The Staff Portal is the daily workspace for doctors, therapists, coaches, and other authorized therapeutic professionals.
It focuses on each professional’s own work rather than general clinic administration.
Dashboard
The Dashboard provides a quick overview of relevant daily activity.
It helps Medical Staff focus on the appointments and work that require their attention.
Calendar
The Staff Calendar provides a view of the logged-in professional’s schedule.
Appointments are scoped to the Medical Staff member rather than exposing the organization’s entire appointment calendar.
My Appointments
My Appointments provides access to appointments relevant to the logged-in Medical Staff member.
Depending on the appointment and permissions, available actions may include:
- Reviewing appointment details
- Updating permitted appointment information
- Updating appointment status
- Accessing the relevant client
- Continuing into appropriate clinical workflows
My Clients
My Clients provides access to clients connected to the Medical Staff member through authorized professional relationships.
From the client workspace, the user can access the information and clinical tools permitted by their role and capability.
My Availability
Medical Staff can manage their own working availability through the Staff Portal where enabled.
This uses the same scheduling foundation as the clinic’s appointment engine.
Session Notes
Therapeutic professionals can use Session Notes to document appropriate sessions.
Session Note access follows clinical permissions and locking rules.
Clinical Work
Available clinical actions depend on capability.
Doctors may have access to Doctor-specific workflows such as:
- Medication
- Lab Requests
- Imaging Requests
Therapeutic professionals may work with:
- Session Notes
- Homework
- Psychological Scales
- Permitted Clinical Files
Tasks
The Tasks area helps Medical Staff manage their own assigned operational work.
My Billing
Medical Staff can access the billing information made available to them within their own authorized scope.
They do not automatically receive access to the clinic’s complete financial information.
Portal Switching
Users who have both Medical Staff and administrative access can switch between the Staff and Admin Portals without creating another account or logging in again.
Important
The Staff Portal is intentionally different from the Admin Portal.
Clinic management, global settings, administrative staff management, expenses administration, and other organization-wide functions remain administrative workflows.