Branches and locations

These modules manage the physical or operational structure from which the clinic works: branches, offices or areas.

Branches

A branch represents an operation point of the clinic (for example: headquarters, north branch, south branch). Each branch has a name and phone. It appears as an option in modules such as Schedule, Cash box, Patients and Schedule parameters.

Route: /manage-branches/branches.

Locations

A location represents a physical space within a branch (office, room, lab, administrative area). Each location has a name, associated branch and description. They are used to contextualize patient care.

Route: /manage-locations/location.

Permissions

• BRANCHES: WRITE for branches.
• LOCATIONS: WRITE for locations.
• BRANCHES: ADMIN and LOCATIONS: ADMIN to delete.

Documented features

Feature	Page
Create branch	Create branch
Edit branch	Edit branch
Create location	Create location
Link location to branch	Link location to branch

How they are used

• Schedule: appointments are associated with a branch; the schedule parameters (blocking reasons, etc.) are managed per branch.
• Cash box: cash boxes are associated with a branch.
• Patients: the patient's address is associated with a location when possible.
• Users: the user belongs to a branch and only sees its information (according to configuration).

Operational recommendations

• Keep the branch list updated. Inactive branches do not appear in the selectors.
• Document the branch-location relationship so the operational team knows where to attend.
• When creating a location, validate that the branch is active.