Clinics

This document details the Clinics feature found under Settings in your HelloClinic system. This page is fundamental for creating and managing information for all your clinic branches.

Feature Overview & Core Architecture

The Clinics module is more than just a list of addresses and phone numbers; its setup is the cornerstone of the system's multi-clinic operational model. Before configuring, it's crucial to understand the following core architecture:

1. Multi-Clinic Support:

   • You can establish and manage multiple independent clinic branches through this page.

2. Shared Patient Database:

   • All clinics within the system, regardless of their number, will share the same "Leads" and "Patients" database.
   • This means that patient records registered at Clinic A can also be accessed by authorized staff at Clinic B, providing patients with a seamless cross-branch service experience.

3. Top Navigation Clinic Switching:

   • For staff with permission to access multiple clinics, they can easily switch the currently viewed and operated clinic using the dropdown menu in the top left corner of the interface (next to the HelloClinic Logo). All system pages (e.g., appointments, inventory, reports) will display data corresponding to your currently selected clinic.

4. Shared Permission Roles:

   • Employee "Roles" and their permissions are shared across the entire system. You cannot set different operational permissions for the same role (e.g., "Doctor") across different clinics.
   • However, you can assign which clinics each employee can access through the Employees module. For example, you can grant one doctor access to both Clinic A and Clinic B, while another doctor can only access Clinic A.

Main Interface Description

The main interface is divided into a "Background List" and a "Create Clinic" window that appears when you click "+ Create Clinic."

1. Clinic List and Search

This is where you manage all your established clinics.

• Search: You can enter keywords for the clinic name to quickly find it.

• Add Clinic Button:

  • [+ Create Clinic]: Located in the top right corner of the page, click this button to add a new clinic branch.

• List Fields:

  Field Name	English Name	Description
  名稱	Name	The clinic's name in the local language.
  英文名稱	Name (English)	The clinic's name in English.
  狀態	Status	Shows whether the clinic is Active or Inactive.
  電話	Phone	The clinic's contact phone number.
  操作	Actions	Operations that can be performed on the clinic: 🔍 View, ✏️ Edit, 🗑️ Delete.

2. Create Clinic Window

After clicking the [+ Create Clinic] button, this form will pop up for you to fill in the detailed information for the new clinic.

Main Operation Workflow

How to Add a Clinic?

1. On the "Clinics" main page, click the [+ Create Clinic] button in the top right corner.

2. The "Create Clinic" form window will appear.

3. Please fill in the following fields in order:

   • Name / Name (English) (Required): Enter the official name of the clinic.
   • Active: Toggle this switch to enable the clinic. Inactive clinics cannot be selected in the system.
   • Opening Time / Closing Time: Set the clinic's opening and closing hours.
   • Contact Information: Fill in Phone, Fax, Email, and Website.
   • Address Information: Fill in Address and Address (English).
   • Descriptive Information: In fields like Services, Team, Facilities, you can enter introductory text. This information may be used in patient-facing documents or portals.

4. After filling in all the information, click the [Create] button in the bottom right corner.

Multi-Clinic Daily Operation Guide

1. Switching Views: Before performing any operations (e.g., viewing appointments, issuing invoices), always ensure the clinic selector in the top left is switched to your target clinic.
2. Assigning Employees: After adding a new clinic, remember to go to the "Settings -> Employees" page to assign relevant staff to this new clinic so they can access its data.