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Everyone in a practice has one of three roles. An admin sets each person’s role in Settings › Users. Practitioners can’t open Referrers, Practitioners, Forms, Batch upload or the front desk queues, and see only their own appointments on the calendar. Reception can’t open Reports. Some actions need a particular role even on a page everyone can open. Each page of this guide says so where it matters.

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What “their own patients” means

A practitioner sees a patient once that patient has an appointment with them. They can also open a patient they have just added, so they can book the first visit. Patients booked only with other practitioners stay hidden from them. A practitioner’s account must be linked to their practitioner record. Until an admin links it, they see no appointments and no patients. See Link a user to a practitioner record.