Practitioner and Non-Practitioner Privileges (Roles)
When adding a new user, you have the option to add either a Practitioner or Non-Practitioner. Below is a list of the different user roles (privileges) with brief explanation:
Non-Practitioner
Access eNoteFile
Create Client Notes and QuickNotes
View calendar (diary)
Make Appointments for practitioners
View and manage Invoices for practitioners
Send manual SMS reminders and messages.
Practitioner
Same access as Non-Practitioner; also
Has a dedicated calendar (diary) for appointments
Can take Appointments
Can take Online Bookings
SMS Reminders for appointments.
Practice Manager
Can be either a Practitioner or Non-Practitioner
View Reports
Import and export Clients
Manage Products
Manage Invoice options
Manage Appointment Types
Manage Invoice Customisation
Manage Note Templates
and more eNoteFile account settings.
Subscription Administrators
Can be either a Practitioner or Non-Practitioner
Manage Billing
Manage Team Members (Practitioner or Non-Practitioner)
Manage SMS Reminders
Manage Online Booking
Manage Online Payment options (Stripe)
Export Practice Management data.
Full Access
You can enable both roles to a new user.
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