New clinics can be added to the system easily; however, in order for patients to be assigned to that clinic and the clinic invoicing to work correctly, a clinic admin must be assigned to the clinic. This can lead to some confusion, as it is not possible to create one without the other!
Adding a clinic
- Go to the “Clinics” page.
- Click New Clinic.
- Select an admin from the “Clinic Admin (for invoicing)” dropdown box.
- Complete the rest of the form with the appropriate clinic details.
- Click Save.
Creating a clinic admin
- Go to the “Admins” page.
- Click New Admin.
- Enter a logical name for easy reference in the “First Name” field.
- Enter “Admin” in the “Last Name” field.
- Enter a fictional email address in the “Email Id” field.
- Once the admin has been created, click Link Customer next to that admin.
Linking the clinic admin with the clinic
- Go to the “Clinics” page.
- Click Edit next to the clinic.
- Choose the new clinic admin from the “Clinic Admin (for invoicing)” dropdown box.