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

# Who does what each day

> A day with Operant Health for the front desk, medical assistants, providers and the office manager.

Use this page to walk each person through their day before go-live.

> [tab] Front desk
>
> **App role:** Medical Assistant
>
> **Before clinic**
>
> * Get the day's visits in: add them, scan the printed schedule, or import from Practice Fusion. See [your schedule](https://help.operanthealth.com/docs/visits/schedule.md).
> * Send intake links to patients who haven't done intake. See [patient intake](https://help.operanthealth.com/docs/visits/patient-intake.md).
>
> **At check-in**
>
> * If intake isn't **Complete**, tap **Open intake form** and hand the patient the clinic iPad.
>
> **Through the day**
>
> * Upload outside records to **Documents** and attach them. See [document inbox](https://help.operanthealth.com/docs/practice/document-inbox.md).
> * Work the follow-ups in **Tasks**. See [tasks](https://help.operanthealth.com/docs/practice/tasks.md).

> [tab] Medical assistant
>
> **App role:** Medical Assistant
>
> * Check that each patient's intake is **Complete** before rooming.
> * Confirm the chief complaint on the visit.
> * Make sure the recording device for the room is charged and signed in.
> * After the visit, help with the forms on the visit's **Forms** tab. See [forms and patient guides](https://help.operanthealth.com/docs/notes/forms-and-guides.md).

> [tab] Provider
>
> **App role:** Physician or Physician Assistant
>
> **Before each visit**
>
> * Read the **Pre-visit briefing** on the visit's **Overview**.
>
> **During the visit**
>
> * Start recording from **Home**, then see the patient as usual. See [record a visit](https://help.operanthealth.com/docs/visits/record-a-visit.md).
>
> **After the visit**
>
> * Review, edit and sign the note. See [review and sign notes](https://help.operanthealth.com/docs/notes/review-and-sign.md).
> * Add a provider note if there's anything you want on the record in your own words.
> * Check the patient guide and send it.

> [tab] Office manager
>
> **App role:** Administrator
>
> * Lead the rollout. See the [rollout plan](https://help.operanthealth.com/docs/rollout/overview.md).
> * Invite and remove staff. See [invite your team](https://help.operanthealth.com/docs/get-started/invite-your-team.md).
> * Keep visit types, templates, intake questions and forms up to date with your providers.
> * At the end of each day, check that every visit has a note, and that nothing in **Recordings** shows **Processing failed**.

There's no separate front desk role. Invite front desk staff as **Medical Assistant**, or as **Administrator** if they also manage settings.


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