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Practitioner (Security Role)

Practitioner

The practitioner security role is designed for users that can view patient medical information, and create treatment notes.

Permitted actions

Practitioners have all the permissions that Receptionists have with the exception of viewing the outstanding invoice report. They also have the ability to:

Medical Alerts

View Medical Alerts

Create Medical Alerts

Modify Medical Alerts

Delete Medical Alerts

Treatment Notes

View Treatment Notes (you can configure Cliniko to only allow them to view their own treatment notes, by default they see all)

Create Treatment Notes

Update Treatment Notes that they created, as long as they are still in draft.

Letters

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

Create Letters

Update Letters (you can configure Cliniko to only allow them to view their own letters, if so, they can only update their own too)

Patient File Attachments

View Patient File Attachments

Upload Patient File Attachments

Update Patient File Attachments description only for files that the practitioner uploaded

Delete Patient File Attachments only for files that the practitioner uploaded

Reports

View Practitioner Revenue by Raised Invoices report only for themselves

View Practitioner Revenue by Closed Invoices report only for themselves

Cannot View Patients without Upcoming Appointments report

Cannot View Upcoming Birthdays report

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