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    • Setting up your clinic, start to live
    • Five-minute tour of the dashboard
    • Which features fit your clinic
    • Two-week onboarding plan, in order, with what to do on each day
    • Start here, pick your role
    • Booking & Calendar
    • Walk-in patients and Quick Add registration
    • Session lifecycle, what reception must follow
    • The calendar, conflicts, treatment plans, the real reception playbook
    • Session types - Consultation, Service, Telehealth, and Home Visit
    • Session sources - rooms and resources as calendar columns
    • Discharging a patient and closing the encounter
    • No-shows, late cancellations, and deposit policy
    • Booking confirmations and appointment reminders
    • AI dynamic reassignment, freeing senior-doctor capacity automatically
    • Moving a patient's future sessions to a different branch
    • Recurring session series and the 10-pack patient flow. Coming soon
    • Patients, the record everything else attaches to
    • Registering a patient end to end, consents and duplicates and family links
    • The patient detail page, every tab walked through
    • Family links, duplicate detection, and merging records
    • Tagging patients well, the segmentation that drives campaigns and operations
    • PII masking, marketing consent, data subject rights, the compliance loop
    • Patient documents and attachments, what goes where and how to find it
    • Patient comments and @mentions, the internal notes the patient never sees
    • Check-in & patient flow
    • Patient journey from check-in to discharge, per role
    • Coming soon
    • Online booking widget, the public self-booking experience
    • eTriage smart intake, structured symptom routing before the booking lands
    • Treatment plans, the multi-session clinical journey
    • Designing, proposing, delivering a plan end to end
    • Treatment plans for aesthetic and dental verticals
    • Coming soon
    • Group classes, parallel chairs, standing recurring appointments
    • Service report, the most consequential click of the day
    • The deep mechanics, submit, corrections, reversals, role flows
    • Discharge, the legal close of the encounter
    • How service report consumes inventory, batch, expiry, location
    • How service report posts to the books, every account that moves
    • Service delivery, defaults, variants, multi-service, telehealth, homecare
    • Tasks
    • Working tasks day to day, kanban + table + automation
    • The tasks engine, lifecycle, SLA, escalation, recurring, templates
    • Configuring booking policy at the tenant level
    • Setting up provider availability for the booking calendar
    • Tablet kiosk, reception kiosk and in-room flows
    • Designing consent templates and capturing signatures the audited way
    • Coming soon
    • Patient queue display and the now-serving board
    • Coming soon
    • Virtual queue, wait outside, return when called
    • First-time patient, walk-in to invoice paid
    • Patient buys a 10-session package and consumes the first credit
    • Provider used more filler than planned
    • Owner authorizes a below-floor sale
    • How one action ripples through the system, the connection map
    • Refund a paid invoice, refund vs credit note
    • Month-end close, who does what in what order
    • Instagram lead → first paid visit
    • Opening a second branch, step by step
    • A patient complains, end to end
    • Migrating from another clinic system, what to bring over
    • Provider calls in sick, recover the day
    • Patient mid-treatment, transfer the remaining package credits to another branch
    • Saturday morning, branch A runs out of botox
    • Regulator inspection in 24 hours, pull the compliance bundle
    • Year-end close, what happens beyond the monthly rhythm
    • System outage on a busy Saturday, the paper fallback and the reconcile
    • Refund a partially-consumed package, the math and the ripples
    • New receptionist arrives, Day 1 from 09:00 handoff
    • Closing a branch, the reverse of opening
    • Patient data subject access request (DSAR) fulfilment
    • EMR, the clinical chart everything else attaches to
    • Working the medical record, what is where and who edits what
    • Allergies, the registry that prevents the wrong prescription
    • Entering the medical record, what fires, what is locked
    • Vital signs, capturing them right, watching the trend
    • Problem list and diagnoses, the continuity backbone
    • SOAP notes and encounter documentation, writing the chart well
    • AI Clinical Scribe, ambient documentation that writes the note for you
    • Clinical tests & results
    • Lab orders from request to released result
    • Connecting to a reference lab, HL7 and FHIR mapping, courier workflow
    • Pharmacy, the entry point
    • Prescription to dispense to MAR, the full clinical-to-fulfilment workflow
    • Controlled substances register, daily count, witnessed disposal, inspection prep
    • Insurance, the entry point
    • Running an insurance case from booking to settlement
    • EOB reconciliation, denial management, appeals, AR discipline
    • Coming soon
    • Aesthetic chart, photos, injection map, units per area, consent
    • Coming soon
    • Your day in My Panel, queue to close
    • Coming soon
    • Wearables, CGM, and remote vitals streaming into the EMR
    • Virtual ward and hospital-at-home, monitored discharge with RAG alerts
    • Billing remote patient monitoring to UAE insurers, the pre-auth, episode, and denial loop
    • PROMs library, the patient-reported outcome engine for outcome contracts and care plans
    • Coming soon
    • The clinician inbox, one screen for everything that needs your attention
    • Disease pathway builder, multi-step structured programs without code
    • Coming soon
    • Mental health clinic, from intake to long-term care with safety nets
    • Coming soon
    • Clinician cohort dashboard, the exception-based caseload view that surfaces the patients who need you today
    • Coming soon
    • Start here, choosing the right catalog type
    • Services
    • Products
    • Memberships
    • Gift Cards
    • Sales Packages
    • How to create a sales package
    • How Catalog and Inventory connect
    • Catalog setup for correct costs and margins
    • Invoices
    • Working invoices end to end, edits, voids, mixed payment, what each status means
    • POS-style checkout at the desk, quick-sale to receipt
    • Voiding an invoice, the only "this didn't happen" path
    • Multi-currency invoicing
    • Insurance billing and payer split per line
    • From booking to invoice, the full clinical-revenue loop
    • Sales reports
    • The 8 sales reports every owner should read and what each tells you
    • Payments
    • Rolling out payments. cash, card, links, end-of-day
    • Wallet, cashback, and referral rewards at payment
    • Card on file, recurring billing, BNPL (Tabby and Tamara)
    • Dunning and collections automation
    • Session Credits, lifecycle and setup
    • Session Credits, the operational rules
    • Selling and running a package end to end, with the accounting that goes with it
    • Packages across branches and across family members
    • Coming soon
    • Memberships, end-to-end
    • Building a membership program, the recurring-revenue playbook
    • Refunds & credit notes
    • Refunds and credit notes, when to use which and what fires downstream
    • Commissions
    • Designing commission rules and running the payout cycle
    • Commission reversal, claw-back, and payout
    • Accounting cycle
    • Accounting operations, the four screens you live in
    • Bank and cash reconciliation
    • Accounting posting from sales, every event mapped
    • Marketing spend and customer acquisition cost
    • Period close and fiscal year
    • Configuring the billing layer at the tenant level
    • Coming soon
    • Building coupons and applying discounts the audited way
    • Gift cards
    • Coming soon
    • Coming soon
    • E-invoicing — UAE FTA, KSA ZATCA, Egypt ETA, Peppol
    • e-Invoicing for UAE clinics
    • UAE FTA e-invoicing, schema, Peppol, sandbox, archive
    • Fee schedules per payer, cash vs insurance vs corporate vs VIP
    • Coming soon
    • Coming soon
    • Building a quote, sending it, converting to invoice
    • Coming soon
    • Running the cash drawer end of day, the daily integrity check
    • Coming soon
    • Statements and AR aging, the collection rhythm
    • Coming soon
    • Sending a payment link, the patient pays without coming back
    • Products & catalog
    • Stock & inventory
    • BOM, COGS, valuation, the margin discipline that holds the clinic together
    • Inventory workflows, the 7 sub-flows you will run
    • GRN end to end, batch capture, partial receipts, GL posting
    • Stock transfers, two-leg flow, in-transit state, inter-branch GL
    • Stock-take, cycle counting, variance, write-off the audited way
    • Expiry tracking, FEFO, recall, auto-write-off
    • Reorder points and low-stock alerts, preventing the stockout
    • Returns and disposal, vendor RMA, patient returns, regulated waste
    • Barcode scanning in every workflow — hardware, setup, fallback
    • Vendors & purchases
    • From purchase request to vendor payment, the procurement cycle that holds together
    • Team Members
    • Provider leaving the clinic, transfer of care end to end
    • Check-in / Check-out
    • Rolling out staff attendance. full setup
    • Shifts & rosters
    • Setting branch hours and per-member availability
    • Coming soon
    • Coming soon
    • Time off
    • Leave requests and approvals, the full loop
    • Teams, what they are and how to use them
    • My Panel, the provider's working surface
    • Leads
    • Leads funnel, working the kanban and converting to patient
    • First-response SLA, the 5-minute discipline that wins conversions
    • Source attribution and ad ingestion, where leads come from and how
    • Conversion to patient, lost reasons, win-back sequences
    • Campaigns
    • Running a campaign from segment to ROI
    • Messaging
    • Working the inbox, WhatsApp window, templates, AI mode, handover
    • AI mode deep dive, knowledge base, confidence, handover, guardrails
    • AI Receptionist, always-on booking and triage on WhatsApp + SMS + email
    • WhatsApp templates and window playbook, the WABA rules that shape the day
    • Catalog automation, attach automatic WhatsApp messages and tasks to a Service or Product
    • Automations
    • Designing automations, the trigger/condition/action model with an example library
    • Handlers library reference, every released action with its config
    • Rule design playbook, triggers, conditions, multi-step, dry-run, top 10 starters
    • Loyalty & wallet
    • Cashback, points, wallet, gift vouchers, how it all works end to end
    • Reviews
    • Patient mobile app, the clinic in the patient's pocket
    • Patient portal
    • What the patient sees, what they can do, what is gated to clinic-only
    • Remote monitoring and chronic care, the always-on patient relationship
    • Service Portfolios, the shoppable before-and-after gallery on your booking page
    • Aesthetic patient companion app, the post-procedure VIP loop
    • Coming soon
    • Raffles
    • Reports & analytics playbook
    • The questions every owner asks and the report that answers each
    • Reports number mismatch debug, the seven things to check
    • Coming soon
    • Owner daily dashboard, the 9-AM glance for clinic owners
    • How the reports and dashboards engine works
    • Coming soon
    • Per-role dashboards, what each role's home screen should show
    • Owner monthly rhythm, the month-end close playbook
    • Branches
    • Running a multi-branch clinic, what is shared, what is isolated, how staff move between
    • Roles & permissions
    • Designing roles right, custom roles, field masking, branch scope
    • Workspace settings
    • Customising the platform, the five settings screens you will live in
    • Every important option, what it does, what to pick, why
    • Notifications
    • Channels, routing, fallback, quiet hours, what fires when
    • Security & audit
    • Running the audit log, DSR exports, legal hold, regulator inspection prep
    • Leaving Hoopoe + Data Subject Requests, end to end
    • Disaster recovery and outage playbook, keeping the clinic open
    • Documents
    • WhatsApp Business
    • Stripe
    • UAE compliance, VAT, NABIDH, Tatmeen, DHA
    • NABIDH & Malaffi clinical workflow
    • DHA / NABIDH violations log (daily compliance review)
    • Running a UAE clinic compliantly, NABIDH/Malaffi/Riayati/Tatmeen end to end
    • DHA & NABIDH rules for Dubai clinics — by rule, role, and scenario
    • Before you go live — the one-time setup that prevents silent violations
    • DHA inspection prep, the bundle the regulator wants to see
    • What gets sent when — the complete message map
    • Who does what — NABIDH responsibilities by role
    • Every scenario answered — edge cases, gaps, and the fix
    • Compliance officer & inspection readiness
    • Telehealth — manual meeting link on a session
    • Telehealth — advanced features (coming soon)
    • Public API, webhooks, Zapier and Make recipes
    • Coming soon
    • Tap Payments
    • Receptionist, your role and your day
    • Your DHA compliance duties (Receptionist)
    • Provider, your role and your day
    • Your DHA compliance duties (Doctor / Nurse / Provider)
    • Coming soon
    • Your day as a sales rep, in 10 steps
    • Coming soon
    • Your day and your month as the clinic accountant
    • Owner, what only you can do
    • Your DHA compliance duties (Owner / Manager)
hoopoe EMR/Catalog & Inventory

Catalog & Inventory

How the catalog and inventory fit together. What defines an item, what counts its stock, and the lifecycle that links them.

Start with How Catalog and Inventory connectBrowse all articlesAll modules
Recommended first readHow Catalog and Inventory connect

A good place to start if you want the shortest path into this module.

guidebeginner7 min

Guides

guide• beginner• 7 min
How Catalog and Inventory connect
cataloginventorystock