Operations

Owner vs Receptionist Roles in CareDesk

What each clinic role can see and do — billing, AI, inbox, and today’s board — so you invite staff safely.

12 March 2026 · 5 min read

CareDesk hides sensitive screens in the UI and still enforces permissions on the API. Owners see billing and AI; reception runs the floor; doctors get a focused schedule.

Quick matrix

  • Owner — clinic profile, doctors, AI, billing, WhatsApp status, full board.
  • Receptionist — patients, appointments, queue, inbox handoff, waitlist — no billing.
  • Doctor — Today + Appointments with start/complete actions.
Owner and receptionist role badges beside a clinic laptop
Give reception the board; keep billing with the owner.

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