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Create a clinic practice

When to use this: you are the tenant owner setting up Clinic CMS for the first time, or opening a new branch under the same pharmacy/clinic group.

Who can do this: Tenant owner only. Doctors and receptionists cannot create practices.

Where to go

Admin → System → Clinic Practices (/settings/clinic-practices)

This page is for creating practices. Full profile editing (phone, address, billing rules) happens later in the Clinic CMS → Practices hub.

Settings — Clinic Practices list with New practice button
Admin → System → Clinic Practices — create a branch, then open Locations from the same row.

Steps

  1. Open Admin → System → Clinic Practices.
  2. Click New practice.
  3. In Create clinic practice, enter:
    • Name — how staff will recognise the branch (e.g. City Care Clinic).
    • Code — short identifier used on invoices and internal references (e.g. CC).
  4. Click Create.

What happens next

StepWhereWhy
Add locationsLocations on the same row, or Clinic → Practices → Clinic LocationsAppointments and doctor slots need at least one site
Assign staffAdmin → Settings → Users — create doctor/receptionist users and set Clinic Practices & LocationsStaff only see practices they are assigned to
Configure rulesClinic → Practices → SettingsQueue, billing, prescription defaults
Set doctor schedulesClinic → Consultation Slots (doctor or owner)Booking calendar needs availability blocks

You’re done when

The practice appears in the Settings table with status Active, and you can open Locations for that row.

If it goes wrong

SituationFix
New practice button missingYou need tenant owner access to Settings.
Practice created but not visible in Clinic CMSRefresh the page; confirm the clinic module is enabled for your tenant.
Doctors cannot book yetAdd at least one location, assign the doctor to that practice, and set consultation slots.