08Drawer 08, Trust & privacy
Card 1 of 10
Roles and who sees what
The question: Who can see a visit's notes, and how do roles work?
Five roles, each with its own key: owner, admin, doctor, front desk and billing. The front desk and billing never open a visit's notes; only the doctor whose visit it is writes and saves them, and another doctor's attempt to change it is refused and kept, with who tried. The owner opens every door, but writing notes stays with the doctors unless the owner is one of them.
The keys
- The front desk — booking, check-in and messages to patients. A visit's notes never open to it.
- Billing — payments, invoices and refunds. A visit's notes stay shut to billing too.
- The doctor — every visit's notes open to them; only the doctor whose visit it is writes and saves them.
- The owner — every door in the clinic. Writing a visit's notes stays with the doctors, unless the owner is also one of them.
Admin is the fifth role.
Refusals are kept
Another doctor's attempt to change a visit is refused, and the refusal is kept: who tried, and whose visit it is.
Where to look