Business & Growth

Clinic staff roles and permissions in Egypt

Your clinic staff, on the system

Owner, manager, reception, doctor - each one sees only their part

Reception permissions

4 / 8

  • Book and cancel
  • Check patients in
  • See patients
  • Take payments
  • See FinanceSensitive
  • Add and edit expensesSensitive
  • Manage attendance and leave
  • See and pay salariesSensitive

Pick a role and flip any switch; it applies to everyone in that role right away. Only the owner gives the Sensitive ones.

The problem

The whole clinic shares one login, so reception sees the month's profit and everyone's salary. People who left still have the password months later. Attendance lives in a notebook at the desk, and nobody remembers who was late last Tuesday.

Team & Roles

Add your team from Settings, Team. Type their email, pick a role and, with several branches, the branches they can open. Someone new gets an invite email; someone who already has a Docistra account gets a link you send them. Doctors are added from the Doctors page with their own invite link. Six roles come built in: Owner, Manager, Reception, Doctor, Doctor's assistant and Finance manager, and everyone signs in with their own account, by email or Google.

Invite to the team

mona@gmail.com

Branch access

The invite arrives by email

Pick a role and a branch, then press Invite

Permissions and branches

On the Roles tab you build your own roles on Manager or Reception and switch each permission on or off: book and cancel, check patients in, open and end the day, see patients, use the inbox, take payments, see Finance, add expenses, use the stock, manage attendance, see and pay salaries. Finance, expenses and salaries are sensitive, so only the owner can give them. Change a role and it applies to everyone in it right away, and a member can be limited to some branches only.

Mona Adel

Reception

Branch access

  • Nasr City
  • Maadi

Today's appointments she sees

  • 10:00Sara H.Nasr City
  • 11:30Karim T.Nasr City

Switch a branch on or off; the list follows

Assistants and attendance

A Doctor's assistant is linked to the doctors they help, and each doctor decides if that assistant sees the full record and takes payments, for their own patients or the whole clinic. On the Team plan and up, the team records attendance with a button in the app, a reception QR that changes every 30 seconds, or only near the branch, and asks for leave from the app. Every account can turn on two-step verification and sign out any device it doesn't recognise.

My attendance

Team plan and up

On the reception screen. Changes in 30s

Not checked in yet

Present

18 days

Late

25 min

Absent

0

Pick the method the clinic turned on, then check in

Inside

  • Invite by email; doctors get their own invite link from the Doctors page
  • Six built-in roles: Owner, Manager, Reception, Doctor, Doctor's assistant, Finance manager
  • Your own roles on Manager or Reception, with a switch for each permission
  • Finance, expenses and salaries: only the owner can give them
  • Limit a member to some branches
  • Doctor's assistant linked to their doctors, with record and payment switches
  • Attendance by app button, reception QR or location, plus leave requests (Team plan and up)
  • Two-step verification and a list of active devices for every account

Who this is for

A

Solo clinic with one receptionist

Owner plus Reception. One email invite, and reception books, checks patients in and takes payments without ever opening Finance.

B

Clinic with a call center

A role built on Reception with Take payments switched off: they book, move appointments and answer the inbox, and never touch the money.

C

Clinic with an outside accountant

Give the accountant Finance manager: Finance, expenses and payments, nothing clinical. Each branch's reception is limited to its own branch, and the owner sees the whole clinic.

Common questions

How do staff sign in?

Each person has their own account: the email they were invited on with a password, or Google. Once they verify their mobile number in their account, they can sign in with it too.

Can I make my own roles?

Yes. On the Roles tab, start from Manager or Reception, name the role in Arabic and English, and turn each permission on or off. Only the owner can make Manager-based roles.

Who can give access to the money?

Only the owner. See Finance, Add and edit expenses and See and pay salaries are marked Sensitive; a manager sees those switches but can't change them.

Is there a limit on how many staff I can invite?

Staff are unlimited. Plans are priced by bookings, and each plan also covers a number of doctors (see pricing): Solo 1 doctor, Team up to 5, Clinic up to 10, and Center unlimited.

Ready to run team & roles on Docistra?

First 30 bookings free. No card, no clock.

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