Set up roles for a hospital's nurses and cashiers

When you need this

You run the lab, and a partner hospital's staff will use your system: its nurses send lab requests for payment and take samples, and its reception or accounts takes the payments and checks patients in. Each group gets its own built-in role.

The roles are made for you when you add your first partner hospital:

Role	For	Can	Can't
Partner hospital nurse	The ward's nurses	Send lab requests for payment, take and label samples	Take payments or check patients in
Partner hospital cashier	The hospital's reception or accounts	Take payments and check patients in	Start a new lab request
Partner hospital clerk	A hospital where one person does it all	Everything above	–

Steps

1. Go to Settings › Team and invite the person with the right role: Partner hospital nurse, Partner hospital cashier or Partner hospital clerk.
2. Go to Setup › Partners, open the hospital, and on its Staff tab choose the person under Assign a member. Click Assign.

Do this for each person.

📷 team-invite-partner-hospital-nurse – not taken yet – after deploy to staging

What you should see

• The nurse sees Lab requests in the sidebar and New lab request. The request has no Payments card, and its only button is Send for payment.
• The cashier sees Lab requests with the Waiting for payment chip, and Check in patient on a request. They have no New lab request button.

If something goes wrong

• The three roles aren't on the role list: they are made when you add your first partner hospital. If you already had a role with the same name, that one was kept and the built-in one wasn't made – check what your role allows under Settings › Roles.
• The nurse sees Check in patient: they have the cashier's or clerk's role. Change it to Partner hospital nurse.
• The cashier has only Send for payment: they have the nurse's role. Change it to Partner hospital cashier.
• The person sees no requests, or "You can't check patients in yet": they haven't been assigned to the hospital yet. Do step 2.
• The person sees Visits, not Lab requests: their role isn't a partner role. Give them one of the three above.

You can change what a built-in role allows under Settings › Roles, like any other role.