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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:


  • 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


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


  • 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)