MANSOQ Training for every role
Find your job function, follow its teaching guides, and inspect system permissions. Learning audiences do not grant system access.
Accountant
Learn export accounting evidence and assess period close.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Export accounting evidence and assess period close
- Maintain your workforce profile and distinguish identity from department access
Admin
Learn return unused medication to pharmacy stock.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Return unused medication to pharmacy stock
- Maintain your workforce profile and distinguish identity from department access
- Maintain custom value-set metadata and distinguish lookup success from a valid concept
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient
- Register a patient as Staff and verify the saved identity
- Update patient details
- Create an encounter
- Review vital signs, observations and clinical forms
- Questionnaire Response
- View a patient's appointments and tokens
- Book an appointment and start consultation
- Booking
- Create and verify private recurring practitioner availability
- Create a schedule template
- Maintain a private practitioner template and add a separately reviewed session
- View an account
- Create an account
- Create an invoice
- Follow a complete synthetic self-pay billing example
- Invoice
- Cancel an invoice or mark it entered in error
- Lock or unlock an invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Create a provider contract without losing amendment history
- Create a charge item definition
- Create a healthcare service with the correct location and managing department
- Edit a healthcare service, recover validation and recognize denied facility access
- Find Update Facility and review directory visibility
Auditor
Learn explain why a financial decision was made.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Explain why a financial decision was made
- Maintain your workforce profile and distinguish identity from department access
- Read the role-permission matrix without assuming effective user access
Bed manager
Learn read bed availability and understand its current calculation limits.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Read bed availability and understand its current calculation limits
- Maintain your workforce profile and distinguish identity from department access
Benefits administrator
Learn configure products, issued policies and benefit classes; resolve coverage, authorization, cost share and limits; check network membership by site, service and date; review, simulate and publish configuration safely.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Configure products, issued policies and benefit classes
- Resolve coverage, authorization, cost share and limits
- Check network membership by site, service and date
- Review, simulate and publish configuration safely
- Maintain your workforce profile and distinguish identity from department access
- Retain, independently review and recover insurance source evidence
- Create insurance parties, roles, identifiers and administration drafts
- Draft provider contracts and policies with explicit unresolved facts
- Validate a candidate, investigate refusal and read a non-posting simulation
- Publish a fully guarded fictional organization-master package
Billing
Learn read the revenue command dashboard without mistaking empty data for readiness; follow a complete synthetic self-pay billing example; record an account advance and return it in separate credit entries; create an invoice; record a payment.
Curated learner label related to the named native role; this does not assign or prove effective permissions.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Read the revenue command dashboard without mistaking empty data for readiness
- Follow a complete synthetic self-pay billing example
- Record an account advance and return it in separate credit entries
- Create an invoice
- Record a payment
- View an account
- Follow an episode from registration to cash
- Set up insurers, TPAs and their legal roles
- Resolve coverage, authorization, cost share and limits
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Prepare an insured visit and understand benefit holds
- Submit and follow a prior authorization
- Preserve performed charges and their correction chain
- Build a claim and inspect readiness before submission
- Queue an NPHIES claim and confirm its eventual outcome
- Classify platform errors, payer errors and denials
- Choose correction, information response or appeal
- Review patient responsibility before billing
- Reconcile payer remittance advice without inventing cash
- Import, confirm and allocate a bank receipt
- Explain why a financial decision was made
- Handle patient, episode and message identity correctly
- Retry a transport failure without creating a duplicate
- Set the facility business timezone
- Maintain your workforce profile and distinguish identity from department access
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Invoice
- Work a denial with the right owner and deadline
Billing officer
Learn read the revenue command dashboard without mistaking empty data for readiness; follow a complete synthetic self-pay billing example; record an account advance and return it in separate credit entries; create an invoice; record a payment.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Read the revenue command dashboard without mistaking empty data for readiness
- Follow a complete synthetic self-pay billing example
- Record an account advance and return it in separate credit entries
- Create an invoice
- Record a payment
- View an account
- Follow an episode from registration to cash
- Set up insurers, TPAs and their legal roles
- Resolve coverage, authorization, cost share and limits
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Prepare an insured visit and understand benefit holds
- Submit and follow a prior authorization
- Preserve performed charges and their correction chain
- Build a claim and inspect readiness before submission
- Queue an NPHIES claim and confirm its eventual outcome
- Classify platform errors, payer errors and denials
- Choose correction, information response or appeal
- Review patient responsibility before billing
- Reconcile payer remittance advice without inventing cash
- Import, confirm and allocate a bank receipt
- Explain why a financial decision was made
- Handle patient, episode and message identity correctly
- Retry a transport failure without creating a duplicate
- Set the facility business timezone
- Maintain your workforce profile and distinguish identity from department access
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Attest a charge, prepare an insured visit and build the guarded local claim
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Invoice
- Work a denial with the right owner and deadline
Cashier
Learn account/invoice payment collection and reconciliation under a configured permission set; Cashier is not a native built-in role.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Deactivate a user account
- Advance the billing status of an account
- Create an account
- Edit an account
- Settle and close an account
- View an account
- Add charge items
- Cancel a charge item
- Edit a charge item
- Move charge items to another account
- Cancel an invoice or mark it entered in error
- Create an invoice
- Edit an invoice
- Issue an invoice
- Lock or unlock an invoice
- Mark an invoice as balanced
- View an invoice
- Cancel a payment or mark it entered in error
- Move a payment to another account
- Record a payment
- View a payment
- Create a charge item definition
- Update or retire a charge item definition
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Review patient responsibility before billing
- Follow a complete synthetic self-pay billing example
- Resolve a fully paid invoice that refuses UI balancing
- Record an account advance and return it in separate credit entries
- View an account
- Create an invoice
- Maintain your workforce profile and distinguish identity from department access
Compliance officer
Learn upload and independently verify source evidence; assess authorization timing and deemed approval evidence; review patient responsibility before billing; review, simulate and publish configuration safely; explain why a financial decision was made.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Upload and independently verify source evidence
- Assess authorization timing and deemed approval evidence
- Review patient responsibility before billing
- Review, simulate and publish configuration safely
- Explain why a financial decision was made
- Separate sandbox testing from production authorization
- Assign RCM permissions by responsibility
- Protect credentials, patient payloads and private evidence
- Evaluate enterprise go-live readiness
- Interpret receivable aging, denials and operational risk
- Maintain your workforce profile and distinguish identity from department access
- Retain, independently review and recover insurance source evidence
- Create insurance parties, roles, identifiers and administration drafts
- Draft provider contracts and policies with explicit unresolved facts
- Validate a candidate, investigate refusal and read a non-posting simulation
- Publish a fully guarded fictional organization-master package
- Read the role-permission matrix without assuming effective user access
Contracting officer
Learn upload and independently verify source evidence; set up insurers, tpas and their legal roles; configure insurer–administrator delegation and routing; create a provider contract without losing amendment history; configure products, issued policies and benefit classes.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Upload and independently verify source evidence
- Set up insurers, TPAs and their legal roles
- Configure insurer–administrator delegation and routing
- Create a provider contract without losing amendment history
- Configure products, issued policies and benefit classes
- Import and publish contracted tariffs
- Check network membership by site, service and date
- Work a denial with the right owner and deadline
- Maintain your workforce profile and distinguish identity from department access
Data migration specialist
Learn stage, dry-run and publish insurance setup imports.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Stage, dry-run and publish insurance setup imports
- Maintain your workforce profile and distinguish identity from department access
- Import a location hierarchy from CSV and verify every saved parent and child
Denial specialist
Learn classify platform errors, payer errors and denials; work a denial with the right owner and deadline; choose correction, information response or appeal.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Classify platform errors, payer errors and denials
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Maintain your workforce profile and distinguish identity from department access
Developer
Learn hmis playbooks; outpatient registration; palliative playbooks; palliative patient enrollment; deploying mansoq.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- HMIS playbooks
- Outpatient registration
- Palliative playbooks
- Palliative patient enrollment
- Deploying MANSOQ
- Reference architecture
- Provisioning the cluster
- Deploying MANSOQ onto the cluster
- Day-2 operations
- Requirements
- Deploying MANSOQ on AWS ECS
- Deploying MANSOQ on AWS
- Deploying MANSOQ on DigitalOcean
- Hosting the MANSOQ frontend on GCS
- Deploying MANSOQ on GKE
- Deploying MANSOQ on Google Cloud
- Cloud provider guides
- Data security
- Privacy and data protection
- Contributing to MANSOQ
- Backend setup
- Frontend setup
- Nix development environment
- Plugin system
- Contribution workflow
- Validate NPHIES FHIR messages and terminology
- Retry a transport failure without creating a duplicate
- Start an integration from the deployed API contract
- Authenticate API clients and recover from expiry
- Understand backend plugins and frontend apps
- Maintain your workforce profile and distinguish identity from department access
DevOps engineer
Learn operate a versioned deployment and verify recovery.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Operate a versioned deployment and verify recovery
- Maintain your workforce profile and distinguish identity from department access
Doctor
Learn clinical assessment, encounter documentation, orders, medication and supported discharge/follow-up workflows.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Book an appointment and start consultation
- Manage a token queue
- Assign an encounter location
- Complete an encounter
- Create an encounter
- Discharge a patient
- Add and remove encounter department links
- Manage encounter care-team participants and the primary member
- Record a consent
- Record a diagnosis
- Record a symptom
- Record an allergy
- Restart an encounter
- Start a discussion
- Update encounter details
- Upload a file
- Review patient clinical history and verify the source encounter
- Collect a specimen
- Create a service request
- Enter diagnostic report results
- Administer a dose
- Coordinate handover with encounter notes and care teams
- Review vital signs, observations and clinical forms
- Correct an administration and retain its history
- Search for a patient
- View a patient's profile
- Manage a prescription
- Prescribe a medication
- Review, finalize and complete a laboratory request
- Allergy Intolerance
- Clinical - Care Team
- Condition
- Consent
- Clinical - Diagnostic Report
- Encounter
- Clinical - Files
- Notes
- Observation
- Patient
- Questionnaire Response
- Clinical - Service Request
- Clinical - Specimen
- Activity Definition
- Observation Definition
- Questionnaire Response Template
- Questionnaire
- Specimen Definition
- Valueset
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Report Template
- Tag
- Mark an allergy as entered in error
- Record an allergy
- Update an allergy
- View allergy history
- Add care team members
- Modify the care team
- View the care team
- Add a symptom or diagnosis from past records
- Mark a symptom or diagnosis as entered in error
- Record a diagnosis
- Record a symptom
- Update a symptom or diagnosis
- View the clinical history
- Record a consent
- Update a consent
- Verify a consent
- View consents
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Complete an encounter
- Create an encounter
- Discharge a patient
- Manage the encounter care team
- Manage encounter tags
- Restart an encounter
- Update encounter details
- Archive a file
- Download a file
- Rename a file
- Upload a file
- View or preview a file
- Find discussions for a patient or an encounter
- Post a message to a discussion
- Start a discussion
- Manage patient identifiers
- Manage patient tags
- Manage patient users
- Mark a patient as deceased
- Register a patient
- Search for a patient
- Update patient details
- View a patient's profile
- Mark a response as entered in error
- Print a questionnaire response
- View questionnaire responses
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create an activity definition
- Link requirements to an activity definition
- Update or retire an activity definition
- Use an activity definition to order a service
- Create an observation definition
- Set up qualified ranges
- Update or retire an observation definition
- Add and edit questions
- Clone a questionnaire
- Create a questionnaire
- Apply a response template
- Create a response template
- Update or delete a response template
- Create a specimen definition
- Update or retire a specimen definition
- Build include and exclude rules
- Create a valueset
- Preview a valueset before saving
- Update or retire a valueset
- Administer a dose
- Update an administration record
- View the medication administration record
- Dispense a medication
- View dispense history
- Add medications from past records
- Manage a prescription
- Prescribe a medication
- Print a prescription
- Update a prescription
- View prescriptions and medications for an encounter
- Mark a medication statement as entered in error
- Record a medication statement
- Update a medication statement
- View medication statements for an encounter
- Create a report template
- Edit a report template
- Generate and view a report
- Preview a template
- View report templates
- Archive a child tag
- Create a child tag
- Create a tag
- Edit a tag
- View tags
- Allergy Intolerance
- Care team
- Condition
- Consent
- Diagnostic Report
- Encounter
- Notes
- Observation
- Patient
- Questionnaire Response
- Service Request
- Specimen
- Activity Definition
- Observation Definition
- Questionnaire Response Template
- Questionnaire
- Specimen Definition
- Value Set
- Base models & conventions
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Favorites
- File Upload
- Meta Artifact
- Report & Templates
- Resource Category
- Resource Request
- Tagging
- Submit and follow a prior authorization
- Preserve performed charges and their correction chain
- Complete coding and review claim documentation
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Apply shared workflows in a hospital
- Apply shared workflows in a clinic
- Apply shared workflows in a polyclinic
- Apply shared workflows in a laboratory
- Use Other without assuming a specialist package
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Create a report template
- Print a prescription
- Print a diagnostic report
- Print a questionnaire response
- Maintain your workforce profile and distinguish identity from department access
- Record a coded observation and verify repeated readings
- Review observation graphs, recent values and encounter history
- Maintain a private practitioner template and add a separately reviewed session
- Complete bedside questionnaire fields and verify the saved response
- Review prescriptions, statements and administration history
- Maintain department metadata and distinguish browsing from administration
- Review and update an existing patient allergy
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient
- Register a patient as Staff and verify the saved identity
- Update patient details
- View a patient's appointments and tokens
- Booking
- Create and verify private recurring practitioner availability
- Create a schedule template
- View an account
- Create an invoice
- Follow a complete synthetic self-pay billing example
- Invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
Everyone
Learn mansoq documentation.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Maintain your workforce profile and distinguish identity from department access
Executive
Learn operational and revenue dashboards, data health, reporting limits and reconciled performance interpretation.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Read bed availability and understand its current calculation limits
- Read the revenue command dashboard without mistaking empty data for readiness
- View a facility
- Read the Revenue Cycle dashboard without confusing revenue and cash
- Interpret receivable aging, denials and operational risk
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Maintain your workforce profile and distinguish identity from department access
- Confirm a statement line and distinguish advice, cash and local notices
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Attest a charge, prepare an insured visit and build the guarded local claim
Facility Admin
Learn define an administrative location tag and apply it to a room; prepare, preview and save a draft html report template; inspect built-in roles and the system role actions boundary; register a generic device and record its service and location history; create a building and its child room through location settings.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Define an administrative location tag and apply it to a Room
- Prepare, preview and save a Draft HTML report template
- Inspect built-in roles and the System role actions boundary
- Register a generic device and record its service and location history
- Create a Building and its child Room through location settings
- Read bed availability and understand its current calculation limits
- Create a facility through its governance organization
- Create an operational department in a new facility
- Understand user identity, invitation and responsibility fields
- Link an existing user to a department with an approved role
- Create and verify private recurring practitioner availability
- Follow a complete synthetic self-pay billing example
- Resolve a fully paid invoice that refuses UI balancing
- Record an account advance and return it in separate credit entries
- Assign a role to a user
- Create a schedule template
- View an account
- Assign an encounter location
- Complete an encounter
- Discharge a patient
- Add and remove encounter department links
- Manage encounter care-team participants and the primary member
- Restart an encounter
- Update encounter details
- View a facility
- Receive and complete a purchase delivery
- View stock levels at a location
- Collect a specimen
- Enter diagnostic report results
- Manage patient identifiers
- Register a patient
- Update patient details
- Return unused medication to pharmacy stock
- Review, finalize and complete a laboratory request
- Configure and verify a Hospital facility
- Configure and verify a Clinic facility
- Configure and verify a Polyclinic facility
- Configure and verify a Laboratory facility
- Configure and verify a Other facility
- Find Update Facility and review directory visibility
- Roles and Permission
- Facility Organization
- Organisation
- Responsibility
- Supplier
- User
- Department
- Device
- Facility
- Healthcare Service
- Locations
- Appointment Booking
- Schedule Exception
- Schedule & Availability
- Token
- Assign a role to a user
- Change or remove a user's role
- Create a role
- Edit or clone a role
- View the permissions matrix
- Create an organization
- Delete an organization
- Update an organization
- View the organization hierarchy
- Create a responsibility
- Link responsibilities to each other
- Add or manage users in a responsibility
- View your responsibilities
- Create a supplier
- Update a supplier
- Change your password
- Create a user
- Edit a user's profile
- Search for a user
- Turn on two-factor authentication
- Assign an encounter location
- Manage encounter departments
- View a patient's appointments and tokens
- Manage organizations for a questionnaire
- Add users to a department
- Create a department
- Delete a department
- Update a department
- Create a facility
- Delete a facility
- Update facility details
- View a facility
- Create a location
- Delete a location
- Edit a location
- Manage a location's organizations
- Reorder locations
- View locations
- Create a schedule exception
- Remove a schedule exception
- View schedule exceptions
- Create a schedule template
- Delete a schedule template
- Edit a schedule template
- View schedule templates
- Cancel a token
- Create a token category
- Create a token
- Manage a token queue
- Organization
- Permission Association
- Permission
- Role
- User & Skills
- Device
- Facility Config
- Facility Flag
- Facility
- Healthcare Service
- Location
- Booking
- Schedule & Availability
- Token
- Follow an episode from registration to cash
- Upload and independently verify source evidence
- Set up insurers, TPAs and their legal roles
- Configure insurer–administrator delegation and routing
- Create a provider contract without losing amendment history
- Configure products, issued policies and benefit classes
- Import and publish contracted tariffs
- Prepare an insured visit and understand benefit holds
- Review refunds, credits and bank-detail changes
- Stage, dry-run and publish insurance setup imports
- Review, simulate and publish configuration safely
- Work blockers, exceptions and stuck transactions
- Separate sandbox testing from production authorization
- Assign RCM permissions by responsibility
- Evaluate enterprise go-live readiness
- Read the Revenue Cycle dashboard without confusing revenue and cash
- Create a consumable product definition
- Receive the first batch of a configured product
- Choose the correct facility setup classification
- Apply shared workflows in a hospital
- Apply shared workflows in a clinic
- Apply shared workflows in a polyclinic
- Apply shared workflows in a laboratory
- Use Other without assuming a specialist package
- Set the facility business timezone
- Resolve missing buttons and read-only encounter views
- Create a facility
- Create a department
- Create a location
- Manage a location's organizations
- Create an activity definition
- Create an observation definition
- Create a questionnaire
- View the permissions matrix
- Generate and view a report
- Create a report template
- Maintain your workforce profile and distinguish identity from department access
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient as Staff and verify the saved identity
- Create an encounter
- Review vital signs, observations and clinical forms
- Questionnaire Response
- Book an appointment and start consultation
- Maintain a private practitioner template and add a separately reviewed session
- Create an account
- Create an invoice
- Invoice
- Cancel an invoice or mark it entered in error
- Lock or unlock an invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Create a charge item definition
- Create a healthcare service with the correct location and managing department
- Edit a healthcare service, recover validation and recognize denied facility access
Facility administrator
Learn define an administrative location tag and apply it to a room; prepare, preview and save a draft html report template; inspect built-in roles and the system role actions boundary; register a generic device and record its service and location history; create a building and its child room through location settings.
Curated learner label related to the named native role; this does not assign or prove effective permissions.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Define an administrative location tag and apply it to a Room
- Prepare, preview and save a Draft HTML report template
- Inspect built-in roles and the System role actions boundary
- Register a generic device and record its service and location history
- Create a Building and its child Room through location settings
- Read bed availability and understand its current calculation limits
- Create a facility through its governance organization
- Create an operational department in a new facility
- Understand user identity, invitation and responsibility fields
- Link an existing user to a department with an approved role
- Create and verify private recurring practitioner availability
- Follow a complete synthetic self-pay billing example
- Resolve a fully paid invoice that refuses UI balancing
- Record an account advance and return it in separate credit entries
- Assign a role to a user
- Create a schedule template
- View an account
- Assign an encounter location
- Complete an encounter
- Discharge a patient
- Add and remove encounter department links
- Manage encounter care-team participants and the primary member
- Restart an encounter
- Update encounter details
- View a facility
- Receive and complete a purchase delivery
- View stock levels at a location
- Collect a specimen
- Enter diagnostic report results
- Manage patient identifiers
- Register a patient
- Update patient details
- Return unused medication to pharmacy stock
- Review, finalize and complete a laboratory request
- Configure and verify a Hospital facility
- Configure and verify a Clinic facility
- Configure and verify a Polyclinic facility
- Configure and verify a Laboratory facility
- Configure and verify a Other facility
- Find Update Facility and review directory visibility
- Roles and Permission
- Facility Organization
- Organisation
- Responsibility
- Supplier
- User
- Department
- Device
- Facility
- Healthcare Service
- Locations
- Appointment Booking
- Schedule Exception
- Schedule & Availability
- Token
- Assign a role to a user
- Change or remove a user's role
- Create a role
- Edit or clone a role
- View the permissions matrix
- Create an organization
- Delete an organization
- Update an organization
- View the organization hierarchy
- Create a responsibility
- Link responsibilities to each other
- Add or manage users in a responsibility
- View your responsibilities
- Create a supplier
- Update a supplier
- Change your password
- Create a user
- Edit a user's profile
- Search for a user
- Turn on two-factor authentication
- Assign an encounter location
- Manage encounter departments
- View a patient's appointments and tokens
- Manage organizations for a questionnaire
- Add users to a department
- Create a department
- Delete a department
- Update a department
- Create a facility
- Delete a facility
- Update facility details
- View a facility
- Create a location
- Delete a location
- Edit a location
- Manage a location's organizations
- Reorder locations
- View locations
- Create a schedule exception
- Remove a schedule exception
- View schedule exceptions
- Create a schedule template
- Delete a schedule template
- Edit a schedule template
- View schedule templates
- Cancel a token
- Create a token category
- Create a token
- Manage a token queue
- Organization
- Permission Association
- Permission
- Role
- User & Skills
- Device
- Facility Config
- Facility Flag
- Facility
- Healthcare Service
- Location
- Booking
- Schedule & Availability
- Token
- Follow an episode from registration to cash
- Upload and independently verify source evidence
- Set up insurers, TPAs and their legal roles
- Configure insurer–administrator delegation and routing
- Create a provider contract without losing amendment history
- Configure products, issued policies and benefit classes
- Import and publish contracted tariffs
- Prepare an insured visit and understand benefit holds
- Review refunds, credits and bank-detail changes
- Stage, dry-run and publish insurance setup imports
- Review, simulate and publish configuration safely
- Work blockers, exceptions and stuck transactions
- Separate sandbox testing from production authorization
- Assign RCM permissions by responsibility
- Evaluate enterprise go-live readiness
- Read the Revenue Cycle dashboard without confusing revenue and cash
- Create a consumable product definition
- Receive the first batch of a configured product
- Choose the correct facility setup classification
- Apply shared workflows in a hospital
- Apply shared workflows in a clinic
- Apply shared workflows in a polyclinic
- Apply shared workflows in a laboratory
- Use Other without assuming a specialist package
- Set the facility business timezone
- Resolve missing buttons and read-only encounter views
- Create a facility
- Create a department
- Create a location
- Manage a location's organizations
- Create an activity definition
- Create an observation definition
- Create a questionnaire
- View the permissions matrix
- Generate and view a report
- Create a report template
- Maintain your workforce profile and distinguish identity from department access
- Maintain a private practitioner template and add a separately reviewed session
- Request stock from another internal location
- Dispatch an internal stock request from the source store
- Receive internal stock, complete the records and verify both stores
- Abandon an unfulfilled internal stock request
- Inspect integration metadata, rotate a draft and investigate refused tests
- Retain, independently review and recover insurance source evidence
- Create insurance parties, roles, identifiers and administration drafts
- Draft provider contracts and policies with explicit unresolved facts
- Validate a candidate, investigate refusal and read a non-posting simulation
- Publish a fully guarded fictional organization-master package
- Confirm a statement line and distinguish advice, cash and local notices
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Maintain department metadata and distinguish browsing from administration
- Create an encounter
- Attest a charge, prepare an insured visit and build the guarded local claim
- Read authorization evidence and plan four distinct change intents
- Edit a healthcare service, recover validation and recognize denied facility access
- Create a healthcare service with the correct location and managing department
- Clone and revise an unassigned custom role without changing the System definition
- Configure and verify facility print layouts, logo and watermark
- Read the role-permission matrix without assuming effective user access
- Import a location hierarchy from CSV and verify every saved parent and child
- Maintain device dates and contact points, recover validation and verify removal
- Maintain device lifecycle separately from availability and recover required-name errors
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient as Staff and verify the saved identity
- Review vital signs, observations and clinical forms
- Questionnaire Response
- Book an appointment and start consultation
- Create an account
- Create an invoice
- Invoice
- Cancel an invoice or mark it entered in error
- Lock or unlock an invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Create a charge item definition
Finance manager
Learn follow a complete synthetic self-pay billing example; resolve a fully paid invoice that refuses ui balancing; record an account advance and return it in separate credit entries; account; charge item.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Follow a complete synthetic self-pay billing example
- Resolve a fully paid invoice that refuses UI balancing
- Record an account advance and return it in separate credit entries
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Deactivate a user account
- Advance the billing status of an account
- Create an account
- Edit an account
- Settle and close an account
- View an account
- Add charge items
- Cancel a charge item
- Edit a charge item
- Move charge items to another account
- Cancel an invoice or mark it entered in error
- Create an invoice
- Edit an invoice
- Issue an invoice
- Lock or unlock an invoice
- Mark an invoice as balanced
- View an invoice
- Cancel a payment or mark it entered in error
- Move a payment to another account
- Record a payment
- View a payment
- Create a charge item definition
- Update or retire a charge item definition
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Review patient responsibility before billing
- Reconcile payer remittance advice without inventing cash
- Import, confirm and allocate a bank receipt
- Send a payment notice from evidenced cash
- Explain remittance variance, reversals and returned payments
- Review refunds, credits and bank-detail changes
- Export accounting evidence and assess period close
- Follow the ZATCA fiscal-document lifecycle
- Read the Revenue Cycle dashboard without confusing revenue and cash
- Interpret receivable aging, denials and operational risk
- Maintain your workforce profile and distinguish identity from department access
- Confirm a statement line and distinguish advice, cash and local notices
- Attest a charge, prepare an insured visit and build the guarded local claim
HIM officer
Learn complete coding and review claim documentation.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Complete coding and review claim documentation
- Maintain your workforce profile and distinguish identity from department access
- Find an existing patient, recover identity verification and avoid duplicate registration
Insurance coordinator
Learn capture and resolve patient insurance coverage; verify eligibility and interpret the response; submit and follow a prior authorization.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Submit and follow a prior authorization
- Maintain your workforce profile and distinguish identity from department access
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Integrate eligibility interpretation, provenance and freshness without purpose promotion
- Read authorization evidence and plan four distinct change intents
Integration engineer
Learn configure insurer–administrator delegation and routing; queue an nphies claim and confirm its eventual outcome; classify platform errors, payer errors and denials; choose correction, information response or appeal; send a payment notice from evidenced cash.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Configure insurer–administrator delegation and routing
- Queue an NPHIES claim and confirm its eventual outcome
- Classify platform errors, payer errors and denials
- Choose correction, information response or appeal
- Send a payment notice from evidenced cash
- Export accounting evidence and assess period close
- Follow the ZATCA fiscal-document lifecycle
- Work blockers, exceptions and stuck transactions
- Separate sandbox testing from production authorization
- Validate NPHIES FHIR messages and terminology
- Handle patient, episode and message identity correctly
- Retry a transport failure without creating a duplicate
- Poll safely and recover a partially processed response bundle
- Start an integration from the deployed API contract
- Authenticate API clients and recover from expiry
- Understand backend plugins and frontend apps
- Protect credentials, patient payloads and private evidence
- Operate a versioned deployment and verify recovery
- Maintain your workforce profile and distinguish identity from department access
- Inspect integration metadata, rotate a draft and investigate refused tests
- Integrate cash import, settlement and local notice records with exact guards
- Integrate eligibility interpretation, provenance and freshness without purpose promotion
- Integrate preparation and exactly-once commitment before canonical claim construction
- Read authorization evidence and plan four distinct change intents
Inventory manager
Learn receive and complete a purchase delivery; view stock levels at a location; product knowledge; inventory item; product.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Receive and complete a purchase delivery
- View stock levels at a location
- Product Knowledge
- Inventory Item
- Product
- Purchase Delivery
- Purchase Order
- Supply Delivery
- Supply Order
- View stock levels at a location
- Add a product instance
- Add a product to the catalog
- Edit a product instance
- Edit or retire a catalog entry
- Add delivered items to a purchase delivery
- Create a purchase delivery
- Receive and complete a purchase delivery
- View a purchase delivery
- Add items to a purchase order
- Create a purchase order
- Update the status of a purchase order
- View a purchase order
- Add delivered items to a supply delivery
- Create a supply delivery
- Receive and complete a supply delivery
- View a supply delivery
- Add items to a supply request
- Raise a supply request
- Update the status of a supply request
- View a supply request
- Product Knowledge
- Inventory Item
- Product
- Supply Delivery
- Supply Request
- Create a consumable product definition
- Receive the first batch of a configured product
- Maintain your workforce profile and distinguish identity from department access
- Request stock from another internal location
- Dispatch an internal stock request from the source store
- Receive internal stock, complete the records and verify both stores
- Abandon an unfulfilled internal stock request
IT administrator
Learn facility and identity setup, source/API contracts, integration boundaries and deployment support.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Define an administrative location tag and apply it to a Room
- Prepare, preview and save a Draft HTML report template
- Inspect built-in roles and the System role actions boundary
- Register a generic device and record its service and location history
- Create a Building and its child Room through location settings
- Read bed availability and understand its current calculation limits
- Read the revenue command dashboard without mistaking empty data for readiness
- Create a facility through its governance organization
- Create an operational department in a new facility
- Understand user identity, invitation and responsibility fields
- Link an existing user to a department with an approved role
- Create and verify private recurring practitioner availability
- Follow a complete synthetic self-pay billing example
- Resolve a fully paid invoice that refuses UI balancing
- Assign a role to a user
- View a facility
- Collect a specimen
- Enter diagnostic report results
- Manage patient identifiers
- Review, finalize and complete a laboratory request
- Configure and verify a Hospital facility
- Configure and verify a Clinic facility
- Configure and verify a Polyclinic facility
- Configure and verify a Laboratory facility
- Configure and verify a Other facility
- Find Update Facility and review directory visibility
- Roles and Permission
- Facility Organization
- Organisation
- Responsibility
- Supplier
- User
- Department
- Device
- Facility
- Healthcare Service
- Locations
- Assign a role to a user
- Change or remove a user's role
- Create a role
- Edit or clone a role
- View the permissions matrix
- Create an organization
- Delete an organization
- Update an organization
- View the organization hierarchy
- Create a responsibility
- Link responsibilities to each other
- Add or manage users in a responsibility
- View your responsibilities
- Create a supplier
- Update a supplier
- Change your password
- Create a user
- Edit a user's profile
- Search for a user
- Turn on two-factor authentication
- Assign an encounter location
- Manage encounter departments
- Manage organizations for a questionnaire
- Add users to a department
- Create a department
- Delete a department
- Update a department
- Create a facility
- Delete a facility
- Update facility details
- View a facility
- Create a location
- Delete a location
- Edit a location
- Manage a location's organizations
- Reorder locations
- View locations
- Organization
- Permission Association
- Permission
- Role
- User & Skills
- Device
- Facility Config
- Facility Flag
- Facility
- Healthcare Service
- Location
- HMIS playbooks
- Outpatient registration
- Palliative playbooks
- Palliative patient enrollment
- Deploying MANSOQ
- Reference architecture
- Provisioning the cluster
- Deploying MANSOQ onto the cluster
- Day-2 operations
- Requirements
- Deploying MANSOQ on AWS ECS
- Deploying MANSOQ on AWS
- Deploying MANSOQ on DigitalOcean
- Hosting the MANSOQ frontend on GCS
- Deploying MANSOQ on GKE
- Deploying MANSOQ on Google Cloud
- Cloud provider guides
- Data security
- Privacy and data protection
- Contributing to MANSOQ
- Backend setup
- Frontend setup
- Nix development environment
- Plugin system
- Contribution workflow
- Start an integration from the deployed API contract
- Authenticate API clients and recover from expiry
- Understand backend plugins and frontend apps
- Assign RCM permissions by responsibility
- Protect credentials, patient payloads and private evidence
- Evaluate enterprise go-live readiness
- Operate a versioned deployment and verify recovery
- Create a consumable product definition
- Receive the first batch of a configured product
- Choose the correct facility setup classification
- Apply shared workflows in a hospital
- Apply shared workflows in a clinic
- Apply shared workflows in a polyclinic
- Apply shared workflows in a laboratory
- Use Other without assuming a specialist package
- Set the facility business timezone
- Resolve missing buttons and read-only encounter views
- Create a facility
- Create a department
- Create a location
- Manage a location's organizations
- Create an activity definition
- Create an observation definition
- Create a questionnaire
- View the permissions matrix
- Generate and view a report
- Create a report template
- Maintain your workforce profile and distinguish identity from department access
- Inspect integration metadata, rotate a draft and investigate refused tests
- Retain, independently review and recover insurance source evidence
- Create insurance parties, roles, identifiers and administration drafts
- Draft provider contracts and policies with explicit unresolved facts
- Validate a candidate, investigate refusal and read a non-posting simulation
- Publish a fully guarded fictional organization-master package
- Integrate cash import, settlement and local notice records with exact guards
- Integrate eligibility interpretation, provenance and freshness without purpose promotion
- Maintain department metadata and distinguish browsing from administration
- Attest a charge, prepare an insured visit and build the guarded local claim
- Integrate preparation and exactly-once commitment before canonical claim construction
- Read authorization evidence and plan four distinct change intents
- Maintain custom value-set metadata and distinguish lookup success from a valid concept
- Edit a healthcare service, recover validation and recognize denied facility access
- Create a healthcare service with the correct location and managing department
- Clone and revise an unassigned custom role without changing the System definition
- Configure and verify facility print layouts, logo and watermark
- Read the role-permission matrix without assuming effective user access
- Import a location hierarchy from CSV and verify every saved parent and child
- Maintain device dates and contact points, recover validation and verify removal
- Maintain device lifecycle separately from availability and recover required-name errors
Knowledge author
Learn protect credentials, patient payloads and private evidence.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Protect credentials, patient payloads and private evidence
- Maintain your workforce profile and distinguish identity from department access
- Maintain custom value-set metadata and distinguish lookup success from a valid concept
Laboratory
Learn service requests, specimen collection/processing, result entry, finalization and diagnostic printing under configured laboratory permissions.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Process a specimen
- Clinical - Diagnostic Report
- Clinical - Service Request
- Clinical - Specimen
- Specimen Definition
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create a specimen definition
- Update or retire a specimen definition
- Diagnostic Report
- Service Request
- Specimen
- Specimen Definition
- Resolve missing buttons and read-only encounter views
- Create an observation definition
- Generate and view a report
- Print a diagnostic report
- Collect a specimen
- Enter diagnostic report results
- Review, finalize and complete a laboratory request
- Create a service request
- Maintain your workforce profile and distinguish identity from department access
Laboratory specialist
Learn sign in to the staff workspace; navigate facilities, patients and services; understand dates, times and workflow status; process a specimen; clinical - diagnostic report.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Process a specimen
- Clinical - Diagnostic Report
- Clinical - Service Request
- Clinical - Specimen
- Specimen Definition
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create a specimen definition
- Update or retire a specimen definition
- Diagnostic Report
- Service Request
- Specimen
- Specimen Definition
- Resolve missing buttons and read-only encounter views
- Create an observation definition
- Generate and view a report
- Print a diagnostic report
- Collect a specimen
- Enter diagnostic report results
- Review, finalize and complete a laboratory request
- Create a service request
- Maintain your workforce profile and distinguish identity from department access
Medical coder
Learn complete coding and review claim documentation; build a claim and inspect readiness before submission; work a denial with the right owner and deadline; validate nphies fhir messages and terminology.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Complete coding and review claim documentation
- Build a claim and inspect readiness before submission
- Work a denial with the right owner and deadline
- Validate NPHIES FHIR messages and terminology
- Maintain your workforce profile and distinguish identity from department access
Nurse
Learn bedside observations, medication administration, specimen work, handover notes, care-team and encounter transitions.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Book an appointment and start consultation
- Create or generate a queue token
- Manage a token queue
- Assign an encounter location
- Complete an encounter
- Create an encounter
- Discharge a patient
- Add and remove encounter department links
- Manage encounter care-team participants and the primary member
- Record a consent
- Record a symptom
- Record an allergy
- Restart an encounter
- Start a discussion
- Update encounter details
- Upload a file
- Review patient clinical history and verify the source encounter
- Collect a specimen
- Create a service request
- Enter diagnostic report results
- Process a specimen
- Administer a dose
- Coordinate handover with encounter notes and care teams
- Review vital signs, observations and clinical forms
- Correct an administration and retain its history
- Search for a patient
- View a patient's profile
- Manage a prescription
- Review, finalize and complete a laboratory request
- Allergy Intolerance
- Clinical - Care Team
- Condition
- Consent
- Clinical - Diagnostic Report
- Encounter
- Clinical - Files
- Notes
- Observation
- Patient
- Questionnaire Response
- Clinical - Service Request
- Clinical - Specimen
- Activity Definition
- Observation Definition
- Questionnaire Response Template
- Questionnaire
- Specimen Definition
- Valueset
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Report Template
- Tag
- Mark an allergy as entered in error
- Record an allergy
- Update an allergy
- View allergy history
- Add care team members
- Modify the care team
- View the care team
- Add a symptom or diagnosis from past records
- Mark a symptom or diagnosis as entered in error
- Record a diagnosis
- Record a symptom
- Update a symptom or diagnosis
- View the clinical history
- Record a consent
- Update a consent
- Verify a consent
- View consents
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Complete an encounter
- Create an encounter
- Discharge a patient
- Manage the encounter care team
- Manage encounter tags
- Restart an encounter
- Update encounter details
- Archive a file
- Download a file
- Rename a file
- Upload a file
- View or preview a file
- Find discussions for a patient or an encounter
- Post a message to a discussion
- Start a discussion
- Manage patient identifiers
- Manage patient tags
- Manage patient users
- Mark a patient as deceased
- Register a patient
- Search for a patient
- Update patient details
- View a patient's profile
- Mark a response as entered in error
- Print a questionnaire response
- View questionnaire responses
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create an activity definition
- Link requirements to an activity definition
- Update or retire an activity definition
- Use an activity definition to order a service
- Create an observation definition
- Set up qualified ranges
- Update or retire an observation definition
- Add and edit questions
- Clone a questionnaire
- Create a questionnaire
- Apply a response template
- Create a response template
- Update or delete a response template
- Create a specimen definition
- Update or retire a specimen definition
- Build include and exclude rules
- Create a valueset
- Preview a valueset before saving
- Update or retire a valueset
- Administer a dose
- Update an administration record
- View the medication administration record
- Dispense a medication
- View dispense history
- Add medications from past records
- Manage a prescription
- Prescribe a medication
- Print a prescription
- Update a prescription
- View prescriptions and medications for an encounter
- Mark a medication statement as entered in error
- Record a medication statement
- Update a medication statement
- View medication statements for an encounter
- Create a report template
- Edit a report template
- Generate and view a report
- Preview a template
- View report templates
- Archive a child tag
- Create a child tag
- Create a tag
- Edit a tag
- View tags
- Allergy Intolerance
- Care team
- Condition
- Consent
- Diagnostic Report
- Encounter
- Notes
- Observation
- Patient
- Questionnaire Response
- Service Request
- Specimen
- Activity Definition
- Observation Definition
- Questionnaire Response Template
- Questionnaire
- Specimen Definition
- Value Set
- Base models & conventions
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Favorites
- File Upload
- Meta Artifact
- Report & Templates
- Resource Category
- Resource Request
- Tagging
- Preserve performed charges and their correction chain
- Apply shared workflows in a hospital
- Apply shared workflows in a clinic
- Apply shared workflows in a polyclinic
- Apply shared workflows in a laboratory
- Use Other without assuming a specialist package
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Create a report template
- Print a prescription
- Print a diagnostic report
- Print a questionnaire response
- Maintain your workforce profile and distinguish identity from department access
- Record a coded observation and verify repeated readings
- Review observation graphs, recent values and encounter history
- Complete bedside questionnaire fields and verify the saved response
- Review prescriptions, statements and administration history
- Review and update an existing patient allergy
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient
- Register a patient as Staff and verify the saved identity
- Update patient details
- View a patient's appointments and tokens
- Booking
- Create and verify private recurring practitioner availability
- Create a schedule template
- Maintain a private practitioner template and add a separately reviewed session
- View an account
- Create an invoice
- Follow a complete synthetic self-pay billing example
- Invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
Pharmacist
Learn medication requests, stock-aware dispensing, pharmacy billing and authorized return/correction processes.
Exact native role name. Effective scope remains separately checked.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Create an invoice
- View an account
- Record an allergy
- Review patient clinical history and verify the source encounter
- Receive and complete a purchase delivery
- View stock levels at a location
- View a patient's profile
- Dispense a medication
- Manage a prescription
- Product Knowledge
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Inventory Item
- Product
- Purchase Delivery
- Purchase Order
- Supply Delivery
- Supply Order
- Administer a dose
- Update an administration record
- View the medication administration record
- Dispense a medication
- View dispense history
- Add medications from past records
- Manage a prescription
- Prescribe a medication
- Print a prescription
- Update a prescription
- View prescriptions and medications for an encounter
- Mark a medication statement as entered in error
- Record a medication statement
- Update a medication statement
- View medication statements for an encounter
- View stock levels at a location
- Add a product instance
- Add a product to the catalog
- Edit a product instance
- Edit or retire a catalog entry
- Add delivered items to a purchase delivery
- Create a purchase delivery
- Receive and complete a purchase delivery
- View a purchase delivery
- Add items to a purchase order
- Create a purchase order
- Update the status of a purchase order
- View a purchase order
- Add delivered items to a supply delivery
- Create a supply delivery
- Receive and complete a supply delivery
- View a supply delivery
- Add items to a supply request
- Raise a supply request
- Update the status of a supply request
- View a supply request
- Product Knowledge
- Medication Administration
- Medication Dispense
- Medication Request
- Medication Statement
- Inventory Item
- Product
- Supply Delivery
- Supply Request
- Resolve coverage, authorization, cost share and limits
- Create a consumable product definition
- Receive the first batch of a configured product
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Print a prescription
- Maintain your workforce profile and distinguish identity from department access
- Request stock from another internal location
- Dispatch an internal stock request from the source store
- Receive internal stock, complete the records and verify both stores
- Abandon an unfulfilled internal stock request
- Review prescriptions, statements and administration history
- Review and update an existing patient allergy
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Follow a complete synthetic self-pay billing example
- Invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
Pricing administrator
Learn create a provider contract without losing amendment history; import and publish contracted tariffs; stage, dry-run and publish insurance setup imports; review, simulate and publish configuration safely.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Create a provider contract without losing amendment history
- Import and publish contracted tariffs
- Stage, dry-run and publish insurance setup imports
- Review, simulate and publish configuration safely
- Maintain your workforce profile and distinguish identity from department access
Radiologist
Learn clinical - diagnostic report; clinical - service request; clinical - specimen; specimen definition; enter diagnostic report results.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Clinical - Diagnostic Report
- Clinical - Service Request
- Clinical - Specimen
- Specimen Definition
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create a specimen definition
- Update or retire a specimen definition
- Diagnostic Report
- Service Request
- Specimen
- Specimen Definition
- Print a diagnostic report
- Enter diagnostic report results
- Review, finalize and complete a laboratory request
- Create a service request
- Maintain your workforce profile and distinguish identity from department access
Radiology
Learn implemented diagnostic request, reporting and printing tasks; radiology integration and specialty permissions must be separately configured.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Clinical - Diagnostic Report
- Clinical - Service Request
- Clinical - Specimen
- Specimen Definition
- Enter diagnostic report results
- Print a diagnostic report
- Update a diagnostic report
- View a diagnostic report
- Cancel a service request
- Complete a service request
- Create a service request
- View service requests
- Collect a specimen
- Discard a specimen
- Process a specimen
- View specimen history
- Create a specimen definition
- Update or retire a specimen definition
- Diagnostic Report
- Service Request
- Specimen
- Specimen Definition
- Print a diagnostic report
- Enter diagnostic report results
- Review, finalize and complete a laboratory request
- Create a service request
- Maintain your workforce profile and distinguish identity from department access
RCM specialist
Learn account; charge item; invoice; payment reconciliation; charge item definition.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Deactivate a user account
- Advance the billing status of an account
- Create an account
- Edit an account
- Settle and close an account
- View an account
- Add charge items
- Cancel a charge item
- Edit a charge item
- Move charge items to another account
- Cancel an invoice or mark it entered in error
- Create an invoice
- Edit an invoice
- Issue an invoice
- Lock or unlock an invoice
- Mark an invoice as balanced
- View an invoice
- Cancel a payment or mark it entered in error
- Move a payment to another account
- Record a payment
- View a payment
- Create a charge item definition
- Update or retire a charge item definition
- Account
- Charge Item
- Invoice
- Payment Reconciliation
- Charge Item Definition
- Follow an episode from registration to cash
- Set up insurers, TPAs and their legal roles
- Configure insurer–administrator delegation and routing
- Create a provider contract without losing amendment history
- Configure products, issued policies and benefit classes
- Resolve coverage, authorization, cost share and limits
- Import and publish contracted tariffs
- Check network membership by site, service and date
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Prepare an insured visit and understand benefit holds
- Submit and follow a prior authorization
- Assess authorization timing and deemed approval evidence
- Preserve performed charges and their correction chain
- Complete coding and review claim documentation
- Build a claim and inspect readiness before submission
- Queue an NPHIES claim and confirm its eventual outcome
- Classify platform errors, payer errors and denials
- Work a denial with the right owner and deadline
- Choose correction, information response or appeal
- Stage, dry-run and publish insurance setup imports
- Work blockers, exceptions and stuck transactions
- Separate sandbox testing from production authorization
- Handle patient, episode and message identity correctly
- Retry a transport failure without creating a duplicate
- Poll safely and recover a partially processed response bundle
- Retain, independently review and recover insurance source evidence
- Create insurance parties, roles, identifiers and administration drafts
- Draft provider contracts and policies with explicit unresolved facts
- Validate a candidate, investigate refusal and read a non-posting simulation
- Publish a fully guarded fictional organization-master package
- Maintain your workforce profile and distinguish identity from department access
- Confirm a statement line and distinguish advice, cash and local notices
- Integrate cash import, settlement and local notice records with exact guards
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Integrate eligibility interpretation, provenance and freshness without purpose promotion
- Attest a charge, prepare an insured visit and build the guarded local claim
- Integrate preparation and exactly-once commitment before canonical claim construction
- Read authorization evidence and plan four distinct change intents
Reception
Learn patient identity, registration, appointment and token workflows. Reception is currently a launch label backed by Staff pending separate role approval.
The source launch key reception currently falls back to Staff; no narrow Reception role is registered.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Book an appointment and start consultation
- Create a schedule template
- Create or generate a queue token
- Manage a token queue
- Create an invoice
- Record a payment
- View an account
- Create an encounter
- Upload a file
- Manage patient identifiers
- Register a patient
- Search for a patient
- Update patient details
- View a patient's profile
- Patient
- Appointment Booking
- Schedule Exception
- Schedule & Availability
- Token
- Manage patient identifiers
- Manage patient tags
- Manage patient users
- Mark a patient as deceased
- Register a patient
- Search for a patient
- Update patient details
- View a patient's appointments and tokens
- View a patient's profile
- Create a schedule exception
- Remove a schedule exception
- View schedule exceptions
- Create a schedule template
- Delete a schedule template
- Edit a schedule template
- View schedule templates
- Cancel a token
- Create a token category
- Create a token
- Manage a token queue
- Patient
- Booking
- Schedule & Availability
- Token
- Follow an episode from registration to cash
- Check network membership by site, service and date
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Handle patient, episode and message identity correctly
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Maintain your workforce profile and distinguish identity from department access
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient as Staff and verify the saved identity
- Review vital signs, observations and clinical forms
- Questionnaire Response
- Create and verify private recurring practitioner availability
- Maintain a private practitioner template and add a separately reviewed session
- Follow a complete synthetic self-pay billing example
- Invoice
- View a payment
- Build a claim and inspect readiness before submission
- Find Update Facility and review directory visibility
Receptionist
Learn front-desk patient registration, booking, queue and insurance handoffs; verify the configured native role rather than assuming the title grants access.
The source launch key reception currently falls back to Staff; no narrow Reception role is registered.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Book an appointment and start consultation
- Create a schedule template
- Create or generate a queue token
- Manage a token queue
- Create an invoice
- Record a payment
- View an account
- Create an encounter
- Upload a file
- Manage patient identifiers
- Register a patient
- Search for a patient
- Update patient details
- View a patient's profile
- Patient
- Appointment Booking
- Schedule Exception
- Schedule & Availability
- Token
- Manage patient identifiers
- Manage patient tags
- Manage patient users
- Mark a patient as deceased
- Register a patient
- Search for a patient
- Update patient details
- View a patient's appointments and tokens
- View a patient's profile
- Create a schedule exception
- Remove a schedule exception
- View schedule exceptions
- Create a schedule template
- Delete a schedule template
- Edit a schedule template
- View schedule templates
- Cancel a token
- Create a token category
- Create a token
- Manage a token queue
- Patient
- Booking
- Schedule & Availability
- Token
- Follow an episode from registration to cash
- Check network membership by site, service and date
- Capture and resolve patient insurance coverage
- Verify eligibility and interpret the response
- Handle patient, episode and message identity correctly
- Resolve missing buttons and read-only encounter views
- Generate and view a report
- Maintain your workforce profile and distinguish identity from department access
- Register a patient as Staff and verify the saved identity
- Find an existing patient, recover identity verification and avoid duplicate registration
- Discover coverage, interpret separate answers and preserve unresolved enrollment facts
- Review vital signs, observations and clinical forms
- Questionnaire Response
- Create and verify private recurring practitioner availability
- Maintain a private practitioner template and add a separately reviewed session
- Follow a complete synthetic self-pay billing example
- Invoice
- View a payment
- Build a claim and inspect readiness before submission
- Find Update Facility and review directory visibility
Revenue cycle manager
Learn read the revenue command dashboard without mistaking empty data for readiness; follow an episode from registration to cash; prepare an insured visit and understand benefit holds; assess authorization timing and deemed approval evidence; build a claim and inspect readiness before submission.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Read the revenue command dashboard without mistaking empty data for readiness
- Follow an episode from registration to cash
- Prepare an insured visit and understand benefit holds
- Assess authorization timing and deemed approval evidence
- Build a claim and inspect readiness before submission
- Queue an NPHIES claim and confirm its eventual outcome
- Explain remittance variance, reversals and returned payments
- Explain why a financial decision was made
- Work blockers, exceptions and stuck transactions
- Poll safely and recover a partially processed response bundle
- Evaluate enterprise go-live readiness
- Read the Revenue Cycle dashboard without confusing revenue and cash
- Interpret receivable aging, denials and operational risk
- Maintain your workforce profile and distinguish identity from department access
Revenue integrity officer
Learn preserve performed charges and their correction chain; complete coding and review claim documentation.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Preserve performed charges and their correction chain
- Complete coding and review claim documentation
- Maintain your workforce profile and distinguish identity from department access
Tax officer
Learn follow the zatca fiscal-document lifecycle.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Follow the ZATCA fiscal-document lifecycle
- Maintain your workforce profile and distinguish identity from department access
Treasury officer
Learn reconcile payer remittance advice without inventing cash; import, confirm and allocate a bank receipt; send a payment notice from evidenced cash; explain remittance variance, reversals and returned payments; review refunds, credits and bank-detail changes.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Reconcile payer remittance advice without inventing cash
- Import, confirm and allocate a bank receipt
- Send a payment notice from evidenced cash
- Explain remittance variance, reversals and returned payments
- Review refunds, credits and bank-detail changes
- Maintain your workforce profile and distinguish identity from department access
Utilization reviewer
Learn resolve coverage, authorization, cost share and limits; submit and follow a prior authorization; assess authorization timing and deemed approval evidence.
No distinct registered native built-in security role has this name. Use the deployment’s approved configured/custom role and verify each task.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Resolve coverage, authorization, cost share and limits
- Submit and follow a prior authorization
- Assess authorization timing and deemed approval evidence
- Maintain your workforce profile and distinguish identity from department access
Staff
Broad native Staff role used by the current Reception launch fallback. Its declared permissions include registration, scheduling, tokens, facility/device operations, selected billing and patient clinical-data/questionnaire access. It is not a narrowly isolated front-desk role and does not hold native encounter-create/read permissions.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
- Register a patient as Staff and verify the saved identity
- Find an existing patient, recover identity verification and avoid duplicate registration
- Search for a patient
- Search for a patient
- Register a patient
- Update patient details
- Review vital signs, observations and clinical forms
- Questionnaire Response
- View a patient's appointments and tokens
- Book an appointment and start consultation
- Booking
- Create and verify private recurring practitioner availability
- Create a schedule template
- Maintain a private practitioner template and add a separately reviewed session
- View an account
- Create an invoice
- Follow a complete synthetic self-pay billing example
- Invoice
- Record a payment
- View a payment
- Build a claim and inspect readiness before submission
- Find Update Facility and review directory visibility
Administrator
Boundary administrator with organization/user management, patient registration and broad read access. It does not hold the full Facility Admin set, native encounter-create/clinical-write permissions or RCM claim/cash management.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- Register a patient
- Register a patient as Staff and verify the saved identity
- Update patient details
- View a patient's appointments and tokens
- Booking
- View an account
- Create an invoice
- Invoice
- View a payment
- Build a claim and inspect readiness before submission
- Find Update Facility and review directory visibility
- Link an existing user to a department with an approved role
Volunteer
Native Volunteer role with 33 declared permissions: selected patient/questionnaire, report-generation and operational catalogue reads plus questionnaire submission/template work. It is not universally read-only. The tenant launch key member currently maps to this role.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
- Search for a patient
- Search for a patient
- Find an existing patient, recover identity verification and avoid duplicate registration
- View an account
- Create an invoice
- Invoice
- View a payment
- Build a claim and inspect readiness before submission
Role Organization Admin
Administrator of a responsibility/role organization. Its eight declared permissions cover questionnaires and role-organization management, users and connected organizations. It is not the Facility Admin or global Admin role.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
Manager
Manager of a responsibility/role organization with five declared permissions: questionnaire read/submit, organization view, organization-user listing and connected-role-organization management. It is not a facility clinical or financial role.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
Member
Member of a responsibility/role organization with three declared permissions: questionnaire read/submit and organization view. This is distinct from the tenant launch key member, which maps to Volunteer.
Exact native built-in role. Do not confuse similarly named launch/job-function labels.
- Use context-aware keyboard shortcuts
- Use language, direction and accessible form feedback
- Sign in to the staff workspace
- Navigate facilities, patients and services
- Understand dates, times and workflow status
- MANSOQ documentation
- Inspect built-in roles and the System role actions boundary
- Assign a role to a user
- Roles and Permission
- Maintain your workforce profile and distinguish identity from department access
Patient / caregiver
Use the enabled patient appointment portal: verify your phone, find a public facility, book, reschedule, cancel and select a person linked to the same phone. Formal caregiver delegation and clinician record access are not established.
PatientUserProvider and patient routes are separate from the 12 workforce/organization system roles. A caregiver’s access requires explicit supported association and verification.