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Owner

The Owner is the clinic's accountable SUPER_ADMIN: the person who completes setup, controls staff access, approves money movement and handles patient-data responsibilities.

Who this is for​

Clinic owner, medical director, or the person legally responsible for the workspace.

What you can access​

SUPER_ADMIN gets the widest tenant bundle: patient, appointment, queue, billing, refund, finance, settings, users, branches, services, branding, subscription, audit, data export, clinical document, prescription, care plan, consent, document vault, vaccination and teleconsultation permissions. Restricted patient access is owner-controlled and audited. Platform-wide administration is not included.

Daily workflows​

1. Finish first-time setup​

  1. Open Settings (/app/system-settings) and save organisation, GST and contact details. Result: the first-time setup gate stops returning you to Settings.
  2. Open Branches (/app/branches) and create at least one branch. Result: staff and patient forms can use Select Branch.
  3. Open Employees (/app/employees) and invite staff with the right roles. Result: each person receives a role-based menu.
  4. Open Services (/app/services) and add service prices and GST category. Result: Create New Bill can add services.
  5. Open Letterhead & Branding (/app/settings/brand-profiles) and Google Business (/app/google-business) if you need branded printouts and listing work. Tip: do this before first invoice or prescription print.
note

The onboarding wizard /app/onboarding, import /app/data/import, export /app/data/export, usage /app/usage and privacy queue /app/privacy-requests ship with release R1; labels may differ slightly.

2. Review the clinic each morning​

  1. Open Dashboard (/app/dashboard). Result: you see operational summary.
  2. Open Financials - Overview (/app/financial-dashboard). Result: you see revenue, due amounts and expenses.
  3. Open Appointments (/app/appointments) and Online Requests (/app/appointments/pending-online). Result: pending online bookings are handled before OPD starts.

3. Approve cash and reconcile payments​

  1. Open Cash Closing (/app/revenue/cash-closing). Result: submitted counters appear under Closings awaiting approval.
  2. Check Expected, Counted and Variance, then click Approve or Reopen with a reason. Result: the counter is locked or sent back.
  3. In Unreconciled UPI payments, enter UTR / reference and click Reconcile. Tip: do not approve your own counter unless you are the only operator.

4. Manage payouts, subscription and sensitive data​

  1. Open Finance -> Practitioner Payouts (/app/revenue/payouts) to maintain revenue-share rules and download statements.
  2. Open Subscription Billing (/app/subscription-billing) to manage the plan.
  3. Use restricted records only for genuine sensitivity such as VIP, psychiatry, HIV or employee health.
  4. Use /app/data/export and /app/privacy-requests when R1 screens ship. Result: exports and data-rights requests remain owner-controlled.

First-day checklist​

  1. Save Settings and create one Branch.
  2. Invite a Branch Manager, Receptionist, Practitioner and Accountant.
  3. Add services and GST categories.
  4. Configure letterhead, WhatsApp/email and subscription.
  5. Read privacy notice and data rights.