Manager guide — daily operations
Use the manager guide to coordinate patients, bookings, stock, payments, communications, delivery, and staff work in Clineso.
Role: Manager · you run the day-to-day practice operations. You don't prescribe or own the practice, but you control everything else — patient flow, dispatch, comms, finance, and staff scheduling.
Your dashboard (/practice/operations)
Your first stop each morning. Shows:
- Outstanding requirements waiting for verification.
- Dispatch queue — orders ready to ship.
- Inventory alerts — low stock or expiring products.
Make it a habit to clear these three queues at the start of each session.
The daily loop
1. Requirements (/practice/requirements)
New patients submit BMI photo, ID, and consent before their case goes to a clinician. Your job:
- Check each document is clear and meets the policy standard.
- Click Verify if acceptable, Reject if the patient needs to resubmit (they get notified automatically).
- Once all requirements are verified, the case auto-promotes to Ready for review.
2. Cases — read-only view
You can see all cases and their status (requirements pending → ready → under review → approved/declined → issued). You cannot make clinical decisions — those belong to the clinician.
3. Dispatch (/practice/dispatch)
When a clinician issues a prescription, an order appears here in queued status.
- Review the order details.
- Print a Royal Mail label (if integrated).
- Mark as dispatched when the parcel leaves the building.
4. Inventory (/practice/inventory)
- Check low-stock alerts and reorder from supplier.
- Log incoming stock when deliveries arrive.
- Check expiry alerts — near-expiry stock needs to be used or written off.
Weekly tasks
| Task | Surface |
|---|---|
| Review comms health — failed sends | Comms health |
| Check analytics — revenue, conversion | Analytics |
| Process commission — compute + mark paid | Finance → Commission |
| Review held deposits / outstanding invoices | Payments |
| Export ledger for accountant | Finance → Export |
Key surfaces you own
- Catalogue — appointment types, products, packages, memberships, medicines
- Scheduling — booking links, availability, time-off, waitlist
- Leads & CRM — pipeline, campaigns, attribution
- Templates — message templates (approval, dispatch, etc.)
- Integrations — Stripe, Royal Mail, WhatsApp, calendar
- Settings — email senders, practice info
What you cannot do
- Issue or modify prescriptions.
- Access the CD register write path (pharmacist only).
- Approve/suspend practices (platform admin only).
- Change staff roles (principal only).