Skip to content
Operations

Settings

Your practice, configured exactly your way.

Every clinic operates differently, and MedicalMet adapts to you — not the other way around. The Settings module is organized into six clear categories: Our Clinic, Appointments, Patients, Finances, Communication, and Data & Docs. Configure online booking rules and appointment types with custom colors, create recall types, set up referral sources, design treatment note templates and body chart templates, build letter templates, manage patient privacy and patient forms, create medicine set templates, define billable items, customize invoice payment slips, set up payment types and tax rules, manage vouchers and insurance panel pricing, connect WhatsApp Business, fine-tune appointment reminder schedules, and handle data import/export with document printing — all from one organized settings panel.

Settings

Our Clinic

Clinic Details
Branches
Staff

Appointments

Online Bookings
Appointment Types
Recall Types

Patients

Note Templates
Body Charts
Letter Templates

Finances

Billable Items
Payment Types
Taxes

Communication

WhatsApp
Reminder Settings

Data & Docs

Import / Export
Doc Printing
Settings
Key Benefits

Why clinics choose Settings

Tailor every aspect of MedicalMet to your practice — from clinic details and appointment types to treatment note templates, financial rules, WhatsApp integration, and data import/export.

Appointments & Booking

Configure online booking rules, create custom color-coded appointment types, and set up recall types to automate patient follow-up scheduling.

Patient Templates & Forms

Design treatment note templates, body chart templates, letter templates, patient forms, and medicine set templates. Manage referral sources and patient privacy settings.

Financial Configuration

Define billable items, customize invoice payment slips, set up payment types and tax rules, manage voucher programs, and configure insurance panel pricing.

Communication & Data

Connect WhatsApp Business for automated messaging, fine-tune appointment reminder schedules, and handle bulk data import/export with custom document printing.

Simple Setup

How it works

Get started in minutes, not months.

Step 1

Choose a Category

Navigate to Settings and select from six organized sections: Our Clinic, Appointments, Patients, Finances, Communication, or Data & Docs.

1
Step 2

Configure to Your Practice

Adjust each setting to match your workflow — appointment types, note templates, tax rules, WhatsApp reminders, and everything in between.

2
Step 3

Save & Apply Instantly

Changes take effect immediately across all users and branches in your organization. No downtime, no waiting.

3
Perfect For

Ideal use cases

New clinics onboarding and tailoring MedicalMet to their specific practice type

Clinic managers creating custom treatment note and letter templates for their specialty

Multi-branch operations standardizing settings and financial rules across all locations

Ready to try Settings?

Schedule a free demo and see how Settings can transform your clinic operations.

No credit card required. Free 30-day trial after demo.