Clinic Workbench
Open More > Medical > Clinics. The workbench provides:
- Active, All, and Archived views.
- Metrics for all clinics, active clinics, archived clinics, and current results.
- Search by name, address, phone, or email.
- Name and recency sorting.
- Page selection with bulk Archive and Unarchive actions.
- A switch to Map view.
Rows show the clinic identity plus location, associated veterinarians, and updated information. Select a row to open the profile; use its row menu to open or edit it directly.
Map View
Map view combines clinic markers with a clinic list covering every clinic in the current results (up to 1,000), not only the table's current page. The list can show phone, address, today's hours, and associated veterinarians. Select a clinic to focus its marker or open the clinic profile. On smaller screens, the list is available from a sheet so the map remains usable.
Clinics need valid coordinates to appear as map markers. Selecting an address suggestion in the clinic form stores the location information used by the map.
Add or Edit a Clinic
The clinic form includes:
- Name (required, up to 255 characters).
- Address, phone, email, website, and description.
- Weekly operating hours.
Turn a weekday on to add open and close times; turn it off to mark the clinic closed. Days are listed from the first day of the week in the workspace language (for example, Sunday in English and Monday in Spanish or French). Add and edit are full-page forms, and the edit page links back to the profile.
You can also create a clinic inline while adding a veterinarian from a medical record. Use the full clinic form afterward when you need operating hours or complete location details.
Clinic Profile
The profile includes:
- Active or Archived status and contact/location facts.
- Clinic tenure and veterinarian count.
- Associated veterinarian records.
- Weekly hours.
- Activity, including the two most recently added veterinarians.
- Search, print, edit, and profile-image upload.
Click the status badge to archive or unarchive the clinic. Archived clinics stay on file and are removed from the Active view. Use the profile action menu only when the clinic should be permanently deleted. Archiving, unarchiving, and deleting need the Pet Editor, Privileged, or Admin role.
Veterinarians are associated through their own add/edit form.