Admin Guide

This guide follows a Clinic Admin’s work and links to the full page for each task. A Clinic Admin can act as a backstop for most workflows another role owns, so this guide covers the admin-only setup and oversight. For who can do what, see Roles & Permissions.

Setting up the clinic

1. Add staff members and set each person’s role and registration number.
2. Add clinic locations, rooms, and public displays in Session Setup and Patient-Facing Displays.
3. Build the billable catalog, services and consumables, and the formulary.

Singapore clinics (SmartCMS)

1. Choose the SmartCMS modules and enter the Singapore registration details.
2. Once Synapxe approves each location, switch its services on, check accreditation and set the agent policy in SmartCMS Settings.

Running the week

1. Draft and publish the roster. Only a Clinic Admin can publish.
2. Review and correct attendance, then finalize and export timesheets.
3. Manage the results review rota so incoming results reach a doctor.

Oversight during the day

• Step into any front-desk or clinical task as a backstop: reception queue, appointments, vitals, and documents.
• Manage inventory and stock, including reorder thresholds.

Not in this role

A Clinic Admin cannot sign off a result, arrange a session, or complete a visit; those belong to a doctor. A Clinic Admin cannot reopen or correct their own attendance record. Platform administration is not a clinic role at all; see Platform Administration. For the full boundary, see Roles & Permissions.