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Update practice settings

When to use this: you need to change how a branch runs day to day — contact details, invoice numbering, queue tokens, appointment rules, or prescription defaults.

Who can do this: Tenant owner (practice administrator). Doctors and receptionists cannot open the Practices hub.

Where to go

  1. Clinical → Clinic CMS → Practices (/clinic/practices)
  2. Select the practice card
  3. Open the Settings tab (/clinic/practices/:practiceId/settings)
Practice settings — profile fields and tabbed operational rules
Practice settings — save the profile separately from the tabbed operational rules.

Practice profile

Update and click Save profile:

FieldPurpose
Name / CodeDisplay name and short code
Phone / AddressShown on invoices and internal records
Invoice prefix / suffixOPD invoice numbering pattern
ActiveInactive practices are hidden from booking

Operational rules (tabs)

Each tab controls one area. Edit values, then click Save dynamic settings:

TabControls
Operating HoursDefault clinic open days and hours
QueueToken generation, queue board behaviour
AppointmentsBooking defaults, walk-in rules
BillingCurrency, tax, default consultation fee
PrescriptionRx header/footer text, whether reception can edit Rx
NotificationsPatient reminder preferences
FacilitiesEmergency and accessibility flags

Switching practices

Use Practices in the sidebar to pick another branch. Each practice has its own settings — changes do not copy automatically.

You’re done when

Saved toast appears and the values persist after refresh.