Adding Doctors & Staff

Last updated: March 10, 2026

Invite your team to collaborate on Healthcare with AI. Each member gets role-based access so doctors, receptionists, nurses, and admins see only what they need.

1

Invite Team Members

Go to Settings → Team and click "Invite Member." Enter their email address and select a role. They'll receive an invitation email with a link to join your clinic.

Invitations expire after 7 days — resend if the member hasn't joined yet
2

Role Types

Doctor

Full access to patients, prescriptions, consultations, and analytics

Receptionist

Appointments, queue management, billing, and patient check-in

Admin

Everything including settings, team management, and integrations

Nurse

Patient vitals, queue updates, and prescription viewing

3

Setting Permissions

After assigning a role, you can fine-tune permissions for each team member. Toggle access to specific modules like Pharmacy, Pathology, or Billing as needed.

Permission changes take effect immediately — no need to re-invite
4

Department Assignment

If your clinic has multiple departments (e.g., General, Pediatrics, Dermatology), assign each doctor and staff member to their respective department. This organizes the appointment queue and analytics by department.

Create departments in Settings → Departments before assigning team members

Important

Only Admin and Clinic Owner roles can invite new members or change permissions. Keep at least two admin accounts to avoid lockout situations.

Tips

  • Start with the Receptionist role for front desk staff — it covers most needs
  • Doctors should complete their individual profiles for accurate prescriptions
  • Review team activity logs monthly in Settings → Audit Log