Office staff, such as medical office assistants (MOAs), work in Docnote on behalf of your practitioners. What a staff member can do depends on the role you give them: Member or Admin.

Staff with the Member role

This is the usual role for front-desk staff. They can:

• View the practice's service requests and create new ones for a practitioner.
• Update a request's status as it progresses.
• View, add and edit patient records.

They don't see the Team page, finances, fees or practice settings.

Staff with the Admin role

Choose Admin for an office manager who sets things up for the practitioners. On top of everything a member can do, they can:

• Invite people, change roles and remove people. See How do I invite a team member?
• Edit practice details and see billing, invoices and financial reports.
• Set up services, fees, EMR connections and payouts for each practitioner, as described below.

Staff can also be an Owner. An owner can do everything an admin can, and can also make someone an owner. For the full comparison, see What's the difference between Owner, Admin and Member?

Set things up for a practitioner

An admin chooses which practitioner they're working for on each of these pages:

• Services: choose the practitioner under Select a practitioner, then edit their services and fees. A banner shows whose fee schedule you're editing.

• Settings, EMR Connectors tab: click Configure or Edit next to a practitioner to set up their PS Suite connection.

• Finances, Payments & Payouts tab: click Set up or Manage next to a practitioner to start or update their Stripe account.

Some steps stay with the practitioner

Stripe asks for the practitioner's own identity and bank details during setup. Only the practitioner can sign in to their own Stripe dashboard.

In PS Suite

On the Docnote forms in PS Suite, the doctor you're signed in under is already selected. You can choose another practitioner, except on Rx Renewal: a prescription can only be renewed in the name of the doctor you're signed in under.

What staff can't do

Whatever their role, staff don't have a fee schedule, a PS Suite connection or a Stripe account of their own. Those belong to practitioners.

What a staff member can do is set by their role. It can't be adjusted one permission at a time.