Ye rule poore app me laga hai, kisi setting se nahi badalta. Receptionist ye kar sakta hai: "⚠️ Emergency intake", allergy / medicines / medical history (Edit patient details), General Notes (Tooth Chart → "Other notes" tab ke neeche), Checkup table ke Yes / Later / No (par Yes rows Plan list me aur exam notes doctor login se hi jaate hain), custom form bharna aur case sheet print. Delete wale kaam (Other note delete, checkup ka "Remove from plan", filled form delete) sirf owner / admin. Auditor login sirf dekh sakta hai. Doctor ke login ka role "Doctor" hona chahiye: naya login Team → Members → Directory → Staff Directory me staff jodte waqt "Create a login account for this staff member?" → Role "Doctor"; pehle se bane login ka role mobile app ke Setup → Admin → Users & Policy → User Management → user ka "Role" → "Doctor" se badlo — web ke User Management me sirf Staff ↔ Admin badalta hai. Role sirf owner / admin badal sakte hain (Action Guard ON ho to PIN maangega).
Receptionist visit note ya clinical note kyun nahi likh pa raha?
Patient ka clinical record sirf doctor, admin aur owner likh sakte hain. Receptionist / assistant / staff login se "📋 Visit note", "+ Treatment" ka visit note, Other note ya Checkup ke exam notes save karne par "Forbidden: insufficient role" wala error aata hai. Dekhna aur case sheet print karna sabke liye khula hai.
Where in ORALZY: Team → Members → Directory → Staff Directory · Setup → Admin → Users & Policy → User Management · Patient chart → top bar "📋 Visit note"
Quick steps
- Error aaye to dekho kis login se kaam ho raha hai
- Clinical note doctor / admin / owner login se likho
- Naya doctor login: Staff Directory me staff jodte waqt Role "Doctor" chuno
- Purane login ka role: mobile app → User Management → "Role" → "Doctor"