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How to Set Up Your Clinic Profile in 4Geeks Health

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Setting up a complete and accurate clinic profile is the foundational step for digitizing your medical practice. 4Geeks Health provides a centralized platform that simplifies administrative tasks, allowing you to focus on patient care. This guide walks you through the essential steps to configure your clinic’s identity, practitioners, and operational schedules.

Overview

The Clinic Profile in 4Geeks Health serves as the “brain” of your medical facility. It manages your public-facing information, internal practitioner access levels, and billing configurations. By completing your setup, you ensure that patient encounters, prescriptions, and invoices are generated with the correct professional branding and legal compliance.

Prerequisites

Before you begin the setup process, ensure you have the following: - Admin Access: An active administrator account on the 4Geeks Console. - Facility Details: Business name, tax ID, physical address, and contact numbers. - Practitioner Information: A list of doctors and nurses, including their credentials and availability. - Branding Assets: A high-resolution logo for use on prescriptions and invoices.

Step-by-Step Setup Instructions

Step 1: Configure Basic Clinic Information

  1. Log in to the 4Geeks Console.
  2. Select the 4Geeks Health module from the side navigation menu.
  3. Navigate to Settings > Clinic Profile.
  4. Enter your facility name, primary contact email, and phone number.
  5. Upload your clinic logo. This logo will automatically appear on all generated documents, such as Sales Invoices.
  6. Click Save Changes.

Step 2: Add Healthcare Practitioners

A clinic profile requires associated medical staff to manage patient encounters. 1. Within the 4Geeks Health dashboard, go to the Practitioners section. 2. Click Add Practitioner. 3. Fill in the practitioner’s details, including their specialty (e.g., General Surgery, Orthopaedics). 4. Set Access Permissions to define what data each staff member can view or edit. 5. Optional: Link the practitioner to 4Geeks Payroll to manage their leaves and salary data directly.

Step 3: Define Operational Schedules

To prevent scheduling conflicts, you must set the availability for each practitioner. 1. Go to Schedules > Practitioner Availability. 2. Select a practitioner and define their working days and hours. 3. The system will now block any appointment requests made outside of these defined windows.

Step 4: Configure Billing and Payments

  1. Navigate to the Billing tab.
  2. Link your account to 4Geeks Payments to enable online collections and automated reminders.
  3. Set your default currency and tax rates.

Common Use Cases

Scenario 1: Multi-Specialty Clinic Management

A facility with both general practitioners and specialists can use 4Geeks Health to create distinct departments. By assigning practitioners to specific “Service Units” (e.g., Orthopaedics Consulting Room), the clinic can use templates to automate procedure-specific billing.

Scenario 2: Remote Patient Record Access

A doctor needing to review a patient’s medical journey before a consultation can access the Patient History tab. This provides a multimedia record of all previous encounters, prescriptions, and uploaded PDFs or lab tests in one centralized view.

Troubleshooting

  • Logo not appearing on documents: Ensure your logo is in a supported format (PNG or JPG) and that the “Print Format” template is set to “Show Header.” Use the drag-and-drop builder in the Prescriptions section to adjust the layout.
  • Practitioner cannot log in: Verify that the practitioner was added with a valid email and that their “Active” status is toggled on in the Practitioners list.
  • Appointments are being scheduled during lunch hours: Check the Practitioner Availability settings. You must explicitly define “Blocks” or non-working intervals within the daily schedule to prevent overlap.

Conclusion

Setting up your clinic profile is the first step toward a more efficient, digital-first healthcare practice. Once your profile is complete, you can begin managing Patient Encounters, generating Prescriptions, and tracking Critical Assets.

Would you like to explore more features? Visit the 4Geeks Console to begin your implementation or check out our guide on 4Geeks Talent for hiring additional medical staff.

Additional Resources