Before you serve your first patient, complete your clinic's basic data. The Medivana implementation team will support you, and the AI Assistant can guide you through imports step by step.
Checklist
| Data | Where | Notes |
|---|---|---|
| Organization profile (name, legal entity name, NPWP tax ID, PKP status) | Settings → Organization | PKP (VAT-registered business) status affects VAT |
| Branches (address, phone, coordinates, attendance radius) | Settings → Branches | Coordinates are used for geolocation attendance |
| Clinic units per branch | Settings → Units | General clinic, Dental, MCH, Pharmacy, Cashier, Warehouse, Laboratory, etc. |
| SATUSEHAT organization and location IDs | Settings → Organization/Branch/Unit | From your clinic's SATUSEHAT portal (the Ministry of Health's national health data platform) |
| BPJS PPK code and clinic unit codes | Branches and units | For clinics contracted with BPJS Kesehatan (national health insurance); the PPK code identifies the healthcare facility |
| Users, healthcare workers, roles | Settings → Users | See the article Adding users |
| Doctor schedules | Booking/HR | Used for online booking |
| Service tariffs per payer, packages | Cashier → Tariffs | Self-pay, BPJS, insurance, corporate |
| Drugs, medical consumables, retail products (KFA codes where available), suppliers | Inventory | Units of measure, prices, minimum stock. KFA is the national drug and medical device dictionary |
| Opening stock per batch and expiry date | Inventory → opening balance | Creates the inventory opening balance journal entry |
| Opening accounting balances (cash, bank, receivables, payables, fixed assets) | Accounting | Approved by the clinic's accountant |
| Integration credentials (SATUSEHAT, BPJS, WhatsApp) | Settings → Integrations | Only users with the "Manage integration credentials" permission |
Tips
- Bulk import from Excel: ask the AI Assistant "How do I import my drug list?" The AI explains the format, and you still confirm every change.
- Test 3 sample visits from registration through to the journal entry before go-live, then cancel the test transactions as instructed by the implementation team.