Roles and what they can do

Everyone has two kinds of role. Your role in the clinic is set by an admin and stays the same everywhere. Your role on a patient comes from what you do with that patient, and can differ from one patient to the next.

Roles in your clinic

Every member has one practice role: Veterinarian, Expert or Nurse. On top of it, a member can be an admin.

Role	What it means
Veterinarian	Creates patients, records VoiceIts and writes documents. Sees every patient of the clinic.
Nurse	Works with patients exactly like a veterinarian: creates them, records and writes documents.
Expert	A veterinarian with a specialty. Other vets can invite an expert onto a patient for advice, and an expert can open their calendar for video calls under Availability.
Admin	Invites and removes members, sets their roles, and looks after the clinic's settings, billing and invoices. An admin doesn't need a practice role: a practice manager can be an admin only.
Group Admin	In a group of clinics: sees the group's dashboard and clinics, and can make other members of the group group admins.
Cluster Admin	In a group: looks after one cluster of its clinics, a region for example, and can invite clinic admins into it.

An admin changes a member's role on Members in the company settings, with Make generalist, Make expert, Make nurse or Make admin. Admins can change their own practice role, but not take away their own admin role: another admin does that.

Roles on a patient

A patient's team is listed under Participants in the patient's details. Each person carries one badge.

Badge	Who it is
Lead	The vet responsible for the patient: whoever created it, or whoever it was transferred to. Only the lead can transfer the patient or invite an expert.
Team member	A former lead. After a transfer they keep their seat and go on working on the patient.
Nurse	A nurse on the patient's team.
Expert	An expert invited for advice. They can see the patient and its documents as soon as they are invited, to decide whether to accept, and work on it once they have.
Owner	The pet owner.

You don't need to be on the team to help: everyone in the clinic can open the clinic's patients. In the patient list, My patients shows the patients you lead, and Team patients everything else you can see.

Who can do what

To	You need to be
Create a patient	A veterinarian, expert or nurse of the clinic
Open a patient, add files and write documents	In the patient's clinic, or on its team
Transfer a patient	Its lead
Invite an expert	Its lead, in a clinic whose plan includes expert advice
Delete a patient	Its lead, until an expert has accepted: from then on it holds their work too
Invite members and change roles	An admin of the clinic
See billing, usage and invoices	An admin of the clinic
Upload the PDF letterhead	An admin of the clinic
See the group dashboard	A group admin