The three main user profiles are preset with access and restrictions based on the workflow standards.
Overview
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TIP: If the owner of the clinic is both a Practitioner and an Administrator, both profile types should be created in order for them to gain access to all functions and settings. |
This user profile is ideal for staff such as Front Desk, Managers or Accountants. Further restrictions/permissions can be applied using User Types.
Unique Capabilities:
▸ Create Products & Services, add and edit employee profiles
▸ Perform Provincial Billing functions (i.e. HCAI)
LEVEL 2 ADMINISTRATORS
A single Level 2 Administrator profile is created per system which has advanced functionality, such as access to User Types, Provincial Billing modules, Telus eClaims field setup, and the ability to create other Level 2 users.
This level of user is also able to log out Staff who have not logged out of the system.
To release the license go to Settings, General, Security, Active Users. Select the staff member name and enter your password and select Logout.
It is recommended to have the owner or head administrator set up using this profile type.
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Note: Administrative profiles, once deleted, cannot be reactivated. |
This user profile is ideal for staff such as Doctors, Physiotherapists, Chiropractors.
Further restrictions/permissions can be applied using User Types.
Unique Capabilities:
▪ Ability to Copy Last Template Data when Charting
▪ Author Charts
▪ Charting Tab - appears on the Schedule and keeps track of outstanding charts
▪ Can be scheduled for appointments in the Patient Portal
▪ Can have custom Schedule Types created and assigned
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Note: Setting a Practitioner to Full Access still limits the following:
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These profiles have very limited access to the system and its functions.
Most users should be set as either Administrators or Practitioners.