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.
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.
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:
If you need assistance please email support@incaplex.com.
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):
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.
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:
The list of current Medical Centres will appear.
To see which staff are allocated to particular 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.
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.
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.
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:
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.