Front-desk staff and the roles at your practice

Most small practices need another set of hands on the calendar long before they need another clinician. RafaNest lets you invite staff with exactly the access the role needs, and nothing more.

Inviting staff

Open Staff under Account and invite someone by email. Before their first use, they accept a confidentiality undertaking, which is recorded on their account.

What front-desk staff can see

A front-desk seat covers the dashboard, the calendar, appointments, patients' contact details, inquiries, leads, pending payments and the waitlist. It does not include clinical records, billing, accounting or your account and security settings.

Other seats

A clinician seat sees clinical records. An instructor seat is scoped to the classes they run. A lean-practitioner seat is built for someone who rents room time rather than running a full practice, with access to their own room credits. Someone can hold more than one seat at once, and their access is the combination.

Office managers

An office-manager seat gets the owner's full menu, which suits someone who runs the practice day to day without being the clinical owner.

Custom roles

Institutes can build their own role templates when the standard seats do not match how the practice is organized, and apply the same template to more than one person.

A narrower case, sharing one room

If what you actually need is two independent practices answering the phone for each other in a shared treatment room, that is a more specific setup covered in sharing a treatment room with another practitioner, rather than the staff roles described here.

Removing access is immediate from the same Staff page, at any time, for any seat.