Staff App Overview

What is Medbot CMS?

Medbot CMS is the clinic operations app. It is the day-to-day system a clinic’s front desk, nurses, doctors, and administrators use to run a physical location. Staff register patients, book and run appointments, manage a walk-in queue, roster staff, record clinical care, file results, and bill for visits.

It sits alongside the patient portal, where a clinic’s own patients sign in to request appointments, read visit summaries, message the clinic, and manage their contact details. See the Patient tab for the patient’s own view.

Key concepts

Concept	What it is
Organization	A clinic’s account: its staff, locations, and patients. A person’s role is set per organization, so someone can be a Clinic Admin at one clinic and a Nurse at another. See Roles & Permissions.
Clinic location	A physical site. Sessions, rooms, staff assignments, and the queue are all scoped to one location at a time.
Clinic session	A location’s working day: which staff and rooms are active. Opened from Session Setup.
Reception queue	The live, location-scoped list of today’s booked and checked-in patients. See Reception Queue.
Roster	The staff schedule: draft shifts, recurring patterns, and a publish step that starts each day’s session and attendance tracking. See Rostering.
Patient portal	A separate, patient-facing app where a clinic’s patients sign in to manage their care. Staff connect a patient to it from the chart. See Patient Portal.

What you can do with Medbot CMS

Run the front desk by registering patients, booking appointments, operating the reception queue, and replying to portal messages.
Roster and track staff by planning shifts, publishing the week, and letting attendance derive from what staff actually do in the app.
Deliver clinical care by starting encounters, recording vitals and vaccinations, placing orders, reviewing results, and issuing documents and certificates.
Run the back office by managing staff accounts, maintaining the formulary and inventory, and handling billing.
Give patients self-service access by inviting them to the patient portal.

Where to go next

New to the app? Start with Getting Started.
Understand who can do what in Roles & Permissions.
Follow your role’s working day in the Guides by Role: Receptionist, Nurse, Doctor, or Admin.
Running a clinic day: Session Setup, Reception Queue, and Appointments.
Look up a term in the Glossary, or fix a problem in Troubleshooting.