User Guide/🗂️ Role Quick Reference

🗂️ Role Quick Reference

A one-page access guide — what each role can see and do in Clinic OS.

Module Access by Role

Module	Admin	Doctor	Receptionist	Billing
Dashboard	✅	✅	✅	✅
Patients (View)	✅	✅	✅	✅
Patients (Add / Edit)	✅	✅	✅	❌
Medical History (View / Edit)	✅	✅	❌	❌
Vitals (Record / View)	✅	✅	❌	❌
Patient Timeline	✅	✅	✅	❌
Documents (Upload / View)	✅	✅	❌	❌
Appointments (View)	✅	✅	✅	❌
Appointments (Book / Cancel)	✅	✅	✅	❌
Consultations (Start)	✅	✅	❌	❌
Consultations (View)	✅	✅	❌	❌
Prescriptions (Generate / Print)	✅	✅	❌	❌
Follow-ups (View / Manage)	✅	✅	❌	❌
Invoices (View)	✅	❌	❌	✅
Invoices (Create / Issue)	✅	❌	❌	✅
Payments (Record)	✅	❌	❌	✅
Team Management	✅	❌	❌	❌
Clinic Settings	✅	❌	❌	❌
Communication Center	✅	✅	✅	✅
Profile (Own)	✅	✅	✅	✅

Document Management requires the Professional plan regardless of role.

Role Descriptions

🛡️ Admin

Full access to all modules. Manages team membership, clinic settings, subscription, and can perform any task of any other role.

🩺 Doctor

Focused on clinical work. Views patients, manages appointments, records vitals, conducts consultations with prescriptions, and manages follow-ups. No billing access.

📋 Receptionist

Front-desk operations. Registers patients, books/cancels appointments, and views the patient timeline. Cannot access clinical notes, invoices, or documents.

💰 Billing

Financial operations only. Creates invoices, issues them, and records payments. Cannot access consultations, prescriptions, or documents.

What Happens If You Access a Restricted Section?

The system will show a "You don't have permission to view this page" message and redirect you to the Dashboard. Ask your Admin to review your role if you believe this is a mistake. → Team Management

Communication

FAQ & Troubleshooting