Clinic and branches main settings - Dentolize & Medicolize University

Clinic-wide settings are under Settings → Clinic, in six tabs: Main, Types, Attendance, Patient Points, Advanced and Upload. Branch settings are under Settings → Branches. Only the Owners group can open the clinic tabs, except Types, which needs the Edit Types permission.

🏥 Main

The top of the tab shows your subscription, which only Dentolize can change: Max Branches, Max Users, the subscription price, Available Messages, Available Storage Space and the renewal date.

Field	What it does
Clinic Name	Your clinic’s name, shown on documents and messages.
Clinic Login Name	The name staff type when they log in with a username (see Login). It’s saved in lowercase, without spaces or symbols, and must be unique.
Time Zone and Clinic Country	Set when the account is created. Contact support to change them. The time zone decides when reminders and daily jobs run.
Currency	The currency shown on every amount. Changing it only changes the label; amounts aren’t converted.
Country Code	Added in front of new phone numbers, and used to read phone numbers in imported files.
Default Language for Patients	The language of automatic messages to patients.
Tax	The tax % added to new invoices, quotations and diagnostic fees. A patient’s own tax overrides it.
Tax for Foreign Nationals	The tax % used for patients whose nationality isn’t the clinic’s country. It’s filled in on the patient automatically.
Company Logo	Your logo for documents and QR codes. It’s saved as soon as you upload it.

Click Update to save the other fields.

🏷️ Types

Settings → Clinic → Types holds the lists used across the system. Each sub-tab is one list:

List	What it’s for
Appointments	Appointment types, with their color. Tick Online Bookings and choose a specialty to let patients book this type online (through the WhatsApp bot).
Expenses	Expense types. Main Type (Operating Expenses, Cost of Revenue, Taxes or Other) decides where the type appears in the Income Statement.
Income	Income types.
Inventory	Inventory item types.
Payments	The payment methods. Their names are fixed; you can only add Subtypes, such as card brands.
Patient Tags	Tags to label patients. A tag can be added automatically to patients who register by QR code or WhatsApp.
Referral Source	”How did you hear about us?” options (see below).
Salary Hub	Types of bonuses and deductions.

For each type you can set a Color and Subtypes (the sub-choices offered with it). Click New Field to add a type, drag the + handle to reorder, then click Save. Reset discards unsaved changes.

Changing an expense type’s Main Type also changes it on all past expenses of that type, so past income statements change too. Deleting a type asks which type replaces it, and all its records move to that type.

Some types used by automatic entries (such as Salary and Inventory Top-up) can’t be renamed or deleted.

Referral sources

Click a referral source to edit it:

Field	What it does
Referral URL / Referral Id (Meta Ads)	Patients who message you on WhatsApp from a Meta ad with this ID get this source automatically.
Force Subtype Selection	A sub-source must be chosen too, for example which Facebook campaign.
Show For Patients	Patients can pick this source when they register themselves.
Force Patient Selection	The referring patient must be chosen. Needed for referral points (see Patient Points below). Can’t be changed later.
Force User Selection	The referring staff member must be chosen. Can’t be changed later.

Deleting a source asks for another source, and moves its patients, leads, invoices and payments to it.

🕒 Attendance

Accepted Locations: the clinic’s locations, as latitude, longitude copied from Google Maps (for example 30.004259, 31.473285). Add one per branch.
Accepted Range Difference: how far from a location (in meters, up to 100) staff can be when they clock in.

Clock-ins outside these locations aren’t blocked; they’re just not marked as approved. See Attendance.

⭐ Patient Points

Loyalty points patients earn from payments and feedback, and use as a discount on invoices. Dentolize turns this on for your clinic.

Field	What it does
Points Exchange Rate	How many points are worth 1 unit of your currency when used. For example, 100 means 100 points = 1 SAR.
Points Expires After	Days until earned points expire. 0 means they never expire.
Points for Payments	Points per 1 unit of currency the patient pays.
Referral Points for Payments	Points the referring patient gets for each unit of currency their referral pays.
Points for Insurance Payments / Referral Points for Insurance Payments	The same, for insurance payments.
Points for Appointment Feedback / Referral Points for Appointment Feedback	A fixed number of points each time the patient rates a visit.

The Calculator shows how many points a payment would give. Patients’ points are listed in Logs → Points; staff with Edit Patient Points can adjust them.

📤 Upload

Imports Leads or Procedures from Excel, when Dentolize turns it on for your clinic. Download the sample file, fill it in without changing the column order, and upload it. Progress and errors are shown in Uploaded Data.

🏢 Branches

Go to Settings → Branches and click New Branch:

Field	What it does
Branch Name, Branch Address, Branch Phone Numbers	Shown on documents and in messages to patients.
Users	Who works in this branch and can open its data.
Default Price List / Available Price Lists	The price list used by default in this branch, and the ones staff can choose.
Diagnostic Fees	The consultation fee collected at appointments.
Specialities, Online Bookings, Location	For the WhatsApp bot: what patients can book in this branch, and the branch location sent to them.

A new branch starts with one room, open 2 PM to midnight every day; set its hours next. The number of branches is limited by your subscription. Disable a branch you no longer use; the first branch can’t be disabled. Click a branch to open its page, with three tabs.

Branch Calendar Settings

First Day of Week.
Open All Days Except..: pick the days the branch is closed.
Rooms: add, rename, reorder or delete rooms. Renaming a room updates its appointments; deleting one asks which room takes its appointments.
Opening and Closing Time for each day (Apply to All copies it to every day), and Break times in whole hours.
Holidays: days or whole months the branch is closed.
Show all-day hours on calendar?: also show the closed hours in the calendar.

Branch Treasury Settings

For Payments, Expenses and Income, and each payment method (Cash, Card, Insurance and so on):

Default Treasury: the treasury filled in automatically.
Available Treasuries: the treasuries staff can choose from. If this is empty, the treasury field is hidden and the default is used.
Mark pending till claimed? (Insurance only): insurance payments wait as pending and reach the treasury only when they’re claimed.

See Treasury.

Assigned To Settings

Choose the users who are assigned and notified when these are created in this branch: Invoices, Free Forms, Prescriptions and Lab Orders created automatically by procedures, and Automatic Task Appointment (follow-up appointments from procedure steps).