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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.

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. 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. 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 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. 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

General settings

Hospital name, address, contact details, logo and timezone.

Facility

Care areas, the nursing observation cadence and shift pattern, the front-desk wait threshold and the records chase bands.

Departments

Departments, sub-units and the consultation rates clinicians pick from.

Ward management

Wards, sub-wards and the bed spaces staff admit into.

Theatre

Your theatres, the surgical safety checklist and whether an incomplete phase blocks a case.

Staff and teams

Invite people, change roles, set per-person permissions, and see what a seat costs.

Role navigation

Which modules each role sees in the sidebar, and where they land after signing in.

Inventory settings

New-item defaults, receiving rules, expiry horizons, dispense enforcement and the reset.

Notifications

The master email switch and the per-category alerts your hospital receives.

Set up your hospital

The order to build it in, if this is a new workspace rather than a change to a running one.

The other four sections

Billing and plans

Your subscription, currency and tax — plus Online Payments, Payment Details, Auto Pay, Memberships, Appointment Services and Store Page.

Patient experience

Communications and AI

Messaging channels, and AI Settings for agents and credits.

Security and data

Two-factor rules, passkeys and security alerts, plus Data Export.