Understanding Roles & Permissions

Permission groups

• Patients — view/edit/delete patients, view clinical notes
• Appointments — view/manage appointments
• Clinical — prescribe medications, view medications, record vitals, view/review lab reports, view/manage assessments
• Lab Module — order tests, manage catalog, collect samples, enter/verify results, manage QC, referrals, lab settings
• AI Features — view AI sessions/insights, generate AI reports
• Finance — view/manage billing, process refunds, confirm cash deposits
• Administration — access settings, manage users
• IPD Module — admissions, discharge, progress notes, nursing charts, ECT register, NDPS register (read/write), MHCA documents, incidents, IPD settings
• Therapy Module — view/manage therapy programs, supervision records
• De-addiction Module — patient registration, OAT dispensing, UDS results, NDPS register, admissions, progress notes, nursing/withdrawal charts, incidents, MHCA documents, compliance settings
• Store Module — manage store products/orders/returns/settings

Managing roles

1. Open Settings → Roles.
2. Create a role: name it, optionally clone permissions from an existing role.
3. Edit permissions: toggle individual permission checkboxes per group, then save.
4. Rename a role: updates the label everywhere it's referenced.
5. Delete a role: only allowed after migrating any users currently on that role to a different one.