Prvaha controls what each user can see and do through a role-based access system. Every user account in your clinic is assigned exactly one role, and that role determines which screens they can access, which actions they can perform, and which records they can view or edit. Getting roles right from the start avoids both gaps in access and accidental over-permissioning.
Available Roles
Prvaha defines the following roles for clinic users:
| Role | Description | Key Capabilities |
|---|
| Admin | Full clinic management access | Manage all staff accounts, configure clinic settings, access all appointments and patient records, manage billing, view audit logs, manage drugs/diagnoses/lab library |
| Doctor | Clinical staff member | View and manage own appointments, conduct consultations, write prescriptions and lab orders, record diagnoses, manage own schedule, access patient clinical history |
| Nurse | Clinical support staff | Assist with patient check-in, record vitals during workflow steps, support the consult workflow for assigned appointments |
| Receptionist | Front desk operator | Create and manage appointments, register new patients, handle check-in, generate and manage invoices, view appointment calendar |
| Lab Technician | Laboratory staff | Access and process lab investigation requests linked to appointments, update investigation results |
| Patient | End patient (portal access) | View own appointments and appointment history, manage personal profile, link and manage family members, access own prescriptions |
Roles are assigned per-clinic. A user belongs to one clinic only. If your organisation operates multiple clinics on Prvaha, each clinic manages its own user list and role assignments independently.
Role Assignment
Assign a role when you invite a new user to your clinic:
Open the Users panel
From the dashboard, navigate to Dashboard → Users.
Create a new user
Click New User (or Invite User) to open the invitation form.
Fill in user details
Enter the user’s name, email address, and phone number.
Select a role
Choose the appropriate role from the Role dropdown: Admin, Doctor, Nurse, Receptionist, or Lab Technician.
Send the invitation
Click Invite. The user receives an email with a link to complete their account setup. Their role is active immediately once they accept.
Changing Roles
To update an existing user’s role:
Open the Users panel
Navigate to Dashboard → Users.
Select the user
Find the user in the list and click their name or row to open their profile.
Edit the user
Click Edit to open the edit form.
Change the role
Update the Role field to the new role.
Save
Click Save. The change takes effect on the user’s next page load or login.
Changing a user’s role immediately alters what they can access. Downgrading a Doctor to Receptionist, for example, removes their access to clinical tools and prescriptions. Confirm the change before saving.
What Each Role Sees
Admin
Doctor
Receptionist
Admins see the complete dashboard without restrictions. The Admin view includes:
- Appointments — all appointments across all doctors, in both calendar and table view, with full edit access
- Patients — full patient list with the ability to create, edit, and view all patient records and clinical history
- Users — staff management panel to invite, edit, and deactivate user accounts
- Billing & Invoices — all invoices, payment records, and billing summaries
- Preferences — clinic settings including workflow templates, appointment transitions, drug/diagnosis/lab libraries, and clinic profile
- Audit Logs — a full log of all actions taken across the clinic for compliance and review
Doctors see a focused, clinical-first view. The Doctor dashboard includes:
- My Appointments — their own appointment queue for today, with quick access to each consult screen
- Calendar — their personal schedule in day and week views
- Patients — patient records for patients they have consulted with, including clinical history, prescriptions, and lab orders
- Consult tools — within each appointment: diagnosis recorder, prescription writer, lab investigation orders, clinical notes, and video call launcher
- Reports — their own performance and appointment summaries
Receptionists see the operational, front-desk view. The Receptionist dashboard includes:
- Appointments — the full appointment calendar and table view, with the ability to create, edit, cancel, and check in appointments for any doctor
- Patients — patient registration and search to quickly find or create patient profiles
- Invoices — invoice generation and management for completed appointments
- Walk-ins — a quick shortcut to create on-the-spot appointments for patients who arrive without a prior booking
