Central Clinic Location Overview and Settings

Note

This function is currently only available in a limited number of customer environments.

A central clinic location is a non-live clinic location used to centrally manage item data, bundles, item groups, and settings across multiple local clinic locations. Local clinic locations are live clinics with their own item lists, which mirror the central item list in terms of structure but use their own pricing.

The Pricing Tool connects the central item list to the local clinic item lists, enabling item matching across locations. When a central clinic location is used, you can centrally manage item bundles, item groups, and selected settings to ensure consistency across your organisation.

Set Up a Central Clinic location

Note

Once you have selected and saved a clinic location as the central clinic location, the central clinic location cannot be changed.

Go to Settings > Organization > Organization settings.
Select Enable central item clinic location to enable the central item functions.
From the Central item clinic location drop-down list, select the clinic location you want to use as the central clinic location.

Configure Centrally Managed Settings

In multi-clinic location Provet setups, certain settings that should remain uniform across all clinic locations can be set to be managed centrally. These settings are controlled by the central clinic location and applied across all clinic locations.

If needed, clinics can restrict some settings so that only administrators of the central clinic location can modify them, even if other users have permissions to manage clinic location settings in their own clinic. For instructions on setting permissions, see View and Manage User Permissions.

In the central clinic location, go to Settings > Clinic location > Centralized settings.
Select the pen button to open the Centrally managed settings page.
Select the Edit button next to the relevant setting group to configure its settings.
Check the checkbox next to a setting and select Update to update the setting to all clinic locations as it has been set in the central clinic location settings. You can also select the Centralized settings checkbox to enable centralised management of all the settings in a settings group at once.
- Checked (ON): The setting is centrally managed, meaning that it is controlled by the central clinic location and applied across all clinic locations. Clinic locations cannot edit or override this setting.
- Unchecked (OFF): The setting is managed independently by each clinic location, and clinic locations can modify the setting to suit their specific needs.
Select Update.

Centrally managed settings are identified with a yellow warning icon on the Settings > Clinic location page in the relevant settings group sections, and they hidden from the settings of other clinic locations.

Tip! If you need the same setting applied to most clinic locations but want one or more clinic locations to be allowed to modify it, you can follow this workaround:

In the central clinic location, go to Settings > Clinic location, locate the setting, and set it as you want it applied to most clinic locations.
Go to Settings > Clinic location > Centralized settings, select the same setting and select Update. This will update the setting to all clinic locations as you set in step 1.
In the centralized settings, deselect the same setting and select Update. Local clinic locations can now manage the setting. The default value for all clinic locations is what was set in the central clinic location.
Go to the local clinic location(s) where adjustments are needed and manually update the setting.

Central Item Bundles

You can create central item bundles in the central clinic location and copy them to local clinic locations. When the contents of a bundle are updated in the central clinic location, its items, quantities, and sub-bundles are updated in the bundles. Only item pricing differs across the clinic locations as it is fetched from the local item list. Note that all items that are added to the central bundles must be created using the Pricing Tool to ensure the connection between the items across the item lists.

On a local clinic location, users have access to the copied bundle but cannot change the contents of the bundle or delete it from the system (the bundle edit page is in the read-only mode). To make changes to a bundle, users can duplicate the central bundle to create a copy of the bundle which they can edit. See how to create central item bundles.

Central Health Plan Item Groups

You can create health plan item groups in the central clinic location and use them in centrally managed health plans. Unlike central bundles, item groups are not copied to local clinic locations. Instead, they use item matching to link central items to local items at the time of use (for example, during a consultation or invoicing). This allows more flexibility for maintaining plan contents over time.

Health plan item groups are the recommended way to define plan contents for central health plans, as they allow updates even after a subscription has started. When setting up the groups, all included items must be created using the Pricing Tool to ensure that matches can be made between central and local item lists. For more information, see Create a Central Health Plan.