Your clinic staff, on the system
Owner, doctor, receptionist - the right access each
Dr. Ahmed Salem
OwnerDr. Sara Hassan
DoctorNada Kareem
StaffYara Mahmoud
StaffThe 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'.
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.
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
Solo clinic with 1 receptionist
Owner + receptionist. Two accounts total. Set up in 5 minutes and never touched again.
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.
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
What if a staff member changes their phone number?
The owner updates the phone number on their profile. The next login uses the new number. Their history and role stay intact.
Can I have staff who work at multiple branches?
Yes. Assign them access to multiple branches. Their view lets them switch between branches with a dropdown.
What about the doctor's private notes when they leave?
Notes stay on the patient profile - the departing doctor's identity is preserved for audit, but they can't access the notes anymore.
Is there a limit on how many staff I can invite?
Plans have staff seat limits (see pricing). Solo covers 3 users, Team covers 15, Enterprise covers unlimited.
Ready to run team & roles on Kashfy?
First 50 bookings free. No card, no clock.
