Areas you can define user access:
Overview
- Where is it?
- How does it work?
- Details
- Reporting
- Purchase Orders & Inventory
- Accounting
- Patients
- Communication
- Scheduling
- System
- Settings
- Treatment Plans
Where is it?
Navigate to
Settings
Under the System Entities & Types heading, select User Types.
How does it work?
Once a User Type is created, it is assignable to a staff member within their profile's Login tab.
Details
Click here for more about what each field represents.
| Name |
Enter a title for this User type. |
| Description | Provide a brief description of the user type. (Optional) |
| Order | Enter an order (number) that will dictate the sorting of User Types as they appear listed. (Optional) |
Reporting
Click here for more about what each field represents.
| All Reports |
Toggle the visibility and usage of all reports at once. |
| Individual Reports | Select this to reveal the individual reports within the groups to further define access for users. |
Purchase Orders & Inventory
Click here for more about what each field represents.
| Access Purchase Orders |
Toggles visibility of the Purchase Orders section in Accounting. |
| View Onhands | Toggles visibility of the current inventory. |
| Edit Onhands & Receive Inventory |
Toggles the ability to edit current inventory amounts |
| Transfer Inventory | Toggles the ability to move inventory amounts between products or services. |
Accounting
Click here for more about what each field represents.
Admin Functions |
|
| Commissions |
|
| Gift Cards & Credits |
Toggles the visibility of the Gift Cards & Credits section in Accounting. |
Payables |
Toggles the visibility of the Payables section in Accounting. |
| Pay Receivables |
|
| Transaction Information |
Toggles the visibility of patient invoices, the Billing/Receivables section in Accounting and the following sections of a Patient Profile's History tab: Detailed Billing, Claims, Sales Orders, Invoices, Payments and Credits. |
| Today's Transactions |
Toggles the visibility of the Schedule's Transactions tab. |
Limit Transactions to User |
When 'Granted' this will prevent Practitioners from viewing any transactions (on the Transactions tab) that they are not involved with. |
| Edit 100% Insurance Invoices |
Toggles the ability to edit invoices (in Accounting > Invoice Search) that are assigned to insurances with coverages at 100%. |
| Process Pending Payments | If the patient portal is enabled and a patient schedules an appointment using their credit card, this setting will display a tab on the user's dashboard to process the credit card and approve the payment. |
| View Decrypted Credit Card Payment Details | Toggles the visibility of decrypted credit card information in the payment display screen. This setting is based on the Process Pending Payments option being set to Granted. |
Patients
Click here for more about what each field represents.
| * Edit Patients |
*This setting is currently not available. |
| Delete Patients | Access to merge and/or delete patients. |
| Create Charts |
|
| Advanced Search |
Toggles the link to the Advanced Search area |
Communication
Click here for more about what each field represents.
| All |
Toggles the Communications Link from the main menu along with the links below. |
| Appointment Reminders |
Toggles the Appointment Reminders link/area |
|
|
|
| Letters |
|
| Messages |
|
| Text Messages |
|
Scheduling
Click here for more about what each field represents.
| Book and Edit Appointments |
Toggle the option to be able to schedule and edit appointments. Cancelling and Deleting actions are not affected. |
| *Manage Scheduling Aways |
*While the option to create an Away is still accessible, if restricted, the aways will not be saved. |
| Show Pricing | This toggles the visibility of prices attached to products and services added to appointments. |
System
Click here for more about what each field represents.
| Imports |
Toggles the visibility of the Imports section in Settings. |
| Edit Departments & Categories |
Toggles the ability to edit Product Departments and Categories. |
| Add, Edit & Delete Users | Administrators will always have the ability to add and edit, but restricting this will prevent these users to delete others. Practitioners or Employees will either have complete access to add/edit/delete users or not at all. |
| Edit Products & Tariffs | Toggles the ability to edit or view details of Products & Services and Tariffs. |
| *Edit Vendors | Toggle the ability to create a new vendor. *This option will not prevent users from editing or deleting. |
Settings
Click here for more about what each field represents.
| All Settings |
Removes the Settings links from the main menu *NOTE: 2 settings must be enabled to show How to Create Custom Charts and Intake forms. "All Settings" and "General System Settings" |
| General System Settings |
Toggles access to a large group of settings.*NOTE: 2 settings must be enabled to show How to Create Custom Charts and Intake forms. "All Settings" and "General System Settings" |
| Edit User's System Access |
Toggles the ability to edit a user's system access set within their profile's Login settings. |
|
Edit Practitioner Availability |
Toggles the ability to edit a Practitioner's availability. |
|
View or Edit |
Toggles access to view/edit other staff's profiles |
| *Approve Holiday Requests |
Toggles the ability to approve holiday requests made by staff members. *This setting is currently not available. |
* The System Settings option will restrict or grant access to:
|
System Entities & Accounts Custom Fields Comorbidities Diagnoses Document statuses Drugs Healthcare Locations Hospitals ICD Codes Injury Area Injury Natures Legal Entities & Colleges Patient Identifier Types Payment Types Procedures Promotions Provinces & States Regions Residence Codes Resources Referral Types Schedule Types Schedule Order Specialities Stat Holidays Task Templates Appointment Durations Voided Invoice Codes User Types |
Document Categories Follow Up Categories Patient Groups Staff Groups
System & Company General Clinic
Forms & Letters Forms & Chart Templates Forms Letters
|
Treatment Plans
Click here for more about what each field represents.
| Override Scheduling Service Restrictions |
|
| *Edit Treatment Plan Templates |
This setting is currently not available. |
| *Edit Patient Treatment Plans |
This setting is currently not available. |
| *View Patient Treatment Plans | This setting is currently not available. |
| Add a blank Treatment Plan |
Toggles the ability to create a blank treatment plan. |
| Change Treatment Plan Statuses |
Toggles the ability to submit treatment plans or set them manually to read as 'submitted' or 'approved'. |
| Change Treatment Plan Statuses (Admin) |
Toggles the ability (for Administrative users) to edit treatment plan statuses at any time. (i.e. post submission) |
| Change Selected Insurance After Submission (Admin) |
Toggles the ability to adjust the insurance(s) selected within treatment plans at any time. (i.e. post submission) |
| Withdraw Treatment Plans in HCAI |
Toggles the ability to attempt a treatment plan's withdrawal. Note: Withdrawing a treatment plan is not recommended as the adjuster must be notified of a change being made to a treatment plan post-submission. |
Comments
0 comments
Please sign in to leave a comment.