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Understanding Permissions and User Roles

*Please note it is possible to have multiple roles (for example, front desk and billing coordinator). 

You can have multiple roles. What we recommend is as follows:

  • If treating patients, they want at least sub-unit clinician  or clinician.

  • If providers only need to see things inside their unit, make them a sub-unit clinician.

  • Clinicians need to see outside of unit, the get clinician. 

  • Supervisors - if they can see everywhere give them executive, if only inside their unit, sub-unit supervisor. 

  • Executives - get executive