Core-Features

Multi-Clinic Management

Manage unlimited clinic locations from a single dashboard with KiviCare Pro’s powerful multi-clinic features.


Overview

The Multi-Clinic Management feature allows healthcare groups, franchises, and expanding practices to manage multiple clinic locations efficiently from one centralized dashboard.

Key Benefits:

  • Centralized patient database across all locations
  • Location-specific scheduling and appointments
  • Clinic-wise revenue and performance reports
  • Flexible staff assignment across locations
  • Unified branding with location-specific details
  • Individual clinic settings and configurations

Use Cases

Healthcare Group (3+ Locations)

Scenario: Dental group with 3 clinics across the city

Benefits:

  • Manage all clinics from one admin panel
  • Transfer patients between locations seamlessly
  • Assign dentists to work at multiple clinics
  • Compare performance across locations
  • Consolidated reporting for all clinics

Expanding Practice

Scenario: Starting with 1 clinic, planning to open 2nd location

Benefits:

  • Scale without changing systems
  • Test new location performance
  • Replicate successful workflows
  • Unified patient experience

Franchise Operations

Scenario: Healthcare franchise with 5+ locations

Benefits:

  • Standardized operations across franchises
  • Individual clinic autonomy with central oversight
  • Franchise-wide analytics
  • Consistent branding

Setting Up Multiple Clinics

Step 1: Add Your First Additional Clinic

Prerequisites:

  • KiviCare Pro activated
  • Administrator or Clinic Admin access

Process:

  1. Navigate to Clinics
  2. Click Add New Clinic
  3. Fill in clinic details
Basic Information
Clinic Name: Downtown Medical Center
Short Name: DMC
Email: downtown@yourclinic.com
Phone: +1-555-0123
Address Details
Address Line 1: 123 Main Street
Address Line 2: Suite 400
City: New York
State/Province: NY
Postal Code: 10001
Country: United States
Operational Details
Working Days: Monday - Saturday
Opening Time: 9:00 AM
Closing Time: 6:00 PM
Time Zone: America/New_York
  1. Click Save Clinic

Result: New clinic created and ready for configuration.


Step 2: Assign Clinic Administrator

Each clinic should have one or more administrators.

  1. Go to Users or Staff
  2. Find or create a user
  3. Edit user profile
  4. Set User Role: Clinic Administrator
  5. Assign clinic
  6. Save
Permissions
  • Clinic Admin can manage only their assigned clinic
  • Cannot access other clinic data
  • Can manage doctors, receptionists, and patients

Step 3: Assign Doctors to Clinic

Doctors can work at one or multiple clinics.

Option A: During Doctor Creation
  1. Doctors → Add New Doctor
  2. Enter doctor details
  3. Assign clinics and schedules
  4. Save
Option B: Edit Existing Doctor
  1. Doctors → All Doctors
  2. Edit doctor
  3. Modify clinic assignments and schedules
  4. Save

Example:

Downtown Clinic: Mon, Wed, Fri (9 AM - 5 PM)
Uptown Clinic: Tue, Thu (10 AM - 4 PM)

Step 4: Configure Clinic-Specific Services

  1. Services → Doctor Services
  2. Add or edit service
  3. Configure details
Service Name: General Consultation
Duration: 30 minutes
Clinic: Downtown Clinic
Price: $100
Tax: Applicable tax
  1. Save

Note: Service pricing can vary per clinic.


Step 5: Set Up Clinic-Specific Schedules

Working Hours and Holidays
  1. Settings → Holidays
  2. Select clinic
  3. Add holidays and exceptions
Doctor Sessions
  1. Settings → Doctor Session
  2. Select doctor and clinic
  3. Configure session timings
  4. Save

Managing Multiple Clinics Daily

Switching Between Clinics

  • Use the Clinic Selector dropdown on dashboard
  • Dashboard updates with clinic-specific data
Filtering by Clinic
  • Appointments
  • Patients
  • Bills
  • Reports

Cross-Clinic Operations

Transferring Patients
  1. Patients → All Patients
  2. Edit patient
  3. Change primary clinic
  4. Save
Booking Cross-Clinic Appointments
  1. Appointments → Add New
  2. Select patient
  3. Select doctor
  4. Select clinic
  5. Book appointment

Staff Management Across Clinics

Receptionists

  • Work at one clinic
  • Access limited to assigned clinic

Doctors

  • Can work at multiple clinics
  • View combined or clinic-specific schedules

Clinic Administrators

  • Manage one clinic only
  • No cross-clinic access

System Administrators

  • Full access to all clinics
  • Can generate cross-clinic reports

Multi-Clinic Reporting

Clinic Revenue Reports

Access: Reports → Clinic Revenue

Single Clinic Report
  • Revenue
  • Appointments
  • Services
  • Trends
  • Payment methods
Multi-Clinic Comparison
  • Revenue comparison
  • Growth trends
  • Performance rankings
Export Options
  • PDF
  • Excel
  • Email

Doctor Performance Across Clinics

Access: Reports → Doctor Performance

Metrics:

  • Appointments
  • Revenue
  • Clinic-wise breakdown
  • No-show rate
Total: 200 appointments, $20,500 revenue

Patient Distribution

Access: Reports → Patient Demographics

  • Total patients
  • Per clinic distribution
  • Retention
  • Cross-clinic visits

Advanced Multi-Clinic Features

Clinic-Specific Tax Rates

  1. Billing → Taxes
  2. Add tax
Tax Name: GST Downtown
Rate: 18%
Clinic: Downtown Clinic

Clinic-Specific Branding

  • Unique logo per clinic
  • Clinic address and contact details on invoices
  • Shared or individual branding

Inventory Management (Future)

Planned features:

  • Inventory tracking per clinic
  • Low stock alerts
  • Equipment management

Security and Permissions

Data Isolation Rules

  • Clinic Admin: own clinic only
  • Receptionist: appointments only
  • Doctor: assigned clinics
  • System Admin: all clinics

Configuring Permissions

  1. Settings → Permission Settings
  2. Select role
  3. Define clinic scope
  4. Save

Best Practices

Naming Conventions

  • Use location-based clinic names
  • Avoid numeric labels

Staff Assignment

  • Assign doctors realistically
  • One clinic per receptionist
  • Backup clinic admins recommended

Scheduling

  • Avoid cross-clinic conflicts
  • Add travel buffers
  • Prevent double booking

Reporting

  • Weekly clinic reviews
  • Monthly revenue analysis
  • Quarterly performance evaluation

Troubleshooting

Doctor Not Showing in Clinic

  • Verify clinic assignment
  • Save doctor profile
  • Refresh booking screen

Wrong Clinic on Invoice

  • Verify appointment clinic
  • Regenerate bill

Cannot See Clinic Data

  • Check role
  • Verify clinic assignment
  • Review permissions

Duplicate Patients

  • Merge patient records
  • Preserve appointment history

Performance Optimization

Large Clinic Networks (10+)

Hosting
  • Minimum: 4GB RAM, 2 CPU
  • Recommended: 8GB+ RAM, 4+ CPU
Optimization
  • Database indexing
  • Object caching
  • Annual data archiving

Related Features

  • Advanced Billing & Tax System
  • Reports & Analytics
  • Permission Management

Need Help

Multi-Clinic Setup Assistance

Enterprise Consulting

  • Available for 10+ clinic deployments

Suggestions & Improvements

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