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Ailaaj Academy

Set up your clinic

Goal: take a fresh tenant from zero to first bookable appointment.

Audience: Tenant owner (pharmacy/clinic administrator). Doctors follow Configure clinical fields separately; receptionists start with Run a clinic day.

Before you start

  • Your tenant has the Clinic CMS module enabled.
  • You know the branch name, at least one physical location, and which users are doctors vs reception.

1. Create the practice

Create a clinic practice in Admin → System → Clinic Practices.

Record the code — it appears on invoices.

Settings — Clinic Practices with New practice button
Step 1 — create the branch in Admin → System → Clinic Practices.

2. Add locations and hours

Configure practice locations — at least one active site with operating hours.

Without hours, doctor slots cannot be validated and booking may show empty calendars.

Clinic Locations — site cards with operating hours
Step 2 — add at least one location with bookable hours.

3. Assign clinic staff

Assign clinic staff in Users settings — create Clinic Doctor and Clinic Receptionist accounts and tick Clinic Practices & Locations for each branch they work at.

Doctors need a practice assignment before their profile and slots work.

Create user — Clinic Doctor with practice location assigned
Step 3 — create doctor/reception accounts and assign locations.

4. Configure practice rules

Open Clinic → Practices, select your branch, then open Settings and review:

  • Queue — token behaviour for reception
  • Billing — default consultation fee and currency
  • Prescription — whether reception may edit Rx, header/footer text

See Update practice settings.

5. Prescription print layout (optional)

If you print Rx on branded paper, set Prescription print template before go-live.

6. Doctor schedules and fees

Each doctor (or you on their behalf) opens Consultation slots & fees and saves weekly availability plus OPD procedure fees.

7. Doctor personal setup (parallel)

Doctors should configure:

8. Smoke test

  1. Book a test patient: Book an appointment
  2. Check in from the day board: Check in from appointments
  3. Move through queue: Triage the queue
  4. Run consult: Run a consultation

You’re done when

Reception can book against real slots, check in generates a token, and the doctor can open the consultation workspace.

Daily operations

Hand off to Run a clinic day for the reception and doctor shift workflow.