> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Multi-Practitioner Logins

> Give each practitioner their own Routiq account, with per-practitioner notification routing for patient escalations.

<Info>
  **Why this matters.** Most clinic AI tools assume one inbox, one
  team. Real clinics have multiple practitioners — each with their own
  patients, their own preferences for being interrupted, and their
  own follow-up patterns. Multi-practitioner logins make Robyn
  org-aware: when a patient asks for "Dr Lin", Dr Lin gets the
  message, not the whole team.
</Info>

## What multi-practitioner logins enable

<CardGroup cols={2}>
  <Card title="Per-practitioner escalation routing" icon="user-doctor">
    "I want to speak to Dr Lin" → email goes to Dr Lin's address, not a generic clinic inbox.
  </Card>

  <Card title="Per-practitioner notification preferences" icon="bell">
    Each practitioner controls their own notification cadence — instant, daily digest, or off.
  </Card>

  <Card title="Per-practitioner conversation visibility" icon="eye">
    Practitioners see only conversations involving their patients (configurable per role).
  </Card>

  <Card title="Audit trail with attribution" icon="shield-check">
    When a team member takes over a conversation, the dashboard logs *who* — useful for AHPRA-required communication audit trails.
  </Card>
</CardGroup>

## What your patient sees

> **Patient (call):** I'd like to speak to Dr Patel about my last visit.
>
> **Robyn:** Of course. Let me grab your number and have Dr Patel call you back. What's the best number?
>
> **Patient:** 0412 345 678.
>
> **Robyn:** Perfect. Dr Patel will call you back within the day.

*(Behind the scenes: the email goes to `dr.patel@bondiphysio.com.au`, not to `reception@`.)*

## Setup

<Steps>
  <Step title="Create a login per practitioner">
    **Settings** → **Account & Logins** → **Create User**.

    For each practitioner, enter:

    * Full name (matched to PMS practitioner record automatically)
    * Email address (the one they actually monitor)
    * Role: **Practitioner** (sees own patients only) or **Admin** (sees everything)

    The practitioner gets an invite email; they set their own password.
  </Step>

  <Step title="Match logins to PMS practitioner records">
    Routiq matches practitioner names to the PMS practitioner list automatically. If a name doesn't match (e.g. "Dr Lin" vs "Dr Eric Lin"):

    1. **Clinic Setup** → **Practitioners**
    2. Find the practitioner row
    3. Click **Assign Login** → pick the right user

    Now any escalation that names that practitioner routes correctly.
  </Step>

  <Step title="Configure per-practitioner notification preferences">
    Each practitioner logs in and goes to **Settings** → **My Notifications**:

    * **Frequency** — instant, hourly digest, daily digest, off
    * **Channel** — email, mobile push (via Routiq app), or both
    * **Quiet hours** — silence notifications outside configured times
  </Step>

  <Step title="(Optional) Restrict patient visibility">
    For larger clinics where practitioners shouldn't see other practitioners' patients:

    **Settings** → **Account & Logins** → choose a user → **Patient Visibility**:

    * **Their own** — only patients with appointment history with this practitioner
    * **All** — full clinic patient list

    The dashboard, conversations list, and reactivation campaigns all respect this scope.
  </Step>
</Steps>

## Roles and permissions

| Role             | Patient visibility | Conversation visibility | Settings access        |
| ---------------- | ------------------ | ----------------------- | ---------------------- |
| **Owner**        | All                | All (incl. taking over) | Full                   |
| **Admin**        | All                | All (incl. taking over) | Full except billing    |
| **Practitioner** | Own (configurable) | Own + team-routed       | Own preferences only   |
| **Reception**    | All                | All (incl. taking over) | Patient + booking only |
| **Read-only**    | All (configurable) | All (no take-over)      | Read only              |

## Common questions

<AccordionGroup>
  <Accordion title="What if a practitioner has multiple variants of their name in the PMS (e.g. 'Dr Lin' and 'Eric Lin')?">
    Robyn matches all variants to the same login as long as they're mapped to the same practitioner record in your PMS. Configure variant aliases in **Clinic Setup → Practitioners → Aliases**.
  </Accordion>

  <Accordion title="Can a practitioner take over a conversation from Robyn?">
    Yes — for SMS, email, and widget. Open the live conversation in the dashboard, click **Take over**. The conversation is logged against your login from that point forward.
  </Accordion>

  <Accordion title="What if a patient asks for a practitioner who's no longer at the clinic?">
    Robyn handles it gracefully — "Dr X isn't currently practising at the clinic. Dr Y has been seeing their patients — would you like to book with them?"
  </Accordion>

  <Accordion title="Do part-time practitioners need their own login?">
    Recommended yes — even part-time practitioners benefit from getting routed messages directly rather than through a shared inbox. Logins are per-account, not per-seat-priced.
  </Accordion>

  <Accordion title="Can a practitioner mute escalations during their day off?">
    Yes — **Settings → My Notifications → Quiet Hours** or temporary "Out of office" toggle. Conversations that would have routed to them fall back to the default escalation address.
  </Accordion>
</AccordionGroup>

## Next

<CardGroup cols={2}>
  <Card title="Human escalations" icon="user-headset" href="/features/human-escalations">
    The full picture of where, when, and how Robyn hands off.
  </Card>

  <Card title="Patient segmentation" icon="users" href="/features/patient-segmentation">
    Slice your patient list by practitioner for per-practitioner reactivation campaigns.
  </Card>
</CardGroup>