Account Types

A user's account type defines their permissions. This following lists all account types along with summaries and permissions of each.
Doctor accounts are made for physicians to manage their patients and care plans. A doctor account is given full control over their care plans – this means they are able to save, assign, and edit care. A doctor account may give an administrator account permissions to manage patients on their behalf. A doctor account may belong to multiple organizations having different patient lists and administrators for each. Organizations are billed by the number of doctors they have. A doctor account is created either at registration of an organization or by invitation from an existing organization. A doctor account is able to
  • create a new organization;
  • act as organization manager;
  • add/edit patients;
  • assign care plans to patients;
  • change procedure dates;
  • add/remove administrators;
  • enable/disable permissions to existing administrators.
Administrator accounts are made for medical practice administrators to manage the patients of the practice’s physicians. While they are not able to save or edit care plans, they are able to assign them just as a doctor account would. Administrator accounts have the unique ability to manage the patients of multiple doctor accounts. Administrator accounts may belong to multiple organizations and are created free of charge. An administrator account is created either on creation of an organization or by invitation from an existing organization. An administrator account is able to
  • create an organization;
  • act as organization manager;
  • add/edit patients;
  • assign care plans to patients;
  • change procedure dates.
An organization manager acts as a controlled for the organization and its user accounts. They are responsible for organization billing and adding/removing doctor accounts. Organization manager is a permission given to either a doctor or administrator account of the organization, rather than having its own separate account. Every organization has one organization manager; by default, it is the user account who registered the organization. An organization manager keeps their permissions as a doctor or an administrator account with the added ability to
  • edit billing information of organization;
  • add/remove doctor accounts of organization.
A patient account is made for anyone receiving a care plan. Patient accounts are assigned care plans that will push notifications to the patient regarding procedure preparation and recovery. A patient account is created using a sign-up link sent by either their doctor or an administrator. Once created, the patient account can be carried with the patient to be used with other physicians using Symbi within or outside of that organization. A patient account is able to
  • receive care plans;
  • manage care plan notification settings;
  • connect to multiple doctor accounts.
A caregiver is the title given to a patient account with a dependent patient. A dependent patient is intended for patients who require assistance managing their care plan. The dependent patient does not have their own login credentials – instead, they exist as an extension of a “full” patient account (referred to as a caregiver). The caregiver receives the dependent’s notifications on the dependent’s behalf. A dependent patient is created using a sign-up link sent by either their doctor or administrator. A caregiver keeps the same permissions as a patient account with the added ability to
  • manage care plans of their dependant patients.