Customers

Customers & Leads is the list of outside organisations and people the hospital bills or quotes: HMOs, companies, other facilities or private clients. Saving them here lets you pick them on an invoice and see all their invoices in one place.

Screens

Screen	Where	What it is for
Customers & Leads	Menu › Finance › Customers	All customers of your units, with stage chips, search and a unit filter.
Add customer	Add customer	The customer form. Create customer saves it.
Customer page	Select a customer	Summary and contact details, View invoices, Edit and Archive.

Customers & Leads. On a new installation it is empty.

Add customer.
Stages. All, Lead, Customer and Lost, with how many are in each. Select one to show only those.

Add a customer

Select Add customer.
Enter the Name and, if it is an organisation, the Company.
Choose the Stage and the User group (the unit that deals with them).
Add the Email, Phone, Address and Tax ID as they should appear on invoices, and any Notes.
Select Create customer.

Who can use it

Permission	Allows	Held by (UATH roles)
View Customers	See customers of your units.	Finance officers, DFA, Billing officers, Procurement & Stores, CMD & executive offices
Add Customers	Create customers.	Finance officers, DFA, Billing officers, Procurement & Stores
Edit Customers	Change details and stage.	Finance officers, DFA, Billing officers, Procurement & Stores
Delete Customers	Archive customers.	System administrators
Export customers	Download the list as CSV.	System administrators

The AI assistant can also add a customer for you, after you confirm; see Ask the AI assistant.

Stages

Lead: A possible client you have quoted or are talking to.
Customer: An active client.
Lost: No longer a client or a prospect.

Key fields

Name: Required. Shown on invoices as the client name.
Company, Email, Phone, Address, Tax ID: Contact and billing details. The email and phone are copied onto an invoice when you pick the customer.
User group: The unit that owns the record; decides who sees it.
Notes: Anything else the team should know.