Roles and what each one can see
Roles exist so that the person at the front desk cannot read a diagnosis and the person doing billing cannot change a prescription. They are not a hierarchy.
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✓ written for 11pm, not the demo
The roles
- Owner — everything, including billing settings, users and closing the account.
- Doctor — clinical records for their own patients, prescriptions, orders and notes. Sees fees but not the clinic’s collections.
- Front desk — appointments, patient demographics, payments taken at the desk. Cannot open a consultation note, a result or a prescription.
- Billing — bills, claims, settlements and balances. Sees the diagnosis codes on a claim because a claim cannot be filed without them; does not see the clinical note.
- Pharmacy — dispensing and stock. Sees the prescription for a patient at the counter, not the consultation that produced it.
Every view is logged
Who opened which record, and when. The log is not editable by anybody, including the owner, and it is what an NABH assessor will ask to see.
More in Getting started
Create your clinicWhat you need before you start, and the six things to set up on day one.Your first weekWhat to do on day one, day three and day seven, and what to ignore until later.Bringing your existing patients acrossWhat to export from your old system, the format we accept, and how duplicates are handled.Going live: the checklistThe eleven things worth confirming before you tell patients to book online.
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