> ## Documentation Index > Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt > Use this file to discover all available pages before exploring further. # What Ozni can see and do > Ozni works within your role, your plan and your edition, follows your two-factor rules, and never reads another workspace. Available in Plan All plans Who Any staff member What Ozni can do varies by role, plan and edition. Ozni is not a back door. It can see and do what **you** can see and do on the screens, and nothing more. If a screen would say a record cannot be found, Ozni says the same. ## Your role decides Ozni uses your own role and permissions. A receptionist who cannot open clinical notes cannot ask Ozni to read them. A cashier cannot ask Ozni for figures that are hidden from a cashier on the screen. * If you are not allowed to do something, Ozni tells you which permission or role is needed, and nothing more. See [Roles and access](https://help.clinikehr.com/start/roles-and-access.md). * Where an owner has limited what you can do, that limit applies to Ozni too. * Owner-only actions, such as changing your plan, stay owner-only. * When Ozni cannot find a record, it does not say whether the record exists or you simply have no access. It is the same message for both. ## Your plan and your edition decide Ozni knows what your plan and your edition include. It points you to features you have, and when you ask about one your plan does not include, it names the plan that does and goes no further. It does not offer a workaround. A Pharmacy or Diagnostics workspace is offered what its own edition has. A pharmacy has no claims tools, for example, and its words are customers and stock rather than patients. ## Two-factor sign-in still applies If your workspace requires two-factor sign-in for staff, Ozni can read patient details only from a session that has passed that check, exactly like the rest of ClinikEHR. Questions that need no patient details, such as how to do something or where a screen is, still work. Verify your code, then ask again. ## One workspace at a time Ozni works in the workspace you have open. It never reads another clinic's records, and you cannot ask it to. If you belong to several workspaces, switch workspace first. ## What it can look up Ozni looks things up in the same places you would: your schedule and appointments, services and prices, invoices and payments, your settings, your setup progress, and what your plan includes. When it is not sure, for example two patients with the same name, it shows you what it found and asks which you mean. It does not guess a number, a date or a person. **Clients by last visit.** Ask which clients have not been seen in 30 or 90 days, or for your inactive clients, and Ozni lists them with their last visit and the total, up to 50 at a time. It follows the Clients screen's own rules, so it shows only the clients you can open, and it offers a button that opens the Clients screen with the same filter on. A client who has never been seen is listed once they have been on your list longer than the period you asked about. ## The clinic day, your own work and your team These follow the same rules as the screens: your role, your plan, your edition and two-factor sign-in. * **Who is here.** Ask who is checked in, who is waiting for triage or for the doctor, and who is next. Ozni shows names and waiting times, never the reason for a visit or a note. It can also check a client in or out of the **Front Desk** board from a Confirm card. If the clinic or the provider is out of office, Ozni tells you and does not check the client in unless you say to go ahead. * **Lab and imaging.** Ask for the status and turnaround of lab and imaging orders. Ozni never shows results, findings or reports; open the order to read those. Ozni can add a lab test or imaging study to your own draft of a consultation, but nothing is ordered until you place it from the consultation chart. * **Wards.** Ask how many beds are free and who is admitted, with the days they have stayed. Ozni never admits or discharges anyone. * **Prescriptions.** Ask what a client has been prescribed, whether an e-prescription was sent, external prescription numbers, refill dates and pickups. This is read only: Ozni never prescribes, signs or sends a prescription, and a pickup code is never shown. * **Appointments and waitlists.** Ozni can mark an appointment confirmed, put a client on a class waitlist, mark or unmark a client as on the waitlist, add a client to the appointment waitlist or take one off, and email a waiting client an offer of a freed slot. The offer has its own Confirm card, shows the address masked, and books nothing: the first client to book the slot gets it. * **A client's reminders.** Ozni can read and change a client's appointment-reminder choices. Text and voice reminders can be turned on only if your plan carries them. * **Your tasks and notifications.** Ozni lists your own tasks and notifications and can mark notifications read or archived. A notification that still needs action cannot be archived. * **Out of office, cover and time off.** Ozni can set your own out of office, ask for cover on one of your shifts, request time off, and, if you approve time off, approve or decline a request. Setting an out of office or approving time off blocks new bookings but never cancels or moves one; existing bookings are listed on the card. * **Inviting a team member.** Owners and managers can ask Ozni to invite one person by an email address they type in the chat. The card shows the role and whether the invitation adds a billed seat. Ozni never changes roles or permissions, removes staff or grants emergency access; those are done on the **Staff & Teams** screen, where only the owner can make someone a manager. * **Your staff list.** Owners and managers can ask Ozni who works at the clinic. Ozni lists your current team with each person's name, role and email, as **Staff & Teams** shows them, and never anyone from another clinic or anyone who has been deactivated. For everyone else Ozni says the list is for owners and managers; you can still open **Settings**, **Staff & Teams** yourself. Ozni cannot email a colleague for you. ## Business, editions and your team These follow the same rules as the screens: your role, your plan, your edition and two-factor sign-in. * **Payments.** Ask who has paid recently and who has unpaid appointments. Amounts show only to people who may see money; everyone else sees a dash. Ozni never takes, refunds or voids a payment. * **Memberships and the store.** Ask about membership plans and members (plans that include Memberships), store products and store orders. Ozni never shows a buyer's email, phone or address. Owners and managers can ask Ozni to mark a paid order as shipped from a Confirm card; nothing is charged or refunded. * **Gift cards.** Type a gift card code in the chat and Ozni tells you its balance, status and expiry. It needs the permission to redeem gift cards and it does not repeat the code. * **Contacts (CRM).** Ozni can find contacts, add a contact, add a note or a follow-up task, change tags, move a contact to another stage and turn a contact into a client (the card says whether it links to a client you already have). It can save a campaign as a draft for owners and managers, and it can tell you whether a contact can be emailed and what was sent to them. Ozni never sends a campaign and never opts a contact in to marketing. * **Forms.** Ask how many responses a form has (counts only, never answers), create an empty draft form, or close and reopen a published form. Ozni never fills in or submits a form for anyone. * **Team chat.** Ozni can post one message you write to a channel you are already in. It never sends a direct message, and it will not post clinical details if your role has no clinical access. * **Pharmacy.** In the Pharmacy edition, ask for a day's till takings or a sale's items. Takings show only to people who may see money, and Ozni never touches the till. * **Insurance outside the US.** For clinics that bill HMOs, ask about pre-authorisations, claim status and an insurer's open claims. Ozni reads your clinic's insurance setting; it never asks which kind of insurance you use. * **US insurance and Medi-Cal claims.** For clinics on US insurance, ask about claims, visits without a claim, coverage, authorizations that need attention and what a payer said. Ozni can prepare draft claims, check eligibility for a client or a whole day, check for a second insurer, save a client's coverage, request, record and close authorizations, link past sessions to one, point you at a claim's CMS-1500 PDF, send clean claims, and, for people with permission, void or appeal a claim or post an insurer's payment. For Medi-Cal it can show your claims and explain their checks (including code pairs), change a few boxes of an open claim after you confirm, make the free re-file copy and make a test or production file. A PDF or photo you attach can be read into draft claims (after Ozni tells you the page count and credits), a Medi-Cal report PDF can be read, and a report's results can be downloaded as a CSV. See [US insurance and Medi-Cal claims with Ozni](https://help.clinikehr.com/platform/ozni/insurance-and-claims.md). * **Deep look.** Clinic owners can press **Deep look** for a slower, more careful analysis of one question. It only reads and uses 50 credits. See [Deep look](https://help.clinikehr.com/platform/ozni/deep-look.md). * **Laboratory.** In the Diagnostics edition, ask what is on the worklist, which samples are overdue, and where a sample is. A sample with no turnaround target is judged against the lab's own average and is labelled "no target set". Owners and managers can ask Ozni to set a turnaround target. Ozni never accessions a sample or enters a result. ## What it can change Always through a [Confirm card](https://help.clinikehr.com/platform/ozni/making-changes.md): booking, moving and cancelling appointments, your services and prices, shifts, opening hours and special dates, your settings, invoice drafts, emailing a client a payment link for their unpaid invoices (see [Sending a payment link](https://help.clinikehr.com/platform/ozni/making-changes.md#sending-a-payment-link)), sending a client a form, a document to sign, an email, a text message, a fax, a statement, a superbill, a telehealth link or an appointment reminder (see [Sending a message to a client](https://help.clinikehr.com/platform/ozni/making-changes.md#sending-a-message-to-a-client)), and starting a data export, and, on US insurance, preparing, sending, voiding and appealing claims, posting insurer payments, requesting authorizations and running charged eligibility or other-insurance checks (each on its own confirmation card). Ozni never saves clinical content that a clinician has not approved, and never signs anything. ## What it cannot do * It does not browse the web. * It does not remember anything about a patient. * It does not refund, delete records, change staff permissions or sign documents. * It does not write, fix, review or explain code or database queries, including code for the ClinikEHR API. For an API question it can point you to the developer docs and tell you in words which endpoint and scope you need. **Still stuck with Ozni?** Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first — it covers the failures we see most often. If that does not resolve it, [contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include your workspace name and the time the problem happened, so we can find the matching entry in your audit log. 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