How to add & manage Branch Settings?

📍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.