Role guides

Locum guide

Use the locum guide to access the right cases, review patient information, record decisions, and hand work back safely in Clineso.

Role: Locum · you are a time-boxed clinical practitioner. Your access window has a hard expiry date set by the practice principal. After that date, you are automatically locked out — no manual revocation needed.


What you can do

  • Review patient cases assigned to you.
  • Issue prescriptions within your active window.
  • Add clinical notes and view patient history.
  • Run drug-interaction and allergy checks.

Everything you can do is identical to a Clinician role — the only difference is the automatic time limit.


Your access window

When a principal invites you as a locum, they set:

  • Starts at — when your access begins.
  • Expires at — when your access hard-expires.

You will see a banner in the app showing how many days remain. When the window closes, you land on a "Window closed" page — this is expected and correct.

If you need an extension, contact the practice principal directly. They can update your expiry date from Staff & Roles.


Key clinical surfaces

Clinical cases (/practice/clinical)

Lists all cases in your tenant — filter by status (awaiting review, under review). Claim a case to start your review.

Issuing a prescription

  1. Open a case in under review status.
  2. Review the patient history, measurements, and drug-interaction check.
  3. If safe to proceed → ApproveIssue prescription.
  4. The prescription is locked immediately after issue. Add an addendum if any amendment is needed.

Drug-interaction check

Runs automatically when you open a case. Any drug–drug, drug–allergy, or drug–condition conflicts are flagged:

  • 🟢 Clear — safe to proceed.
  • 🟡 Warning — proceed with documented clinical justification.
  • 🔴 Block — cannot issue. Override requires explicit written reason.

What you cannot do

  • Access financial data, payments, or commission.
  • Modify practice settings or invite staff.
  • Access the CD register (pharmacist-gated).
  • Your access after the expiry date — by design.

After your window closes

Your clinical notes and prescriptions remain on record permanently. You cannot access them post-window — direct any patient queries to the practice manager.