Permissions

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Initial System Setup

Programs

Appointment Type Templates

Users

Forms

List Maintenance

Below is a detailed table of functions granted by specific roles.

Function Admin Sysadmin Front desk Human resources Biller MD Provider Intaker Medical records Chief Officer
Appointment Types Yes Yes No Yes No Yes Yes No No No
Agencies All Users
Agency Counters Yes Yes No No Yes No No No No No
Addendums All Users
Appointments All Users
Auditables Yes Yes No No No No No No Yes No
Billcase Search Yes No No No Yes No No No No No
Billcases Yes No No No Yes No No No No No
Billers Yes No No No Yes No No No No No
Billing Reports All Users
Certifications Yes No No Yes No No No No No No
Claim Processes Yes No No No Yes No No No No No
Clearing Houses Yes No No No Yes No No No No No
Client Designations (create) Yes Yes No No No No No No No No
Client Designations (assign) All Users
Completed Pages Yes Yes Yes No No Yes Yes Yes Yes No
Configuration Parameters Yes Yes No No No No No No No No
Consent Settings Yes Yes No No No No No No No No
Consents All Users
Copays Yes Yes Yes No No Yes Yes No No No
Counter Triggers Yes Yes View Only View Only Yes View Only View Only View Only View Only View Only
Credentials Yes Yes No Yes No No No No No No
Default Appointment Types Yes View Only View Only Yes View Only View Only View Only View Only View Only View Only
Download Calendars All Users
Encounter Intercoms Yes Yes No No No Yes Yes Yes No No
Function Admin Sysadmin Front desk Human resources Biller MD Provider Intaker Medical records Chief Officer
Encounter Forms Yes Yes Yes No No Yes Yes Yes Yes No
Encounters Yes Yes Yes No No Yes No Yes No No
Explanation of Benefits forms (EOB)s Yes No No No Yes No No No No No
Tasks All Users
Event Types All Users
Fixes All Users
Fees Yes View Only View Only View Only Yes View Only View Only View Only View Only View Only
Form pages (add models to a form) Yes Yes No No No No No No No No
Forms Yes Yes No No No No No No No No
Formularies Yes No No No No Yes Yes No No No
Frontdesk All Users
Goals Yes Yes View Only View Only View Only View Only View Only View Only View Only View Only
Handler All Users
Health Care Financing Administration (HCFA) All Users
Help Text All Users
HR Service Activity Reports Yes Yes No Yes Yes No No No No No
Imports All Users
Faxes Inbox All Users
Insurance Policies All Users
Intercoms All Users
Interventions All Users
Last Five Forms/Appointments for user Yes Yes No No No No Yes Yes No No
Legalizations Yes Yes No No No No No No Yes No
Letter Types Yes Yes View Only View Only View Only View Only View Only View Only View Only View Only
Program Enrollment Tracking All Users
Program Liaisons (Program Director, Manager, etc) Yes Yes View Only View Only View Only View Only View Only View Only View Only View Only
Locations Yes Yes No Yes No No No No No No
Objectives Yes Yes View Only View Only View Only View Only View Only View Only View Only View Only
Page Extensions All Users
Models Yes Yes No No No No No No No No
Payors Yes No Yes View Only Yes View Only View Only View Only View Only View Only
Function Admin Sysadmin Front desk Human resources Biller MD Provider Intaker Medical records Chief Officer
Primary Care Providers (PCPs) All Users
Pharmacies All Users
Place of Services All Users
Plans Yes Yes Yes No Yes No No No No No
Prescriptions Yes Yes No No No Yes No No No No
Problems Yes Yes No No No No No No No No
Problem symptoms Yes Yes View Only View Only View Only View Only View Only View Only View Only View Only
Program Dashboards All Users
Programs Yes Yes No No No No No No No No
Provider Activity Reports Yes No No No Yes No No No No Yes
Provider Notes Yes No No No Yes No No No No Yes
Provider Numbers Yes Yes No Yes No No No No No No
Referrers Yes Yes View Only View Only View Only View Only View Only View Only Yes View Only
Reports All Users
Roles Yes No No Yes No No No No No No
Schedules Yes Yes View Only View Only Yes View Only View Only View Only View Only View Only
Sections Yes Yes No No No No No No No No
Sent Faxes All Users
Service Activity Reports All Users
Service Types Yes No No No No No No No No No
Superbill Reports Yes No No No Yes No No No No Yes
Supervisions Switches Yes No No Yes No No No No No No
System Links All Users
Unfinished Notes section All Users
Unit Counters Yes No Yes View Only Yes View Only View Only View Only View Only View Only
User Faxes All Users
User Files Yes No No Yes No No No No No No
User intercoms All Users
Users Yes Yes No Yes No No No No No No