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Staff and Role Management for Multi-Provider Clinics

Staff and Role Management for Multi-Provider Clinics
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July 23, 2024· 3 min read

A medical clinic is a team, and managing access to patient data within that team requires precision. The receptionist who books appointments shouldn't be able to view clinical notes. The billing administrator who reconciles invoices shouldn't have the ability to issue prescriptions. Looms Staff and Role Management gives clinic owners the tools to configure exactly that.

Roles and permissions

Clinic owners can assign any staff member to one of four pre-built roles — Owner, Doctor, Nurse and Administrator — each with a predefined permission set. For more granular control, any role's permissions can be customised at the module level: appointments, records, prescriptions, billing, analytics and messages can each be independently toggled.

Inviting staff

Staff are invited by email from the clinic administration panel. Invited staff receive a link to create their Looms account and are immediately linked to the clinic with the configured role. Adding a new staff member takes under two minutes.

Access tracking

The audit trail records every staff member's access to patient records — who accessed which record, at what time and what action was taken. Clinic administrators can review this log in the compliance section, filter by staff member or date range, and export it for governance reporting.