05Run the Business
EssentialsRole-based, per record
Roles & Permissions
Role-based access, down to who can open a clinical chart.
Included from Essentials upward.
One record, four moments
- 1BookedOnline, with the forms attached to the appointment.
- 2SignedConsent and history come back before the visit starts.
- 3ChartedThe note is signed, and amendable without overwriting.
- 4PaidTreatment, retail, and tip close out as one sale.
Illustrative — sample record, not a real client
What it actually does
Front desk is not clinical
The person booking appointments does not need the health history. Separating those is basic hygiene in a business holding this data.
Enforced server-side
Permissions are applied where the data is served, not by hiding a button in the interface.
Paired with the access log
Roles decide who may look; the access log records who did. Neither is much use without the other.