Security Roles
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 (has access to additional workflows, such as overriding validation failures, and reopening submitted sessions)
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
Billing Roles have access to view and edit charge items, generate claims, and access the full RCM workflow (payments, remits, cases, etc.).
- Billing Manager
- Billing Admin
Coming Soon: Payroll Admin/Manager, Basic Access for all Roles
Special Permissions
- EVV Manager has access to view, correct, and resubmit transmissions to Sandata.
- Assignments Admin has access to edit the date range and assigned units on a care team assignment.
- Authorizations Admin has access to edit the date range and authorized units on an authorization service.
- Scheduler Admin has access to override a validation failure, reopen a submitted session, and deactivate a session with observations.