Modules
Install, uninstall and configure the modules that add features to your clinic.
Modules
A module is a group of features, for example appointments, invoices or the loyalty program. Your plan includes some modules. You can install other modules as add-ons. When a module is not installed, its pages and menu items are hidden.
Only an Owner or Admin can open the modules page.
Open the modules page
In the sidebar, under Administration, click Modules.
The page shows Available Modules, grouped by category: Clinical, Communication, AI & Automation, Infrastructure and Other. Each module is a card with:
- A status badge: Installed, Not installed or Coming soon. A module that comes with your plan also shows System.
- The price: Included in plan, Free, a monthly price, or Usage-based (you pay per message, minute or similar).
- View details, which opens the module page.
- Install or Uninstall, and Configure when the module is installed.
Available modules
| Module | What it adds | Help |
|---|---|---|
| Client Management | The client registry, with custom fields and table views. | Add a client, Client fields |
| Appointment Scheduling | The calendar, client bookings and slot set-up. | Set up booking, Book an appointment |
| Branches | The clinic locations that appointments, resources and shifts belong to. | — |
| Treasury | Cash accounts and drawers, an income and expense ledger, and transfers. | — |
| Shifts | Queue windows that issue walk-in tokens, and Time-Slot windows that mark staffed time on the calendar. | Booking shifts |
| Telehealth Video Calls | Video consultations. | Video consultations |
| Women's Health | Pregnancy tracking and the pregnancy dashboard. | Women's Health |
| Products & Services | The catalogue, stock per branch, suppliers, purchase orders and sales orders. | Suppliers, Stock expiry alerts |
| Quotations | Price quotes for clients, with templates, PDFs and share links. | Quotations |
| Invoices | Client invoices, payments and PDFs. | Client invoices |
| Insurance | Client insurance details (provider, policy number). | — |
| Lab Orders | Records lab orders. There are no lab-order screens in the dashboard yet. | — |
| SMS Notifications | Appointment reminders and alerts by SMS. | SMS providers |
| File Storage | Documents, note attachments and medical-record files. | Document storage |
| Automations | Rules that react to client, appointment and invoice events. | Automation messaging providers |
| Analytics & Reporting | Revenue, appointment and client reports with export. | Analytics |
| Blog & Editorial | Articles and news with a draft, review and publish workflow. | Blog posts |
| Loyalty Program | Points, reward tiers, redemption and referral bonuses. | Loyalty |
| Sales Pipeline | Leads: track prospects and convert them into clients. | Leads |
These modules show Coming soon and can't be installed yet: Pharmacy Management, Lab Results, Public Website Builder, WhatsApp Messaging and AI Clinical Assistant.
Plans and add-ons
- Modules in your plan show the System badge and the price Included in plan. You can't uninstall them. To remove one, change your plan. See Billing & plans.
- Other modules are add-ons. When you install one, its price shows on the card. A monthly price is added to your bill while the module is installed. A Usage-based module is billed by use.
The standard plans include these live modules. Your MediSync contact can offer different plans, so always check the System badge.
| Plan | Included modules |
|---|---|
| Basic | Client Management (up to 500 clients), Appointment Scheduling, Quotations, File Storage |
| Pro | Everything in Basic (up to 5,000 clients), plus Branches, Treasury, Shifts and SMS Notifications (1,000 included per month) |
| Enterprise | Everything in Pro (unlimited clients, 5,000 SMS per month), plus Telehealth Video Calls (600 minutes per month) |
Install a module
- Open Modules.
- Find the module's card.
- Click Install. You can also click Install on the module's own page.
The button changes to Installing…, then the badge changes to Installed. There is no confirmation step.
Some modules need other modules:
| Module | Needs |
|---|---|
| Appointment Scheduling, Insurance, Loyalty Program, Sales Pipeline, SMS Notifications | Client Management |
| Telehealth Video Calls | Appointment Scheduling |
| Women's Health | Client Management and Appointment Scheduling |
| Shifts | Appointment Scheduling and Branches |
MediSync does not install them for you. If one is missing, you see Install dependencies first with the list of missing modules. Click Got it, install those modules, then try again.
Uninstall a module
- Open Modules.
- On the module's card, click Uninstall.
- In Uninstall module?, click Uninstall.
The module's pages and menu items are hidden. Your data and the module's settings are kept. If you install the module again, the data and settings come back. Settings that were added to the module since then get their default values.
You can't uninstall a module while other installed modules need it. You see Other modules depend on this one with their names. Uninstall those modules first.
Configure a module
Each module has its own page. To open it, click View details on the card, or click the module name. The page has three tabs:
- About — the description, features and pricing.
- Configuration — the module's settings. You see them only when the module is installed.
- Custom fields — extra fields you add to the module's records.
The Configure button on the card opens the same settings as the Configuration tab. Client Management, Appointment Scheduling and Women's Health have full forms. For Quotations, click Open quote settings. The other modules show a Configuration (JSON) box.
Common problems
I don't see Modules in the sidebar. Only an Owner or Admin can see it. Ask your clinic owner.
The Install button says Coming soon. The module is not available yet. You can't install it.
The Uninstall button is greyed out with a lock. The module is part of your plan. Change your plan to remove it.
"Failed to install module. Please try again." Try again. If a required module is missing, MediSync shows Install dependencies first instead. Install the modules it lists first.
Install, Uninstall and Configure are greyed out. Your organization is read-only or suspended, for example because the trial ended without payment. See Billing & plans.
I installed a module, but I don't see its pages. Some modules have no pages of their own (for example Lab Orders). For the others, reload the page.