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Settings : User Types 🎥

Mary Jane
  • Updated

 

Areas you can define user access:


Overview

  1. Where is it?
  2. How does it work?
  3. Details
  4. Reporting
  5. Purchase Orders & Inventory
  6. Accounting
  7. Patients
  8. Communication
  9. Scheduling
  10. System
  11. Settings
  12. Treatment Plans

 

where-sm.pngWhere is it?

Navigate toSettings-Icon.pngSettings
Under the System Entities & Types heading, select User Types.


User_Types_Settings.png



sample-sm.pngHow does it work?

Once a User Type is created, it is assignable to a staff member within their profile's Login tab.


User_Profile_-_Login_Tab.png



Details


Details.png

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


Reporting.png

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


Purchase_Orders.png

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
and receive further stock.
Transfer Inventory
Toggles the ability to move inventory amounts between products or services.

 

 

Accounting


Accounting.png

Click here for more about what each field represents.

Admin
Functions

Toggles the ability to create:

  • Products & Services (Can still edit)
  • Product Departments (Can still edit)
  • Practitioner(s) (Can still edit)
Commissions

Toggles the visibility of the Commissions tab in the Practitioner Profile and the Commission section in Accounting.
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


Toggles the ability to apply payments. Invoices can still be created, but attempting to pay will result in an error.
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.
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


Patients.png

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


Toggles the ability to create patient charts.
Notes can still be added to charts if necessary.
Advanced Search

Toggles the link to the Advanced Search area



Communication


Communication.png

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
Email


Toggles access to the Email link/area
Letters


Toggles access to the Letters link/area
Messages


Toggles access to the Message link/area
Text Messages


Toggles access to the Text Messages link/area




Scheduling


Scheduling.png

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


System.png

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


Settings.png

Click here for more about what each field represents.
All Settings

Removes the Settings links from the main menu
General
System Settings

Toggles access to a large group of 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
Staff Profiles
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 &
Types Section

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


Groups & Categories Section

Document Categories

Follow Up Categories

Patient Groups

Staff Groups

 

System & Company
Settings Section

General

Clinic

 

Forms & Letters
Section

Forms & Chart Templates

Forms

Letters

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Treatment Plans


Treatment_Plans.png

Click here for more about what each field represents.
Override Scheduling
Service Restrictions


If the setting "Notify when scheduling a service not in the selected Treatment Plan" is enabled, this option will toggle the ability to override and attach items not included in a treatment plan's appointment.
*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.


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