Understanding Practitioners Permissions

As the Admin, you can set Practitioner Permissions for what you allow your Practitioners to access within your clinic. 

Locating Practitioner's Permissions

You need to go into the Practitioner's setup to check what permissions are given to your Practitioner.

1. Log in as Admin.
2. Go to Clinic Settings (Gear icon).
3. Go to Base Set Up.
4. Scroll to Practitioners.
5. Select the Practitioner you want to view their Permissions. 

Editing Patient Details

Editing Patient details allows your Practitioners to go into the Patient Profile and edit their profile information. 

Important Note: The View Patient Email Address and Phone Number are locked to allow Practitioners to access this information.

Viewing Clinic Reports

Clinic Reports include allowing your Practitioner to view clinical data that involves clinic finances and analytics. 

Important Note: When Reports are not permitted, the Report icon (top left header) will not appear on the Practitioner account. 

Viewing Clinic Billing Page

The View Clinic Billing Page allows Practitioners to view the Clinic's Billing information. The Practitioner will have access to all the clinic's finances, such as Clinic Billing Records, Packages and Memberships, Insurance, and Claims. The Practitioner will be able to issue invoices and accept payment on behalf of the clinic.

Important Note: If the View Clinic Billing Page is not selected, the Billing Icon (top left header) will not be shown on the Practitioner account.

Managing Billing and Insurance

Managing Billing and Insurance allows your Practitioners to create and view invoices, collect payment and submit insurance claims within the clinic. 

Important Note: If Manage Billing and Insurance is not selected, the Practitioner cannot create an invoice or accept payment. 

Managing Other Practitioner's Calendars

Allowing your Practitioner to manage other practitioners' calendars involves this Practitioner scheduling, moving, or cancelling appointments for other Practitioners in the clinic. 

Important Note: When Manage Other's Calendar is not permitted, the Practitioner cannot move an appointment from their calendar to another Practitioner's calendar.

Managing Your Own Calendar

Allowing the Practitioner to manage their calendar enables the Practitioner to schedule, move or cancel appointments within their calendar. 

Important Note: When Manage Own Calendar is disabled, the Practitioner cannot create new appointments or move pre-existing appointments in their calendar. They can only view appointments in their calendar and open the pop-out window to create clinical notes.