Skip to main content

Admin

In daily clinic language, "Admin" usually means Branch Manager. In the role bundles, BRANCH_MANAGER is the operational admin. Legacy ADMIN is narrow and only sees Google Business and Subscription Billing.

Who this is for​

Centre managers and branch heads who run operations but should not own subscription, exports or all staff/branch settings.

What you can access​

BRANCH_MANAGER includes operations dashboard, patient read/create/update, appointment manage, queue manage, packages, billing read/create/refund, finance read, operational reports, services, reviews, WhatsApp, cash-closing approval, UPI reconciliation, document vault read/upload/delete, consent capture and immunization.read. It does not include staff creation, branch creation, data export, Rx writing or clinical document signing.

Legacy ADMIN includes settings.read, branding.manage and subscription.manage; use it only for old admin logins that manage Google Business or Subscription Billing.

Daily workflows​

1. Open the branch day​

  1. Open Dashboard (/app/dashboard). Result: today's operations summary is visible.
  2. Open Appointments (/app/appointments) and clear Online Requests (/app/appointments/pending-online). Result: website bookings are confirmed or cancelled.
  3. Open Queue (/app/queue) and confirm the counter has entered Room / counter. Tip: if Queue is missing, the module or queue.manage is not enabled.

2. Maintain branch configuration​

  1. Open Services (/app/services) when prices or names change. Result: reception can bill the right Service.
  2. Open Reviews (/app/feedback) to review patient feedback. Result: approved feedback can be used for reputation work.
  3. Open WhatsApp Inbox (/app/whatsapp-inbox) if enabled. Tip: avoid clinical detail in open WhatsApp text.

3. Support billing and refunds​

  1. Open Billing (/app/billing) and filter by date or status. Result: unpaid, partial and paid bills are easy to find.
  2. Open a bill and issue credit notes/refunds only with a documented reason. Result: GST and refund audit trails stay correct.
  3. Open Cash Closing (/app/revenue/cash-closing) and use Approve or Reopen. Tip: if payments changed after submission, confirm the changed expected amount.

4. Reconcile and report​

  1. Open Financials - Overview (/app/financial-dashboard). Result: collected, due and refunded totals are visible.
  2. Open Transactions (/app/finance) to review payment and expense entries.
  3. In Unreconciled UPI payments, enter UTR / reference and click Reconcile. Result: the UTR cannot be reused.
  1. Open Patients and the patient vault (/app/patients/:patientId/documents). Result: outside reports, scans and ID proofs are stored with the patient.
  2. Capture consent when a practitioner asks. Result: consent is visible in the visit workspace.

First-day checklist​

  1. Confirm your branch and department scope.
  2. Review services, prices and GST categories with the owner.
  3. Practise online-booking confirmation, queue and cash-closing approval.
  4. Learn refund/credit-note rules.
  5. Confirm who handles restricted records and privacy requests.