MedAssistantRoles and seats
What each role allows, and how to add or remove billed seats.
Roles
A person can have several roles in an organization; they choose which one to work with.
Manager
Runs the organization, without access to clinical patient data.
- Organization: information, professions, tools offered, plan and data retention.
- Users: adding users, roles, access hours and removal.
- Usage Statistics.
- Billing: invoices, payment method and subscription.
Professional
Works with patients and their data.
- Inbox: questionnaire reports, Scribe notes, agent reports.
- Scribe, if the organization has access to a scribe.
- Form and Send forms.
- Pre-visit agent and Calendar.
- Editor, with the editing permissions granted by MedAssistant.
Assistant
Supports professionals at the front desk, without access to clinical data or reports.
- Send forms and tracking of what was sent.
- Form: filling in the questionnaire at the workstation with the patient.
Tablet
Turns a clinic device into a questionnaire station for patients, in kiosk mode. See Fill in at the clinic.
Seats
The Professional, Assistant and Tablet roles are billed per seat. The Manager role is never billed.
The Organization › Roles tab shows, for each role:
- This month's roles: seats used out of seats paid;
- Next month's roles: the number of seats in the next billing period.
Add seats
Choose Add roles, then the role and the number of seats (up to 20 at a time).
Check the calculation: days remaining in the period, prorated amount added to the current invoice and total for the next period.
Type ADD to confirm.
The addition is immediate and prorated for the days remaining in the current period. It can't be undone; you can only schedule a reduction.
Remove seats
Choose Remove roles, then the role and the number of seats to remove.
If people hold the seats being removed, choose the ones who will lose that role in the next period.
Check the confirmation box, then Confirm reduction.
The reduction applies at the start of the next billing period. Until then, the row shows Reduction scheduled: View lets you cancel it by typing CANCEL. While a reduction is scheduled for a role, you can't add seats or people to that role.
Additions and reductions are blocked during the two minutes before a new billing period starts.
Example
You're the only professional (This month's roles: 1/1) and you're welcoming a colleague.
- Add roles: one Professional seat. You go to 1/2, and the seat is billed prorated for the rest of the month.
- Users › Add user: your colleague, with the Professional role. You go to 2/2.