This article covers adding and removing Lobbie Users, and managing their access and permissions. Some of the settings covered are only available for Lobbie EMR accounts. For more information about Lobbie EMR, please contact sales@lobbie.com.
Adding staff member accounts in Lobbie
Navigate to Settings → Users.
Add new users using the Add User button in the top-right corner. Assign users to one or multiple locations as needed. For multi-location front desk staff, ensure they schedule appointments on the correct calendar.
Role Groups
- User: Front desk staff—can schedule and manage appointments.
- Admin: Full access to settings; only assign to trained staff.
- Reporting: Access to KPI dashboards for tracking performance.
- Supervising: Can sign finalized charts (e.g., MDs).
- Practitioner: Required to schedule consults; can finalize charts and prescribe medications.