Clinics

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

1. Go to the “Clinics” page.
2. Click New Clinic.
3. Select an admin from the “Clinic Admin (for invoicing)” dropdown box.
4. Complete the rest of the form with the appropriate clinic details.
5. Click Save.

Creating a clinic admin

1. Go to the “Admins” page.
2. Click New Admin.
3. Enter a logical name for easy reference in the “First Name” field.
4. Enter “Admin” in the “Last Name” field.
5. Enter a fictional email address in the “Email Id” field.
6. Once the admin has been created, click Link Customer next to that admin.

Linking the clinic admin with the clinic

1. Go to the “Clinics” page.
2. Click Edit next to the clinic.
3. Choose the new clinic admin from the “Clinic Admin (for invoicing)” dropdown box.