Clinic Decisions
Answer Docistra's questions about your clinic's rules, get a recommendation when you're not sure, and think them through in a chat
Clinic decisions collects the rules only you can decide (attendance, deductions, leave, salaries, the cash drawer, discounts, and who sees what) in one place. Docistra asks them one at a time, and each answer goes straight into the matching setting. Navigate to Dashboard → Settings → Decisions.
Only the owner sees this page, and only in clinics. The menu item shows a number while some questions are still open.
Right after sign-up
When you finish creating your clinic, Docistra brings you here. A welcome line asks you to answer a few questions about how your clinic works. Later, take me Home skips to the dashboard; the questions wait here in Settings.
Answering a question
Each question is a card, with a line of help under it. Answer it with one of its buttons, or type a number and press Save. Once answered, the card shows Saved. The top of the page shows how many you've answered (for example 4 of 12 answered).
- I don't know, what do you recommend? shows We recommend: with Docistra's suggestion and why. Press OK, use this to take it.
- Your answer is saved into the real setting (for example the attendance settings, the cash count or the discount cap), so changing it here or on that setting's own page is the same thing.
- Some answers come with a link to finish the job, for example Give the role on the Team page after choosing someone you trust to run salaries.
- Questions about a feature your plan doesn't include (payroll, attendance, the income statement) don't show.
- Some questions show only after an earlier answer makes them matter: the amount per late minute appears only if you picked that lateness rule.
The questions
Team and attendance
| Question | Answers |
|---|---|
| Should your team check in and out on Docistra? | Yes or no |
| How should people check in? | Scan the clinic's QR code, Be at the clinic (phone location), Just a button in the app (one or more) |
| How many minutes late before it counts as late? | A number of minutes |
| Take absent days and unpaid leave off monthly salaries? | Yes, deduct them or No, pay the full salary |
| What comes off pay for being late? | Its share of the day's pay, A fixed amount per late minute, A fixed amount per late day or Nothing |
| How much per late minute? / How much per late day? | An amount in EGP (only for that lateness rule) |
| Should people ask for leave on Docistra? | Yes or no |
| Annual leave days per year? / Sick leave days per year? | A number of days, counted in working days |
| Who runs salaries? | Me or Someone I trust |
These answers set up Attendance & Leave and the Payroll deduction rules.
Money
| Question | Answers |
|---|---|
| Should reception count the cash drawer when ending the day? | Yes or no (Cash count) |
| The biggest discount reception may give? | A percentage of the visit price, or No limit |
| Should everyone who sees Finance also see the salaries? | Yes or no (Salaries) |
| Who follows the clinic's accounts? | Me or A finance manager, with a link to Invite a Finance manager |
Who sees what
| Question | Answers |
|---|---|
| Should you and the managers who aren't doctors see patients' medical records? | Yes or no. Everything opened this way is logged |
| When a doctor lets their assistant see records or take payments, for which patients? | Only that doctor's patients or Every patient in the clinic: the starting choice for new assistants; each doctor can still change it (Doctor's Assistants) |
Think it through with Docistra
The side panel Think it through with Docistra is a chat in Arabic or English. Ask about any decision, or describe your clinic and get a suggestion. When you settle on an answer in the chat, Docistra saves it for you, the same as pressing the button on the card.
On a phone, the chat opens from the round button in the bottom corner (the AI icon), and it opens by itself the first time you open the page.