Accounts and roles
Practice, staff, and patient accounts, and what each role is allowed to do.
On this page
Meditrac is the workspace for a medical practice and the portal patients use to book and read what the practice has shared with them. There are three kinds of account.
Practice
The person who creates the practice is the admin. Tick I also practise here during setup if you also see patients. That adds the doctor role, shown in the app as a practitioner.
Staff invited later
An admin invites people as Doctor, Reception, or Admin. One person can hold more than one role.
Doctor
Clinical
Sees patients, starts visits, and writes prescriptions. Title and registration number are required before a script can be issued.
Reception
Front desk
Books, checks people in, and manages the front desk. Does not start visits, write clinical notes, sign prescriptions, or change stock.
Admin
Practice
Manages staff, billing, and practice settings. An admin who does not also have the doctor role cannot write clinical notes.
Patient
Patients book visits and read records the practice has shared. They never see clinical notes that were not written for them. The patient-visible summary is what they can read. The clinical note, assessment, and plan stay in the practice unless a clinician copies that text into the summary.