> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> The map of every settings tab in a hospital workspace — how to get in, who can, and the five tabs Enterprise adds that no other plan has.

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Owner, manager or accountant" />

Settings is where the shape of the hospital is decided — which units exist, who may open what, how money is taken, and what patients see. Each tab has its own page in this section. This one is the map.

<Path steps={['Sidebar', 'Settings']} />

## Getting in, and who can

**Settings** sits in the footer of the main sidebar, below the modules. Selecting it opens the settings area with its own left rail titled **Clinic Settings**. On a phone or a narrow window that rail collapses into a dropdown at the top; the tabs and their order are identical.

You need to be an **owner**, a **manager** or an **accountant**. Anyone else gets: "You don't have permission to access the settings module. Please contact your clinic administrator."

Getting in is not the whole story. Some controls stay **owner-only** even for a manager — **Currency**, **Tax Rate** and **Free Clinic Mode** among them, plus everything on **General Settings** and the inventory **Danger Zone**. Where a card is read-only for you it says so at the bottom: "Only the clinic owner or a manager can change these."

## If a tab you were sent is not there

Settings deep links carry the tab in the address, like `?tab=facility`. If your workspace does not have that tab, the page opens on **General Settings** instead of showing an error. So a link that "does nothing" has almost always landed on General, and the tab genuinely does not exist for this hospital — check the plan, the edition and the care area before you go looking for a bug.

## The five sections

The rail is banded into five sections, and the band headings are the same words on every screen.

| Section                | Covers                                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------------------ |
| **PRACTICE**           | The hospital profile, its care areas, departments, wards, theatres, staff, inventory rules and notifications |
| **BILLING**            | Subscription and plan, currency and tax, payment processing, memberships, services and the store             |
| **PATIENT EXPERIENCE** | Scheduling, the booking page, the contact form, the patient portal and sharable documents                    |
| **AUTOMATION & AI**    | Messaging channels, AI agents and credits                                                                    |
| **SYSTEM**             | Security rules and data export                                                                               |

One quirk worth knowing once: the first band reads **PRACTICE** and the rail is titled **Clinic Settings** even for a 300-bed hospital. Those words follow the edition, not the plan. Nothing behind them is scaled down.

## What Enterprise has that Solo and Team do not

This is the part worth reading before you go hunting. An Enterprise hospital gets **five tabs no other plan has**, four of them in a rail group called **Departments settings**.

| Tab                 | What the rail says under it                   | What it is for                                                                            |
| ------------------- | --------------------------------------------- | ----------------------------------------------------------------------------------------- |
| **Facility**        | "Care areas, shifts, nursing & records bands" | Which units this hospital runs, plus the observation, shift, waiting and chase thresholds |
| **Departments**     | "Clinic service departments"                  | Departments, sub-units and consultation rates                                             |
| **Ward Management** | "Inpatient and ward setup"                    | Wards, sub-wards and bed spaces                                                           |
| **Theatre**         | "Theatres, safety checklist & enforcement"    | Your theatres and the surgical safety checklist rule                                      |
| **Role Navigation** | "What each role sees in the sidebar"          | Which modules each role may open, and where they land                                     |

**Theatre needs one more thing.** It appears only once the **Surgical theatre** care area is on, and that area ships **off**. If four of the five are showing and Theatre is not, that is why — turn the area on in [Facility](/hospital/settings/facility) first. **Ward Management** likewise needs **In-patient care**, and **Inventory** needs the **Inventory** area.

### And one tab Enterprise loses

**Insurance Settings** is **Solo and Team only**. The two plans run different insurance systems: a hospital's payers, coverage, pre-authorisations and claims live in their own module rather than behind a settings tab. Nothing is missing — it moved. See [Insurance](/hospital/insurance/overview).

Two other tabs never appear here either, and neither is a fault: **Loyalty** belongs to the Pharmacy edition, and **Lab Workflow** to the Diagnostics edition.

## PRACTICE, tab by tab

<Columns cols={2}>
  <Card title="General settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/building.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2fb11462a1b8cdaf272232e89a060f52" href="/hospital/settings/general" width="24" height="24" data-path="images/icons/building.svg">
    Hospital name, address, contact details, logo and timezone.
  </Card>

  <Card title="Facility" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/hospital.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=9527bd2e20c0e54ab75827e6bfab3001" href="/hospital/settings/facility" width="24" height="24" data-path="images/icons/hospital.svg">
    Care areas, the nursing observation cadence and shift pattern, the front-desk wait threshold and the records chase bands.
  </Card>

  <Card title="Departments" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/sitemap.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=c5c64b0ecbd9a2a01e5dc00393051799" href="/hospital/settings/departments" width="24" height="24" data-path="images/icons/sitemap.svg">
    Departments, sub-units and the consultation rates clinicians pick from.
  </Card>

  <Card title="Ward management" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bed-double.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=537a61a032ae8b85bc83404ac783e2eb" href="/hospital/settings/wards" width="24" height="24" data-path="images/icons/bed-double.svg">
    Wards, sub-wards and the bed spaces staff admit into.
  </Card>

  <Card title="Theatre" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/scissors.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=84504e6721660516bc63d2d4b464ecce" href="/hospital/settings/theatre" width="24" height="24" data-path="images/icons/scissors.svg">
    Your theatres, the surgical safety checklist and whether an incomplete phase blocks a case.
  </Card>

  <Card title="Staff and teams" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users-gear.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=210d44238273a7f360d481bc6e067e0c" href="/hospital/settings/staff" width="24" height="24" data-path="images/icons/users-gear.svg">
    Invite people, change roles, set per-person permissions, and see what a seat costs.
  </Card>

  <Card title="Role navigation" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user-lock.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=78326e0e1fa17dee027afd0c54b09dc9" href="/hospital/settings/role-navigation" width="24" height="24" data-path="images/icons/user-lock.svg">
    Which modules each role sees in the sidebar, and where they land after signing in.
  </Card>

  <Card title="Inventory settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/boxes-stacked.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=a9cf085f0f1d4e59a1592ac620aa497e" href="/hospital/settings/inventory" width="24" height="24" data-path="images/icons/boxes-stacked.svg">
    New-item defaults, receiving rules, expiry horizons, dispense enforcement and the reset.
  </Card>

  <Card title="Notifications" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bell.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e54c2cf755575f796a64e098e2f11de9" href="/hospital/settings/notifications" width="24" height="24" data-path="images/icons/bell.svg">
    The master email switch and the per-category alerts your hospital receives.
  </Card>

  <Card title="Set up your hospital" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/rocket.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=ac50c414c23f359a41f40a4be20181b8" href="/hospital/get-started/index" width="24" height="24" data-path="images/icons/rocket.svg">
    The order to build it in, if this is a new workspace rather than a change to a running one.
  </Card>
</Columns>

## The other four sections

<Columns cols={2}>
  <Card title="Billing and plans" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/credit-card.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0cb94e491d19b5f3dfd58a1eb2cfc987" href="/hospital/settings/billing" width="24" height="24" data-path="images/icons/credit-card.svg">
    Your subscription, currency and tax — plus [Online Payments](/hospital/settings/online-payments), [Payment Details](/hospital/settings/payment-details), [Auto Pay](/hospital/settings/auto-pay), [Memberships](/hospital/settings/memberships), [Appointment Services](/hospital/settings/appointment-services) and [Store Page](/hospital/settings/store-page).
  </Card>

  <Card title="Patient experience" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/globe.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=80fb437fa57114503e6e15ce57caea44" href="/hospital/settings/portal" width="24" height="24" data-path="images/icons/globe.svg">
    The patient portal, plus [Booking Settings](/hospital/settings/booking-settings), the [Booking Page Designer](/hospital/settings/booking-page-designer), the [Contact Form](/hospital/settings/contact-form), [Calendar Integrations](/hospital/settings/calendar-integrations) and [Sharable Documents](/hospital/settings/sharable-docs).
  </Card>

  <Card title="Communications and AI" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bot.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=00388c0bd93ff8d216dd9ed4e062db06" href="/hospital/settings/communications" width="24" height="24" data-path="images/icons/bot.svg">
    Messaging channels, and [AI Settings](/hospital/settings/ai-settings) for agents and credits.
  </Card>

  <Card title="Security and data" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/shield-check.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=5d8bb633f471c4058b637fc75112837b" href="/hospital/settings/security" width="24" height="24" data-path="images/icons/shield-check.svg">
    Two-factor rules, passkeys and security alerts, plus [Data Export](/hospital/settings/data-export).
  </Card>
</Columns>
