Clinic Management

To access the Clinic Management features, you need to be logged in as an Administrator or Medical Director. Start by clicking on the Inca Administration tab.

Company Settings

The Company Settings button allows a System Administrator to access key settings that determine how Inca Clinic handles currency, time zones, fiscal year and other important information.

Company Settings

Your logo needs to be of the correct dimension, no larger than 256×256 pixels and use the jpg, png or gif formats. You can add it using the following steps:

  1. Click on the “Plus” ( + ) icon to the right of the last tab near the top of the screen.

  2. This displays all available tabs that can used in Inca Clinic.
  3. Locate the link Documents and click it.
  4. Select Public Documents from the drop-down menu.
  5. Click the Clinic Logo link
  6. Click the Replace Document button
  7. In the dialog that appears, upload your clinic's logo. (Browse to find your document in your file system, and then press the Replace Document button.)

If you need assistance please email

Managing Multiple Medical Clinics

Inca Clinic gives you the ability to have any number of medical centres within your overall clinic. Normally, this is used to manage medical centres in several cities or several locations in a city. Medical centres are important in a number of ways because Inca Clinic is able to track consultations, vaccine schedules, stock, income and so on separately for each medical centre.

Each user is assigned to a Medical Centre, which can be seen and changed at the top of the Start Here tab. The picture below shows that William Yap is currently working in the City Centre Travel Clinic (this can be changed using the change location link):

View or change your medical centre

Before a user chooses a medical centre, he or she cannot perform many of the important tasks within Inca Clinic. Note: the system remembers the setting from one login session to the next.

Creating New Medical Centres and Editing Existing Ones

There is no restriction on the number of medical you can create in Inca Clinic. To create or edit existing medical centres, login as the System Administrator or Medical Director, then:

  1. Click on the Inca Administration tab
  2. In the “Clinic Setup” panel, click Medical Centres.

The list of current Medical Centres will appear.

Adding A New Medical Centre

  1. To add a new Medical centre, click the New Medical Centre button.
  2. On the next screen, enter the name, address and other contact details of the new centre. These will appear on Invoices and other printed material.
  3. Click Save when finished.

Editing Existing Medical Centres

  1. Click the Edit link adjacent to the medical centre to be edited.
  2. On the edit screen, change the details as required.
  3. Press Save when finished.

Viewing Staff Allocation

To see which staff are allocated to particular medical centre:

  1. Click on the Inca Administration tab
  2. In the Clinic Setup panel, click Medical Centres
  3. Click the Medical Centre's name
  4. The next page will display the list of users currently assigned to the medical centre

Normally you do not need to manage this, as Users decide which Medical Centre they are working in when they log in. You can, however, change their allocation here using the Edit or Del links. If you delete a user's association with a Medical Centre they will be prompted to choose one by Inca Clinic the next time they log in or if they try to perform certain tasks.

Managing Clinic Addresses on Invoices and other printed reports

The Medical Centre a user is allocated to determines the address that appears on reports such as Invoices. The name of the clinic is always that of the “Organization Name” (see Company Settings above), but the address used is always that of the Medical Centre to which the user is currently allocated.

Managing Users

User to Medical Centre Assignment

The system allows you to view a list of which Medical Centre each user is currently assigned to. As System Administrator, you can, if they wish, edit and delete these associations.

Standard Salesforce Features

Inca uses many of the standard Salesforce features to manage information about your clinic, including Regional and Currency settings, Users, Login Management and Security. For in-depth information on these features, click the Help link at the top of page: help

This will bring you to the Main Salesforce help web site, which has many useful tutorials. This is particularly useful if you are going to be the person in charge of adding users to Inca Clinic, managing security, and so on.

clinic_management.txt · Last modified: 2017/02/24 09:44 by sean
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