Clinic settings

Clinic Settings (Clinic Admin) has four parts. Doctors and Receptionists can view but not change them.

Profile

Name, contact details, and address shown on invoices and patient communication.

Clinic name, mobile and WhatsApp numbers, email, full address, GSTIN (if registered) and registration number. These print on invoices, letters and your clinic website, so keep them accurate.

WhatsApp

One switch for every WhatsApp message your clinic sends to patients. See How patient messages work.

Preferences

General

• Timezone: every time and date in the app uses it (normally Asia/Kolkata).
• Currency: used for new financial records. Changing this never alters historical invoices or payments.
• Date format.

Appointments

• Default slot duration (minutes): applies to new appointments only. A doctor's own consultation duration takes priority.
• Reminder lead time (hours) and Enable appointment reminders.
• Enable no-show follow-up.

Visit flow

Also editable from the gear icon inside the Start Visit wizard.

• Default follow-up action: which follow-up option is the main button in Start Visit.
• Issue prescriptions immediately by default.
• Auto-advance after check-in.

See Start Visit.

Patient recall

Recall interval (months): how often patients should come back for a routine cleaning or check-up, counted from a patient's last completed cleaning or checkup. Mark which services count in Services (Counts toward patient recall). This drives the mobile app's Patient Recall list. It doesn't send a message by itself.

Billing

• Invoice number prefix, for example SDC-.
• Default GST % for new services.

Reviews

• Google review link: required for review requests, and shown on your clinic website.
• Review request delay (minutes after visit) and Enable review requests.

Recall, Payment reminders, Treatment plan follow-up, Unfinished treatment, Patient reactivation, Birthday

The automatic messages. Each one is explained in Automatic messages.

UPI Payments

• Clinic UPI ID, for example smiledental@okicici.
• Name shown to the patient.

With these set, a "scan to pay" QR with the exact amount appears after a visit and on unpaid invoices. See Recording payments.

Usage

AI and WhatsApp usage for the current billing period: how much of your plan's AI and WhatsApp allowance you've used, or Unlimited.

Who changed what

Every settings change is recorded in the audit log with the before and after values.