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 details	✅	❌	✅	❌
Patients — delete	✅	❌	❌	❌
Bulk patient import	✅	❌	✅	❌
Medical history & vitals	✅	✅	❌	❌
Patient timeline	✅	✅	✅	✅
Documents (upload / view)	✅	✅	❌	❌
Visits & Queue	✅	✅	✅	❌
Appointments — view	✅	✅	✅	✅
Appointments — book	✅	❌	✅	❌
Appointments — reschedule / update	✅	✅	✅	❌
Appointments — cancel	✅	❌	✅	❌
Consultations — view	✅	✅	✅	✅
Consultations — start / conduct	✅	✅	❌	❌
Prescriptions — generate / print	✅	✅	❌	❌
Clinical Tools (templates + ICD-10)	✅	✅	❌	❌
Follow-ups — manage	✅	✅	❌	❌
Invoices — view	✅	❌	❌	✅
Invoices — create / issue	✅	❌	❌	✅
Payments — record	✅	❌	❌	✅
Team — view	✅	✅	✅	✅
Team — manage (invite, roles)	✅	❌	❌	❌
Clinic Settings	✅	❌	❌	❌
Security & Login Activity	✅	❌	❌	❌
Notification settings	✅	❌	❌	❌
Data Export	✅	❌	❌	❌
Team Chat	✅	✅	✅	✅
Communication Center	✅	✅	✅	✅
Profile (own)	✅	✅	✅	✅

Document Management requires the Professional plan regardless of role.

In the visit flow, the front desk gets a little extra billing help: a receptionist can create a draft invoice at check-in, and items or a payment can be recorded as part of closing a visit. Issuing and voiding invoices stays with Admin and Billing.

Role Descriptions

🛡️ Admin

Full access to every module. Manages team membership, clinic settings, subscription, security, notifications, and data export — and can perform any task of any other role.

🩺 Doctor

Focused on clinical work. Views patients and the queue, records vitals and medical history, conducts consultations with prescriptions (using templates and ICD-10 lookup), and manages follow-ups. Can reschedule appointments but does not book or cancel them, and does not edit patient demographics or handle billing.

📋 Receptionist

Front-desk operations. Registers and edits patients (including bulk import), books, reschedules, and cancels appointments, and manages the visit queue. Cannot open the clinical consultation workspace or access invoices.

💰 Billing

Financial operations. Creates, issues, and voids invoices and records payments. Can view patients, appointments, and consultations read-only for context, but cannot edit clinical records or visits.

What Happens If You Access a Restricted Section?

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

ZidBit Clinic OS · v1.16.1 · Last updated June 2026

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