Team
Add your people. Decide what each can see
A practice is not one person at one machine. Staff, roles, permissions and messaging are built in, not an enterprise add-on.
A colleague, working, in about a minute.
Open the staff directory in Settings and add them: name, role, email, phone, and a photo or one of the built-in avatars. They appear immediately in the places that matter.
- On the schedule. Each clinician gets their own column, so the day reads as a team rather than a queue.
- On visits. Care is attributed to the provider who gave it, and stays attributed a year later.
- On tasks. Work gets an owner by name, not a shrug.
- In messages. Reachable from inside the app straight away.
- Editable later. People change roles, numbers and names. Updating the directory updates the practice, not one screen.
Not everyone should see everything.
Every staff member has a role, and the role decides what they can reach. This is enforced where the data is read, not by hiding a menu item. Hiding a button is decoration; refusing the query is security.
The sensitive screens ask again regardless of role. Opening protected results sends a one-time code to that person's own email, and the unlock ends when they sign out. How the layers work →
- Owner. Everything, including the Security Center, billing settings, staff directory and the release and recovery controls.
- Admin. Practice administration and the owner tools that keep the clinic running day to day.
- Clinician. The clinical work: patients, visits, notes, cases, results and referrals.
- Front desk. Scheduling, check-in, messages and the administrative surface, without the clinical depth they do not need.
Clinic chatter, out of the group text.
Team messaging lives inside the app, next to the work it refers to, instead of on somebody's personal phone where it cannot be governed and does not leave with them when they go.
- Direct messages between staff, with unread counts that mean something.
- Announcements when the whole clinic needs to know. They are marked clearly and raise a notification rather than sitting in a thread nobody opens.
- Threads that grow. A run of replies weaves down the screen instead of stacking as identical grey blocks, so a conversation looks like a conversation.
- Schedule sharing. Send a colleague a day or a change directly, and it arrives as something they can act on.
Same practice, different first screen.
Settings that belong to a person stay with that person. Your front-desk lead and your lead clinician do not need the same sidebar, and neither should have to live with the other's.
- Sidebar order per user. Hourly things at the top, monthly things out of the way.
- Dashboard card order per user. Drag them into the shape of your own morning.
- Their own theme. And their own accessibility settings: text size, contrast, reduced motion, keyboard support.
- Their own Sage. Including how much personality they want from it.
Where this sits
This is one part of LogBlues, the local-first practice workspace by LogBlues. The full picture is on the features page, and the product page shows it running.