Types of Users and their Roles

There are 4 types of users in Cliniknote and all have unique and some overlapping roles (functional capabilities)

The types of Users are:

1. Reception

2. Clinician

3. Admin

4. Owner

The 4 types of users in Cliniknote have unique Roles. The roles of each type of user is explained below:

Reception

• Can make bookings on the appointment diary and edit
• Can create, edit and send consent forms
• Can create and edit clinician templates
• Can create, edit and add invoices
• Can generate reports
• Can add patient and edit patient details
• Can upload and attach files
• Can export an injury / episode notes as PDF

Clinician

• Can do all that reception can do plus
• Add a clinical note to a patient
• Edit only the note created by the clinician themselves

Admin

• Can do all that reception and clinician can do
• Edit practice name and address details
• Can add a new location
• Update hours of the practice
• Can add or edit users
• Can assign clinical availability of users
• Can edit and update closures
• Can add or edit invoicing content – tax rates and bank details

Owner – has all permissions and is in complete control of the software and can do all roles. The account belongs to the owner and the owner can:

• Can do all that Admin can do plus
• Has complete control of the account
• Access to the payment details as the account holder
• Creating and activating users via subscription to Cliniknote
• Set user availability
• Delete a user and prohibit access to the account if needed from any user
• Can transfer ownership of the account to another user (if selling the clinic for example)