The actions described in this lesson require a Manager permission on your clinic.
To set Practitioner permissions click on My clinic > Permissions > For practitioners. Here you can set default permissions for all the practitioners in your clinic or create personalized permissions for each Practitioner by using the edit icon.
You can set the following permissions for each of your practitioners:
- Managing own patient invoices
- Scheduling classes
- Managerial permissions: this gives the practitioner permission to manage everything in your clinic, including inviting other practitioners to join your clinic, changing your billing information used on Embodia, setting up your services, your payment methods, your questionnaires, etc. In the Embodia guides, everything that requires a managerial permission will start with "The actions described in this lesson require a Manager permission on your clinic."
- AI Charting: This will only appear if AI Charting is enabled for the clinic.
- Viewing colleagues' schedule, including the ability to restrict the viewing of the schedule to certain practitioners by selected them here.
- Managing colleagues' schedule.