Clinic OS gives practice managers and clinicians comprehensive control over operational rules, clinical templates, billing configurations, and compliance parameters.
Accessible by: Admin (full configuration access). Staff can view clinic operating hours and public contact details read-only.
Two Distinct Settings Areas
To keep clinical practice separated from high-level account administration, settings are divided into two dedicated areas:
- Clinic Facility Settings (
/dashboard/settings): Configures day-to-day operations for this specific clinic branch (hours, rooms, default fees, compliance, notifications).
- Doctor Workspace Settings (
/workspace): Manages your personal doctor credentials, subscription licenses, and universal messaging credit wallet.
1. Clinic Facility Settings (/dashboard/settings)
Click Settings in the sidebar (or press <kbd>S</kbd>) to configure the active facility:
🏥 Clinic Profile Tab
- Clinic Name: Official trade name printed at the top of all prescriptions, invoices, and patient booking portals.
- Physical Address & Pincode: Printed on official legal documents and patient receipts.
- Official Contact Phone & Email: Displayed to patients for appointment inquiries.
- Clinic Logo: Upload a high-resolution PNG or JPG logo for branded prescription headers and invoices.
- Timezone: Sets your local clinic timezone to ensure appointments and queues align perfectly with wall clocks.
🕒 Operating Hours & Schedule Tab
- Configure active days of the week (Monday through Sunday).
- Set morning, afternoon, and evening session timings (e.g.,
09:00 AM – 01:00 PM and 05:00 PM – 09:00 PM).
- Set the default consultation duration (e.g., 15 minutes), which dynamically partitions appointment booking slots.
⚖️ Compliance & Legal Tab
Designed to meet regulatory mandates (including India's Clinical Establishments Act and DPDP Act):
- Establishment Registration Number: Your clinic's state/municipal health department license number.
- Medical Council Jurisdiction: The state council or national authority governing the facility.
- Data Privacy & Consent: Configurable consent agreement prompts displayed during patient self-registration.
🚪 Facilities & Consultation Rooms Tab
Define physical spaces within your practice:
- Add consultation rooms (e.g., Room 1 — Dr. Sharma, Room 2 — Dental Suite, Minor OT / Procedure Room).
- Assign practicing doctors to specific rooms so receptionists and patients know where to report.
💳 Fees & Billing Settings Tab
- Currency: Set your active billing currency (₹ INR, $ USD, £ GBP, € EUR, etc.).
- Tax / GST Rate (%): If your clinic charges GST or sales tax on procedures or consumables, enter the percentage (e.g.,
18%). Tax is automatically itemized on issued invoices.
- UPI ID / VPA: Enter your clinic's business UPI address (e.g.,
clinicname@hdfcbank). This prints on invoices and appears in online payment receipts.
- Default Service Catalog: Pre-configure common clinical services and standard charges (e.g., General Consultation: ₹500, Specialist Follow-up: ₹300, Wound Dressing: ₹250). These populate as one-click options when issuing invoices.
🔔 Patient Notifications Tab
Manage automated communication rules for the entire clinic:
- Master Notifications Toggle: Enable or disable all automated appointment and follow-up reminders.
- Timing Windows: Configure how far in advance reminders are sent (e.g., 24 hours, 12 hours, or 2 hours prior to appointment).
- (See Patient Notifications Guide for full details).
📥 Data Export Tab
Clinics own their clinical and financial data:
- Export your complete Patients Directory, Consultation Log, Appointment Register, or Invoice Ledger as clean CSV files.
- Exports are encrypted and restricted exclusively to clinic Administrators.
📱 QR Check-in & Self-Registration Tab
- Download and print the customized Reception QR Code Standee.
- Configure which intake fields are required when patients self-register on their phones.
- (See Portals & QR Self-Check-in).
2. Doctor Workspace Settings (/workspace)
Clinicians access their personal practice tools and account licensing from the Workspace tab:
📜 Digital Prescription Pad Customizer
- Pad Layout: Choose between Plain Paper printing (includes digital header, logo, and address) or Pre-printed Letterhead mode (leaves custom top and bottom margins for physical clinic stationary).
- Doctor Digital Signature: Upload a transparent PNG signature to sign digital prescriptions automatically.
💳 Subscription & Doctor Seats
- View current plan tier, renewal date, and total active clinician seats.
- Add or remove doctor seats with prorated monthly or annual billing.
- Download past tax invoices for your ZidBit subscription.
💰 Universal Messaging Wallet
- View your real-time WhatsApp and SMS credit balance.
- Top up credits instantly via credit card, net banking, or UPI to ensure patient reminders and digital receipts continue without disruption.