Every person in your practice has one role: Owner, Admin or Member. The role decides what they can do in Docnote. You choose it when you invite someone, and an owner or admin can change it later.
What each role can do¶
| Owner | Admin | Member | |
|---|---|---|---|
| View and create service requests, and update their status | Yes | Yes | Yes |
| View, add and edit patient records | Yes | Yes | Yes |
| View billing, invoices and financial reports | Yes | Yes | No |
| View and edit any practitioner's fees | Yes | Yes | No |
| Edit practice details, address and HST settings | Yes | Yes | No |
| Set up EMR connections for the practice | Yes | Yes | No |
| Invite practitioners and staff | Yes | Yes | No |
| Change roles and remove people | Yes | Yes | No |
| Make someone an owner, or change an owner's role | Yes | No | No |
Owner and Admin can do the same work. The only difference: only an owner can make someone an owner or change an owner's role. Every practice keeps at least one owner.
Member is for day-to-day work with requests and patients. Members don't see the Team page, and can't change practice settings or anyone else's fees.
What every practitioner can do¶
Whatever their role, every practitioner can also:
- Edit their own fee schedule.
- Set up their own PS Suite connection.
- Set up their own Stripe account and HST details, so they can be paid.
Office staff don't have these, because they don't have fees or payouts of their own. See What can office staff do?
See one person's permissions¶
- In the left menu, under Workspace Manager, click Team.
-
Click View on the person's row, then click the Role & Access tab.
The list shows every permission, with the ones their role includes ticked. Permissions marked Practitioner come with being a practitioner, not with the role.
Permissions are set by the role and can't be changed one at a time. To give someone more or less access, change their role.
Member type and staff classification
The profile also shows Member type (practitioner or staff) and, for staff, a Staff classification such as medical office assistant (MOA). These describe the person. They don't change what they can do.