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    Clinic settings in Documenti

    Complete each clinic’s contact details, default prescriber, and delivery addresses in Documenti after adding a location.

    Each clinic location in Documenti has its own settings — name, phones, email, who appears as prescriber on forms, and shipping and billing addresses. Organisation-wide branding and SSO live under Organisation Settings; this page is for the clinic you are working in today.

    Open clinic settings

    1. Sign in at app.documenti.co.uk as a clinic or organisation admin.
    2. Open Clinic Management, or choose Clinic Settings from the settings menu in the header.
    3. Use the clinic switcher if you need a different location.

    Basic information

    Enter the clinic name patients and clinicians recognise, plus the main phone numbers, email, and website. Keep the clinic name aligned with the matching location in Clinic Membership so staff know which site they are in.

    Documenti Clinic Settings with Basic Information fields
    Contact details for this clinic location — separate from Organisation Settings branding.

    Default prescriber

    Prescribing controls who is named on forms and prescriptions when someone who is not a clinician saves them. A clinician saving a form is always named themselves; completed forms keep their original prescriber.

    • Automatic — Documenti picks the prescriber according to your clinic rules.
    • Named clinician — choose a specific prescriber with a GMC number on their user profile.
    Documenti Clinic Settings Prescribing section with Default Prescriber dropdown
    Set the default prescriber — clinicians need a GMC number in User Management before they appear in the list.

    Tip

    If the prescriber dropdown is empty, open User Management and add a GMC number to each prescribing clinician’s profile, then return here to select them.

    Shipping and billing addresses

    Scroll down on the same page to add a shipping address for deliveries and a billing address for invoices. These are specific to this clinic location — useful when sites use different suppliers or accounts.

    What happens next

    Still stuck?

    Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.

    Contact support