MediSync — Help
Clinic admin

Modules

Turn feature sets (appointments, inventory, billing, …) on or off for your clinic.

Modules

MediSync is modular. Instead of paying for every feature whether you use it or not, you enable just the ones your clinic needs. Each module groups related pages, workflows, and permissions.

Available modules

ModuleWhat it enables
AppointmentsCalendar, booking workflow, reminders, no-shows
Client recordsClient profiles, medical history, notes (always on)
InventoryStock tracking, consumables, low-stock alerts
BillingInvoices, payments, insurance claims
File storageDocuments library, note attachments, medical-record files
NotificationsSMS and email reminders, appointment confirmations
AnalyticsClinic-wide metrics beyond the always-on summary

Client records is always on — you can't run a clinic without it.

File storage module — what gets gated

Turning File storage off hides every surface that creates or opens files:

  • The Documents page disappears from the sidebar.
  • The paperclip button on clinical notes is hidden — staff can still create and edit notes, just without attachments.
  • The Attach files button on the medical history dialog is hidden.
  • Existing attachments remain visible and removable everywhere, so disabling doesn't orphan the history you already captured.

Re-enabling brings every surface back untouched — no data is lost.

Storage cap

Platform admins can set a size cap per organization (e.g. 10 GB for a small clinic, 1 TB for a hospital). You'll see the current usage on the Documents page as "3.2 GB of 10 GB used". When you're near the cap, the Upload button disables and explains why — the fix is either archiving files you no longer need or asking your platform contact to raise the cap. See Entity limits for how platform admins configure this.

Turn a module on

  1. Open Modules from the Administration section of the sidebar.
  2. Each module is a card with a toggle. Click the toggle to enable.
  3. Read the confirmation dialog. It tells you:
    • What permissions will be granted to existing roles.
    • Any pricing impact (some modules add to your monthly bill — see the Add-ons column on your plan).
    • The data that will be created (empty categories, default settings).
  4. Click Enable.

Within a few seconds the module's pages appear in the sidebar of every signed-in staff member.

Turn a module off

Disabling a module hides its pages but doesn't delete data. You can re-enable later and everything reappears.

  1. Open Modules from the Administration section of the sidebar.
  2. Click the toggle on an enabled module.
  3. The confirmation explains what will happen. Read it carefully — some modules have dependencies (e.g. disabling Appointments also hides appointment-related analytics).
  4. Click Disable.

Module settings

Some modules have their own settings drawer. Click the gear icon on the module card to open it. Examples:

  • Appointments — default slot duration, how far ahead clients can book, cancellation window.
  • Notifications — which events trigger which message.
  • Billing — invoice number format, VAT/tax defaults.

In-app help: modules_admin_modules, modules_org_modules, modules_json_editor.

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