Receptionist chart aur Plan list dekh sakta hai, bill bana sakta hai aur paisa le sakta hai — par "+ Treatment" ka Save, Plan item ka "✎ Edit rate / qty / discount" Save aur Mark Done server mana kar deta hai. Assistant role ko jaan-boojh kar is list me nahi rakha gaya. Auditor login sab kuch sirf dekh sakta hai. Kisi staff ko ye kaam dena ho to owner / admin Setup → Admin → Users & Policy → User Management me uska role doctor ya admin kare. Plan compare ke "Accept + sign" / "Present" par ye role shart nahi hai; Checkup ki table koi bhi save kar sakta hai, par "Yes" wali rows Plan list me tabhi judti hain jab doctor / admin / owner save kare. Delete par baaki sabko "Forbidden: DELETE restricted to owner/admin/super_admin" dikhta hai.
Receptionist treatment plan add ya edit kyu nahi kar pa raha?
Treatment plan banana, plan ka rate / qty badalna aur Mark Done clinical record hai — ye sirf doctor, admin aur owner login kar sakte hain. Receptionist, assistant ya staff login se Save karne par "Forbidden: insufficient role" aata hai. Planned treatment Delete sirf owner / admin kar sakte hain — doctor bhi nahi.
Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → "+ Treatment" · Setup → Admin → Users & Policy → User Management
Quick steps
- "Forbidden: insufficient role" aaye to samjho login ka role clinical kaam ka nahi hai
- Doctor / admin / owner login se plan save ya edit karo
- Staff ko hamesha ke liye dena ho to owner Setup → Admin → Users & Policy → User Management me role badle
- Plan delete ke liye owner / admin login chahiye