Each person has one role in a practice, plus an optional permission to manage it. Roles are checked on every request, so a change takes effect straight away.
The three roles
| Clinician | Assistant | Administrator | |
|---|---|---|---|
| Read patient charts | Yes | Yes | No |
| Write context, intake and draft text | Yes | Yes | No |
| Prepare AI drafts and code suggestions | Yes | No | No |
| Sign notes and approve documents | Yes | No | No |
| Approve coding worksheets | Yes | No | No |
| Use evidence research | Yes | No | No |
| See organisation settings and usage totals | With management | With management | Yes |
Administrators are for practice managers and billing staff who should not see clinical records.
The management permission
Anyone can also be given Manage organization and member access. A manager can:
- edit the practice profile, logo and login address,
- invite, change and remove members,
- maintain sites and care teams,
- publish practice templates and shared shortcuts,
- set practice-wide writing style,
- manage billing and spending limits,
- read the audit history.
Management does not grant chart access. An administrator who manages the practice still cannot open a chart. Some actions need both, for example a clinician who manages the practice is required to restrict a patient's access, review duplicate records or apply audio retention.
Safeguards
- A manager cannot change their own clinical role.
- The last active manager cannot be removed or demoted.
- Removing a member immediately detaches the membership from all of their sessions.
Audit history
Managers can open Settings → Practice → Audit history to filter recorded actions, such as sign-ins, invitations, signatures, amendments and access changes, and to export a verified JSON snapshot. Managers only see clinical events for patients they can currently read.
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Next: Sites, care teams and patient access