Inviting staff and choosing roles

Roles at a glance

Choose the role that matches each person's work. A person can hold more than one role if they need to.

• Owner: runs the practice account, manages staff and settings, and is the only role that can change the subscription.
• Manager: manages staff, services, branches, finances, reports and communications, without access to clinical notes.
• Doctor: sees and writes clinical records, approves notes, issues prescriptions and manages referrals and lab requests.
• Nurse: sees clinical records, records vital signs and manages lab requests. Nurses cannot approve notes or prescribe.
• Receptionist: manages appointments, the queue, patient contact details, payments received and the communications inbox.
• Billing: manages invoices, payments, refunds and medical aid claims.

Inviting someone

1. 1Open Staff in the practice workspace and choose to invite a team member.
2. 2Enter their name and email address and choose their role.
3. 3They receive an invitation to create or connect their account and join your practice.
4. 4Clinicians are verified before patients can book with them.

Security for privileged roles

Owners, managers, doctors, nurses and billing staff have access to sensitive information. These roles are required to use multi-factor authentication when signing in.

When someone leaves

Remove or suspend their membership on their last day. Their access to your practice ends immediately. Records they created stay in your practice's records, with their authorship preserved.