User Roles Overview

Petaladdin is easier to manage when each team member understands which parts of the system they use most often.

Common roles

Reception and front desk

Typical tasks include:

• booking appointments
• checking patients in and out
• updating owner contact details
• helping with invoice handoff and payment confirmation

Guide:

• Front Desk Workflow

Doctors

Typical tasks include:

• reviewing patient history
• recording consultation notes
• updating treatment details
• checking visit outcomes before check-out

Guide:

• Doctor Workflow

Nurses and support staff

Typical tasks include:

• preparing patient information
• assisting with treatment workflow
• updating operational notes where required

Billing and operations staff

Typical tasks include:

• reviewing invoices
• confirming payment status
• checking outstanding balances
• monitoring daily reports

Guide:

• Billing Workflow

Administrators

Typical tasks include:

• clinic setup and maintenance
• user access and permissions
• support and troubleshooting
• policy review and process oversight

Guide:

• Clinic Admin Workflow

Best practice

Give each person the lowest level of access they need. This keeps workflows clear and helps reduce accidental changes to critical settings.