Staff App Mode

Feature Page Design Plan

Feature: Staff App Mode v1.0

URL: /features/staff-app-mode

1. Page Goal

Position Staff App Mode as the secure, practice‑owned place where all staff communication, coordination, and day‑to‑day requests live — without WhatsApp, personal SMS, or unsecured channels.

Staff App Mode solves a real, everyday problem in dental practices: staff are routinely contacted through personal messaging apps where practice data mixes with private conversations, cannot be audited, and cannot be reliably removed when someone leaves. This creates risk for the practice and intrusion for staff.

Staff App Mode provides a fully white‑labelled, practice‑branded mobile experience that keeps everyone informed inside and outside the practice, while protecting staff privacy and practice data.

The page should clearly convey that Staff App Mode:

• Replaces WhatsApp and informal messaging with secure, auditable communication
• Keeps staff in the loop without invading personal communication spaces
• Ensures practice data can be controlled, retained, or deleted properly
• Delivers a fully white‑labelled, practice‑branded mobile app for staff
• Gives staff one trusted place for updates, rotas, policies, and requests
• Supports holiday requests, sick leave, errands, and shift swaps
• Allows expense claims and secure document uploads from personal devices
• Enables staff to log ideas, improvements, and innovation requests
• Provides a safe channel for anonymous staff feedback
• Allows managers to see tasks for the day by team, track acknowledgements, and spot anything overdue
• Gives managers confidence that communication, tasks, and actions are visible and accountable

2. Hero Section

Headline

Staff App Mode — keep your team connected and in the loop

Sub‑headline

A secure, staff‑only Primoro experience for updates, requests, tasks, and communication — wherever your team is.

Supporting Line

No chasing. No guesswork. Everyone stays aligned.

Visual Direction

• Mobile UI showing: announcements, task summaries, rota highlights, requests
• Clearly branded to the practice
• Calm, organised layouts (not execution‑heavy or clinical)

Primary CTAs

• Request a demo
• Explore Primoro CORE platform

3. What Staff App Mode Is

Staff App Mode is Primoro’s personal staff connection and coordination layer.

It gives every team member a secure way to stay informed, submit requests, and take action — without logging into portals, checking emails, or relying on informal channels.

Through Staff App Mode, staff can:

• Stay aware of rotas, day lists, and upcoming shifts
• Receive important updates, announcements, and documents
• Submit requests (leave, sickness, expenses, errands)
• Communicate securely with colleagues and managers

This is especially valuable for part‑time clinicians and rotating teams, who can stay informed even when they are not onsite.

4. Core Capabilities

🔔 Communication & Updates

• Secure internal messaging (no WhatsApp)
• Practice‑wide announcements
• Meeting notes and shared updates
• Fully auditable communication history

📅 Rotas, Day Lists & Requests

• View rotas and upcoming working days
• See day lists ahead of clinics
• Request holiday, sickness, shift swaps, or errands
• Status tracking on all requests

📝 Tasks & Actions

• Staff see tasks and actions relevant to them
• Requests and communications generate trackable actions
• Clear ownership and acknowledgement

📎 Documents, Policies & Expenses

• Access policies and knowledge (where enabled)
• Upload documents securely
• Submit expense claims with receipts
• No searching email threads or shared drives

💡 Ideas & Feedback

• Log ideas and improvements
• Submit innovation requests
• Provide anonymous feedback safely

5. Manager View & Oversight

Staff App Mode gives managers a single, mobile‑friendly view of what’s happening across their team.

Managers can:

• See tasks for the day by team
• Track acknowledgements and responses
• Quickly identify anything overdue
• Review requests (leave, sickness, expenses, swaps)
• Share documents, decisions, and updates once — without chasing

This turns communication into visible actions, not lost messages.

6. Role‑Aware by Design

Staff App Mode adapts automatically based on role.

• Clinicians see day lists, messages, documents, and requests
• Nurses & support staff see rotas, handovers, and team updates
• Reception teams see communications, requests, and actions
• Managers see tasks, requests, responses, and overdue items

Everyone sees what they need — without unnecessary noise.

7. Built for Real Working Patterns

Personal Devices, Professional Boundaries

• Designed for staff‑owned devices
• Work communication stays out of personal apps
• Secure login with individual accountability

Quiet Hours by Default

• Notifications respect rotas and working hours
• Non‑urgent updates wait until staff are on shift
• Urgent messages still get through when needed

This keeps teams connected without burnout or intrusion.

8. Security & Governance (Canonical Block)

• Hidden staff‑only access
• SSO with Microsoft & Google
• Role‑based access control
• Biometric re‑authentication
• Immediate access revocation for leavers
• Full audit trail of staff access, messages, and actions

Security is built in — not bolted on.

9. How It Fits Within Primoro

Staff App Mode works alongside other Primoro surfaces:

• Web Portal — structured operational and clinical work
• In‑Practice Tablets — live, in‑surgery workflows
• Staff App Mode — connection, requests, and coordination

Together, they give the practice a complete, joined‑up operating system.

10. FAQs

What is Staff App Mode mainly used for?

Keeping staff connected, informed, and able to submit requests and actions without informal tools.

Is staff communication separate from personal messaging apps?

Yes. Work communication stays inside the practice‑owned Primoro app.

Can managers see what’s overdue or unacknowledged?

Yes. Managers have visibility of tasks, requests, and overdue actions by team.

What happens when a staff member leaves?

Access is revoked instantly and all data remains controlled by the practice.

11. Cross‑Links & CTAs

• Link to Communication Hub
• Link to Rota Manager
• Link to Task Manager
• Link to Security & Governance

Final CTA: Keep your whole team connected — without compromising privacy or control.

12. Tone & UX Notes (For Designers)

• Confident and reassuring
• Practice‑owned, not generic
• Emphasise clarity and calm
• Avoid clinical or execution‑heavy visuals