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)
Roles can be assigned when inviting a member to join your team or managing team members.