⚙️

Clinic Admin

Complete guide for clinic administrators — staff, settings, insurance, and more

1

Getting Started with Your Clinic

First login, clinic profile setup, and initial configuration steps

2

Dashboard Overview

Understanding your clinic dashboard metrics and quick actions

3

Managing Staff Members

Add, edit, and manage clinic staff including receptionists, accountants, and nurses

4

Permission Matrix

Configure module-level and action-level permissions for each staff role

5

Multi-Branch Management

Create and manage multiple clinic branches, assign staff to branches

6

Working Hours Configuration

Set clinic operating hours per day and configure break times

7

Insurance Company Setup

Add insurance companies, configure contracts, and manage network partnerships

8

Insurance Price Lists

Create service-specific price lists per insurer with copay and coverage rules

9

Fee Schedule

Define consultation and service fees with categories and amounts

10

Prescription Templates

Create reusable prescription templates for common medication regimens

11

Diagnosis Templates

Create reusable diagnosis sets with ICD-10 codes for common conditions

12

Lab Order Templates

Create bundled lab test templates for common diagnostic panels

13

Imaging Order Templates

Create reusable imaging order templates for common radiological examinations

14

Custom Fields

Define custom data fields for patients and visits with various field types

15

Consent Forms

Create consent form templates, collect patient signatures, and manage revocations

16

Drug Formulary

Manage your clinic's drug catalog with dosage forms and interaction warnings

17

IP Restriction

Control clinic access by IP address or CIDR range

18

Procedures Catalog

Define clinic procedures with CPT codes, pricing, and specialty assignment

19

Treatment Packages

Create service bundles with session counts, assign to patients, and track usage

20

Inventory Management

Track medical supplies, set low-stock alerts, and record inventory transactions

21

Patient Management

Register patients with national ID parsing, insurance info, and complete profiles

22

Patient Record Merge

Merge duplicate patient records safely with admin-only access

23

Patient Recalls

Schedule follow-up recalls, track overdue patients, and manage contact attempts

24

Appointment Settings

Configure slot duration, buffer time, max appointments per day, and booking windows

25

Online Booking

Enable public booking page for patients with phone verification

26

Waiting Room Display

Digital queue display for patient waiting room with real-time updates

27

Document Management

Upload, organize, and categorize clinical documents with tags

28

Reports & Analytics

Generate revenue, visit, patient, and custom reports with Excel/PDF export

29

Subscription & Billing

View your plan, monitor quota usage, and manage subscription payments

30

Data Export

Export full clinic data as JSON backup for portability and compliance

31

Audit Log

View all system actions filtered by entity, action type, user, date, and full-text search

32

Support Tickets

Create and track support tickets to the SehaFile platform team

33

Notifications

In-app notifications for clinic events including appointments and system alerts

34

Doctor Profiles

Manage doctor qualifications, schedules, vacations, photos, and appointment configs

35

Shift Handover

Staff shift handover notes with pending tasks and acknowledgment tracking

36

E-Invoicing (ETA Compliance)

Egyptian Tax Authority e-invoice preparation, submission, and tracking

← Back to Help Center