Business & Growth

Your clinic staff, on the system

Owner, doctor, receptionist - the right access each

Receptionist permissions

2 / 7

  • Create bookings
  • Check patients in
  • Write prescriptions
  • Read visit notes
  • See revenue reports
  • Add insurance providers
  • Invite and remove staff

Pick a role, or flip any switch to make a custom one

The problem

Every staff member needs an account, and every account needs a password. Passwords get reset weekly. Ex-employees still have access months after they leave. IT is one more thing you don't want to think about.

Team & Roles

Team management is invitation by phone number. You type in a new staff member's WhatsApp number, choose their role (owner, doctor, reception), and they get a message: 'You're invited to join Kashfy at Dr. Ahmed Salem Clinic. Tap here to accept.' They tap, they log in with an OTP, they're in. No account setup, no password creation, no 'check your email'.

Dr. Mona Adel

+20 100 123 4567

You're invited to join Kashfy at Dr. Ahmed Salem Clinic. Tap here to accept.

Enter the code you got

Tap accept, then type or paste the code

Scoped per branch

Roles limit exactly what each person can do. Reception can create bookings and check patients in but can't see revenue reports. Doctors can write prescriptions and read notes but can't add insurance providers. Owners see everything. Custom roles let you carve out exactly the scope you need - a nurse who can add lab results but not delete them, a billing clerk who can mark payments but not see notes.

Access is scoped per branch. Dr. Ahmed working at Cairo and Alexandria has separate views for each - patients in one don't show up in the other, and revenue reports respect the same boundary. When someone leaves, you tap 'remove' once and their access is gone from every branch, every device, immediately.

Dr. Ahmed Salem

Doctor - 2 branches

CairoAlexandriaPhoneClinic laptop
  • Sara H.Cairo
  • Karim T.Cairo
  • Mona A.Cairo

Switch branches, then try Remove

Inside

  • Phone-based invites with WhatsApp OTP login - no passwords ever
  • Built-in roles: owner, doctor, reception, nurse, billing, radiologist
  • Custom roles when built-in ones don't fit
  • Per-branch access for multi-location clinics
  • Full audit trail: who did what, when, on which device
  • Remove access instantly - takes effect within seconds everywhere
  • Two-factor authentication for sensitive roles (owner, billing)
  • Session management: see all active devices per user

Who this is for

A

Solo clinic with 1 receptionist

Owner + receptionist. Two accounts total. Set up in 5 minutes and never touched again.

B

Multi-doctor clinic with staff rotation

Doctors come and go. Adding a new one takes 30 seconds; removing an ex-doctor takes 5 seconds. Perpetual account cleanup becomes a non-issue.

C

Chain with per-branch managers

Cairo has a branch manager; Alexandria has a different one. Each sees only their branch, but the owner sees everything across the chain.

Common questions

Ready to run team & roles on Kashfy?

First 30 bookings free. No card, no clock.

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