User Types control what staff members can see and do in Juvonno. By customizing User Types, you can give your team access to the features and information they need to do their jobs.
In this guide, you'll learn how to add or edit a User Type and explore the available permission settings. Use the User Type Permissions Reference to understand what each setting allows before choosing to grant or restrict access.
Every clinic is different, so take a moment to review the permissions and choose settings that fit your team's needs. Some permissions provide access to sensitive patient, financial, or clinic information, so it's important to consider what each staff member needs to access.
How It Works
What is a User Type?
A User Type is a set of permissions that controls what a staff member can see and do in Juvonno. It determines which features they can access and which actions they can perform.
Each staff member is assigned a User Type in the Login tab of their staff profile. This assignment applies the permissions set for that User Type to their account.
Default User Types
Juvonno includes three default User Types:
- Full Access
- Administrator
- Practitioner
Each User Type is set up with permissions to suit a particular role. However, every clinic is different, so you may need to adjust these settings to fit your team's needs.
Customize User Types for Your Clinic
You can customize existing User Types or create new ones to match how your clinic operates.
Here's how it works:
- Create or edit a User Type: Choose the permissions a group of staff members needs to do their jobs.
- Assign the User Type: Apply it to one or more staff members through their staff profiles.
Note: Assigning a User Type is covered in the separate guide about creating staff profiles.
How Permissions Work
Each permission has one of two settings:
- Granted: The staff member can access or use the feature.
- Restricted: The staff member cannot access or use the feature.
Some permissions control access to an entire area of Juvonno, while others control specific actions or information within that area. Review each setting carefully to understand what it allows.
When you assign a User Type to a staff member, its permissions apply to their account.
The best part? If you update a User Type later, the changes automatically apply to everyone assigned to it. You don't need to update each staff member's permissions individually.
Key Behaviours
Keep the following points in mind when managing User Types:
- Most permissions are managed through User Types. The settings you choose determine which features and functions are available to staff members assigned to that User Type.
- Changes affect everyone assigned to the User Type. Editing a User Type automatically updates the permissions of all staff members assigned to it.
- Each staff member can have only one User Type assigned.
- Restricted access means the feature may not be visible. If access to a feature is not granted, the staff member will not be able to see or interact with it.
- Missing features may be related to permissions. If something is missing from a staff member's view, check the permissions in their assigned User Type.
These points are useful to keep in mind as you review the settings in the sections below.
Where to Add or Edit a User Type
Only a Level 2 Administrator can create a new User Type or edit an existing one:
- Go to Settings
- Click User Types
- Choose one of the following:
- Add a New User Type to create a New User Type:
- Open the menu beside an existing User Type and select Edit to update it
Understand the User Type Settings
User Type permissions are organized into the following sections:
- Details
- Reporting
- Purchase Orders & Inventory
- Faxing
- Accounting
- Patients
- Patient Profile
- Communication
- Scheduling
- System
- Settings
- Treatment Plans.
Each section contains settings for specific features, information, or actions in Juvonno. The User Type Permissions Reference below explains what these settings do and what to consider when granting or restricting access.
Grant or Restrict Access to a Whole Section
You can quickly change all permissions within a section by selecting one of these options:
- Grant All: Grants access to all settings in that section
- Restrict All: Restricts access to all settings in that section
Use these options carefully. A section may contain permissions for sensitive information or actions that not every staff member needs.
Set Permissions Individually
You can also review each setting and choose Granted or Restricted beside it.
This gives you more control over the features and actions available to the staff members assigned to that User Type.
| 💡Tip: If you're unsure which permissions a User Type needs, use the reference below to review each setting before making changes. |
User Type Permissions Reference
Use this reference to understand what each permission controls before choosing which settings to grant or restrict for a User Type.
For each setting:
- Choose Granted when you want the staff member to access the information or perform the function described.
- Choose Restricted when you want to prevent the staff member from accessing the information or performing the function described.
Some settings have additional requirements or exceptions. These are noted under the relevant permission.
Details
The Details section lets you name the User Type and add information to help identify its purpose.
Name
Enter a clear, descriptive name for the User Type.
Examples:
- Front Desk
- Practitioner
- Clinic Manager
Choose a name that makes it easy to understand which group of staff members the User Type is intended for.
Description
Add a short explanation of the role or level of access associated with this User Type.
Order
Enter a number to determine where this User Type appears in the User Types list.
Lower numbers appear first.
Reporting
The Reporting section controls which reports and analytics a staff member can access or generate.
All Reports
This setting controls whether the staff member can access the Reporting area.
- Granted: Allows the staff member to access reports, subject to the individual report permissions.
- Restricted: Prevents the staff member from accessing reports and hides the Reporting icon.
💡Tip: All Reports must be set to Granted for the staff member to see the Reporting icon. You can then use the individual report settings to control which reports they can generate.
Categories and Individual Reports
These settings control access to specific reports or groups of reports.
- Granted: The staff member can generate the report or access the report category described.
- Restricted: The staff member cannot generate the report or access the restricted report category.
The available reports are organized into the following categories.
Accounting
The Accounting category includes reports related to accounts receivable, patient accounts, commissions, credits, and other financial activity.
Available reports:
- AR Statements
- Accounts Receivable
- Aged AR
- Aged AR By Date
- Commission Payments
- Credit Reimbursements
- Credits
- Day End
- General Ledger
- Patient Account Ledger
- Patient Statement
- Recurring Invoices
- Third-Party Receivables
Exports
You can grant access by export category.
Available categories:
- Appointments
- Charts
- Charts PDF
- Patients
- Prescriptions
Fax
Available reports:
- Fax Status
Inventory
The Inventory category includes reports related to inventory levels, transfers, and value.
Available reports:
- Inventory Transfers
- Inventory Value
- Onhands
Invoicing
The Invoicing category includes reports related to billing and invoices.
Available reports:
- Billing Detail
- Patient Invoices
- Patient Summary Invoice
- Receivables
- Third-Party Invoices
- Voided Invoices
Payables
Available reports:
- Payables by Date
- Taxes Paid
Payments & Adjustments
Available reports:
- Adjustments
- Adjustments By Practitioner
- Bad Debt
- Payments By Practitioner
- Payments Pending
- Payments Received
- Voided Payments
Sales
Available reports:
- Clinic Summary
- Commissions by Practitioner
- Commissions for Specific Practitioner
- Comprehensive Sales
- Detailed Sales By Date
- Fully Paid Invoice Commissions
- Item Sales By Date
- Line Item Sales By Practitioner
- Promotions
- Sales By Date
- Sales By Payor
- Sales By Practitioner
- Sales for specific Practitioner
- Taxes Collected
Scheduling
The Scheduling category includes reports related to appointments, practitioner schedules, cancellations, and reminders.
Available reports:
- Cancellations By Practitioner
- Daily Clinic Schedule
- Daily Patient Appointments
- Daily Practitioner Schedule
- Generate Labels
- No Bill Appointments
- Open Appointments
- Patient Appointments
- Portal Appointments
- Practitioner Day Sheets
- Re-booked Appointments
- Reminder Calls
- Reminder History
- Simple Daily Practitioner Schedule
- Slate Report
- Weekly Multiple Practitioner Schedule
- Weekly Practitioner Schedule
Statistics
The Statistics category includes detailed operational and patient data.
Available reports:
- Active Patients
- Activity Summary
- Aged Patients
- Appointment Booking Statistics
- Appointment Statistics
- Billing Statistics
- Busiest Times
- Chart Statistics
- Clinic Statistics
- Consumables
- Contacts
- DMSU Surgery Report
- Dixon Surgery Tracker
- Employee Sales Statistics
- FSCO Report
- HCAI Communication
- Login History
- Loyalty Points
- New Patients
- Outcomes Measure
- Patient Access History
- Patient Assessments
- Patient Birthdays
- Patient Change History
- Patient Complaints
- Patient Demographics
- Patient Drop-Off
- Patient Errors
- Patient Insurance Balances
- Patient Retention
- Patient Third Parties
- Plan Member Daily Activity
- Practitioner Away Statistics
- Practitioner Patients
- Product Serials
- Products & Services
- Referrals By Type
- Referring Practitioners
- Referring Practitioners With Sales (xls)
- Revenue by Referrals
- Treatment Plan Report
- Working Diagnoses
Analytics
Report Builders
- Patient Insights
⚠️Important: Grant reporting access carefully. Many reports and analytics contain sensitive operational, patient, or financial information. Review which reports each staff member needs before granting access.
Purchase Orders & Inventory
The Purchase Orders & Inventory section controls access to purchase orders and specific inventory tasks.
Access Purchase Orders
Controls access to Purchase Orders in Accounting.
- Granted: Allows the staff member to access the Purchase Orders section in Accounting.
- Restricted: Prevents the staff member from accessing Purchase Orders in Accounting.
View Onhands
Controls whether the staff member can view inventory counts.
- Granted: Allows the staff member to view inventory counts.
- Restricted: Prevents the staff member from viewing inventory counts.
Edit Onhands & Receive Inventory
Controls whether the staff member can update inventory counts and receive inventory.
- Granted: Allows the staff member to update inventory and receive items.
- Restricted: Prevents the staff member from updating inventory or receiving items.
Transfer Inventory
Controls whether the staff member can move inventory.
- Granted: Allows the staff member to transfer inventory.
- Restricted: Prevents the staff member from transferring inventory.
Faxing
The Faxing section controls whether a staff member can send faxes.
Send Faxes
- Granted: Allows the staff member to send faxes.
- Restricted: Prevents the staff member from sending faxes.
Accounting
The Accounting section controls access to accounting features, financial information, and actions related to invoices and payments.
Review each permission carefully, especially those that allow staff members to access financial information or make changes to invoices and payments.
View Accounting
Controls access to the Accounting area.
- Granted: Allows the staff member to see and access the Accounting icon and section.
- Restricted: Hides the Accounting icon and prevents the staff member from accessing the Accounting section.
Admin Functions
Controls access to specific administrative functions in Accounting.
-
Granted: Allows the staff member to access the following:
- Administrator Actions: Accounting period status.
- Claims: Provincial Billing and TELUS eClaims.
- Restricted: Prevents the staff member from accessing Administrator Actions and Claims.
Commissions
Controls access to commission information and management.
- Granted: Allows the staff member to manage commissions in Practitioner Profiles and Products & Services.
- Restricted: Prevents the staff member from accessing or updating commissions in Practitioner Profiles and Products & Services.
Edit Claim Statuses
Controls whether the staff member can update claim status for provincial billing.
- Granted: Allows the staff member to update claim statuses for provincial billing.
- Restricted: Prevents the staff member from updating claim statuses for provincial billing.
Gift Cards & Credits
Controls access to gift cards and credits.
- Granted: Allows the staff member to view and sell Gift Cards and Credits.
- Restricted: Prevents the staff member from viewing or selling Gift Cards and Credits.
Payables
Controls access to payables.
- Granted: Allows the staff member to access payables.
- Restricted: Prevents the staff member from accessing payables.
Pay Receivables
Controls whether the staff member can create invoices and collect payments.
- Granted: Allows the staff member to create and pay invoices.
- Restricted: Prevents the staff member from creating or paying invoices through the payment process.
⚠️Important: When Pay Receivables is set to Restricted, the staff member can still use Complete & Invoice to create an invoice for an appointment. However, they will not be taken to the payment screen and cannot collect payment. This restriction also limits the receivables information they can see.
Payment Gateways
Controls access to Payment Gateway Settings, including Juvonno Pay.
- Granted: Allows the staff member to view and access Payment Gateway Settings, including Juvonno Pay.
- Restricted: Prevents the staff member from viewing or accessing Payment Gateway Settings, including Juvonno Pay.
Recurring Invoices
Controls access to recurring invoices.
- Granted: Allows the staff member to view and create recurring invoices.
- Restricted: Prevents the staff member from viewing or creating recurring invoices.
Transaction Information
Controls access to patient financial records.
- Granted: Allows the staff member to view patient billing history, including invoices in the History tab of the Patient Profile, and access financial records related to the patient.
- Restricted: Prevents the staff member from viewing patient financial information.
Today's Transactions
Controls access to the Transactions tab on the schedule.
- Granted: Allows the staff member to see the Transactions tab on the schedule.
- Restricted: Hides the Transactions tab from the staff member.
Limit Transactions to User
Controls which transactions a staff member can see in the Transactions tab.
- Granted: Limits the staff member to seeing only the transactions they were directly involved with.
- Restricted: Does not apply this additional limitation to the staff member's transaction access.
⚠️Important: Today's Transactions must also be set to Granted for this setting to apply.
Edit 100% Insurance Invoices
Despite the word Insurance in the setting name, this permission also applies to patient invoices that are assigned entirely to the patient.
- Granted: Allows the staff member to edit invoices that are fully assigned to one party, such as the patient alone or the insurance company alone.
- Restricted: Prevents the staff member from editing these invoices.
Process Pending Payments
This setting is no longer applicable. Portal payments are now processed automatically through Juvonno's integrations.
View Decrypted Credit Card Payment Details
This setting is no longer applicable.
Void Invoices
Controls whether the staff member can void invoices.
- Granted: Allows the staff member to void invoices.
- Restricted: Prevents the staff member from voiding invoices.
Refund Payments
Controls whether the staff member can refund payments.
- Granted: Allows the staff member to refund payments.
- Restricted: Prevents the staff member from refunding payments.
Void Payments
Controls whether the staff member can void payments.
- Granted: Allows the staff member to void payments.
- Restricted: Prevents the staff member from voiding payments.
Adjust Payment Date
Controls whether the staff member can change payment dates.
- Granted: Allows the staff member to change payment dates, such as backdating a payment.
- Restricted: Prevents the staff member from changing payment dates.
Edit Pricing on Appointments or Billing
Controls whether the staff member can modify rates during checkout.
- Granted: Allows the staff member to modify rates during checkout.
- Restricted: Prevents the staff member from modifying rates during checkout.
Voided invoices and payments are not deleted. They are hidden, but the details can still be found in the system.
Patients Section
The Patients section controls the actions a staff member can perform when working with patient records, charts, intake forms, prescriptions, and other patient information.
These permissions are different from those in the Patient Profile section. Patient Profile permissions control which areas a staff member can see, while the Patients permissions below control specific actions they can perform.
Edit Patient
Controls whether a staff member can modify patient profiles.
- Granted: Allows the staff member to edit patient profiles.
- Restricted: Prevents the staff member from editing patient profiles.
Delete Patients
Controls whether a staff member can deactivate patient profiles.
- Granted: Allows the staff member to deactivate patient profiles.
- Restricted: Prevents the staff member from deactivate patient profiles.
Patient Profiles are never really deleted. Deleting a patient hides them from your patient list, but they are simply deactivated and can be restored.
Push Patients
This feature allows patient data to be shared across clinic URLs. It is not a standard feature.
- Granted: Allows the staff member to share patient demographic information and documents across clinic URLs.
- Restricted: Prevents the staff member from using this function.
Unlock Intake Forms
Controls whether a staff member can reopen a completed intake form.
- Granted: Allows the staff member to change an intake form's status from Completed back to Started.
- Restricted: Prevents the staff member from unlocking completed intake forms.
Delete Intake Forms
Controls whether a staff member can delete intake forms from a patient profile.
- Granted: Allows the staff member to delete intake forms from a patient profile.
- Restricted: Prevents the staff member from deleting intake forms.
Once an intake form is deleted, it cannot be restored.
Reassign Intake Forms
Controls whether a staff member can move an intake form between patient profiles.
- Granted: Allows the staff member to move an intake form from one patient profile to another.
- Restricted: Prevents the staff member from reassigning intake forms.
Create Charts
Controls whether a staff member can create patient charts.
- Granted: Allows the staff member to create patient charts.
- Restricted: Prevents the staff member from creating patient charts.
Edit Chart Date
Controls whether a staff member can change the date recorded on a chart.
- Granted: Allows the staff member to change chart dates, such as backdating a chart when needed.
- Restricted: Prevents the staff member from changing chart dates.
Chart Template Assignment
Controls whether a staff member can assign chart templates.
- Granted: Allows the staff member to assign chart templates.
- Restricted: Prevents the staff member from assigning chart templates.
Delete Locked Charts
Controls whether a staff member can delete charts that have been locked.
- Granted: Allows the staff member to delete locked charts, subject to the restrictions below.
- Restricted: Prevents the staff member from deleting locked charts.
Practitioners will only be able to delete only their own locked charts, and they must be the last author. Administrators with chart access can delete locked charts even when they are not the author.
Edit/Delete Prescriptions
Controls whether a staff member can edit or delete prescriptions they have created.
- Granted: Allows the staff member to edit or delete prescriptions they created.
- Restricted: Prevents the staff member from editing or deleting prescriptions they created.
Prescription Practitioner Assignment
Controls whether a staff member can prepare a prescription on behalf of a provider.
- Granted: Allows the staff member to prepare a prescription on behalf of a provider.
- Restricted: Prevents the staff member from using this function.
The staff member must also have access to the relevant practitioner granted in their staff profile.
Advanced Search
Controls access to Advanced Search from the Patients icon.
- Granted: Allows the staff member to access Advanced Search.
- Restricted: Prevents the staff member from accessing Advanced Search.
Advanced Search access also allows the staff member to export patient information as a spreadsheet or PDF. Consider this when deciding whether to grant access.
Patient Lookup Builder
Controls whether a staff member can modify the fields displayed in the Patient Lookup Window.
Granted: Allows the staff member to modify the available fields in the Patient Lookup Window.
Restricted: Prevents the staff member from modifying those fields.
All changes made in the Patient Lookup Builder apply to everyone across all your clinics.
Patient Lookup Access
Controls access to the Patient Lookup Window.
- Granted: Allows the staff member to access the Patient Lookup Window.
- Restricted: Prevents the staff member from accessing the Patient Lookup Window.
Delete Correspondence
Controls whether a staff member can delete correspondence from a patient profile.
- Granted: Allows the staff member to delete information from the Correspondence tab in the Patient Profile.
- Restricted: Prevents the staff member from deleting correspondence.
Delete Documents
Controls whether a staff member can delete documents from a patient profile.
- Granted: Allows the staff member to delete documents from the Patient Profile.
- Restricted: Prevents the staff member from deleting documents.
Patient Profile
The Patient Profile section controls which tabs and areas a staff member can see within a patient's profile.
You can grant or restrict access to each of the following areas:
- General
- Intake
- Insurance
- Charts
- Treatment Plans
- Programs
- Prescriptions
- Correspondences
- Messages
- Documents
- Accounting
- Discount
- History
- Profile Card Contacts
Why Restrict Access to Patient Profile Sections?
Patient Profiles can contain a lot of information, and not every staff member needs access to every section.
Restricting access to specific tabs can help staff members focus on the information they need for their role. It can also limit access to information that is not relevant to their responsibilities.
💡Tip: Consider which parts of the Patient Profile each staff member needs to see when choosing permissions for their User Type.
Communication
The Communication section controls access to Juvonno's communication features, including appointment reminders, faxes, letters, messages, and text messages.
All
Controls access to the Communication menu and its related areas.
- Granted: Allows the staff member to see the Communication menu and access its related areas, subject to the relevant permissions.
- Restricted: Prevents the staff member from accessing the Communication menu and its related areas.
This must be granted to give access to other areas in the Communication menu including Appointment Reminders, Text Messages, Internal Messages, Fax Log, and Letters
Appointment Reminders
- Granted: Allows the staff member to access appointment reminders in the Communication menu.
- Restricted: Prevents the staff member from accessing appointment reminders in the Communication menu.
JuvonnoComm
Controls access to JComm creating and viewing campaigns and logs.
- Granted: Allows the staff member to access JComm.
- Restricted: Prevents the staff member from accessing JComm.
Fax
- Granted: Allows the staff member to view the Fax Log.
- Restricted: Prevents the staff member from viewing the Fax Log.
Letters
- Granted: Allows the staff member to generate letters and use letter templates.
- Restricted: Prevents the staff member from generating letters or using letter templates.
Messages
- Granted: Allows the staff member to view and send messages.
- Restricted: Prevents the staff member from viewing and sending messages.
Text Messages
- Granted: Allows the staff member to view and send text messages to patients.
- Restricted: Prevents the staff member from viewing and sending text messages to patients.
Email Patients
This permission controls access to the email options available from a Patient Profile.
- Granted: Allows the staff member to send an email from the Patient Profile through a JComm campaign (Sent Manually) and use a shortcut to compose an email to the patient.
- Restricted: Prevents the staff member from using these email options.
Email is not sent from within Juvonno. The email option opens the staff member's external email service provider, such as Gmail or Outlook, where the email is sent.
Scheduling
The Scheduling section controls access to specific scheduling functions, including booking appointments, managing practitioner availability, viewing pricing, and handling pending appointments.
Learn more
| Force Save Appointments | Grant to allow the user the ability to overbook a spot that is not available. |
| Book and Edit Appointments | Grant to allow the user the ability to book and edit appointments. |
|
Manage Scheduling Aways |
Grant to allow the user the ability to block out a provider's schedule. |
| Show Pricing | Grant to allow the user the ability to see the rates and names of a products and/or services attached to appointments |
Pending Appointments |
Grant to allow the user the ability to view and accept or decline appointments booked from Patient Portal. A tab will appear above the schedule only when there are Pending Appointments otherwise this tab will not be visible even if this setting is Granted. NOTE: This is also tied to Practitioner Access. The user must have access to the practitioner to see their pending appointments |
| Access Stat Holiday Schedules |
Grant to allow the user the ability to update or change the stat holiday schedule. NOTE: This automatically closes out the entire clinic |
System Section
Learn more
| Imports | Grant to allow the user the ability to access the Imports section in Settings |
| General Documents | Grant to allow the user the ability to access the Company Documents section |
| Edit Departments & Categories | Grant to allow the user the ability to edit Departments and Categories. |
| Add, Edit & Delete Users |
Administrators always have the ability to add and edit user profiles. If this is set to Restricted for an administrator, this will disallow them to delete other users. Grant to allow the non-administrative users the ability to add, edit, and delete user profiles. |
| Edit Products & Tariffs | Grant to allow the user the ability to edit Products & Services and Tariffs. |
| Edit Vendors |
Grant to allow the user the ability to add new vendors NOTE: This does not prevent users from editing or deleting current vendors. |
| Clinic Access | Grant to allow the user the ability to see the Clinic Access tab in staff profiles. |
Quick Create Menu |
Grant to allow the user the ability to see and use the Quick Create Menu NOTE: The items the user sees in the Quick Create Menu are also based on what they have access to |
Settings Section
Learn more
| All Settings | Grant to allow the user the ability see the Settings icon |
|
General System Settings |
Grant to allow the user the ability to access the General System Settings NOTE: These are all-for-one settings. They apply to all clinics within your organization. |
|
Edit User's System Access |
Grant to allow the user the ability to edit their system access in their profile. |
| Edit Practitioner Availability | Grant to allow the user the ability to add and edit a practitioner's schedule |
|
View or Edit Staff Profiles |
Grant to allow the user the ability to view and edit staff profiles |
|
Approve Holiday Requests |
Grant to allow the user the ability to approve staff holiday requests. NOTE: Approving holiday requests automatically blocks the availability of that practitioner's schedule |
| Forms & Letters |
Grant to allow the user the ability to see and use the functions in the Forms & Letters section. NOTE: The Intake and Chart Builders are, system PDF forms, and Letter templates are found here as well as intake form defaults. |
Treatment Plans Section
This section is tailored to Ontario clinics who are using the HCAI integration.
Learn more
|
Override Scheduling Service Restrictions |
Grant to allow the user the ability to override and attach items that are not included in a treatment plan's appointment The setting Notify when scheduling a service not in the selected Treatment Plan must be enabled NOTE: Notify when scheduling a service no in the selected Treatment Plan is a warning that is displayed if a product or service is added to an appointment but that product or service is not on the patient's treatment plan. |
|
Edit Treatment Plan Templates |
Grant to allow the user the ability to edit treatment plan templates that are in the system |
|
Edit Patient Treatment Plans |
Grant to allow the user the ability to edit patient treatment plans |
| View Patient Treatment Plans | Grant to allow the user the ability to see treatment plans on the patient profile |
|
Add a blank Treatment Plan |
Grant to allow the user the ability to create a blank treatment plan. |
Submit Treatment Plans |
Grant to allow the user the ability to submit treatment plans to HCAI when applicable |
Invoice Treatment Plans |
Grant to allow the user the ability to invoice treatment plans |
|
Change Treatment Plan Statuses |
This security setting manages who can manually alter the treatment plan's status and deleting treatment plans. NOTE: Any user has the ability to delete a treatment plan when it is "In Development" and setting it to Activate Plan |
|
Change Treatment Plan Statuses (Admin) |
For Administrator users Grant to allow the administrator the ability to modify the status of a treatment plan at any point (e.g., the user can change a denied treatment plan to approved) |
|
Change Selected Insurance After Submission (Admin) |
Grant to allow the user the ability to change the selected insurance after a treatment plan has been submitted or approved. |
|
Withdraw Treatment Plans in HCAI |
Grant to allow the user the ability to attempt a treatment plan's withdrawal. NOTE: Withdrawing a treatment plan is not recommended. The adjuster must be notified of any changes being made to a treatment plan post-submission. |
HCAI Dashboard |
Grant to allow the user the ability to access the HCAI Dashboard |
Troubleshooting
Why don’t I see this in the User Type section?
This setting is not available in the User Type section. The user must be designated as a Level 2 Admin to access it.
Related Articles
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Administrator Profile Practitioner Access Tab