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Healthcare — Screen Workflows
End-to-end flows across the Healthcare add-on screens.
Onboard the Healthcare team
Admin activates healthcare
→
Open Roles (seed templates)
→
Open Clinical Staff
→
Assign roles to staff
Day-to-day flow
Register patient
→
Schedule appointment
→
Record vitals
→
Issue prescription (Physician)
→
Submit claim (Billing)
Who can do what
| Step | Required capability | Typical role |
|---|---|---|
| Access EHR | health:ehr:read_write | Attending Physician |
| Schedule appointment | health:appointment:schedule | Medical Registrar |
| Record vitals | health:vitals:entry | Head Nurse |
| Issue a prescription | health:prescription:issue | Attending Physician |
| Submit a claim | health:claims:submit | Medical Billing Specialist |
Frequently Asked Questions
What gates each step?
Each action needs its specific capability; users without it are blocked even inside the add-on.
Do these flows require the package?
Yes — every Healthcare screen is guarded by tenant entitlement plus a Healthcare role.
Where do I set up the master data used here?
On the Operational Setup screens.
Can roles be customized?
Yes — define custom Healthcare roles from the Roles screen (only HEALTHCARE + GLOBAL capabilities).