Role-based access down to the number, not just the screen.

A question owners ask late

It rarely comes up during a demo. It comes up about four months in, when an owner
realises that the front desk can see production by provider, or that a part-time
tech has a view of the practice's collections.

Nothing improper has happened. That is not the point. The point is that it was
never a decision — it came with the software, and by the time anyone noticed, the
access had been normal for a season.

Payroll conversations are harder when the other person already knows the number.

Access as something you set, not something you inherit

IrisMed permissions are granular enough to separate the clinical record from the
financial one, and the financial one from the owner's view of it.

• Financial reporting is its own permission, not a side effect of being staff.
• Role first, then the person. A role that cannot reach financials cannot be
  granted its way in, and a grant cannot quietly override the role.
• Org admins manage the grants and cannot be locked out by one.
• Nothing changes until you decide it should. Grant financial access to one
  person and the practice has opted in: everyone you did not grant it to is
  restricted from that moment. Until then, nothing moves under you.

That last one matters more than it sounds. Most permission systems make you
audit what everyone can already see. This one stays as it is until you make the
first decision, and then holds the line you drew.

Vision therapy makes this sharper

A therapy practice runs on packages, and packages are revenue with a long tail.
A twelve-week block is a number on the ledger from the day it is sold, and it sits
there in plain view of whoever opens the reports.

That is a different conversation from a routine exam fee. The therapist running
the sessions may be paid on them. The front desk books them, takes payment against
them, and has no reason to see what the program is worth to the practice. A
part-time associate covering Thursdays does not need the year's package revenue on
their screen to do Thursday well.

None of that is about trust. It is about deciding once, deliberately, rather than
discovering the default six months in.

Multi-owner and multi-location

Partnerships make this sharper. Two owners, one practice, and a set of numbers
each is entitled to and a set they are not. Satellite locations where a manager
runs the day but does not see the group's finances.

Configure it once. It holds as staff change.

Small feature, specific relief

This is a narrow page and we know it. It is here because the people who care about
it care a great deal, usually after having been surprised once.

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