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
  • Send a Bulk SMS
  • 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.

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