Settings → Clinic Profile

Purpose

Configure the clinic-wide settings that drive other features: clinic address (printed on every PDF report and DEA Form 41 / 106), timezone (used to render every transaction timestamp), container numbering template (the format used by every received container's auto-generated identifier), storage locations (the <select> options on the receive-container form), and substance-prefix overrides (per-substance prefix overrides for the numbering template).

Regulatory basis: DEA recordkeeping (the registrant maintains records at the registered location — name and address are part of the registration record; records must include the date of every transaction in the local clinic timezone — daylight-savings transitions count as same-day).

When to use it

• Clinic onboarding: first thing after the wizard. Set address + timezone before any transactions are recorded; timezone changes don't retroactively recompute existing rows.
• Address change: the clinic moved or rebranded. Update here; the new address flows to every report generated from this date forward.
• Numbering scheme change: you want container numbers to look different (e.g., 2026-MTH-001 instead of MTH-2026-001). The format is per-clinic, not per-substance, unless you set a per-substance override.
• New storage area: you started using a second safe / new location. Add it here so it appears as an option on the receive-container form.
• State / regulatory request: an inspector wants to see your numbering format documented; the clinic profile renders it.

Walkthrough

Step 1 — Open the clinic profile page

Navigate to /home/<slug>/settings/clinic. The page is split into 4 cards: Clinic Information, Storage Locations, Container Numbering, and Substance-Specific Overrides.

(Screenshot deferred — Sprint A 15g spec did not navigate to /settings/clinic; capture in a follow-up.)

Step 2 — Update the clinic address

The Clinic Information card has 7 fields: Address Line 1, Address Line 2 (optional), City, State (50 US states), Postal Code, Country, Timezone (US timezones).

Click Save Clinic Settings at the bottom of the section. A toast confirms success.

⚠️ The clinic account name + URL are managed on /home/<slug>/settings (one level up), NOT here. This page is for the clinic-specific operational fields.

Step 3 — Add or remove a storage location

The Storage Locations card shows a list of locations with a remove button per row and an add-new input. Locations are stored as a text[] array on clinic_settings.storage_locations. Order matters — the first location in the array is the default selected option on the receive-container form.

Step 4 — Configure container numbering

The Container Numbering card has two controls:

• Enable container numbering (Switch): when off, no automatic numbers are generated; you'll be prompted to enter a manual number on receive
• Template (text input): the format string. Tokens: {YEAR} (4-digit), {CODE} (substance prefix), {SEQ:3} (per-substance sequence padded to 3 digits)

Default template: {YEAR}-{CODE}-{SEQ:3} → 2026-MTH-001, 2026-MTH-002, ...

Click Preview to see what the next container number will look like.

Step 5 — Override numbering per substance

The Substance-Specific Overrides card shows every controlled substance with two configurable values per row:

• Code (text): the prefix used in the template (defaults to the first 3 letters of the substance name uppercased)
• Current sequence (number): manual override of the next sequence number

This is rare; most clinics don't need it. Use it when you migrate from another system and need to start at a specific sequence number.

Field reference

clinic_settings columns surfaced by this page

Edge cases

Timezone changes are not retroactive

Existing transaction created_at values are stored as timestamptz in UTC and rendered using the current timezone setting. Switching from America/New_York to America/Los_Angeles does NOT shift the displayed timestamps for past rows; it changes the rendering for newly-recorded transactions. If you cross daylight-savings while changing timezones, expect a 1-hour skew on the day of the change.

Numbering template tokens are case-sensitive

{YEAR} works; {year} does not. The validator at submit time will reject malformed templates. The Preview button is your safety net.

Storage locations cannot be edited inline

Once a transaction or container references a storage location string, removing that string from the array does NOT cascade. Existing rows keep the old value; new receives no longer see that option in the dropdown. If a typo crept in, fix it directly in the database via support — UPDATE against containers.storage_location requires care.

Substance prefix overrides land on controlled_substances.container_code_prefix

The Substance-Specific Overrides card writes to the substance row, not to clinic_settings. Soft-deleted substances disappear from this card.

Common mistakes

• Editing the wrong "settings" page. /home/<slug>/settings (clinic account name + URL) and /home/<slug>/settings/clinic (clinic operational fields) are different pages. The clinic-account page lives one level up.
• Forgetting to save. The Clinic Information + Storage Locations + Container Numbering cards each have their own save button. Editing one card doesn't auto-save the others.
• Setting a numbering template that produces collisions. If you remove {SEQ:3} from the template, every container would get the same number — the unique constraint on (account_id, container_number) will block the second receive. The validator catches this.
• Setting timezone after recording transactions. Set timezone first, then start using the system. Retroactive changes confuse staff who try to reconcile against paper records.

Related

• Inventory → Containers — the receive-container form uses storage_locations and the numbering template
• Reporting — every PDF report includes the clinic name + address
• Settings → Members — the clinic position field captured at onboarding
• Glossary § Container numbering