In Juvonno, User Types allow you to grant or restrict your staff's access to features, data sets and reports. This not only enhances data privacy and security but also streamlines the user interface. Clinics commonly have different user types for Upper Management, Administrators, Practitioners, and Bookkeepers. However, you can set up any number of User Types you need.
Once a User Type is created, it is assigned to a staff member in their profile's Login tab.
To set up User Types for your clinic, follow the steps below.
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Tip! In addition to User Types, here are two other areas you can further define user access: |
Step by Step Instructions
Step 1
Go to Settings > User Types.
Step 2
a) To set up a new User Type, click on New User Type.
b) To edit an existing User Type, select a User Type from the list by clicking on the green icon next to it and clicking Edit.
Step 3
Once you have reviewed the range of settings available, you can grant or restrict access to all settings in a given section by clicking on Grant All or Restrict All found in the section headers. You can also grant or restrict access to individual settings by clicking on the downward arrow next to the setting in question and clicking on Granted or Restricted from the drop-down menu.
Step 4
When you've finished configuring the settings, scroll down and click Save.
You can now assign this User Type to a staff member by going to the user's profile Login tab.
Details Section
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 Section
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. |
Exports Section
Use this section to enable each group of export reports.
Purchase Orders & Inventory Section
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. |
Faxing Section
Accounting Section
Click here for more about what each field represents.
Admin Functions |
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| Commissions |
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| 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 |
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| Recurring Invoices | Toggle turning on the ability to use recurring invoices. |
| 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. |
| Void Invoices | Toggles allowing the user to void invoices. |
| Refund Payments | Toggles allowing the user to Refund payments. |
| Void Payments | Toggles allowing the user to void payments. |
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Adjust Payment date |
Toggle allowing the user to Adjust a payment date. |
Patients Section
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. |
| Push Patients |
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| Unlock Intake Forms |
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| Create Charts |
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| Edit / Delete Prescriptions |
Toggles if the user can edit or delete Prescriptions |
| Advanced Search |
Toggles the link to the Advanced Search area |
| Patient Lookup Builder |
Toggles if the user has access to amend the Lookup builder. |
| Delete Correspondence |
Toggles if the user is able to delete Corrrespondence in the patient profile. |
| Delete Documents |
Toggles if the user can delete documents in the patient profile. |
Communication Section
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 |
| JComm |
Toggle is the user can access the JComm Campaign system. |
| Fax |
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| Letters |
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| Messages |
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| Text Messages |
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Scheduling Section
Click here for more about what each field represents.
| Force Save Appointments |
Toggles if you have to Force Save an appointment. |
| 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. |
| Pending Appointments | Toggles if the Pending Appointment tab will show on the schedule for pending portal appointments. |
| Access Stat Holiday Schedules | Toggle the access to allow the user to set up Statutory Holidays on the schedule. |
System Section
Click here for more about what each field represents.
| Imports |
Toggles the visibility of the Imports section in Settings. |
| General Documents |
Toggles if the user has access to the general system documents. |
| 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. |
| Clinic Access | Toggles if you show the Clinic Access tab in Staff profiles. |
Settings Section
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. |
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Edit Practitioner Availability |
Toggles the ability to edit a Practitioner's availability. |
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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. |
| Forms & Letters | Toggles if the user has access to Forms & Letters sections. |
* The System Settings option will restrict or grant access to:
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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
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Treatment Plans Section
Click here for more about what each field represents.
| Override Scheduling Service Restrictions |
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| *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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