Procedures
Your clinic's procedures with patient prices and item costs, added to a visit's bill on top of the visit fee
Procedures are the things you do during a visit and charge for, such as a knee injection or a cast. Each one has the price the patient pays and the items it uses with their cost to the clinic. Add procedures to a visit and they go on the visit's bill on top of the visit fee.
Navigate to Dashboard → Procedures (under Services in the sidebar). In the doctor view, Procedures is in the sidebar above Settings.
Everyone in the clinic can see the list. Owners, admins and doctors can add and edit procedures.
Services are a different list: they tell the AI what you offer and what it costs so it can answer patients. Procedures are what you actually bill on a visit.
Creating a procedure
Tap New procedure.
Procedure name
Enter the name in Arabic and English, for example "Knee injection".
Patient price (EGP)
What the patient pays for this procedure.
Items used (optional)
Tap Add item for each thing the procedure uses, such as a syringe, an ampoule or a splint. For each item enter the Qty and the Unit cost (what it costs the clinic). The Total for each row is worked out for you. You can add up to 50 items.
Check the cost and margin, then tap Save
Under the items, Docistra shows the Cost (all items added up) and the Margin (patient price minus cost). A negative margin shows in red.
Each procedure in the list shows its items, Price, Cost and Margin. Tap Edit to change it.
Changes here never affect past visits or their bills.
Turning a procedure off
Use the switch on a procedure to turn it off. It's marked Inactive and no longer appears when adding procedures to a visit. Turn it back on any time. Procedures can't be deleted, so past visits always keep their history.
Adding procedures to a visit
Open the visit and find the Procedures section.
Tap Add procedure
Search the list with Search procedures... and tap a procedure to add it. Only active procedures are shown.
Adjust the price for this visit (optional)
Each added procedure has its own price box. Changing it only affects this visit. When it differs from the list price, the row shows the catalog price next to it.
Adjust item quantities (optional)
Tap the procedure to expand it and change how much of each item was used. Below the items you see the Items cost to the clinic.
To take a procedure off the visit, tap Remove procedure (x) on its row.
The visit's bill
Under the procedures, the visit shows its bill:
| Line | What it is |
|---|---|
| Visit fee | The doctor's visit or follow-up fee |
| Procedures | The prices of the procedures added to this visit |
| Total | Visit fee + procedures |
| Paid | Payments recorded for the visit |
| Remaining | What the patient still owes |
Item costs are the clinic's own cost, used to show your margin. They are never added to the patient's bill.
When procedures are locked
- Once a visit is fully paid, only owners and admins can change its procedures. Others see This visit is fully paid; only a manager can change its procedures.
- Procedures can't be added to cancelled or no-show visits.
- Doctors can only change procedures on their own visits.
Past visits keep their snapshot
When you add a procedure to a visit, the visit keeps its own copy of the name, price and items at that moment. Editing or turning off the procedure later never changes visits that already have it, or their bills.