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Clinic Admin Workflow

This guide helps clinic administrators use Petaladdin to monitor operations, support staff access, and keep clinic settings accurate.

Dashboard overview screen

Quick guide:

  • 1 changes the dashboard focus to match the area the admin is reviewing.
  • 2 shows appointment load and queue pressure for the day.
  • 3 highlights preventive care activity that may need follow-up.
  • 4 opens quick actions for common operational tasks.

Daily route​

  1. Start from the dashboard and review the clinic's operational snapshot.
  2. Check whether staff, appointments, billing, and inventory are moving normally.
  3. Resolve access, settings, or clinic-data issues that block the team.
  4. Review reports, receivables, and low-stock risks.
  5. Close the day by checking exceptions and planning follow-up actions.

Core admin responsibilities​

1. Monitor live clinic activity​

Use Dashboard Overview, Appointments Report, and Clinical Report to track daily operational health.

2. Support people and access​

Use Users, Users and Roles, Permission Roles, and Access Audit to manage staff and permissions safely.

3. Maintain clinic settings​

Use Clinics, Settings, and Clinic Switcher when multiple clinics or configuration changes are involved.

4. Review financial and inventory health​

Use Billing Report, Inventory Report, Managing Medicines and Stock, and Purchases to support operational decisions.

5. Watch communication and subscriptions​

Use Communication and Subscription when reminders, package limits, or renewals affect clinic operations.

Weekly review checklist​

  • review inactive or duplicate staff accounts
  • check receivables and refund patterns
  • confirm low-stock or near-expiry items are being handled
  • review subscription limits before staff or clinic slots run out
  • spot-check whether workflows still match clinic policy

When to escalate​

Escalate to the platform owner or technical support when:

  • multiple users lose access unexpectedly
  • reports are missing large blocks of data
  • clinic settings changes create billing or tax inconsistencies
  • subscription limits block clinic operations unexpectedly