Facilities & departments

Facilities are called branches in the current app. Use them for clinic locations, OPD counters, therapy centres or home-care operating bases.

Who can do this: Owner (Super Admin) with branches.manage and settings.manage. Where: Admin → Branch Management (/app/branches), Queue Displays & Check-in (/app/queue/settings) and System Settings (/app/system-settings).

Before you start

• Decide the public name and address of each facility.
• Keep phone, email, pincode, manager name/contact and map link ready.
• Decide which departments should appear as queue lanes.
• Decide the clinical facility preset and specialties.

Add a facility branch

1. Open Branch Management.
2. Click Add New Branch.
3. Enter Branch name, Address, City, State, Pincode, Phone and Email.
4. Optionally enter Manager name, Manager contact and Map URL.
5. Save. Result: The page shows a branch card with Active status and a generated branch ID.

Edit or deactivate a branch

1. Click Edit Branch.
2. Update contact/address details and save. Result: Branch updated successfully! is shown.
3. Use the active toggle. Result: The card changes between Active and Inactive.

Only Super Admin can open this screen today. Other users see Access denied. Only SUPER_ADMIN can manage branches.

Set organisation and branch details

1. Open System Settings and unlock settings if asked.
2. On Organisation, fill Global Settings: Organisation Name, Tagline / Description, Registration Number, website/social links and Clinic Logo.
3. Select the branch under Branch Settings.
4. Fill Primary Phone, Secondary Phone, WhatsApp Number, Contact Email, address, timings, map link and UPI ID.
5. Click Save Global Settings or Save Branch Settings. Result: Printed bills, letterpads and patient-facing details use these values.

The System Settings page stores organisation identity, logo, contact details, timings, map link and UPI details. Duplicate policy and UHID prefix are provisioned by R1 onboarding; they are not editable on this screen in this worktree.

Configure departments and modules

note

Screens for this step ship with release R1; labels may differ slightly.

Tenant clinical configuration stores:

• facilityTypes — 1 to 8 preset codes such as CLINIC, POLYCLINIC, REHAB or HOME_CARE.
• specialties — 1 to 16 specialty codes such as DENTAL, PEDIATRICS, ENT or PHYSIOTHERAPY.
• enabledModules — released and plan-allowed modules such as encounters, vitals, rx, clinicalDocuments, documentsVault, carePlans, treatmentPackages, queue, telemedicine, vaccination, revenueCycle and ai.
• departments — up to 50 departments with uppercase code, bilingual name and optional specialty.
• defaultLocale — en or hi.
• terminologyOverrides — clinic words for practitioner, visit, patient, care plan or treatment package.

Configure queue departments

1. Open Queue Displays & Check-in.
2. Select a branch if shown.
3. Under Queue displays, enter Label.
4. Choose Department or leave Whole branch.
5. Set Next count between 1 and 10.
6. Click Create. Result: A revocable TV-display link is created. It never shows patient names.
7. Under Check-in codes, enter Label and optionally tick Allow walk-in.
8. Click Create. Result: A QR code and link are created for self check-in.

Troubleshooting

Problem / message	What it means	What to do
Access denied. Only SUPER_ADMIN can manage branches.	Your role cannot manage branches	Ask the owner
Branch name is required	Required field is blank	Enter branch name
Pincode must be 6 digits	PIN failed validation	Enter valid PIN
Enter a valid email address	Email failed validation	Correct branch email
Queue display unavailable	Display links are disabled	Use queue board; ask admin/support
VERSION_CONFLICT	Clinical config changed elsewhere	Reload and save again
MODULE_NOT_IN_PLAN	A module requires a plan feature	Upgrade or remove the module

Related

• Onboarding wizard
• Roles & permissions
• Queue & tokens