Demo
Show explanations

Starting…

Staff & roles

Who can see and do what

Invite a team member

Role preset

Clinician files, licenses and plan enrollment. No patient records.

2-step verification required for every staff role. They'll set it up at first sign-in. Invites lapse after 7 days: if it isn't accepted, access is removed automatically.

Demo only — please don't enter real health information

Team

7 people

Done automatically. Let unaccepted invites lapse. Access is removed automatically after 7 days.

  • Dana Ruiz

    dana@wellkeel.example

    Operations leadOwner access · PA · NJ · DE

    Active2-step on

    Active now

  • Theo Avery

    theo@wellkeel.example

    CredentialingPA · NJ · DE

    Active2-step on

    Last active 12 min ago

  • Mina Nair

    mina@wellkeel.example

    BillingPA · NJ · DE

    Active2-step on

    Last active 1 h ago

  • Rafael Romero

    rafael@wellkeel.example

    IntakePA · NJ

    Active2-step on

    Last active Today

  • Owen Price, PMHNP

    owen@wellkeel.example

    ClinicianPA

    Active2-step on

    Last active Yesterday

  • Nadia Brooks

    nadia@wellkeel.example

    Patient supportIntake access · PA · NJ · DE

    Active2-step on

    Last active TodayHired Oct 12, 2026

  • Casey Doyle

    casey@wellkeel.example

    IntakeNJ · DE

    Suspended2-step on

    Last active Sep 29

What each role can do

Select a cell to change what a role can do. Owner access is fixed so the account can never be locked out.

What each staff role can do, by permission
PermissionOwnerCredentialingBillingIntakeClinician
Patient recordsFull
Clinical notesView
Billing & claimsFull
Credentialing filesFull
Payer contractsFull
Scheduling & waitlistFull
Staff & rolesFull
Export dataFull
Audit logFull