In order to organize the clinic's operation in the management system, the administrator must first create all the necessary offices, give them names and assign numbers. After that, all the offices you have created will be displayed in the clinic schedule.
When using the version with separate store rooms for each office, an office store room with the corresponding number will be created automatically along with an office in the Storage tab (see the Manual section, Storage / Office store rooms). The row for creating a new office is always at the top, above the existing ones.
Office names and numbers are editable, and the offices themselves can be removed (provided that there is no material movement history in the corresponding store room). 

Once the offices have been created, the administrator needs to create all the positions and specializations required for the clinic in order to assign them to the newly created employees.
To add a position, go to the POSITION LIST section and in the first line at the top of the list, enter the position name and click "Add Position". 
The added position is then added to the bottom of the list, and you can edit it, remove it or add a specialization to it.
To assign a specialization to a position, you need to find the line of the newly created position and click on the "+ specialization" button. A line will appear below the position, in which you type the name of the specialization and click "Save". After saving the new specialization, it can be edited or deleted.
All created specializations split the position into several separate specializations. That is, when assigning an employee a position with specializations, you can’t assign just a position without a specialization. This means that you cannot assign an employee the position of a doctor without specifying the doctor's specialization, e.g. Doctor - dentist; Doctor - anesthesiologist; etc.
The Physician and Assistant positions are created by default and cannot be edited except for their specializations. The reason for this is that only physicians and assistants can be assigned a permanent office and included in the schedule.

Once all required positions have been created, the administrator must assign appropriate access levels that will allow or deny the positions to perform certain actions and view certain information. 
Access levels are only assigned to individual positions. Specializations will have the same access level as the position to which they belong. 
The horizontal axis shows all the positions you have created, and the vertical axis shows the actions that you can allow or deny to certain positions.
In order to allow access to an action, you need to click on the minus icon "-", thereby enabling the action in the desired cell, after which a "+" should appear in place of the gray minus icon, indicating that the action is allowed. To disable the access permission, you have to do the same in the reverse.

Next, in the LIST OF EMPLOYEES section, the administrator enters all employees of the clinic into the management system.
When adding an employee, you specify their personal data, position or several positions, assign them an office if necessary, and specify the type of their salary. If the employee's salary type is not fixed, you need to enter the percentage of the commission that will be charged to the patient after an appointment is over. Next, you set a username and password for the employee and press the "Save" button, after which the employee's profile is added to the general list. 
In order to set the employee's working schedule, you need to select them from the list, after which the information on their profile will be displayed in the left part of the screen. 
Here, you can specify the length of their work day on different days of the week or set an irregular work schedule, which will allow you to add it to the clinic's schedule yourself. To assign a work schedule to an employee, click "Save changes to work schedule". 
The employees to whom the office is assigned will be automatically pulled into the clinic's schedule according to their work schedule. That is, the system automatically creates shifts for doctors and their assistants for all subsequent days according to the schedule, but provided that their work schedule is within the clinic schedule. If this condition is not met, the shifts built by default will be limited to the clinic’s work hours. Shifts of employees with irregular schedules can not be created in the clinic schedule. Such employees need to create a shift manually in an unoccupied office. 
When the administrator needs to make adjustments to the schedule due to the long-term absence of an employee who has gone on vacation, they need to create a "temporarily absent" note in the work schedule of the employee. In this case, the employee will be removed from the clinic's schedule and will not appear in the scheduled appointments. If it’s a physician, another specialist may be assigned to their office to replace them. At the end of the vacation, in order to restore the schedule, the doctor will be assigned to their office again and return to the current schedule, but their replacement, if any, must be excluded from the office beforehand. 
You can edit the employee's data and view the jobs performed by them by clicking on the eye icon. Employees can be dismissed, after which their profiles are saved in the system with the “Dismissed” label. Such employees can be reinstated at a later date.