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CPR Admin Panel — Introduction

The CPR Admin Panel is the back-office application used by administrators to manage the people, branches, services, reference data, and data-maintenance tools that keep CPR running. It is a separate application from the day-to-day clinical app documented in the User Manual. Staff members who use the clinical app for patient care, queues, surgery, and pharmacy will not see the Admin Panel at all — it is reserved for those with an administrator account.

Who this is for

Anyone whose account carries the admin.access permission can log in to the Admin Panel. What you see after logging in depends on your specific permissions: the sidebar only shows the sections you are allowed to reach, and trying to navigate to a section you don't have access to will be blocked by the application. Your system owner or a super-administrator controls which permissions each account holds via Roles & Permissions.

Finding your way around

Everything in the Admin Panel is reached from the left sidebar, which is divided into four groups:

  • Dashboard — a single landing-page item showing system-wide statistics and activity. Requires the dashboard.access permission.
  • Management — the reference-data catalogs: Services, Branches, Bill Items, Suppliers, Payment Methods, Bill Item Categories, and Print Templates. Each item in this group requires its own permission.
  • Administration — user and access management plus operational tools: Users, Roles, Audit Logs, Trashed Records, and Database Backups. Most items require their own permission.
  • Data Migration — tools for moving historical data into CPR: Legacy Import, Patient Duplicates, Import History, and Data Mappings. Each item is gated by its own permission; the group itself has no group-level gate, so the section is visible to any user holding one of the item permissions.

The sidebar footer also holds links to the Dev Docs (the developer documentation site) and the API Docs (the interactive API reference), as well as your user menu.

For a full walkthrough of the layout — logging in, collapsing the sidebar, the breadcrumb header, and the common patterns shared by every admin list page — see Getting Started.

How this manual is organized

PageWhat it covers
Getting StartedLogging in, the screen layout, common patterns across admin screens
DashboardStat cards, system health details, audit activity, error logs, active sessions
ServicesManaging the clinical services and workflows available across branches
BranchesCreating and maintaining clinic branches
Payment MethodsPayment method options available at checkout
Print TemplatesDocument templates used for printed reports and certificates
UsersCreating and managing administrator accounts
Roles & PermissionsDefining roles and assigning permissions to control what each user can do
Audit LogsA searchable record of every action taken in the system
Trashed RecordsReviewing and permanently deleting soft-deleted records
Legacy ImportImporting historical patient and clinical data from legacy systems
Patient DuplicatesFinding and merging duplicate patient records
Your AccountProfile, password, appearance, and two-factor authentication settings

The Management group also contains Bill Items, Suppliers, and Bill Item Categories, and the Administration group contains Database Backups; the Data Migration group additionally surfaces Import History and Data Mappings. These screens are documented inline on the pages that link to them (or directly in the app) until standalone reference pages are written.

A note about screenshots

This manual mixes screenshots with descriptions of screens by their visible labels, headings, buttons, table columns, and form fields. The descriptions are the source of truth — the interface evolves faster than the screenshots, so if a label in the app differs from what is written here, trust the app and let your system administrator know so the manual can be updated.

CPR - Clinical Patient Records