This article will help you set up User Roles, which makes it faster and easier to assign privileges to user accounts. Roles grant a set of access privileges: when roles are assigned to individual user accounts, the privileges can be adjusted as necessary for the individual user.
The User Management module is located in Administration Setup. You must have the appropriate permissions to access the module.
To perform the following procedures, log in to Administration Setup and double-click the Users icon, then click [Modify Roles] on the toolbar. A list of existing Roles opens.
Add a Role
- Click [New Role] on the toolbar.
- Enter a Role name and check the box beside each privilege you want to be granted when the Role will be assigned to a user. For details on each privilege, see Available Role Privileges.
- Click Save and Close.
Edit a Role
- Double-click the Role.
- Check or clear the boxes to allow or deny privileges to users who are assigned to the Role.
- Click Save and Close.
Delete a Role
- Select the role you want to delete.
- Click [Delete Role] on the toolbar.
- Click Yes when prompted.
Available Role Privileges
Note: Primary Privilege (highlighted in pink) must be selected in order for subsequent Privileges (highlighted in green) to work.
| This privilege | Allows users to |
|---|---|
| Patient Manager Access | Open the Patient Manager. |
| Patient User Access | Gain access to patient files. |
| Add Patient | Add patient files. |
| Edit Patient Status | Edit patient status. |
| Edit Case Status | Edit case status. |
| Patient Manager Access Customize Grid Settings | Customize the column order and width in the Account Activity, Documents, Correspondence and SOAP Notes tabs. |
| Patient Manager Account Activity | Access the patient case Account Activity tab. |
| Patient Manager Billing Statement | Access the Billing Statement tab in the patient case Account Activity tab. |
| Create Invoice | Create invoices. |
| Edit Invoice | Edit invoices. |
| Delete Invoice | Delete invoices. |
| Change Invoice Status | Change invoice status. |
| Create Payment in Patient Case and Appointment Book | Create payments in the patient case and appointments book. |
| Create Payment in Appointment Book | Create payments in patient appointments. |
| Edit Payment | Edit payments. |
| Delete Payment | Delete payments. |
| Create Refund | Create refunds. |
| Edit Refund | Edit refunds. |
| Delete Refund | Delete refunds. |
| Patient Manager Charges | Access the patient case Account Activity: Charges tab. |
| Create Charges | Create charges. |
| Edit Charges | Edit charges. |
| Delete Charges | Delete charges. |
| Patient Manager Documents | Access the patient case Documents tab. |
| Create Document | Create documents. |
| Edit Document | Edit documents. |
| Change Document Status | Change document status. |
| Delete Document | Delete documents. |
| Patient Manager Correspondence | Access the patient case Correspondence tab. |
| Create Correspondence | Create correspondence. |
| Edit Correspondence | Edit correspondence. |
| Delete Correspondence | Delete correspondence. |
| Patient Manager SOAP Notes | Access the patient case SOAP Notes tab. |
| Create SOAP Notes | Create SOAP Notes. |
| Edit SOAP Notes | Edit SOAP Notes. |
| Delete SOAP Notes | Delete SOAP Notes. |
| Patient Manager Tracking | Access the patient case Tracking tab. |
| In Case List Show Case Balance | View patient case total balance. |
| In Case List Show Unbilled Amount | View total amount of unbilled charges for patient case. |
| Batch Billing Access | Access the Batch Billing module. |
| Alerts & Reminders Access | Access the Alerts manager. |
| Staff Manager Access | Access the Staff manager. |
| Resource Manager Access | Access the Resources manager. |
| Product Manager Access | Access the Products manager. |
| Activity Manager Access | Access the Activities manager. |
| POS Access | Access the Point of Sale system. |
| Report Manager Access | Access the Reports manager. |
| Backup Access | Access the Backup manager. |
| eBroadcast Access | Access the Email Broadcast. |
| Assess Interest Charge | Assess interest charges. |
| Preset Manager Access | Access the list of document presets. |
| HCAI Tracking Manager | Access the HCAI Tracking Manager. |
| Access to HCAI Functionality | Submit documents and invoices to HCAI. |
| Allow creation of non SABS compliant OCF’s | Create non SABS compliant OCF documents and invoices. |
| Allow submission of non SABS compliant OCF’s | Submit non SABS compliant OCF documents and invoices. |
| Complete access to Appointment Book | Book and edit appointments. |
| Add Appointment Note | Add appointment notes. |
| Edit Appointment Note | Edit appointment notes. |
| Delete appointment | Delete appointment notes. |
| Administration Setup Access | Access Administration Setup module. |
| Administration Setup Business access | Access and manage Facility Business details in Administration Setup. |
| Administration Setup Payment Method | Access and manage Payment Methods in Administration Setup. |
| Administration Setup Taxes | Access and manage Tax Table in Administration Setup. |
| Administration Setup Insurance Companies | Access and manage Insurance Companies library in Administration Setup. |
| Administration Setup Service Codes | Access and manage Service Codes library in Administration Setup. |
| Administration Setup Injury and Diagnostic Codes | Access and manage Injury and Diagnostic Codes library in Administration Setup. |
| Administration Setup Staff Types | Access and manage Staff Types in Administration Setup. |
| Administration Setup Legal Reps | Access and manage Legal Reps in Administration Setup. |
| Administration Setup Referrals | Access and manage Referrals in Administration Setup. |
| Administration Setup Users | Access and manage Users in Administration Setup. |