User Guide/🗂️ Role Quick Reference

🗂️ Role Quick Reference

A complete, one-page matrix of access permissions and capabilities across all Clinic OS roles.

Permission Matrix by Role

System Feature / Action	🛡️ Admin	🩺 Doctor	📋 Receptionist	💰 Billing
Dashboard Overview & KPIs	✅ Full	✅ Clinical	✅ Queue	✅ Financial
Search & View Patients	✅	✅	✅	✅
Add / Edit Patient Details	✅	❌	✅	❌
Bulk CSV Patient Import	✅	❌	✅	❌
Medical History & Chronic Conditions	✅	✅	❌	❌
Capture & View Vital Signs	✅	✅	✅ (vitals only)	❌
OPD Queue & Token Board	✅	✅	✅	Read-only
Waiting Room TV Display Mode	✅	✅	✅	✅
Book & Reschedule Appointments	✅	✅ (reschedule)	✅	❌
Cancel Appointments	✅	❌	✅	❌
Conduct Consultations & Quick Consults	✅ (if doctor)	✅	❌	❌
Prescribe Medications & Apply Templates	✅ (if doctor)	✅	❌	❌
Clinical Tools & ICD-10 Search	✅ (if doctor)	✅	❌	❌
Specialty EMR (Dental, Peds, Ophtha, OB/GYN)	✅ (if doctor)	✅	❌	❌
Issue Medical Certificates	✅ (if doctor)	✅	❌	❌
Schedule & Complete Follow-ups	✅	✅	✅ (view/check)	❌
Create & Issue Invoices	✅	❌	Draft at check-in	✅
Record Payments & Print Receipts	✅	❌	❌	✅
Apply Discounts & Edit Invoice Line Items	✅	❌	❌	✅
Drive Document Upload & Preview	✅	✅	❌	❌
Doctor Shift Rostering & Schedules	✅	View own	View all	❌
Doctor Payouts & Revenue Splits	✅	View own	❌	✅
Team Management (Invite, Deactivate)	✅	❌	❌	❌
Facility Settings, Fees & Operating Hours	✅	❌	❌	❌
Security & Login Activity Logs	✅	❌	❌	❌
Patient Notifications & SMS/WhatsApp Settings	✅	❌	❌	❌
Hospital Inpatient (IPD) & Bed Tracking (HMS)	✅	✅	✅ (admissions)	✅ (discharge billing)
Hospital Pharmacy POS & Inventory (HMS)	✅	❌	❌	✅ (pharmacy)
Real-time Team Chat	✅	✅	✅	✅
In-App Help & Support Drawer	✅	✅	✅	✅
Personal Profile & Digital Signature	✅	✅	✅	✅

Role Summaries & Operational Context

🛡️ Administrator (Admin)

Scope: Complete practice governance and administrative authority.
Responsibilities: Manages team members, invites new staff, configures clinic hours and fees, monitors revenue analytics, reviews security logs, and exports data.
Clinician Note: If an Administrator also sees patients, enable Doctor Privileges (is_doctor) on their profile to grant access to the consultation room and prescription pad.

🩺 Doctor / Clinician

Scope: Patient diagnosis, treatment, and clinical records.
Responsibilities: Conducts consultations, launches quick consults, records vitals, documents symptoms, searches ICD-10 diagnostic codes, writes digital prescriptions with template shortcuts, issues medical certificates, and schedules follow-ups.
Access Guardrails: Clinicians do not modify patient administrative demographics or manage billing ledgers.

📋 Receptionist (Front Desk)

Scope: Patient reception, intake, and OPD queue flow.
Responsibilities: Registers walk-in patients, issues queue tokens, books and reschedules appointments, manages the live waiting room queue board, and launches the Waiting Room TV display.
Access Guardrails: Receptionists cannot view confidential clinical consultation notes or write prescriptions.

💰 Billing Specialist

Scope: Revenue cycle, invoicing, and counter payments.
Responsibilities: Converts consultation drafts into official invoices, adds specialized procedural fees, applies authorized discounts, records Cash, UPI, and Card transactions, and dispatches digital payment receipts.
Access Guardrails: Billing staff cannot alter clinical prescriptions or medical history.

Restricted Access Warnings

If you attempt to open a URL or feature that your assigned role does not permit:

Clinic OS displays an alert: "You do not have permission to access this module."
You will be redirected back to the primary Dashboard.
If your job role has changed or you require additional permissions, contact your clinic's Administrator to update your account role in Settings → Team.

ZidBit Clinic OS · v2.3.0 · Last updated October 2026

PreviousInpatient (IPD) & Hospital Pharmacy (HMS)

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