Track · Administrators

Office admin

Accounts and capabilities, how the practice books, the BAA gate on every vendor, the security and audit routine, and the templates and forms that shape everyone else's day.

5 lessons · 41 minutes · Practice managers and administrators

Lessons

Take them in order the first time. After that, use this page as a reference index.

  1. 01 Accounts, and what people can do Creating users, the three roles, the capability grid, and the reset actions that sign someone out. 8 min
  2. 02 How the practice books Timezone and lunch, visit types and lengths, booking rules, closures, and the provider hours behind every open slot. 9 min
  3. 03 Vendors, PHI, and money The BAA gate that decides who may receive patient data, the Square connection, and the fee and statement settings behind every bill. 8 min
  4. 04 Security and the audit trail The 2FA switch that can lock people out, session limits, and turning a tamper-evident log into an actual compliance routine. 8 min
  5. 05 Templates, forms and reminders Note templates and dot-codes, the kiosk question sets, order favourites, and the reminders that don't send yet. 8 min

When you finish this track you can

  • Create accounts and set what each role may do
  • Configure booking so the desk gets sensible refusals
  • Hold the line on no PHI without a signed BAA
  • Run a monthly compliance routine off the audit trail
  • Build the templates and kiosk forms the practice actually uses