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User Role Descriptions

Updated over 3 weeks ago

Expand each section to view the list of specific system permissions associated with each User Role.

All User Roles

USER PERMISSION

DESCRIPTION

All Documents

Ability to view and edit within document management

Authorizations Page View

Ability to view authorizations page

Billing Delete

Ability to delete invoices, posted transactions, payments and ERA data

Billing Edit

Ability to edit and create invoices, post and modify transactions, payments and ERA data

Billing Invoice Provider Adjustment Edit

Ability to add Provider Adjustment transactions to invoices including write-off transactions

Billing View

Ability to view invoices, payments and ERA data

Calendar Delete

Ability to delete appointments

Calendar Edit

Ability to add and edit appointments

Calendar View

Ability to view calendar data

Centralized Audit View

Ability to view centralized audit

Cmns Page View

Ability to view cmns page

Deposits Page View

Ability to view deposits page

Document Management Delete

Ability to delete files from within document management

Documents View

Ability to view documents in patients, orders

EOB/ERA Page View

Ability to view eob/era page

Inbox Delete

Ability to delete a fax from the inbox

Inbox View

Ability to view faxes in the inbox

Inventory Delete

Ability to adjust and delete inventory items

Inventory Depreciation Edit

Ability to edit depreciation on inventory details tab

Inventory Edit

Ability to edit inventory items

Inventory View

Ability to view inventory

Management Access Control Delete

Ability to delete data in the access control management tab

Management Access Control Edit

Ability to edit data in the access control management tab

Management Access Control View

Ability to view data in the access control management tab

Management Application Settings Delete

Ability to delete data in the application settings management tab

Management Application Settings Edit

Ability to edit data in the application settings management tab

Management Application Settings Form Delete

Ability to delete data in the application settings form management tab

Management Application Settings Form Edit

Ability to edit data in the application settings form management tab

Management Application Settings Form View

Ability to view data in the application settings form management tab

Management Application Settings Integration Edit

Ability to edit data in the application settings integration management tab

Management Application Settings Integration View

Ability to view data in the application settings integration management tab

Management Application Settings View

Ability to view data in the application settings management tab

Management Billing Setup Delete

Ability to delete data in the billing setup management tab

Management Billing Setup Edit

Ability to edit data in the billing setup management tab

Management Billing Setup Month End Closing Edit

Ability to edit data in the billing setup month end closing management tab

Management Billing Setup Month End Closing View

Ability to view data in the billing setup month end closing management tab

Management Billing Setup View

Ability to view data in the billing setup management tab

Management Corporate Setup Delete

Ability to delete data in the corporate setup management tab

Management Corporate Setup Edit

Ability to edit data in the corporate setup management tab

Management Corporate Setup View

Ability to view data in the corporate setup management tab

Management Data Transfer Edit

Ability to edit data in the data transfer management tab

Management Data Transfer View

Ability to view data in the data transfer management tab

Management Inventory Locations Delete

Ability to delete data in the inventory locations management tab

Management Inventory Locations Edit

Ability to edit data in the inventory locations management tab

Management Inventory Locations View

Ability to view data in the inventory locations management tab

Management Product And Suppliers Delete

Ability to delete data in the product and suppliers management tab

Management Product And Suppliers Edit

Ability to edit data in the product and suppliers management tab

Management Product And Suppliers View

Ability to view data in the product and suppliers management tab

Management Referral Hub Delete

Ability to delete data in the referral hub management tab

Management Referral Hub Edit

Ability to edit data in the referral hub management tab

Management Referral Hub View

Ability to view data in the referral hub management tab

Management Scheduling Hub Delete

Ability to delete data in the scheduling hub management tab

Management Scheduling Hub Edit

Ability to edit data in the scheduling hub management tab

Management Scheduling Hub View

Ability to view data in the scheduling hub management tab

Management View

Ability to view data in the management tab

Order Delete

Ability to delete an order

Order Edit

Ability to add and edit an order

Order View

Ability to view an order

Patient Delete

Ability to delete a patient

Patient Edit

Ability to add and edit all data in a patient`s profile

Patient View

Ability to view a patient`s profile

Payment Terminal View

Ability to view / use corresponding payment terminal

Prescriptions Page View

Ability to view prescriptions page

Report View: A/R Aging by Insurance

Ability to access "A/R Aging by Insurance"

Report View: A/R Aging by Patient

Ability to access "A/R Aging by Patient"

Report View: A/R Aging Summary

Ability to access "A/R Aging Summary"

Report View: Appointment Detail

Ability to access "Appointment Detail"

Report View: AR Aging Details

Ability to access "AR Aging Details"

Report View: Claim Rejections

Ability to access "Claim Rejections"

Report View: Claim Submission

Ability to access "Claim Submission"

Report View: Costs of Goods Sold

Ability to access "Costs of Goods Sold"

Report View: Credit Card Transaction

Ability to access "Credit Card Transaction"

Report View: Current Assets

Ability to access "Current Assets"

Report View: Custom Field

Ability to access "Custom Field"

Report View: Denials Detail

Ability to access "Denials Detail"

Report View: Deposit Record

Ability to access "Deposit Record"

Report View: ERA (Electronic Remittance Advice)

Ability to access "ERA (Electronic Remittance Advice)"

Report View: Fee Schedules

Ability to access "Fee Schedules"

Report View: Fixed Assets

Ability to access "Fixed Assets"

Report View: Hospital Admission

Ability to access "Hospital Admission"

Report View: Inventory Activity

Ability to access "Inventory Activity"

Report View: Inventory Audit

Ability to access "Inventory Audit"

Report View: Inventory Location

Ability to access "Inventory Location"

Report View: Invoice Detail

Ability to access "Invoice Detail"

Report View: Invoice Notes

Ability to access "Invoice Notes"

Report View: Order Financials

Ability to access "Order Financials"

Report View: Order Fulfillment

Ability to access "Order Fulfillment"

Report View: Order History

Ability to access "Order History"

Report View: Patient Detail

Ability to access "Patient Detail"

Report View: Patient Notes

Ability to access "Patient Notes"

Report View: Patient Referral Detail

Ability to access "Patient Referral Detail"

Report View: Payer Adjustments

Ability to access "Payer Adjustments"

Report View: Payer Plan Detail

Ability to access "Payer Plan Detail"

Report View: Payments Application

Ability to access "Payments Application"

Report View: Payments by Channel

Ability to access "Payments by Channel"

Report View: Payments Detail

Ability to access "Payments Detail"

Report View: Payments Remittance

Ability to access "Payments Remittance"

Report View: Prior Authorizations

Ability to access "Prior Authorizations"

Report View: Provider Adjustments

Ability to access "Provider Adjustments"

Report View: Provider Level Benefit Adjustments

Ability to access "Provider Level Benefit Adjustments"

Report View: Purchase Order

Ability to access "Purchase Order"

Report View: Referring Providers

Ability to access "Referring Providers"

Report View: Refund

Ability to access "Refund"

Report View: Rentals

Ability to access "Rentals"

Report View: Resupply Programs

Ability to access "Resupply Programs"

Report View: Revenue Summary

Ability to access "Revenue Summary"

Report View: Sales Tax

Ability to access "Sales Tax"

Report View: Service Maintenance

Ability to access "Service Maintenance"

Report View: Tasks

Ability to access "Tasks"

Report View: Third Party Integrations

Ability to access "Third Party Integrations"

Report View: Users

Ability to access "Users"

Tags Create

Ability to add new tags for patients, orders, invoices, teams, users, inbox, documents

Tasks Delete

Ability to delete tasks

Tasks Edit

Ability to edit tasks which are not assigned to the user or a team the user belongs to

Tasks View

Ability to view the "All Tasks" page

Admin User Role

USER PERMISSION

DESCRIPTION

All documents

Ability to view and edit within document management

Authorizations Page View

Ability to view authorizations page

Billing Delete

Ability to delete invoices, posted transactions, payments and ERA data

Billing Edit

Ability to edit and create invoices, post and modify transactions, payments and ERA data.

Billing Invoice Provider Adjustment Edit

Ability to add Provider Adjustment transactions to invoices including write-off transactions

Billing View

Ability to view invoices, payments and ERA data.

Calendar Delete

Ability to delete appointments.

Calendar Edit

Ability to add and edit appointments.

Calendar View

Ability to view calendar data.

Centralized Audit View

Ability to view centralized audit

Cmns Page View

Ability to view cmns page

Deposits Page View

Ability to view deposits page

Document Management Delete

Ability to delete files from within document management

Documents View

Ability to view documents in patients, orders

EOB/ERA Page View

Ability to view eob/era page

Inbox Delete

Ability to delete a fax from the inbox.

Inbox View

Ability to view faxes in the inbox.

Inventory Delete

Ability to adjust and delete inventory items

Inventory Depreciation Edit

Ability to edit depreciation on inventory details tab

Inventory Edit

Ability to edit inventory items

Inventory View

Ability to view inventory

Management Access Control Delete

Ability to delete data in the access control management tab.

Management Access Control Edit

Ability to edit data in the access control management tab.

Management Access Control View

Ability to view data in the access control management tab.

Management Application Settings Delete

Ability to delete data in the application settings management tab.

Management Application Settings Edit

Ability to edit data in the application settings management tab.

Management Application Settings Form Delete

Ability to delete data in the application settings form management tab.

Management Application Settings Form View

Ability to view data in the application settings form management tab.

Management Application Settings Integration Edit

Ability to edit data in the application settings integration management tab.

Management Application Settings Integration View

Ability to view data in the application settings integration management tab.

Management Application Settings View

Ability to view data in the application settings management tab.

Management Billing Setup Delete

Ability to delete data in the billing setup management tab.

Management Billing Setup Edit

Ability to edit data in the billing setup management tab.

Management Billing Setup Month End Closing Edit

Ability to edit data in the billing setup month end closing management tab.

Management Billing Setup Month End Closing View

Ability to view data in the billing setup month end closing management tab.

Management Billing Setup View

Ability to view data in the billing setup management tab.

Management Corporate Setup Delete

Ability to delete data in the corporate setup management tab.

Management Corporate Setup Edit

Ability to edit data in the corporate setup management tab.

Management Corporate Setup View

Ability to view data in the corporate setup management tab.

Management Data Transfer Edit

Ability to edit data in the data transfer management tab.

Management Data Transfer View

Ability to view data in the data transfer management tab.

Management Inventory Locations Delete

Ability to delete data in the inventory locations management tab.

Management Inventory Locations Edit

Ability to edit data in the inventory locations management tab.

Management Inventory Locations View

Ability to view data in the inventory locations management tab.

Management Product And Suppliers Delete

Ability to delete data in the product and suppliers management tab.

Management Product And Suppliers Edit

Ability to edit data in the product and suppliers management tab.

Management Product And Suppliers View

Ability to view data in the product and suppliers management tab

Management Referral Hub Delete

Ability to delete data in the referral hub management tab.

Management Referral Hub Edit

Ability to edit data in the referral hub management tab

Management Referral Hub View

Ability to view data in the referral hub management tab.

Management Scheduling Hub Delete

Ability to delete data in the scheduling hub management tab.

Management Scheduling Hub Edit

Ability to edit data in the scheduling hub management tab.

Management Scheduling Hub View

Ability to view data in the scheduling hub management tab.

Management View

Ability to view data in the management tab.

Order Delete

Ability to delete an order.

Order Edit

Ability to add and edit an order.

Order View

Ability to view an order.

Patient Delete

Ability to delete a patient.

Patient Edit

Ability to add and edit all data in a patient`s profile.

Patient View

Ability to view a patient`s profile.

Payment Terminal View

Ability to view / use corresponding payment terminal.

Prescriptions Page View

Ability to view prescriptions page

Report View: A/R Aging by Insurance

Ability to access "A/R Aging by Insurance"

Report View: A/R Aging by Patient

Ability to access "A/R Aging by Patient"

Report View: A/R Aging Summary

Ability to access "A/R Aging Summary"

Report View: Appointment Detail

Ability to access "Appointment Detail"

Report View: AR Aging Details

Ability to access "AR Aging Details"

Report View: Claim Rejections

Ability to access "Claim Rejections"

Report View: Claim Submission

Ability to access "Claim Submission"

Report View: Costs of Goods Sold

Ability to access "Costs of Goods Sold"

Report View: Credit Card Transaction

Ability to access "Credit Card Transaction"

Report View: Current Assets

Ability to access "Current Assets"

Report View: Custom Field

Ability to access "Custom Field"

Report View: Denials Detail

Ability to access "Denials Detail"

Report View: Deposit Record

Ability to access "Deposit Record"

Report View: ERA (Electronic Remittance Advice)

Ability to access "ERA (Electronic Remittance Advice)"

Report View: Fee Schedules

Ability to access "Fee Schedules"

Report View: Fixed Assets

Ability to access "Fixed Assets"

Report View: Hospital Admission

Ability to access "Hospital Admission"

Report View: Inventory Activity

Ability to access "Inventory Activity"

Report View: Inventory Audit

Ability to access "Inventory Audit"

Report View: Inventory Location

Ability to access "Inventory Location"

Report View: Invoice Detail

Ability to access "Invoice Detail"

Report View: Invoice Notes

Ability to access "Invoice Notes"

Report View: Order Financials

Ability to access "Order Financials"

Report View: Order Fulfillment

Ability to access "Order Fulfillment"

Report View: Order History

Ability to access "Order History"

Report View: Patient Detail

Ability to access "Patient Detail"

Report View: Patient Notes

Ability to access "Patient Notes"

Report View: Patient Referral Detail

Ability to access "Patient Referral Detail"

Report View: Payer Adjustments

Ability to access "Payer Adjustments"

Report View: Payer Plan Detail

Ability to access "Payer Plan Detail"

Report View: Payments Application

Ability to access "Payments Application"

Report View: Payments by Channel

Ability to access "Payments by Channel"

Report View: Payments Detail

Ability to access "Payments Detail"

Report View: Payments Remittance

Ability to access "Payments Remittance"

Report View: Prior Authorizations

Ability to access "Prior Authorizations"

Report View: Provider Adjustments

Ability to access "Provider Adjustments"

Report View: Provider Level Benefit Adjustments

Ability to access "Provider Level Benefit Adjustments"

Report View: Purchase Order

Ability to access "Purchase Order"

Report View: Referring Providers

Ability to access "Referring Providers"

Report View: Refund

Ability to access "Refund"

Report View: Rentals

Ability to access "Rentals"

Report View: Resupply Programs

Ability to access "Resupply Programs"

Report View: Revenue Summary

Ability to access "Revenue Summary"

Report View: Sales Tax

Ability to access "Sales Tax"

Report View: Service Maintenance

Ability to access "Service Maintenance"

Report View: Tasks

Ability to access "Tasks"

Report View: Third Party Integrations

Ability to access "Third Party Integrations"

Report View: Users

Ability to access "Users"

Tags Create

Ability to add new tags for patients, orders, invoices, teams, users, inbox, documents

Tasks Delete

Ability to delete tasks.

Tasks Edit

Ability to edit tasks which are not assigned to the user or a team the user belongs to.

Tasks View

Ability to view the All tasks page.

Admin Level 1

USER PERMISSION

DESCRIPTION

Authorizations Page View

Ability to view authorizations page

Billing Edit

Ability to edit and create invoices, post and modify transactions, payments and ERA data.

Billing Invoice Provider Adjustment Edit

Ability to add Provider Adjustment transactions to invoices including write-off transactions

Billing View

Ability to view invoices, payments and ERA data.

Calendar Delete

Ability to delete appointments.

Calendar Edit

Ability to add and edit appointments.

Calendar View

Ability to view calendar data.

Cmns Page View

Ability to view cmns page

Deposits Page View

Ability to view deposits page

Documents View

Ability to view documents in patients, orders

EOB/ERA Page View

Ability to view eob/era page

Inbox Delete

Ability to delete a fax from the inbox.

Inbox View

Ability to view faxes in the inbox.

Inventory Delete

Ability to adjust and delete inventory items

Inventory Edit

Ability to edit inventory items

Inventory View

Ability to view inventory

Management Application Settings Form Delete

Ability to delete data in the application settings form management tab.

Management Application Settings Form Edit

Ability to edit data in the application settings form management tab.

Management Application Settings Form View

Ability to view data in the application settings form management tab.

Management Billing Setup Month End Closing Edit

Ability to edit data in the billing setup month end closing management tab.

Management Billing Setup Month End Closing View

Ability to view data in the billing setup month end closing management tab.

Order Edit

Ability to add and edit an order.

Order View

Ability to view an order.

Patient Edit

Ability to add and edit all data in a patient`s profile.

Patient View

Ability to view a patient`s profile.

Payment Terminal View

Ability to view / use corresponding payment terminal.

Prescriptions Page View

Ability to view prescriptions page

Report View: A/R Aging by Insurance

Ability to access "A/R Aging by Insurance"

Report View: A/R Aging by Patient

Ability to access "A/R Aging by Patient"

Report View: A/R Aging Summary

Ability to access "A/R Aging Summary"

Report View: Appointment Detail

Ability to access "Appointment Detail"

Report View: AR Aging Details

Ability to access "AR Aging Details"

Report View: Claim Rejections

Ability to access "Claim Rejections"

Report View: Claim Submission

Ability to access "Claim Submission"

Report View: Costs of Goods Sold

Ability to access "Costs of Goods Sold"

Report View: Credit Card Transaction

Ability to access "Credit Card Transaction"

Report View: Current Assets

Ability to access "Current Assets"

Report View: Custom Field

Ability to access "Custom Field"

Report View: Denials Detail

Ability to access "Denials Detail"

Report View: Deposit Record

Ability to access "Deposit Record"

Report View: ERA (Electronic Remittance Advice)

Ability to access "ERA (Electronic Remittance Advice)"

Report View: Fee Schedules

Ability to access "Fee Schedules"

Report View: Fixed Assets

Ability to access "Fixed Assets"

Report View: Hospital Admission

Ability to access "Hospital Admission"

Report View: Inventory Activity

Ability to access "Inventory Activity"

Report View: Inventory Audit

Ability to access "Inventory Audit"

Report View: Inventory Location

Ability to access "Inventory Location"

Report View: Invoice Detail

Ability to access "Invoice Detail"

Report View: Invoice Notes

Ability to access "Invoice Notes"

Report View: Order Financials

Ability to access "Order Financials"

Report View: Order Fulfillment

Ability to access "Order Fulfillment"

Report View: Order History

Ability to access "Order History"

Report View: Patient Detail

Ability to access "Patient Detail"

Report View: Patient Notes

Ability to access "Patient Notes"

Report View: Patient Referral Detail

Ability to access "Patient Referral Detail"

Report View: Payer Adjustments

Ability to access "Payer Adjustments"

Report View: Payer Plan Detail

Ability to access "Payer Plan Detail"

Report View: Payments Application

Ability to access "Payments Application"

Report View: Payments by Channel

Ability to access "Payments by Channel"

Report View: Payments Detail

Ability to access "Payments Detail"

Report View: Prior Authorizations

Ability to access "Prior Authorizations"

Report View: Provider Adjustments

Ability to access "Provider Adjustments"

Report View: Provider Level Benefit Adjustments

Ability to access "Provider Level Benefit Adjustments"

Report View: Purchase Order

Ability to access "Purchase Order"

Report View: Referring Providers

Ability to access "Referring Providers"

Report View: Refund

Ability to access "Refund"

Report View: Rentals

Ability to access "Rentals"

Report View: Resupply Programs

Ability to access "Resupply Programs"

Report View: Revenue Summary

Ability to access "Revenue Summary"

Report View: Sales Tax

Ability to access "Sales Tax"

Report View: Service Maintenance

Ability to access "Service Maintenance"

Report View: Tasks

Ability to access "Tasks"

Tags Create

Ability to add new tags for patients, orders, invoices, teams, users, inbox, documents

Tasks Delete

Ability to delete tasks.

Tasks Edit

Ability to edit tasks which are not assigned to the user or a team the user belongs to.

Tasks View

Ability to view the All tasks page.

Billing Level 1

USER PERMISSION

DESCRIPTION

Authorizations Page View

Ability to view authorizations page

Billing Delete

Ability to delete invoices, posted transactions, payments and ERA data

Billing Edit

Ability to edit and create invoices, post and modify transactions, payments and ERA data.

Billing Invoice Provider Adjustment Edit

Ability to add Provider Adjustment transactions to invoices including write-off transactions

Billing View

Ability to view invoices, payments and ERA data.

Calendar Delete

Ability to delete appointments.

Calendar Edit

Ability to add and edit appointments.

Calendar View

Ability to view calendar data.

Cmns Page View

Ability to view cmns page

Deposits Page View

Ability to view deposits page

Documents View

Ability to view documents in patients, orders

EOB/ERA Page View

Ability to view eob/era page

Inbox Delete

Ability to delete a fax from the inbox.

Inbox View

Ability to view faxes in the inbox.

Management Application Settings Form Delete

Ability to delete data in the application settings form management tab.

Management Application Settings Form Edit

Ability to edit data in the application settings form management tab.

Management Application Settings Form View

Ability to view data in the application settings form management tab.

Order View

Ability to view an order.

Patient Edit

Ability to add and edit all data in a patient`s profile.

Patient View

Ability to view a patient`s profile.

Payment Terminal View

Ability to view / use corresponding payment terminal.

Prescriptions Page View

Ability to view prescriptions page

Report View: A/R Aging by Insurance

Ability to access "A/R Aging by Insurance"

Report View: A/R Aging by Patient

Ability to access "A/R Aging by Patient"

Report View: A/R Aging Summary

Ability to access "A/R Aging Summary"

Report View: Appointment Detail

Ability to access "Appointment Detail"

Report View: AR Aging Details

Ability to access "AR Aging Details"

Report View: Claim Rejections

Ability to access "Claim Rejections"

Report View: Claim Submission

Ability to access "Claim Submission"

Report View: Credit Card Transaction

Ability to access "Credit Card Transaction"

Report View: Custom Field

Ability to access "Custom Field"

Report View: Denials Detail

Ability to access "Denials Detail"

Report View: Deposit Record

Ability to access "Deposit Record"

Report View: ERA (Electronic Remittance Advice)

Ability to access "ERA (Electronic Remittance Advice)"

Report View: Fee Schedules

Ability to access "Fee Schedules"

Report View: Hospital Admission

Ability to access "Hospital Admission"

Report View: Invoice Detail

Ability to access "Invoice Detail"

Report View: Invoice Notes

Ability to access "Invoice Notes"

Report View: Order Financials

Ability to access "Order Financials"

Report View: Order Fulfillment

Ability to access "Order Fulfillment"

Report View: Order History

Ability to access "Order History"

Report View: Patient Detail

Ability to access "Patient Detail"

Report View: Patient Notes

Ability to access "Patient Notes"

Report View: Patient Referral Detail

Ability to access "Patient Referral Detail"

Report View: Payer Adjustments

Ability to access "Payer Adjustments"

Report View: Payer Plan Detail

Ability to access "Payer Plan Detail"

Report View: Payments Application

Ability to access "Payments Application"

Report View: Payments by Channel

Ability to access "Payments by Channel"

Report View: Payments Detail

Ability to access "Payments Detail"

Report View: Prior Authorizations

Ability to access "Prior Authorizations"

Report View: Provider Adjustments

Ability to access "Provider Adjustments"

Report View: Provider Level Benefit Adjustments

Ability to access "Provider Level Benefit Adjustments"

Report View: Referring Providers

Ability to access "Referring Providers"

Report View: Refund

Ability to access "Refund"

Report View: Rentals

Ability to access "Rentals"

Report View: Resupply Programs

Ability to access "Resupply Programs"

Report View: Revenue Summary

Ability to access "Revenue Summary"

Report View: Sales Tax

Ability to access "Sales Tax"

Report View: Tasks

Ability to access "Tasks"

Tags Create

Ability to add new tags for patients, orders, invoices, teams, users, inbox, documents

Tasks Delete

Ability to delete tasks.

Tasks Edit

Ability to edit tasks which are not assigned to the user or a team the user belongs to.

Tasks View

Ability to view the All tasks page.

CSR Level 1

USER PERMISSION

DESCRIPTION

Calendar Delete

Ability to delete appointments.

Calendar Edit

Ability to add and edit appointments.

Calendar View

Ability to view calendar data.

Documents View

Ability to view documents in patients, orders

Inbox Delete

Ability to delete a fax from the inbox.

Inbox View

Ability to view faxes in the inbox.

Inventory Delete

Ability to adjust and delete inventory items

Inventory Edit

Ability to edit inventory items

Inventory View

Ability to view inventory

Management Application Settings Form Delete

Ability to delete data in the application settings form management tab.

Management Application Settings Form Edit

Ability to edit data in the application settings form management tab.

Management Application Settings Form View

Ability to view data in the application settings form management tab.

Order Edit

Ability to add and edit an order.

Order View

Ability to view an order.

Patient Edit

Ability to add and edit all data in a patient`s profile.

Patient View

Ability to view a patient`s profile.

Payment Terminal View

Ability to view / use corresponding payment terminal.

Report View: Appointment Detail

Ability to access "Appointment Detail"

Report View: Costs of Goods Sold

Ability to access "Costs of Goods Sold"

Report View: Current Assets

Ability to access "Current Assets"

Report View: Custom Field

Ability to access "Custom Field"

Report View: Fixed Assets

Ability to access "Fixed Assets"

Report View: Hospital Admission

Ability to access "Hospital Admission"

Report View: Inventory Activity

Ability to access "Inventory Activity"

Report View: Inventory Audit

Ability to access "Inventory Audit"

Report View: Inventory Location

Ability to access "Inventory Location"

Report View: Order Financials

Ability to access "Order Financials"

Report View: Order Fulfillment

Ability to access "Order Fulfillment"

Report View: Order History

Ability to access "Order History"

Report View: Patient Detail

Ability to access "Patient Detail"

Report View: Patient Notes

Ability to access "Patient Notes"

Report View: Patient Referral Detail

Ability to access "Patient Referral Detail"

Report View: Purchase Order

Ability to access "Purchase Order"

Report View: Referring Providers

Ability to access "Referring Providers"

Report View: Resupply Programs

Ability to access "Resupply Programs"

Report View: Service Maintenance

Ability to access "Service Maintenance"

Report View: Tasks

Ability to access "Tasks"

Tags Create

Ability to add new tags for patients, orders, invoices, teams, users, inbox, documents

Tasks Delete

Ability to delete tasks.

Tasks Edit

Ability to edit tasks which are not assigned to the user or a team the user belongs to.

Tasks View

Ability to view the All tasks page.

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