• Dr. Hilary Jones

Roles in TeleTails

It’s important to know the permissions and capabilities of each of the roles in the system, so we’ve listed them out here. An account can have more than one role.


Practice Owner

As the name states, this is for the owner of the practice. This role has all the permissions available. They can see the banking information, production numbers, staff and clients per location, listed active and resolved consultations, and support staff tasks,


Practice Manager

This role has all the permissions available. They can see the banking information, production numbers, staff and clients per location, listed active and resolved consultations, support staff tasks, and all settings (welcome, initial message, timer etc.). They can also assign vets to client consultations where the client didn’t request a specific veterinarian, approve providers to join the practice, and create Front Desk Accounts.


Veterinarian

Veterinarians can manage all their active and resolved consultations. They can add additional colleagues to active consultations or reassign their consultations to another provider. They can customize their own welcome message, but not the practice initial message. They can view the Practice Info and Code. They do not have access to billing information or hospital wide production numbers.


Tech

Veterinarian Technician accounts can participate in any consultation to which they have been added. They can also start independent consultations with clients. They do not have a welcome message and do not have access to billing or production numbers.


Front Desk

There is a single front desk account for each practice location, rather than individualized accounts. This position can see all active and resolved consultations for a practice location. They also have Tasks list, populated by all the tasks attached to consultations by providers. This is a live-updating list, helping support staff and providers know which tasks have been done and which are yet to be completed.


Administrator

This position can be added to any of the other roles. It gives the account all the permissions available and all the capabilities of a practice manager. Whoever creates the practice will automatically be made an administrator.

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