Security Roles
Assigning users to security roles gives you control over who can view and edit the records and entities in your environment.
Our system comes with built-in security roles that are common to the administrative roles in ABA organizations. Additional roles can be configured according to your organization's structure and policies.
| Access | Description |
|---|---|
| Admin | Admin roles can create, view, edit and share records for entities relevant to that role, no matter the business unit. |
| Manager | Manager roles can create, view, edit and share records for entities relevant to that role, so long as the records are part of the user's business unit. |
| Basic | Basic roles can view records for entities relevant to that role, so long as the records are part of the user's business unit. |
Intake Roles have access to CRM records, document locations, and patient/practitioner contacts, as well as insurance plans and qualifications for effectively setting up patient or practitioner profiles.
- Patient Intake Manager
- Patient Intake Admin
- Practitioner Intake Manager
- Practitioner Intake Admin
Scheduler Roles have access to Patient and Practitioner information and availability, as well as authorizations and assignments, and all other records that contribute to the scheduling workflow.
- Scheduler Manager
- Scheduler Admin
Clinical Roles have access to Patient and Practitioner information and schedules, as well as to the organization's goal bank library, and clinical data collection and care plan records.
- Clinical Manager
- Clinical Admin
Coming Soon: Payroll Admin/Manager, Billing Admin/Manager, Basic Access for all Roles