🗂️ 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