User Roles help you manage different functionalities and permissions for different users on the platform. We currently have 4 different user roles: Admin, Approver, Standard User, Basic User.
The table shows the different functionalities that each user have:
Functionality | Admin | Approver | Standard User | Basic User |
Able to sync encounter information to Practice Portal | ✔ | ✔ | ✔ | ✔ |
Submit Claims Without Approval | ✔ | ✔ | ✔ | Will Require Approval |
Claims Visibility | ✔ | ✔ | Only claims assigned to the user | Only claims assigned to the user |
Approve Claims | ✔ | ✔ |
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Settings Tab (User Role/User Access/Work Queue) | ✔ |
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Remove Claims from Queue | ✔ |
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Users are automatically populated from User Access settings. This page allows you to view each user and the role assigned to them. To add a user, please view Manage User Access for more details.
To access your User Roles, click on your Profile > User Roles.
To edit a User Role,
Step 1: Locate the user you want to edit, then click the Edit button in that row.
Step 2: Select the role you wish to assign to this user from the dropdown list.
Step 3: Click Confirm to save.
Note: If you are an admin, you can change the user role for any user, including yourself. However, if you change your own role from Admin to another role, you will immediately lose access to the User Roles, User Access, and Work Queue panels.