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How do I manage a group of clinics? (company)

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Written by Joanna

There is a ‘Company’ hierarchy that contains all clinics. Sub-companies can be defined, and a clinic can be a member of more than one company if required.

Company Admins can be invited by email, and will have access to all member clinics.

Company admins can set the ‘Features’ for all member clinics in one place. There are the following possible states

  • Force on - clinics cannot turn off this feature

  • Force off - clinics cannot turn on this feature

  • Preferred on - initially set to on, but can be set to off during the clinic setup process

  • Preferred off - initially set to off, but can be set to off during the clinic setup process

  • Decided by clinic - no changes to the current settings, the clinic can choose to turn it on or off

Company admins can amend the Payment settings for member clinics in one place

  • Fields can be ‘Enforced’ on or left as suggestions that can be changed by clinic admins

Company admins can set which parent company a clinic inherits rules from by going into the clinic's features menu.

The Digital Practice onboarding team will handle the steps above as new clinics join.

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