What can Front Desk see and do in GRAICE?

    What the Front Desk role can open in GRAICE, what it cannot, and the optional chart and billing permissions.

    What can Front Desk see and do in GRAICE?

    Front Desk is a team role for people who run the office. By default it does not open clinical charts; chart access and billing access are optional permissions your clinic can add. Your clinic admin sets your role under Settings → General → My Team.

    What you see in the sidebar

    • Home is your dashboard.
    • Messages lets you message your team.
    • Schedule opens the clinic schedule. It starts on the Clinic view, which shows every provider's day side by side. If Access Charts is on for you, it starts on Next Up instead.
    • Admin → Documents lets you send documents to patients and track the replies.
    • Admin → Patient Billing appears only if you also have the billing permission (see below).
    • Settings includes My Team, where you can invite staff and change their roles.

    What you cannot do without chart access

    • You cannot open patient charts or clinical notes. Appointments you see are stripped of clinical details.
    • You do not see Patients, Notes, eRx or Tasks in the sidebar.
    • Your All Documents tab stays empty unless you have chart access. The Acknowledgments tab still works.

    Chart access (optional)

    Your clinic can turn on Access Charts for you. Someone who manages your team goes to Settings → General → My Team, clicks the pencil icon on the team member's row, chooses Edit Permissions, turns on Access Charts and clicks Save Changes. The change signs the team member out; sign back in for it to take effect.

    With Access Charts on, the All Documents tab lists documents for patients whose care team you are on. Ask your clinic admin what else it allows.

    Billing permission

    Billing is separate from the Front Desk role. Someone who manages your team opens Edit Permissions for you under Settings → General → My Team and turns on Access Billing. The change signs you out. Sign back in to see Patient Billing. Without the switch, Patient Billing is hidden and sends you back to the home page.

    Adding and updating patients

    Front Desk is allowed to add, import and update patients, but there's no Patients link in the sidebar for Front Desk yet. Until there is, ask a clinician or admin to add a patient, and a clinician on the patient's care team to update their details.

    Next steps