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Schedule a new visit
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can schedule a new visit for any provider within the organization |
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View visit detail
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can view Visit Detail within the organization |
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Can send message to patient on the Visit Detail |
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Can upload files on the Visit Detail |
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Cancel a scheduled visit
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can cancel a scheduled visit for any provider or an admin within the organization |
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Schedule a visit from visit request
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can schedule a visit for any provider or an admin within the organization |
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Patient sends a visit request to a specific provider
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see list of the requested visit to all providers within the org |
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Can receive the notification |
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(Unless there are no schedulers in the organization, in which case should receive In App messages.) |
(As an email, SMS, and In App message if requested.) |
. (As an In App message from all requested visits.) |
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Can accept and assign only to the assigned provider |
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Can add Secondary Provider to the Visit |
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Patient sends a visit request to let the organization select a provider
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see list of the requested visit to the org |
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Can receive the notification |
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(Unless there are no schedulers in the organization, in which case should receive In App messages.) |
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(As an In App message from all requested visits.) |
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Can be able to schedule and assign to any provider within the org |
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Can add Secondary Provider to the Visit |
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Reject a visit request
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can REJECT requests for ANY provider |
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Can REJECT requests for Organization |
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Upcoming visits
| Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see list of upcoming visits, for all providers on the organization |
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Past visits
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see list of past visits, for all providers on the organization |
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Carry out a visit
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can access visit if invited |
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(If the provider is invited.) |
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Can see participants list |
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My settings
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can view and edit their own settings |
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(Specialty field is not shown.) |
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(Specialty field is not shown.) |
(Specialty field is not shown.) |
My security
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can enable/disable 2FA on its account |
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Can change its password |
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Organizational information
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Creates the Organization |
with exclusive rights to export data and access Stripe dashboard as owner. |
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Can view organizational information |
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Can edit organizational information |
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Patient forms
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Links to consent and emergency forms from the Organizational Information screen |
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Manage personnel
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can view personnel list |
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(And personnel details.) |
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Can add personnel |
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(Provider only.) |
(Provider only.) |
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Deactivating/Reactivating personnel |
deactivation is blocked if the person has upcoming visits. |
admins can't deactivate themselves or another admin |
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Can assign any roles |
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(Can not downgrade.) |
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Can assign specialties |
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Can resend invite to personnel for any role |
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Can edit personnel information up until the account is activated |
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(Any role.) |
(To providers only.) |
(To providers only.) |
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Manage patients
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can view (what?) |
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Can add patients |
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Can resend invites to patients |
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Can edit patient information up until account is activated |
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Subscriptions
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can access and edit all subscriptions and subsections |
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Includes: Subscription plan Payment methods Recent transactions Current usage |
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Practice management (shared and private notes)
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can view shared and private notes |
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Can add shared and private patient notes |
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Can add shared and private visit notes if part of the visit |
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Can edit any notes |
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Update visit
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can perform updates on a Scheduled Visit within the organization |
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Organization locations
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can add visit location (when scheduling and from organization settings |
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Can edit the location information |
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Can delete the visit information |
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Can update the default location |
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Patient’s medical history
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can access patient’s medical history |
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Billing
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can connect Organization account to Stripe |
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Can access the Stripe dashboard |
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(Full access as owner. Does not get access to other admins’ dashboards.) |
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Can create invoices |
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Can cancel unpaid invoices |
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Can refund paid invoices |
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Can mark as paid, unpaid invoices |
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Calendar view
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can access Calendar view |
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Guardians
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can access to see information |
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Can add guardians |
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Can remove guardians |
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Patient Onboarding: Organizational documents
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see all types of organizational documentation |
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Can create any type of document for organization |
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Can edit any type of document for organization |
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Can delete any type of document for organization |
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Patient Onboarding: Workflows
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see workflows |
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Can create workflows |
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Can edit workflows |
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Can delete workflows |
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Can assign workflows to patient |
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Patient Onboarding: Patient tasks
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see patient’s task |
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Can assign any type of task to patient |
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Can unassign any type of task to patient |
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Patient Onboarding: Patient’s documents
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Owner |
Admin |
Provider |
Scheduler |
Biller |
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Can see patient’s identification documents |
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Can see patient’s medical documents |
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Can download patient’s documents |
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What the Owner role is:
- It's automatically assigned to whoever created the organization
- The Owner is also an Admin — meaning they have every capability an Admin has — PLUS some capabilities that no other admin has, even if they have the Admin role.
- It exists specifically to restrict certain sensitive actions to a single person. "the owner role [was implemented] to restrict administrative capabilities, such as information export, to only the organization owner."
Exclusive Owner capabilities I can identify with confidence from the materials you've shared:
- Information export — only the Owner can do this (confirmed in Gemini).
- Stripe dashboard ownership — the existing Roles & Capabilities article already says about Admins: "Full access as owner. Does not get access to other admins' dashboards." — this matches; only the Owner gets the full Stripe dashboard.
- Subscription management — the existing Provider Capabilities article says "the administrator of the account is the only person in the organization who can access and edit subscription information." That singular admin is, going forward, the Owner.
Want more information about roles and capabilities for administrators, providers, schedulers, and billers?
Contact MediSprout support using the chat function in the same window you are using or call +1 866-896-1431.