Finding your way around
Everything in MedicalSuite is reached from the menu on the left side of the screen. It's organised into groups:
Workspace — your daily work
| Menu item | What it's for |
|---|---|
| Dashboard | Today's numbers at a glance — appointments, enquiries, revenue |
| Conversations | All SMS messages and phone calls with patients, in one inbox |
| Contacts | Everyone you've messaged or called |
| Enquiries | New leads — people who asked about your services |
| Patients | Patient records: details, documents, history |
| Appointments | The clinic calendar — book, move, cancel |
| Schedule | Doctors' working hours and one-off extra hours |
| Forms | Custom forms you can build and put on your website |
| Consent Forms | Documents patients sign electronically |
| Referrals | Referral forms and referrals sent to you by partners |
| UTM Tracker | Track which ads and posts bring you patients |
| Analytics | Reports and trends over any date range |
| Notifications | System alerts for you |
Practice — how your clinic is defined
| Menu item | What it's for |
|---|---|
| Doctors | The doctors who work at your clinic |
| Treatments | Services you offer (name, length, price, in-clinic/online) |
| Departments | Group doctors into departments |
| Insurances | Insurance providers you accept |
| Patient Metrics | Health measurements you track (weight, blood pressure…) |
Billing
| Menu item | What it's for |
|---|---|
| Membership Plans | Subscription plans patients can join |
| Billing | Invoices and payments |
Setup & Administration (admins only)
| Menu item | What it's for |
|---|---|
| Clinics | Your clinic locations |
| Integrations | Connections to other services (Google, Stripe, phone system) |
| Users | Staff accounts and roles |
| Roles | What each role is allowed to do |
| Activity Log | A record of every change — who did what, when |
| Settings | Company details, logo, booking widget, your photo and timezone |
You might not see every item
Menu items appear based on your role and which modules your clinic has switched on. Doctors see a shorter, personal menu (see Doctor Portal). If something from these docs is missing from your menu, ask your administrator.