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Manage clinics in Documenti

Add clinic locations in Documenti, complete each clinic’s settings, and grant staff access in User Management.

If your organisation runs more than one site, each location is a separate clinic in Documenti. Patients, forms, procedures, and the daily list are scoped to the clinic you are working in — so multi-site groups keep clinical records separate while still syncing bookings from Clinic Membership.

Add a clinic

  1. Sign in at app.documenti.co.uk as an organisation admin.
  2. Open Clinic Management from the main menu.
  3. Enter the new clinic name and click Add Clinic — you are made an admin of that clinic so you can finish setup.
  4. Open Settings on the new clinic card to complete address, contact details, and branding.
  5. In User Management, grant practitioners and reception access to the clinics they work at.
Documenti Clinic Management page with Add Clinic form
Clinic Management — add each location, then complete its settings and staff access.

Note

Clinic Membership also has locations for booking and POS. Keep location names aligned between systems so staff recognise which site they are in.

Switch between clinics

Use the clinic switcher in the Documenti header to move between locations. The daily list, patients, and clinical tools always show data for the clinic you are acting as.

What happens next

Still stuck?

Send us a message and we'll get you sorted. If you already use Documenti, sign in at app.documenti.co.uk or email our support team.

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