Roles and access

A role is a set of home-screen tasks. Open a role to see exactly what its people see, and change it.

Clinical notes and money are separate: a receptionist can take payments but cannot read notes; a doctor reads notes but cannot give refunds.

Clinic ownerEverything, including staff access and the subscription.ApprovalsToday's summaryToday's queueClinic adminFind a patientAll branches · all patients1 peopleEdit

Save roleChanges apply to all 1 people with this role, except their own personal changes.

Clinic managerRuns the clinic day to day; no clinical notes.ApprovalsToday's summaryToday's queueFind a patientAll branches2 peopleEdit

Save roleChanges apply to all 2 people with this role, except their own personal changes.

Branch managerSame as manager, for one branch.ApprovalsToday's summaryToday's queueFind a patientOwn branch3 peopleEdit

Save roleChanges apply to all 3 people with this role, except their own personal changes.

DoctorSees their own patients; tiles follow their specialty.Next patientToday's queueResults to reviewFind a patientOwn patients · own branch14 peopleEdit

Save roleChanges apply to all 14 people with this role, except their own personal changes.

Nurse, midwife or assistantVitals and nursing work; reads notes.Take vitalsToday's queueFind a patientToday's queue · own branch12 peopleEdit

Save roleChanges apply to all 12 people with this role, except their own personal changes.

ReceptionistPatients, tokens, bookings and payments; no notes.Give a tokenFind a patientNew patientBook an appointmentTake a paymentBook a lab testToday's queueOwn branch9 peopleEdit

Save roleChanges apply to all 9 people with this role, except their own personal changes.

CashierBills, payments and the cash drawer; name and phone only.Take a paymentGive medicinesClose the dayFind a patientOwn counter · own branch6 peopleEdit

Save roleChanges apply to all 6 people with this role, except their own personal changes.

Lab technologistSamples, worklists and results.Receive samplesMy worklistEnter resultsFind a patientLab · ordered tests only8 peopleEdit

Save roleChanges apply to all 8 people with this role, except their own personal changes.

PathologistChecks and signs lab reports.Enter resultsMy worklistResults to reviewFind a patientLab2 peopleEdit

Save roleChanges apply to all 2 people with this role, except their own personal changes.

PharmacistDispensing and stock; licensed person needed.Give medicinesStock checkFind a patientPharmacy · own branch4 peopleEdit

Save roleChanges apply to all 4 people with this role, except their own personal changes.

Physio or imaging technicianSessions or scans for referred patients.Find a patientReferred patients3 peopleEdit

Save roleChanges apply to all 3 people with this role, except their own personal changes.