MediSync — Help
Clinic admin

Overview for admins

What you as a clinic admin own in MediSync and where to start.

Clinic admin — overview

As the admin of your clinic, you control everything that isn't day-to-day client care: the billing plan, which features the clinic uses, who has access and what they can do. This section walks through each of those.

The admin dashboard

After signing in at admin.medisync-solutions.com you land on the admin dashboard. The left sidebar shows six top-level areas:

AreaWhat it's for
OrganizationYour clinic's basic info, contact, logo, slug
ModulesEnable or disable feature sets (appointments, inventory, …)
BillingPlan, invoices, add-ons, usage
StaffInvite teammates, assign roles
Clients (config)Custom fields, required fields, name mode
AnalyticsClinic-wide metrics

If this is your first time as admin, work through these in order:

  1. Set up your organization — name, timezone, logo, public slug. Takes about five minutes.
  2. Choose your modules — turn on only what your clinic actually uses.
  3. Pick a plan — you can start on the trial and upgrade later.
  4. Invite your team — send invitations to receptionists and practitioners with the right roles.
  5. Configure client fields — decide which client data your clinic captures.

After that you're handed over to the receptionist guides — see Receptionist → Add a client.

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