Plugins (modules)

Meddesk has a core that every clinic gets (patients, appointments, staff, finance, reports and the patient portal) and a set of optional modules, called plugins in Configuration. Each clinic turns on only the modules it needs. You need the System administrator permission to change them.

Turn modules on or off

1. Open Configuration › Plugins. Modules are grouped by category: Clinical, Documents, Finance and Operations.
2. Switch each module on or off.
3. Select Save changes.

You see Plugins updated. Reloading… and the page reloads by itself, because new menus, pages and tabs appear (or disappear) everywhere in the app.

Modules that need another module

Some modules build on another one. Under such a module you see Requires …:

Module	Requires
Inventory	Invoice
Expenses	Inventory (and so Invoice too)

• To turn one on, the module it requires must be on too. You can switch both on in the same save.
• You can’t turn a module off while another module that needs it is still on. Turn the dependent module off first, or both in the same save.

If you get this wrong, Meddesk explains what to do, for example Enable Invoice first - Inventory depends on it.

What happens when you turn a module off

• Its menus, pages, tabs, dashboard widgets and permissions disappear for everyone.
• Its data is kept. Turn the module back on and everything is there again.
• Its permissions stay saved on your roles, so people regain the same access when it’s turned back on.

When you turn a module on

• Its settings start with sensible defaults. Some modules add their own section to Configuration.
• Its permissions appear in Access roles. Turning a module on doesn’t change any role. Give your roles the permissions they need.

Note

The built-in roles (Doctor, Nurse, Receptionist, Manager) were given each module’s suggested starting permissions when your clinic was first set up, so they may already have some. Roles you create yourself start with none. Staff with the Super Administrator role always have every permission of every module that’s on.

The modules

Module	Category	What it adds
Treatments	Clinical	A treatment catalog, treatment plans, and tracking each patient’s treatments with billable line items.
Prescriptions	Clinical	Fast prescription writing, backed by your clinic’s list of medications.
Medical History	Clinical	Patient allergies, conditions and medications, and complications during appointments.
Laboratory	Clinical	Lab orders, specimen tracking, result entry and verification, protected result files, and releasing results to the patient portal.
Documents	Clinical	Patient documents and images (scans, X-rays, photos, letters, outside reports) with categories, links to visits and treatments, and per-document sharing to the patient portal.
Vitals	Clinical	Vital signs with trends and abnormal flags, recorded on visits. Clinics define their own vital signs and normal ranges.
Dental Chart	Clinical	Each patient’s dental chart: findings recorded with Record finding from the chart, a treatment or a visit, and the teeth and surfaces of treatments done on teeth.
Recalls	Clinical	Bringing patients back for check-ups: recalls scheduled automatically after treatments, a worklist of who is due, reminders, and tracking until they’re seen. Rules need Treatments.
Print	Documents	Official A4 and thermal-receipt printing for prescriptions, appointments, invoices and much more.
Invoice	Finance	Patient invoices with line items, payments and refunds.
Expenses	Finance	Clinic overheads such as rent, utilities and supplies, with payments recorded against them.
Account Transfers	Finance	Moving money between two of your accounts in one step.
Adjustments	Finance	Manual corrections to an account’s balance.
Staff Transactions	Finance	Cash given to or received from an individual staff member, with a running statement.
Staff Schedules	Operations	Weekly working hours and time off for each staff member, warnings when booking, a team week view, and optionally letting patients choose a practitioner in the portal.
Inventory	Operations	Suppliers, purchase orders, and stock of consumables and equipment.
Forms	Operations	Your own form templates, filled in for patients, appointments, treatments and treatment plans.
Notes	Operations	Free-text notes on patients, appointments, treatments and treatment plans.
AI Assistant	Operations	A chat assistant that can look up clinic information and help with tasks, within each person’s permissions.
WhatsApp	Operations	Your clinic’s WhatsApp number inside Meddesk: one shared inbox, appointment messages, auto-replies and AI replies.

Some modules also need the Meddesk platform team to set something up first. For example, they connect your WhatsApp number. Each module’s page says so when that’s the case.