Configure your clinic account

This tutorial will walk you through how to configure your clinic account. Please note that you can only perform certain actions if you have been granted the respective user permission(s).

Configure your clinic’s information

On the side menu, click on the ⚙️ Settings tab.

Select the 🏥 Clinic Info page within ⚙️ Settings.

On this page, make sure the basic information of your clinic is correct as they will be displayed in your drug labels, prescription letter, invoices and referral letter templates.

Set your prices

On the side menu, click on the ⚙️ Settings tab.

Select the 💵 Price Settings page within ⚙️ Settings.

On this page, you can customise your clinic’s pricing scheme.

If you want to add a new chargeable item, click ➕ Add New item.

If you want an item to be added by default every time you create an invoice, check the box Appear by default on breakdown.

Every time when you create an invoice for a patient, you can still choose what item(s) to include.

• To learn how to manage your payments, visit the Payments and invoices tutorial.

Set up your clinic’s service packages

On the side menu, click on the ⚙️ Settings tab.

Select the 📦 Service Packages page within ⚙️ Settings.

On this page, you can set up service packages offered at your clinic.

Click “Add New Service Package” to add individual chargeable items into a service package. The service package is then available to be appliedat each consultation session with patients.

You can also edit the service package here after setting them up when necessary.

• To learn how to apply service packages during consultation sessions and the payment processes, visit the Perform consultation tutorial and Payments and invoices tutorial, respectively.

Document discount or sponsorship programmes

On the side menu, click on the ⚙️ Settings tab.

Select the 📃 Programmes page within ⚙️ Settings.

On this page, you can record details of any discount or sponsorship programmes being offered at your clinic.

To add a new programme record, click ➕ Add New Programme.

Every time when you create an invoice for a patient, you can type to search and tag with the programme(s) documented, in order to relate the respective payment(s) with the programme(s).

• To learn how to manage your payments, visit the Payments and invoices tutorial.

Set up facilities

On the side menu, click on the ⚙️ Settings tab.

Select the 🦽 Facilities page within ⚙️ Settings.

On this page, you can define your facilities like rooms or equipments.

Click “Add New”, and you can add new facilities. Upon creating a patient appointment, you may search and reserve one of the facilities added.

To learn how to manage patient appointments, visit the Manage your appointments tutorial.

Set up workflow

On the side menu, click on the ⚙️ Settings tab.

Select the 🔀 Workflow page within ⚙️ Settings.

On this page, you can manage how Scribo displays your clinic’s workflow.

Upon creation of a Clinic Account, there are four phases configured by default, attempting to represent major stages of a typical patient’s visit at a clinic.

You can add new, remove, reorder or further customise the phases in accordance with your clinic’s practice.

![Workflow]](https://scribo-public.s3.ap-east-1.amazonaws.com/assets/images/2023mar_tutorial_set_workflow_en.png)

Manage your Scribo subscription

On the side menu, click on the ⚙️ Settings tab.

Select the the 🛎️ Subscription page within ⚙️ Settings.

On this page, you can manage your clinic’s subscription to Scribo as needed.