System - Practices

Overview

The Practices section allows administrators to manage multiple practice locations within the system. This feature helps organizations with multiple sites or branches maintain separate information while sharing the same system and patient database.

Accessing Practices Management

1. Navigate to Settings in the top menu
2. Select System from the sidebar menu
3. Click on Practices

Practices List

The main screen displays all practices in the system with key information:

• ID No.: Unique system identifier for the practice. This is needed when customizing the online booking widget
• Name: Practice name
• Address: Physical location of the practice
• Action buttons: Edit and Delete options for each practice

View Options

The Practices list includes two tabs:

• Active Practices: Currently operational practice locations
• Deleted Practices: Previously removed practices that can be restored

List Features

• Search: Filter practices by name using the search bar
• Rows Per Page: Control how many practices display per page (default is 10)
• Add Practice: Create a new practice location
• Back: Return to the previous screen

Adding a New Practice

To add a new practice, click the "Add Practice" button on the Practices list page. You'll need to provide:

Practice Information

• Name: Official name of the practice
• Address: Street address (can be separated into multiple fields)
• Postcode/ZIP: Postal code

Contact Details

• Phone: Main contact number
• Fax: Fax number (if applicable)
• Email: Primary email address
• Website: Practice website URL

Practice Photo

Once the practice is saved you can upload a practice photo.

• Upload a square image for online booking display
• Used to represent the practice in patient-facing interfaces
• The practice logo or a picture of the building are examples which might be used

Actions

• Save: Create the new practice
• Back: Return to practices list without saving

Editing a Practice

To edit an existing practice, click the "Edit" button next to the practice name. The editing form includes:

Basic Information

• Update practice name
• Modify address and contact details
• Change website information

Practice Photo

• View current practice photo
• Upload a new photo if needed
• Delete existing photo

Actions

• Save: Update the practice information
• Delete: Remove the practice (it will move to Deleted Practices)
• Back: Return to practices list without saving changes

Restoring Deleted Practices

To restore a previously deleted practice:

1. Click the Deleted Practices tab
2. Locate the practice to restore
3. Click the Restore button next to the practice
4. The practice will return to the Active Practices list

Best Practices

• Maintain consistent naming conventions for multiple practices
• Ensure contact information is current and accurate
• Use high-quality, professional photos for online booking
• Consider practice-specific branding in photos and names
• Review practice information periodically for accuracy

Multi-Practice Management

If your organization has multiple locations:

• Each practice can be assigned to specific users
• Users can have access to one or more practices
• Practice selection affects reporting, booking, and other system functions