Administrator guide

Your first hour

1. Open Account menu › My Profile, select Change Password, then open Two-step sign-in.
2. Fill in the clinic name, address, phone, email and logo under Settings › Appearance, and upload the PDF letterhead under Settings › Appearance › Clinic Letterhead. These print on every document the clinic issues.
3. Name your Data Protection Officer at Settings › Privacy & Security. A clinic holding patient records is required to publish one.
4. Review the eight seeded roles at Settings › Roles before you invite anybody.

Then build the clinic out

1. People — add doctors from Staff › Doctors with Add Doctor, and everyone else from Staff › Staff with Add Staff. Each person is emailed a temporary password and their own guide. Doctors who applied through the public directory wait under Staff › Doctor Requests.
2. Catalog — your clinic starts with one department, Clinic, holding one service, Consultation. Build the real list from Departments › Departments with New Department, then add bundles from Departments › Service Packages with New Package.
3. Hours — clinic-wide under Settings › Availability, then each doctor’s own days under Staff › Doctors.
4. Go public, optionally — Settings › Public Directory for the clinic, plus each doctor’s own directory tick, then test the Book an Appointment button on the public clinic page.

What you alone can do

• Create roles and decide their permissions, and require two-step sign-in for chosen roles.
• Read Settings › Record Access Log — who opened which patient record.
• Handle the subscription under Subscription › Subscription and use the Add-ons button for add-on requests.
• Approve requests under Settings › Data Requests and Settings › Deletion Requests.

Where to read more

• Manual: Settings & Roles
• Manual: Doctors & Staff
• Manual: Departments & Services
• Manual: Subscription & Plans