Organisation & Access
Tenant registry, roles and permissions, org tree, users and documents
Roles and permissions
How staff types work as roles in LeapHealthOS, the starter roles and what they can do, and the permission grid you edit for each role.
Users and staff onboarding
Add clinical and non-clinical staff with the onboarding wizards, and use the Users screen to edit roles, clinics and status or reset a password.
Org tree, reporting lines and access scope
Set centre and department heads, mark units as departments or teams, manage primary assignments and reports-to managers, and choose access scope per resource.
Tenant registry and vocabularies
Use the Tenant Registry to manage your organisation's own lists of codes, such as staff types, visit types, bill types, payment methods and document categories.
Document requirements and verification
Configure the patient document checklist with groups and requirements, and set up identity checks and eSign providers on the Verification screen.
First-time setup checklist
The order to set up a new LeapHealthOS organisation, from the tenant registry and centres to staff, doctors, services, forms, settings and journeys.
Roles and permissions
How staff types work as roles in LeapHealthOS, the starter roles and what they can do, and the permission grid you edit for each role.