Assigning an Assistant to the Doctor in Charge
Assign an assistant to the responsible doctor so daily coordination, patient follow-up, and chairside work are easier to route inside the team.
Updated
In busy clinics, the responsible doctor often works with one or more assistants. Assigning the assistant inside the clinic workflow helps the team understand who supports the doctor, who should follow up, and which staff member is involved in the patient journey.
Where this fits
Use this setup when your clinic wants clearer doctor-assistant coordination for appointments, treatment follow-up, or internal task ownership. It is especially helpful in multi-doctor clinics where responsibilities change by chair, day, or specialty.
How to assign the assistant
- Open the clinic settings or user management area.
- Find the doctor who will be the responsible clinician for the workflow.
- Select the assistant who should support that doctor.
- Save the change and check the relevant calendar, task, or patient workflow screen where your clinic expects the relationship to appear.
- If an assistant changes role or leaves the clinic, update the assignment instead of leaving the old relationship active.
Operational checklist
- Make sure both users are active in Medicasimple.
- Check the assistant has the permissions needed for the work they will perform.
- Review assignments after staffing changes, rota changes, or new doctor onboarding.
Why this matters
Clear doctor-assistant ownership reduces small handover mistakes. The front desk knows who to ask, the assistant knows which doctor workflow they support, and managers can keep the team structure cleaner as the clinic grows.