6 User Personas

Access control.
Strictly enforced.

Six distinct personas. Every view adapts its data and actions based on active role.

Clinical

Provider

Clinical staff executing direct patient care, documentation, and treatment planning.

Base Permissions

  • Manage calendar availability
  • Draft, sign & lock clinical notes
  • Access complete medical history
  • Generate superbills
Supervised

Trainee

Supervised clinical staff requiring cryptographic oversight for all documentation.

Base Permissions

  • Draft clinical notes
  • Submit for co-signature
  • View assigned patients
  • Limited scheduling
Operations

Scheduler

Operations staff orchestrating clinic capacity, resource allocation, and patient flow.

Base Permissions

  • Global calendar modification
  • Book & reconcile appointments
  • Manage room resources
  • Execute patient intakes
Finance

Biller

Financial specialists managing the revenue cycle, ledger, and claim submissions.

Base Permissions

  • Read-only clinical access
  • Submit claims via Office Ally
  • Process & tokenize payments
  • Generate financial reports
Admin

OPD Manager

Department administration overseeing program-level architecture and compliance.

Base Permissions

  • View global analytics
  • Configure program parameters
  • Audit clinical logs
  • Manage personnel
Portal

Patient

External end-users accessing care interfaces through the secure patient portal.

Base Permissions

  • Execute digital intakes
  • View upcoming appointments
  • Launch telehealth sessions
  • Settle ledger balances
Clinical Admin Assistance
Mental Health Support Session