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 |
| Billing & Payments | Invoices, Stripe, Tyro, Xero, billing reports |
| Memberships | Subscription plans, entitlements, patient enrolment |
| Forms | Intake forms, consent documents, form reminders |
| Communications | Automated triggers, SMS/email templates, reminder rules |
| Integrations | Medical Objects, Xero, Stripe, Tyro, Shopify, Squarespace |