Role handbooks

Find your role, then do its journeys in order. ✅ journeys are verified in the browser. The rest are in the catalogue and coming next.

Your role decides your whole screen: the navigation bar, your landing page, the Waiting for you panel and which buttons exist. If something you expect is missing, check the three layers of permission before assuming it's broken.

Facility Admin

Sets the hospital up and keeps it governed. Lands on the Dashboard; has the Administration workspace.

1. ✅ FAC-OPD-01 step 0: route chart prescriptions to the pharmacy counter
2. ✅ IMP-01 to IMP-09: first sign-in, staff and roles, wards and beds, prices and payers, medication safety rules, forms, General settings, pharmacy routing and scanners, the go-live checklist
3. ✅ FAC-GOV-01: filter chart reads by staff member and time, then export the evidence.
4. ✅ FAC-GOV-02: record retention schedules, preserve a chart and document a human review.
5. ✅ FAC-GOV-03: reconcile notifiable entries with their sources and export the register.

Front Desk

Registers patients and runs the queue. Lands on Patients → Schedule.

1. ✅ FAC-OPD-01 steps 1–3: search first, register, record allergy status, check in
2. ✅ FAC-OPD-02: book, confirm, remind and check in appointments
3. FAC-PAT-01: waiting-room display and kiosk

The one thing to get right: search before you register. Every duplicate chart created today is a safety incident in six months.

Nurse

Observations, nursing notes, the drug round. Lands on Clinical → Nursing tasks.

1. ✅ FAC-OPD-01 step 4: vitals and NEWS2
2. ✅ FAC-IPD-01 steps 3, 6–8: allocating the doctor's bed request, the MAR with five rights and barcode, transfer and discharge reconciliation, discharge
3. ✅ FAC-ED-01 steps 1–2: the emergency board and SATS triage
4. ✅ FAC-MAR-01: your patients, refusals with reasons, PRN doses and their effect
5. ✅ FAC-MAR-02 steps 1 and 3: high-alert and controlled drugs with a witness
6. ✅ FAC-MAR-03: printing the drug chart and reconciling paper after downtime
7. ✅ FAC-OPS-02: review delivered linen and handling instructions in the patient’s admission.

Provider (doctor)

Consults, orders, prescribes, signs. Lands on Clinical.

1. ✅ FAC-OPD-01 steps 5, 6 and 8: SOAP note, orders, the allergy gate and override, reviewing and acknowledging results
2. ✅ FAC-IPD-01 steps 2 and 4: recording allergy status, requesting an admission bed, inpatient prescribing (IV, STAT, first dose now)
3. ✅ FAC-ED-01 steps 3–4: taking an emergency patient in and ending the visit properly
4. ✅ FAC-RAD-01 steps 1 and 6: requesting imaging and acknowledging a critical finding
5. ✅ FAC-RX-02 step 2: acting on a pharmacist's rejection
6. ✅ FAC-GOV-03: record a notifiable condition and preserve the source when precautions are cleared.
7. ✅ FAC-THR-01: order a procedure, capture linked consent and sign the procedure note in the chart.
8. ✅ FAC-OPS-04: file the clinical death record before Mortuary Officer custody intake; dedicated clinical permission and Chrome role walk verified.

Lab Technician and Lab Supervisor

A technician enters; a supervisor releases. Both land on Lab.

1. ✅ FAC-OPD-01 step 7: collect → receive → accession → result → verify
2. FAC-LAB-02: rejection, reference lab, analyser import

Pharmacist

Verifies orders, dispenses, keeps stock and the controlled-drug register straight. Lands on Pharmacy.

1. ✅ FAC-OPD-01 step 9: verify on Medication (MAR), dispense at Pharmacy
2. ✅ FAC-IPD-01 step 5: verifying inpatient orders
3. ✅ FAC-MAR-02 steps 2 and 4: verifying a controlled drug, and the controlled-drug register
4. ✅ FAC-RX-02: rejecting an order with a reason; counter supply and stock
5. ✅ FAC-INV-01: low stock, reorder policy, purchase orders, goods received, recalls
6. FAC-RX-02: rejecting an order · FAC-MAR-02: controlled drugs · FAC-INV-01: stock

Billing Officer

Takes payments, files claims. Lands on My patient board; works in Revenue.

1. ✅ FAC-OPD-01 step 10: the self-assembled invoice, cash payment, receipt
2. ✅ FAC-IPD-01 step 10: bed-days on the bill
3. ✅ FAC-BILL-02: split payment, confirming a transfer, closing and reconciling the shift
4. ✅ FAC-BILL-03: claims from insured bills, batch submission, remittances
5. ✅ FAC-BILL-04: discounts, credit notes and refunds
6. ✅ FAC-BILL-05: receivables ageing, inpatient deposits, remittance batches, denials and appeals
7. ✅ FAC-PAT-02: enrol corporate employees and dependents and generate a monthly retainer invoice
8. ✅ FAC-THR-01: reconcile the completed procedure with its charge on the visit bill

Radiology Technologist

Runs the imaging worklist. Lands on Diagnostics → Radiology.

1. ✅ FAC-RAD-01 steps 2–5: schedule, perform, report (with a critical finding) and verify

Housekeeping

Receives and completes cleaning work orders. Lands on Inpatient → Housekeeping.

1. ✅ FAC-OPS-03: take a bed-turnaround task, record the clean, and return the bed to Available.

Theatre Coordinator

Schedules cases, confirms the surgical safety checklist and records the theatre handoff. Works in Procedures.

1. ✅ FAC-THR-01: reserve theatre capacity, record operative findings, specimens and implants, and complete the recovery handoff.
2. ✅ FAC-CSSD-01: review the case's linked sterile-processing loads and open the exact release or failed source record.

CSSD Technician

Registers instrument sets and documents load, indicator, hold and release decisions. Works in Operations → Sterile processing.

1. ✅ FAC-CSSD-01: link a load to the chart's procedure, preserve release attribution, hold a failed load and document inspection before a new reprocessing cycle.

Operations roles

Laundry Coordinator · Mortuary Officer (FAC-OPS-04) · Accreditation Coordinator (FAC-GOV-04).

Transport Coordinator

Records patient transport requests, vehicle/crew assignments and trip progress. Works in Operations → Transport.

1. ✅ FAC-OPS-01: select a named patient and care context, dispatch and complete a trip, review it in the chart, and record a cancellation with its reason.

Laundry Coordinator

Records linen requests, processing, delivery and cancellation. Works in Operations → Laundry.

1. ✅ FAC-OPS-02: select a named patient/admission or general unit stock, retain handling instructions, complete processing and delivery, and cancel with an actual reason. Nurses review the linked record in the admission.