Fictional demo practice · No real patient dataManage demo practice
← Staff
Roles & Permissions
A staff member can hold several roles. Only a Practice Administrator changes roles (Staff → name → Info → Roles). Non-clinical roles do not use a paid clinician seat. In this sample practice the roles are shown for reference and are not yet enforced by the server.
| Role | Can | Cannot | Sample staff |
|---|---|---|---|
| Clinician | Own calendar; clinical notes and files for assigned patients | Unassigned patients' clinical records | Elena Marlow, Nora Vale, Theo Linden, Iris Fenwick |
| Intern | Assigned clinical user who can be supervised | Full permission set not documented | — |
| Practice Scheduler | Every clinician's schedule; schedule and cancel appointments; add and edit patients; Missed Appointment, Contact and Miscellaneous notes | Clinical notes; own calendar unless also a Clinician | Elena Marlow, Felix Wren |
| Practice Biller | All patients' billing, claims, payments and reports | Clinical notes | Elena Marlow, Felix Wren |
| Biller for Assigned Patients Only | Add-on for Clinicians: billing info, rates, insurance, copays and payments for assigned patients | Submit claims, CMS-1500, superbills, practice-wide reports | — |
| Practice Administrator | Staff, roles, password resets, security, practice settings and Library | Clinical access or scheduling on its own | Elena Marlow, Felix Wren |
| Clinical Administrator | Must also be a Clinician. All patients and notes; assign and unassign clinicians; only role that can delete signed notes | — | Elena Marlow |
| Supervisor | Review, approve and co-sign supervisees' notes; bill under supervisor credentials if also a Clinician | — | Elena Marlow, Theo Linden |