Clinic, branches & lookups

Clinic Info

Name, licence number, specialty, tax ID, address and contact details — the identity that appears on printed documents. Two fields here govern the whole system: Timezone decides how every appointment time is interpreted, and Currency decides how every amount is read. Set both before you enter any data.

Working Hours

The clinic's own opening hours, per day, with breaks. These bound the booking grid; an individual doctor's availability is narrowed further by their own weekly schedule on their staff record.

Branches

Physical locations, each with an address and contact details. Staff, spaces and appointments can all be assigned to a branch. Create branches before spaces — a space belongs to a branch.

Lookup Tables

Two lists that feed dropdowns across the product:

• Insurance Providers — offered on the patient form. Populate this before you register patients, or your front desk will type insurer names free-hand and you will never be able to report on them.
• Specialties — offered on the staff form and searched by the appointment form's doctor picker.

Services Catalog

The lab tests and imaging procedures your facility offers, each with a price and a turnaround time. Doctor consultation services are not here — they live on each doctor's staff record.

Inventory Stores

Storage locations — main store, pharmacy, treatment room cupboard. The inventory item form will not save without one, so create these first.