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Receptionist (Security Role)

Receptionist

The receptionist security role is designed for users that have access to maintain the appointment schedule, but also create invoices and receipt payments.

Permitted actions

Receptionists have all the permissions that Schedulers have, as well as:

Invoices

View Invoices

Create Invoices

Payments

View Payments

Create Payments

Products

View Products

Create Products

Edit Products

Adjust Stock Level of Products

Expenses

View Expenses that they have added themselves (not the expenses others have added)

Create Expenses

Patients

Archive/Activate Patients

Letters

View Letters (you can configure Cliniko to allow them to view all letters, by default they only see their own)

Create Letters (their own)

Edit Letters (their own)

Patient File Attachments

Upload file attachments

View list of file attachments (but not the actual attachment themselves)

Contacts

View Contacts

Create Contacts

Edit Contacts

Communications

View Communications

Reports

View Daily Payments Report

View Outstanding Invoices Report

View Upcoming Patient Birthdays Report

View Patients Without Upcoming Appointments Report

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