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As the Admin, you can set Assistant Permissions for what you allow your Assistant to access within your clinic.
You need to go into the Assistant settings to check what permissions are provided to your Assistant.
Editing Patient details allows your Assistant to go into Patient Profiles and edit information.
Important Note: The View Patient Email Address and Phone Number are locked to allow the Assistant to access this information.
Clinic Reports include allowing your Assistant to view data that involves clinic finances and analytics.
Important Note: When Reports are not permitted, the Report icon (top left header) will not appear on the Assistant account.
The View Clinic Billing Page allows the Assistant to view the Clinic's Billing information. The Assistant will access all the clinic's finances, such as Clinic Billing Records, Packages and Memberships, Insurance and Claims. The Assistant will be able to issue invoices and accept payment on behalf of the clinic.
Important Note: If the View Clinic Billing Page is not selected, the Billing Icon (top left header) will not be shown on the Assistant account.
Managing Billing and Insurance allows your Assistant to create and view invoices, collect payments and submit insurance claims within the clinic.
Important Note: If Manage Billing and Insurance is not selected, the Assistant cannot create an invoice or accept payment.
Allowing your Assistant to manage others' calendars involves being able to schedule, move, or cancel appointments for clinic Practitioners.
Important Note: When Manage Other's Calendar is not permitted, the Assistant cannot book appointments for Practitioners in the clinic.
As the Admin, you can set Assistant Permissions for what you allow your Assistant to access within your clinic.
You need to go into the Assistant settings to check what permissions are provided to your Assistant.
Editing Patient details allows your Assistant to go into Patient Profiles and edit information.
Important Note: The View Patient Email Address and Phone Number are locked to allow the Assistant to access this information.
Clinic Reports include allowing your Assistant to view data that involves clinic finances and analytics.
Important Note: When Reports are not permitted, the Report icon (top left header) will not appear on the Assistant account.
The View Clinic Billing Page allows the Assistant to view the Clinic's Billing information. The Assistant will access all the clinic's finances, such as Clinic Billing Records, Packages and Memberships, Insurance and Claims. The Assistant will be able to issue invoices and accept payment on behalf of the clinic.
Important Note: If the View Clinic Billing Page is not selected, the Billing Icon (top left header) will not be shown on the Assistant account.
Managing Billing and Insurance allows your Assistant to create and view invoices, collect payments and submit insurance claims within the clinic.
Important Note: If Manage Billing and Insurance is not selected, the Assistant cannot create an invoice or accept payment.
Allowing your Assistant to manage others' calendars involves being able to schedule, move, or cancel appointments for clinic Practitioners.
Important Note: When Manage Other's Calendar is not permitted, the Assistant cannot book appointments for Practitioners in the clinic.
As the Admin, you can set Assistant Permissions for what you allow your Assistant to access within your clinic.
You need to go into the Assistant settings to check what permissions are provided to your Assistant.
Editing Patient details allows your Assistant to go into Patient Profiles and edit information.
Important Note: The View Patient Email Address and Phone Number are locked to allow the Assistant to access this information.
Clinic Reports include allowing your Assistant to view data that involves clinic finances and analytics.
Important Note: When Reports are not permitted, the Report icon (top left header) will not appear on the Assistant account.
The View Clinic Billing Page allows the Assistant to view the Clinic's Billing information. The Assistant will access all the clinic's finances, such as Clinic Billing Records, Packages and Memberships, Insurance and Claims. The Assistant will be able to issue invoices and accept payment on behalf of the clinic.
Important Note: If the View Clinic Billing Page is not selected, the Billing Icon (top left header) will not be shown on the Assistant account.
Managing Billing and Insurance allows your Assistant to create and view invoices, collect payments and submit insurance claims within the clinic.
Important Note: If Manage Billing and Insurance is not selected, the Assistant cannot create an invoice or accept payment.
Allowing your Assistant to manage others' calendars involves being able to schedule, move, or cancel appointments for clinic Practitioners.
Important Note: When Manage Other's Calendar is not permitted, the Assistant cannot book appointments for Practitioners in the clinic.
