Settings : User Types 🎥

Chris Sztuka

March 13, 2020 19:50
Updated

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 toSettings
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 and receive further stock.
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	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.
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	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

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

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 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

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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