Branches, roles and who sees what

Settings → Clinic → Branches and Settings → Team → Roles & permissions.

Branches

One clinic, several locations. Each branch has its own hours, its own staff, and its own cash accounts.

A member assigned to a branch works with that branch’s patients. If a patient who belongs to another branch turns up, your staff can find them by name — just enough to tell it’s the same person, not their full record — and add them to this branch on purpose. That keeps one patient from becoming two records, and every time it happens it goes into the log with who did it.

Every plan includes one branch. Extra branches are ₱500 a month each.

Roles

Roles are yours to define rather than a fixed list. Each role sets what someone can see, add and change — and you give each member a role.

A rough shape most clinics land on:

• Owner — everything, including billing. There must always be at least one.
• Dentist — patients, charts, notes, their own schedule
• Front desk — appointments, patient demographics, payments, but not clinical notes
• Assistant — narrower still

Build the roles that match how your clinic actually divides work. The app won’t argue.

Deciding what to give someone

The useful question isn’t “do I trust them?” — you presumably do, or they wouldn’t have a login. It’s “what does this person need in order to do their job?” Permissions that go beyond that aren’t a vote of confidence; they’re an accident waiting for a bad day.

Money is where this matters most. See money and reports for what’s visible where.

The audit log

Audit log in the sidebar. Every change to patient data is recorded with who did it, when, and what changed — including files being opened.

Two reasons it’s there. RA 10173 expects it. And it settles questions that are otherwise unsettleable: who moved that appointment, who changed that fee, who voided that payment. Not to catch anyone out, but because “I don’t know” is a bad answer when a patient asks.

Next: track your supplies.