Admin Portal
The Admin Portal is your clinic's control centre for configuration, team management, billing, and communications. It's designed for clinic owners, practice managers, and any staff member who has been granted the admin role.
Note:
The Admin Portal is separate from the clinical portal. Admin staff without a practitioner type can access everything here — but they cannot view clinical records, notes, prescriptions, or pathology results. That data stays in the clinical portal, visible only to authorised practitioners.
Who the Admin Portal is for
- Clinic owners — full access to all settings, billing, and team management
- Practice managers — day-to-day operations: scheduling, patient admin, invoicing, communications
- Admin staff with the admin role — configured by your clinic owner on a per-person basis
Practitioners can also hold the admin role alongside their clinical access. This is common for sole practitioners who manage their own practice.
What you can configure
The Admin Portal covers everything outside of direct patient care:
- Clinic setup — your clinic's name, address, logo, subdomain, branding, and timezone
- Team & roles — invite practitioners and admin staff, set practitioner types, manage access
- Patients (admin) — search and manage patient records, send portal invites, resolve duplicates
- Appointment types — create named services with durations, prices, and intake form links
- Billing & payments — invoices, Stripe, Tyro, Xero integration, billing reports
- Memberships — recurring subscription plans with appointment credits and entitlements
- Forms — create and manage intake forms, consent documents, and health questionnaires
- Communications — configure automated messages, triggers, and SMS/email templates
- Integrations — connect Medical Objects, Xero, Stripe, Tyro, Shopify, and more
Admin Portal pages
| Page | What it covers |
|---|---|
| Clinic Setup | Onboarding wizard, subdomain, logo, branding, timezone |
| Team & Roles | Invite team members, practitioner types, admin role |
| Patients (Admin) | Patient list, admin detail view, duplicates, portal invites |
| Appointments (Admin) | Appointment types, reminder schedules, intake form auto-assignment |
| Booking Links | Shareable public booking links for specific appointment types or practitioners |
| Billing & Payments | Invoices, Stripe, Tyro, Xero, billing reports |
| Memberships | Subscription plans, entitlements, patient enrolment |
| Products | Storefront product catalogue management |
| Pharmacy Orders | Prescription dispatch orders sent to compounding pharmacies (only shown when Prescription Storefront is enabled) |
| Pharmacies | Compounding/dispensing pharmacy records used by Pharmacy Orders (only shown when Prescription Storefront is enabled) |
| Forms | Intake forms, consent documents, form reminders |
| Consents (Admin) | Consent templates, sending consents, tracking signatures |
| Communications | Automated triggers, SMS/email templates, reminder rules |
| Usage | Clinic-wide usage metrics and reporting |
| Availability | Practitioner availability and working hours (only shown for practitioners who can book appointments) |
| Integrations | Medical Objects, Xero, Stripe, Tyro, Shopify, Squarespace |