MediSync — Help
Clinic admin

Branches

Run more than one clinic location with the Branches module, or rely on the Main branch that every clinic already has.

Branches

A branch is one physical location of your clinic. Appointments, bookable resources (doctors, rooms, equipment), booking shifts and stock all belong to a branch.

Do you need the Branches module?

One location: no. Every clinic is created with one branch, named Main with the code MAIN. It is your clinic's default branch. Without the Branches module:

  • MediSync uses the Main branch automatically when you book appointments, add resources, open booking shifts, receive stock, create purchase and sales orders, convert quotations and plan antenatal visits.
  • Branch pickers are hidden. Nobody has to choose a branch.
  • The Branches page is not in the sidebar.

More than one location: yes. The Branches module is an add-on. When it is on, you get:

  • More branches, each with its own address, contact details and timezone.
  • The Branches page, to add and manage them.
  • The branch switcher at the top of the sidebar. It shows the active branch under your clinic name. Click it to change branch. The branch you pick there is where new bookings start.
  • A Branch field in the forms that create branch records, such as booking an appointment or opening a booking shift.

To turn the module on, see Modules.

Before you start

  • The Branches module must be installed.
  • To see the page you need permission to view branches. To add, edit, activate, deactivate or archive branches you need the matching Branches permissions (see Permissions).

Open the Branches page

In the sidebar, go to Administration → Branches. You can also click the branch switcher at the top of the sidebar and click Manage branches.

If the module is off, the page shows "The Branches module isn’t enabled for this organization."

Add a branch

  1. Click New branch. The New branch dialog opens.
  2. Enter a Name * (for example, Downtown clinic).
  3. Enter a Code *. MediSync changes it to capital letters. Use letters, digits and hyphens. The code must be different from the code of every other branch in your clinic.
  4. Optional: enter Phone and Email.
  5. Optional: enter the address in Address line 1, the second address line, City, Region, Postal and Country. Country is a two-letter code, for example EG or US.
  6. Optional: enter Timezone (IANA), for example Africa/Cairo. Leave it empty to use your clinic's timezone.
  7. Leave Active — accepts new bookings on, unless the branch is not open yet.
  8. Optional: add Notes, for example parking instructions.
  9. Click Create branch.

Set the default branch

The default branch shows a Default badge. It is the branch MediSync uses when nobody picks one.

  1. On the branch's row or card, open the actions menu.
  2. Click Set as default.

Set as default only appears for an active branch that is not already the default.

Activate or deactivate a branch

  1. On the branch's row or card, open the actions menu.
  2. Click Deactivate (or Activate for an inactive branch).

An inactive branch shows Inactive. It no longer appears in the branch switcher or in the branch pickers of new bookings and other forms. Its existing appointments, resources and shifts stay as they are. Activate it again to make it available.

Edit a branch

  1. On the branch's row or card, open the actions menu and click Edit. You can also click the branch and then Edit in the detail panel.
  2. Change the fields. If you change Code, it must still be unique.
  3. Click Save changes.

Archive a branch

  1. On the branch's row or card, open the actions menu and click Archive.
  2. In Archive branch?, click Archive.

You can't archive a branch that still has resources, booking shifts or appointments. This includes past and cancelled appointments that were not deleted. MediSync then shows "Can't archive: branch is the default or still owns active resources/shifts/appointments." Move or remove those records first, or deactivate the branch instead.

You can't archive your default branch. MediSync refuses and shows "The default branch can't be archived. Set another branch as the default first." Set another branch as default, then archive this one.

After you archive a branch, its code is free for a new branch.

Work with many branches at once

Tick the boxes next to branches, then click Activate, Deactivate or Archive in the bar that appears. You can also select every branch that matches the current search and filters.

Bulk Archive asks first: in Archive N selected branches?, click Archive. Your default branch and branches that still have active resources, shifts or appointments are skipped. When it finishes, MediSync shows Branches archived with the number archived and, if any were skipped, Branches not archived with each skipped branch and the reason.

Find, view and export branches

  • Search by name or code with the search bar.
  • Click Filters to filter by Status (Active or Inactive), Has timezone, Has contact, Created after and Created before.
  • Sort with the sort menu, by Name, Code, City, Status, Created or Updated.
  • Switch the view with Cards, Table and Grid. MediSync remembers your choice.
  • Click a branch to open its detail panel. It shows the code, name, status, Location, Timezone, Phone, Email and Created.
  • Click Export, then Export as CSV or Export as XLSX. The file contains the branches that match your current search, filters and sort.

Permissions

RoleWhat it can do with branches
Owner, AdminEverything: view, add, edit, set default, activate, deactivate and archive.
Doctor, Nurse, Receptionist, Billing Staff (built-in custom roles)View branches, so they can pick a branch when they book.
Member with no custom roleNo access to the Branches page.

To give someone more, create a custom role with the Branches permissions in the Operations area. See Staff & roles.

Common problems

There is no Branches item in the sidebar. The Branches module is off, or your role can't view branches.

"You don't have permission to view branches." Ask your clinic admin to give you a role that can view branches.

"Can't archive: branch is the default or still owns active resources/shifts/appointments." The branch is the default, or it still has resources, booking shifts or appointments. If it is the default, set another branch as default first. Otherwise move or remove those records, or deactivate the branch instead.

Set as default is missing. The branch is inactive or is already the default. Activate it first.

A branch is missing from the booking form. The branch is inactive. Activate it.

The code is refused. Another branch already uses it, or it contains characters other than letters, digits and hyphens.

Set up your clinic to take bookings

Configure the core requirements before your clinic can take its first appointment.

Booking shifts

Open booking shifts so reception can give walk-in clients a numbered place in a doctor's or room's queue.

On this page

BranchesDo you need the Branches module?Before you startOpen the Branches pageAdd a branchSet the default branchActivate or deactivate a branchEdit a branchArchive a branchWork with many branches at onceFind, view and export branchesPermissionsCommon problemsRelated