> ## Documentation Index
> Fetch the complete documentation index at: https://docs.phbhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance and medical director

> Your guide if you hold the finance or medical_director role: co-signing, claims, payouts and the audit log.

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](/account/staff-sign-in).

## Sign in

1. Go to `/hospital/login` and enter your authenticator code.
2. You land on `/hospital`. Your sidebar shows the menus for your role.

## What each role sees

| 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 |

<Note>
  A medical director doesn't get the clinical workspace from this role. They need the `clinician` role and a verified MDCN licence too.
</Note>

## What you can do here

<CardGroup cols={2}>
  <Card title="Tariff co-sign" icon="signature" href="/guides/finance/tariff-co-sign">
    Approve price changes of more than 5%.
  </Card>

  <Card title="Pricing and tariffs" icon="tags" href="/guides/hospital-admin/pricing-and-tariffs">
    How the price list works.
  </Card>
</CardGroup>

<Note>
  Claims are recorded, not checked with insurers or NHIA electronically. Payout rails are not yet connected to a bank. Check [Feature status](/reference/feature-status).
</Note>

## When something goes wrong

* [Access denied and missing menus](/troubleshooting/access-denied-and-missing-menus)
* [Why can't I...?](/troubleshooting/why-cant-i)


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