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
Doctors
Typical tasks include:
- reviewing patient history
- recording consultation notes
- updating treatment details
- checking visit outcomes before check-out
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
Administrators
Typical tasks include:
- clinic setup and maintenance
- user access and permissions
- support and troubleshooting
- policy review and process oversight
Best practice
Give each person the lowest level of access they need. This keeps workflows clear and helps reduce accidental changes to critical settings.