Create branch

ModuleBranches and locations

Suggested profileAdministration

PermissionBRANCHES: WRITE

StatusValidated

Objective

Register a new branch of the clinic so it appears as an option in the selectors of Schedule, Cash box, Patients and other modules.

Before starting

• Have BRANCHES: WRITE.
• Have the branch data: name, main phone.

Step by step

1. Enter the Branches and locations module and select the Branches sub-route (according to the menu configuration).
2. The screen shows the list of branches.
3. Click New branch.
4. The creation dialog opens. Enter:
   • Name of the branch.
   • Main phone.
5. Confirm with Save.

Expected result

• The branch is registered and appears in the list.
• The branch is available as an option in the selectors of the modules that consume it.

Pending: add screenshot of sucursales-crear-01-dialogo.png.

Common errors

Situation	What to do
The New button is disabled	The user does not have BRANCHES: WRITE.
The branch does not appear in other modules	Refresh the page or switch modules and return.

Suggested permissions

• BRANCHES: WRITE.

Operational recommendations

• Use names consistent with the operation (for example: "Headquarters", "North Branch", "South Branch").
• Capture the main phone so it appears in the documentation and reports.

Relation with other modules

• Schedule and Schedule parameters: blocking reasons and schedule configuration use the branch.
• Cash box: cash boxes are associated with a branch.
• Users: users belong to a branch.
• Locations: locations are linked to a branch.