Roles and permissions
What each of the five roles can see and do, and how one person can hold two roles.
Hello Homeo does not have one screen that everybody shares. Each person signs in and lands in a portal built for their job, showing only what they need and only the patients they are allowed to see.
The five roles
| Role | Where they land | What the job is |
|---|---|---|
| Admin | /c/your-clinic/admin/dashboard | Runs the clinic: appointments, patients, staff, billing, stock, settings, the website. |
| Doctor | /c/your-clinic/doctor/dashboard | Sees patients: case-taking, prescriptions, lab orders, video consultations. |
| Pharmacist | /c/your-clinic/pharmacist/dashboard | Dispenses what doctors prescribe, and keeps the pharmacy stocked. |
| Lab Technician | /c/your-clinic/lab-technician/dashboard | Collects samples, enters results, publishes reports, owns the test catalog. |
| Patient | /c/your-clinic/patient/dashboard | Books visits and reads their own prescriptions, records, results and bills. |
Who can do what
| Patient | Doctor | Pharmacist | Lab | Admin | |
|---|---|---|---|---|---|
| Book an appointment | own | - | - | - | any |
| Approve / reject / reschedule | - | - | - | - | ✓ |
| Conduct a consultation | - | ✓ | - | - | - |
| Write a prescription | - | ✓ | - | - | - |
| Dispense a prescription | - | - | ✓ | - | - |
| Order a lab test | - | ✓ | - | - | - |
| Enter lab results | - | - | - | ✓ | - |
| Manage the test catalog | - | - | - | ✓ | - |
| Read medical records | own | ✓ | - | - | ✓ |
| Read lab results | own | ✓ | - | ✓ | ✓ |
| Create invoices, take payments | - | - | - | - | ✓ |
| See invoices | own | - | - | - | ✓ |
| Edit inventory | - | - | ✓ | - | ✓ |
| Add or remove staff | - | - | - | - | ✓ |
| Change clinic settings | - | - | - | - | ✓ |
| Join a video consultation | ✓ | ✓ | - | - | - |
“own” means the person's own records only.
One person, two jobs
In most small clinics the owner is also the doctor. You do not need two logins for that, and you do not need to switch between two dashboards either - both jobs are live at the same time.
- 1
Tick I also work as a doctor at this clinic when you register - or turn it on later under Admin → Settings → Doctor Role.
- 2
Sign in once, with one email and one password.
- 3
Work from the admin portal. A Clinical section appears in your sidebar with everything a doctor gets.
My Practice, My Consultations, New Consultation, Lab Orders, Repertory, Vita AI and Availability - all in the portal you are already in.
Sessions and signing out
| Who | How they sign in | How long the session lasts |
|---|---|---|
| Staff (Admin, Doctor, Pharmacist, Lab) | Email + password | 24 hours |
| Patient | 6-digit one-time code, by email or SMS | 7 days |
When a session runs out you are simply asked to sign in again. Details and troubleshooting live in Logging in.
Your data stays yours
Every clinic on Hello Homeo is a separate tenant. Patients, appointments, stock, invoices and records all carry your clinic's id, and every page and every request is filtered by it - a staff account at one clinic cannot read another clinic's data, even by guessing a URL. Your clinic address (/c/your-clinic/…) is what routes each person to the right place.