Finance and medical director

This guide is for staff with the role finance or medical_director.

Before you start

You need:

An account with the role finance or medical_director. Your owner or admin invites you.
Your work email, password and authenticator app. See Staff sign-in.

Area	`finance`	`medical_director`
Tariffs: edit and publish	Yes	No
Tariffs: co-sign big changes	Yes (finance part)	Yes (medical director part)
Claims and claims CSV export	Yes	No
Reconciliation and disputes	Yes	No
Payout account	Yes	No
Approve payouts	Co-sign	Co-sign
Facility audit log	No	Yes
On-call rota	No	Yes
Large refunds at the cashier	Approve (Finance)	No

A medical director doesn’t get the clinical workspace from this role. They need the clinician role and a verified MDCN licence too.

Approve price changes of more than 5%.

How the price list works.

Claims are recorded, not checked with insurers or NHIA electronically. Payout rails are not yet connected to a bank. Check Feature status.