Add staff and set roles

Add a user

1. 1

   Open Settings and then the Users tab. Only the owner sees it.

2. 2

   Press Add new user.

3. 3

   Write the email and the Full name and choose the Role. For a doctor also choose the specialty and add the phone number.

4. 4

   Write an Initial password of at least 8 characters, repeat it, and press Add user.

What each role opens

These are the usual sets. The owner opens everything that is switched on.

• Doctor: patients, appointments and the calendar, the queue, treatments, treatment plans, prescriptions, consents, results, services, online visits and the doctor's own page.
• Receptionist: patients, appointments, the calendar, the queue, referrals, results, and invoices and payments. Reception does not see the clinic's income reports.
• Accountant (shown as Cashier on the Today screen): patients, invoices, instalments, expenses, the cash book, reports and staff leave.
• Assistant: patients, appointments, treatments, the queue and results.

Limit one person's access

1. 1

   In the users list open the person.

2. 2

   Open Role & access.

3. 3

   Choose between the role's usual pages and a custom list, tick the pages the person may open, and save.

Who may prescribe

Choosing a specialty does not give the right to prescribe. Only the owner grants it, on the prescribing authority page (title: Prescribing authority). For each doctor choose Allowed or Not allowed, or leave By role and specialty. Nobody can change their own right.

By default doctors of most specialties may prescribe; a doctor whose specialty is physiotherapy or Other practice may not, until the owner allows it.