To access user permissions select System Setup - Organization - User Administration. Right click and edit the desired account, or using the add button create a new user. Select the Permissions tab and a screen will appear like the one below.
None: User will not have access to any Client Profile information through the Clients Tab. Please note, if the Client Query checkbox is checked, they may still access limited information through the Client Query Report.
View Only: User will be able to search for a client and review the information in their profile. It will give access to the Open Recent, and Search Clients button in the Clients Tab.
Add/Change: User will be able to edit existing clients information and add new clients to the database. In addition to the View Only permission, this will add accessibility to the Create Client button found in the Clients Tab.
Client Query: User will be able to access the Clients reporting tool found under the Management Tab. This will allow them to query all the clients in the clinic for certain information such as name, date of birth...etc.
None: User will not be able to see any information displayed on the Appointment Book. They will still see the Appointment Book tab, but no appointments will generate on the calendar.
View Own Only: The User will only be able to display their Calendar. This is defined by selecting the Resource the user is tied to in the Edit User window.
Add/Chg/View Own Only: The user will be able to display, make changes to, and add appointments to their personal Calendar. Again this is defined by selecting the Resource the User is tied to in the Edit User window.
View Only: User will be able to display all Calendars.
Add/Change User will be able to make changes and add appointments to all calendars.
Appointment Query: User will be able to access the Appointments report under the Management Tab. This will produce limited information of appointments such as the date, who they are with and the Practitioner handling the appointment.
None: User will not be able to Modify Availability of any other user or the Clinic. It will remove the option of Modify Availability and Modify Clinic Availability when you right-click the Appointment Book.
Manage Own Availability: User will be able to change personal availability by right-clicking the appointment book and selecting Modify Availability. This is defined by selecting the Resource the User is tied to in the Edit User window.
Manage Location Availability: User will be able to change all resources availability and the Clinic’s availability. This is done by right-clicking the appointment book and selecting Modify Availability or Modify Clinic Availability.
Admin Codes: System setup -> Billing -> (Payment Types, Price Lists, Product Charge Types and Tax Types)
Query Financials: Provides access to specific reports under the Management Tab. The reports are, Balance, Financial, Referrals and Reports.
Bill Clients: Provides access to Clients Billing tab. You will still be able to charge and accept payment, but you will not be able to review all the billing lines in the Clients Folder without this box checked.
Payer Billing Admin: This will add access to the Payers Administration button under the Payers Tab. Without this checked, the user will not have access to adding new Payers or editing default settings for old Payers.
Payer Accounts: This will add access to the Open Payer Accounts button under the Payers Tab. Without this checked the User will not be able to query the payments or claims made to Payers accounts. This will also prevent you from creating mass claims or posting a payment to a Payers account.
Admin e-Claims: This will add access to the e-Claims Agents and e-Claims Explanation Codes options under System Setup - Billing. Without this checked the user will not be able to edit or add new e-claims Agents or Explanation Code lists.
Appointment Procedures: This will add access to add procedure codes to an appointment. This is found when you create an appointment. The fourth tab will be Procedures.
Work Flow Procedures: The ability to see and work with the procedures tab in the Task Type window.
Point of Care Forms
Admin Codes: User will have access to the PoC Forms button located underneath the System Setup Tab. Without this checked, they will not be able to create or edit the templates for Point of Care forms.
Add to Client Record: User will have access to Add, Edit, Duplicate or Delete Point of Care forms located on a Clients Folder. This is located under the Clients Folder - Records Tab - PoC Form Entries
Admin Codes: System Setup -> Workflow -> (Task Types, Task Status Types, Work Order Status Types, Departments)
Query Tasks: User will have access to Workflow Tab. This will allow the User to report on Tasks and Workflow of the Clinic.
Apply Tasks: User will have access to apply tasks to appointments or the Clients Folder. This is found under the Tasks tab while creating an appointment or under the Records Tab in the Client Folder under Work Orders and Tasks.
Manage Documents: User will have access to adding documents to the Clients Folder. This is found under the Documents tab within the Client Folder