7. 7Certification / Appendix: fill every Certified by signer (you can pick from clinic users)
  8. 8Check every item in Before issuing passes, then press Save a draft
  9. 9Press Issue report (Save and issue if edits are pending) — only roles with the Health reports menu permission see itIssue health report window
  10. 10Check Certified by in the window and press Issue report — a number is assigned and the book is locked
  11. 11Press Print to open the book in a new tabReport book (new tab)
  12. 12Press Attach final PDF and pick the PDF you handed to the examinee

Tips

  • One report per queue; if one exists you are taken to it
  • Issued reports are locked; if results change use Refresh data then Update and reissue (same number, revisions kept) or Cancel report and create a new one — cancelled numbers are never reused
  • The list opens on the last 30 days · Abnormal awaiting doctor counts drafts with abnormal values · PDF not attached flags issued reports without a file
  • Issue/cancel need the Health reports menu permission · Book colours is owner-only

Done when: The report is "Issued" and tagged "PDF attached"

Step 4.3Optional

Create a company’s reports by date range

Drafts / create and issue / update issued reports

Create a company’s reports by date range

Create a company’s reports by date range

1Numbers in the screenshot match the steps · click to enlarge

Why

Corporate check-ups have hundreds of people; this creates reports for every queue with results in the date range and skips queues that already have one

How

  1. 1Press Create reports by date range — only roles with the Health reports menu permission see itAuto-create health reports window
  2. 2Choose Checkup date from and To (up to 93 days)
  3. 3Companies / Employers: choose the company (or All)
  4. 4Certifying physician: choose who signs the books (default = the current user)
  5. 5Mode: Create as drafts (doctor reviews each) · Create and issue now (abnormal stay drafts) · Update issued reports (latest results, same number)
  6. 6Press Check count — see queues with results, those already with a report (skipped) and how many this run makes
  7. 7Press the start button Create drafts n / Create & issue n / Update & issue
  8. 8While it runs you may press Close (job keeps running) · when done, if some remain press Process the rest

Tips

  • Max 93 days and 500 reports per run; run again for the rest
  • This button shows only for roles with the Health reports menu permission

Done when: Every queue of the company in that range has a report

5

Forms and documents

Assessments, requests, consents, signatures and printing

Step 5.1Owner/manager

Set up forms, questions and print templates

Type · where it is used · required signatures · PDF template

Set up forms, questions and print templates

Set up forms, questions and print templates

1Numbers in the screenshot match the steps · click to enlarge

Why

A form defines what staff ask, who must sign and how it prints; without required signatures a consent may be printed unsigned

How

  1. 1In Form templates press Add formAdd form window
  2. 2Basic information: fill Code (required), name TH/EN and choose the Department
  3. 3Type: choose Assessment · Request · Consent
  4. 4Form types: tick where the form can be used Customer · OPD · IPD · Service · Receipt
  5. 5Signature: tick the signatures required before printing, e.g. Check Customer Signature — none ticked = prints unsigned
  6. 6Press Save
  7. 7On the form row press ⋯ (Menu)Form menu
  8. 8Choose Questions — the side panel opens on that tabForm panel, Questions tab
  9. 9Press + Question (an empty form shows Add question)New question
  10. 10Fill Question code (used to name template fields), choose Question type, fill Question name (Thai) · for choice types type each option and press Enter
  11. 11Press Save question · drag question rows to reorder
  12. 12Open the Print templates tab in the side panel
  13. 13Press + Print template (empty: Create print template) — the PDF designer opens; place fields on the page and savePDF template designer

Tips

  • Branches can press Copy from mother shop to bring over all the mother shop’s forms (owner only) · the Form frequency field shows only for some business types
  • A Locked form can’t be edited or deleted — form, questions and templates — until you Unlock it
  • Template fields must be named after the question code (e.g. X or X_1) to be filled when printing; unanswered questions print blank

Done when: The form is "Active" with questions and at least one print template

Step 5.2

Sign and print patient documents

Missing signatures → sign → bulk print into one PDF

Sign and print patient documents

Sign and print patient documents

1Numbers in the screenshot match the steps · click to enlarge

Why

Documents filled in queues or on customer pages collect here; a consent missing a signature has no legal weight, so this page helps you chase signatures and print in one go

How

  1. 1In Documents tap the Missing signature chip to see unsigned documents
  2. 2Filter with Form or type the document no., queue, HN or name and press Enter
  3. 3Press Sign on the rowSignature window
  4. 4Patient/doctor/witness sign in the slots marked Not signed — Re-sign redraws a signed slot · Clear wipes the drawing
  5. 5Need an optional slot (e.g. a witness)? Press Show optional slots
  6. 6Press Save and print (or Save) — every required slot must be signed first
  7. 7Print one: press Print on the row — forms with several templates ask you to choose one first (only roles with print permission see it)Print page (new tab)
  8. 8Bulk: tap the Waiting to print chip and tick rows (across pages, fully signed only)
  9. 9Press Print n items in the bottom barBulk print window
  10. 10Forms with several templates: press Pick template ▾ for that group, choose one, then Use this template
  11. 11Press Print n items — one new tab opens with every document in a single PDF

Tips

  • Only fully signed documents can be picked for bulk print
  • The print button and Cancel document (row ⋯ menu) follow the same role permissions as the exam room · cancelling can’t be undone
  • Allow pop-ups for this site or the print tab won’t open

Done when: Today’s "Missing signature" and "Waiting to print" chips show 0

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