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.

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.