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Workspace settings

Requires Workspace settings permission. Open Workspace settings to configure the hospital workspace for everyone.

Branding and identity

  • Workspace name, address, and logo
  • How the portal presents your clinic to staff

Timezone and locale

Set timezone and locale. All portal dates and times (appointments, reports, audit) follow these settings for this workspace.

Modules

Enable or disable feature modules your plan includes. Disabled modules disappear from the sidebar even if a role would otherwise allow them.

Departments

Configure departments used when scheduling appointments.

Referral sources

Maintain the catalog of doctors, hospitals, and companies used on lab reports and patient defaults. Filter by type, add contact details, and for doctors optionally link a workspace member so the same person is not duplicated in the picker. The system Self referral source is seeded for every workspace and cannot be deactivated. Workspace admins can require two-factor authentication for members and set an idle session timeout. Staff see a Still there? countdown before sign-out — see Account security. Also configure:
  • Inactive patient retention (days) — when set, inactive patients without legal hold may be anonymized after this period
  • Audit log retention (years) — how long events stay on the live Audit page (empty = platform default of 6 years). Older entries move to cold archive and leave the live list
  • Audit legal hold — pauses audit archiving for the whole workspace. Patient legal hold on a chart only keeps that patient’s Patient audit rows on the live log
If another admin saved workspace settings (or lab print prefs) while you were editing, ClinZero asks you to reload or overwrite so your changes do not silently replace theirs.

Lab report printing

Layout, QR, and print branding — see Lab printing.

Lab quality

Optional Require a passing quality-control run before publish — when on, staff must log a Pass IQC run for tests that have an active control lot before approving reports. Optional Require Pass on all active levels (default off) requires every relevant active lot (L1/L2/L3) for that test to Pass the same day. See Lab quality control.

Subscription and invoices

Workspace subscription and payment invoices (ClinZero plan billing) live under Workspace settings → Billing — not under the patient Billing module, which is coming soon.

During public beta

While ClinZero is in beta:
  • A Beta badge appears in the portal header
  • A banner explains that access is free until launch
  • Billing shows your plan entitlements and usage limits — not prices, upgrades, or payment methods

After go-live

When your workspace moves to commercial billing:
  • Trial or paid subscription status appears in Billing
  • Workspace owners can upgrade plans and open the payment portal when permitted

Data region

Workspaces show a read-only Global data region. Primary HMS servers, databases, and object storage are currently located in India (shared hosting). Contact ClinZero support if you need contractual wording for audits or a future residency change.