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)
▸ A single Level 2 Administrator profile is created per system which has advanced functionality, such as access to provincial billing modules and the ability to create other level 2 users. 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.
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