---
title: How to add & manage Branch Settings?
description: Branch Settings are used to configure behaviors and details that apply only to a specific branch in Helix. These settings allow branch-level customization and override Account (System) Settings where applicable.
---
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2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us)
3. [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
January 21, 2026
# How to add & manage Branch Settings?
## Branch Settings are used to configure behaviors and details that apply only to a specific branch in Helix. These settings allow branch-level customization and override Account (System) Settings where applicable.
### 📍Navigation
#### **Control Panel → System Settings → Branch Settings**
---
### 🔍 Scope & Precedence
- Settings configured here apply **only to the selected branch**
- Where applicable, they **override Account Settings**
- Account Settings should be used for global defaults across all branches
---
### 🎨 Branding
The following branding elements can be configured per branch:
- **Logo (PNG)**
Used on prints and screens for this branch
- **Clinic Stamp**
Appears on invoices
- **Letterhead (Lab)**
Used for laboratory reports (only if internal lab is enabled)
---
### 🏢 Branch Information
The following branch-specific information can be configured:
- Address
- City
- Country
- Mobile
- Postal Code
- Website
- TRN (Tax Registration Number)
- Latitude
- Longitude
> The selected **Country** enables country-specific behavior.
---
### 🌍 Localization
Localization options available per branch:
- **Saudi-specific settings**
Toggle Saudi VAT relaxation if the branch is in KSA
- **Currency**
Select the billing currency for the branch
- **Time zone offset**
Set the local time zone offset
- **Disable Arabic on prints**
When ON, Arabic rendering is suppressed for this branch
---
### 💸 Discount Settings
The following controls are available:
- **Require discount approval**
Enforces approval for discounts at this branch
- **Doctors can share discount**
Allows providers to apply their personal discount share
- **Show gratuity**
Displays a gratuity field where applicable
---
### 📅 Appointment & Scheduling
Appointment-related configurations include:
- **Allow multiple booking**
Enables multiple booking per time slot
- **Appointment letter**
- Use default template (switch ON), or
- Turn OFF to set a custom template
The appointment letter can be printed from the Calendar. Hover over an appointment to Print appointment letter).
- **Persistent waiting list**
- ON: waiting list carries over day-to-day
- OFF: waiting list resets daily
- **Enable doctor schedules**
- Activates schedule enforcement
- Doctor schedules must be configured separately
#### **🔎 Doctor Not Appearing in Calendar**
If a doctor does not appear in the calendar:
1. Verify the doctor has a schedule for that day
2. Ensure **Enable doctor schedules** is turned ON
---
### Invoices & Print Footer
- **Invoice notes (Terms & Conditions)**
Text entered here prints on branch invoices
### Social Media Links
- Add Social Media links(e.g., Instagram, Facebook, Linkedin, Twitter, Whatsapp, Website, Youtube)
---
### 🏥 Insurance & DRG (If Applicable)
- **Base Rate**
- **Negotiation Band**
These values are used in DRG pricing where applicable.
---
### 🔌 Integrations
#### **HL7 / HIE**
Credentials can be entered for regional health exchanges:
- **Dubai:** NABIDH
- **Abu Dhabi:** Malaffi
Details required:
- IP Address
- Port
- Facility Name
- Facility ID
---
### e-Claim Link
- Provider ID
- Username
- Password
These are entered as per the Insurance configuration process.
---
### 💾 Save & Apply Changes
- Click **Save**
- The system logs you out
- Log back in for branch settings to take effect
- Settings remain active until changed
---
### 💡 Tips & Best Practices
- **Country selection matters**
Ensure the **Country** set for the branch is correct before enabling any country-specific options such as tax configurations or HIE integrations.
- **Arabic output control**
If bilingual (Arabic) output is not required for a branch, use the **Disable Arabic on prints** switch to suppress Arabic rendering on clinical documents.
- **Doctor not visible in the calendar**
If a doctor does not appear in the calendar, verify that:
- The doctor has an active schedule for the selected day, and
- **Enable doctor schedules** is turned ON in Branch Settings.
- **Discount governance**
Use **Require discount approval** in combination with **Approvals** (User Settings → Approvals) to ensure discounts follow an approval workflow.
- **Branding quality**
Upload high-resolution PNG files for **Letterhead** and **Clinic Stamp** to ensure clear and professional output on invoices and laboratory reports.
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