User Roles & Access
The following is a list of distinct user roles and the menus they can access in various editions of our software.
| User Role | 2016-PM Plus (PM Only) – Access
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2016 PM Complete (PM Only) – Access
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2016 Platform (PM + EHR) – Access
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| Administrator / Owner
Highest level of user access and by default, has full permission and access to the system.
If PM, Scheduling and EHR are subscribed in the system, the user will have access to all three. . |
Scheduler
Patient Patient Account Charges Payments Month End Report Report Central Setup Advanced Setup Timecard Report |
2016 PM Plus features
+ Collections Audit Viewer Security |
2016 PM Complete features
+ Clinical desktop EHR Advanced
|
| Provider/Mid-level Provider/Nurse
Access to PM, Scheduling and the clinical system (EHR) (if all three are subscribed in the system). |
Scheduler
Patient Report Central |
2016 PM Plus features
+ Setup Advanced Setup |
2016 PM Complete features
+ Clinical Desktop EHR Advanced |
| Billing Manager
Access is limited to the PM system.
All billing & collection menus and full reports access. Additionally, some supervisory controls are available for the role, such as running the timecard report, an audit viewer, and a separate month-end report menu. |
Patient
Patient Account Charges Payments Report Central Setup Advanced Setup Month End Report Time card Report |
2016 PM Plus features
+ Collections Audit Viewer |
2016 PM Plus features
+ Collections Audit Viewer |
| Billing Staff
Access is limited to the PM system.
All billing and collection menus and reports are available by default for this role. |
Patient
Patient Account Charges Payments Report Central Setup Advanced Setup |
2016 PM Plus features
+ Collections
|
2016 PM Plus features
+ Collections
|
| Front Office Assistant
Access is limited to the PM system and scheduling.
The role provides the user access to patient, scheduling and limited setups and reports. |
Scheduler
Patient Report Central |
2016 PM Plus features
|
2016 PM Plus features
|