Setting up your clinic

A new clinic in Meddesk starts nearly empty. Work through this list once, in order: later steps depend on earlier ones. You need System administrator (on the Manager role) for everything under Configuration.

1. Who you are

Step	Where	Why
Name, address, phone, country	Organization Details	Printed on every document and email. The country sets the default for patients’ phone numbers.
Logo, favicon, brand color	Appearance	Shown in the app, the patient portal and printouts.

2. How the clinic runs

In General:

• Timezone: it starts as Europe/London. Set yours first: it decides what “today” is for appointments, the desk, reminders and reports.
• Languages: tick the languages your staff use, and choose the default language.
• Allow past-date appointments, Shamsi calendar, Auto-populate appointment duration, Refund window (days): check each.

In Email, choose which automatic emails go out (confirmations, reminders and so on).

3. Turn on the modules you need

In Plugins, switch on what your clinic uses, for example Invoice, Treatments, Prescriptions, Medical History, Laboratory, Inventory, Forms, Notes, Print. The page reloads. New sections appear under Configuration for modules with settings.

4. Roles and people

1. Access roles: review the built-in Doctor, Nurse, Receptionist and Manager roles. Give the module permissions you want (turning a module on doesn’t change roles), and decide whether to Require two-factor authentication.
2. Add every team member: follow Onboarding a staff member.

5. Money

1. Create the accounts money passes through, for example “Front desk cash” and “Bank”. Enter an Opening balance if they already hold money.
2. Grant staff access on each account. Until you do, nobody, including you, can record a payment.
3. Set your visit prices in Configuration › Invoice. The defaults (Consultation 300, Follow-up 150, Emergency 500) are only placeholders.

6. What you offer

Fill in the catalogs for the modules you turned on:

Module	Set up	Guide
Treatments	Treatment catalog with prices, plan templates, then Configuration › Treatments	Catalog and plan templates
Laboratory	Specimen types, tests, panels, laboratories with prices, costs and teams	Setting up laboratories
Inventory	Categories, locations, units, items, suppliers	Setting up inventory
Prescriptions	The medications your clinicians prescribe most	The Medications List
Forms	Consent, intake and assessment templates	Building form templates
Print	Formats, margins, footers	Print settings

7. The patient portal

In Patient Portal, write the Dashboard message, set the Browser title, and the Appointment request hours. Then give patients access, or let them register themselves.

8. Try it end to end

Before the first real patient, run one test visit:

1. Register a test patient and book an appointment.
2. Check it in on the Clinical desk, start it, add a treatment and a lab order.
3. Generate Invoice, issue it and record a payment.
4. Approve the payment and check the account balance.

Then clean up: void the test payment, cancel the test invoice and lab order. Test records stay in the history, so name the test patient clearly (for example “Test Patient”). If something didn’t work, the guide for that step shows what to check: A visit from booking to checkout and Bill a visit in one click.