Skip to main content

Team Member Roles

Assign team members appropriate roles for improved team management

Sanath Nagaraj avatar
Written by Sanath Nagaraj
Updated yesterday

By default, VetRec provides the following built-in roles for all teams to help distinguish what team members do, manage access and make collaboration on VetRec as easy as possible!

The following table summarizes what each role entails:

Role name

Role description

Admin

Manages team-wide settings and permissions but is not a doctor. Typically, a practice manager or operations lead.

The team creator is automatically made an Admin.

Clinic / Hospital

Shared clinic or hospital account used by the entire team.

Might help with shared accounts on VetRec.

Doctor

Doctor or veterinarian on the team.

Doctor + Admin

Manages team-wide settings and permissions and is a doctor. A lead veterinarian overseeing both medical and administrative functions.

Intern

Veterinary intern on the team.

Medical Director

A sub-category of Doctor + Admin, specifically for a medical director of a clinic or hospital.

Member

Clinic staff on the team, such as technicians, nurses, assistants, receptionists, etc.

Relief / Locum

Part time doctor or veterinarian on the team.

Resident

Veterinary resident on the team.

Student

Veterinary student training at the clinic or a university.

Admin roles

Admin roles currently include Admin, Doctor + Admin and Medical Director. All three have the same permissions and can manage team settings.

Note that certain features like template building, defaults, and workflows can be restricted by admins.

Doctor roles

Doctor roles include Doctor, Doctor + Admin, Intern, Medical Director, Relief / Locum and Resident.

When exporting any documents as PDF from VetRec, they will be signed by "Dr. <Your Name>" (this signature is customizable too in User Controls)

Did this answer your question?