Staff Management

Add, manage, and organize your clinic team with role-based access control.

Adding Staff

Invite Process

What Happens Next

Staff Roles

Available Roles

| Role | Access Level | |------|--------------| | Clinic Admin | Full access to everything | | Doctor | Patient records, appointments, prescriptions | | Receptionist | Appointments, queue, basic billing | | Accountant | Financial reports, payments, no patient records |

Role Assignment

Each staff member has one primary role. Their access is automatically configured based on this role.

Managing Staff

Staff List

View all staff in Settings → Staff:

• Name and email
• Role
• Status (active, invited, suspended)
• Last login

Edit Staff

Click on a staff member to:

• Update their role
• Change contact info
• Reset password
• Suspend access

Suspend vs Delete

• Suspend: Temporary, can reactivate
• Delete: Permanent, audit trail preserved

Doctor Profiles

Creating Doctor Profile

When adding a doctor:

Doctor Dashboard

Doctors see their own dashboard with:

• Today's queue
• Upcoming appointments
• Recent patients
• Personal statistics

Multi-Branch (Enterprise)

Branch Assignment

Assign staff to specific branches:

Staff can work at multiple branches with different schedules.

Activity Monitoring

Staff Activity

Track what staff do:

• Login times
• Actions performed
• Records accessed
• Changes made

Permission Audit

Regular review recommended:

• Who has access to what?
• Any unused accounts?
• Role appropriateness?

Best Practices

Security

• Use unique emails per person
• Require strong passwords
• Review access quarterly
• Suspend departed staff immediately

Organization

• Match roles to job functions
• Don't over-assign admin access
• Create clear naming conventions
• Document role responsibilities