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🔐 Custom Role Creation & Access Control Guide (RBAC)

This guide provides step-by-step instructions for Hospital Admins and Security Officers to create custom staff roles (e.g., Head Nurse, Lab Technician, Cashier Lead, TPA Manager) and configure granular security permissions in Medzit NexHealth HMS (/settings/roles).

📌 Role Creation Workflow​

🛠️ Step-by-Step Walkthrough: Creating a Custom Staff Role​

Step 1: Open Roles & Permissions Console​

  1. Log in to the portal as Hospital Admin or Super Admin.
  2. Click Settings (bottom left) -> Roles & Permissions (/settings/roles).
  3. Click the pink button + Create New Role.

Step 2: Define Role Name & Description​

Form FieldDescriptionExample Input
Role NameTitle of the designation rolePathology Lab Specialist
CategoryPrimary operational divisionDiagnostics & Laboratory
DescriptionRole responsibility summaryCan enter lab test results, approve Pathology reports, and dispatch PDF reports to patients.

Step 3: Granular Permission Checkbox Matrix​

Select the specific actions this role is authorized to perform across clinical and financial modules:

📋 Clinical & Patient EMR Permissions​

  • View Patients List & Profile
  • View OPD / IPD Consultations
  • Edit Patient Contact Info
  • Delete Patient Records

🔬 Diagnostics & Laboratory Permissions​

  • View Laboratory Test Orders
  • Enter Lab Sample Barcode & Test Values
  • Approve & Sign Off Pathology Reports
  • Delete Lab Test Master Pricing

💳 Billing & Cashier Desk Permissions​

  • View Cashier Ledger & Daily Totals
  • Collect Payments (Cash / UPI / Card)
  • Issue Discounts & Refund Vouchers

Step 4: Department & Security Boundaries​

  1. Department Scope: Limit role access to specific units (Pathology Lab, Radiology, OPD Desk, IPD Ward 3).
  2. IP Address Restriction: Enable In-Hospital Network Only for sensitive financial actions.
  3. Click Save & Activate Role.

👥 Assigning Roles to Staff Users​

  1. Go to Settings -> Staff Management (/settings/staff).
  2. Select any staff member (e.g., Dr. Justin Case or Nurse Sarah).
  3. Under Assigned Role, select the newly created custom role from the dropdown.
  4. Click Update Staff Privileges.
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