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Practice settings: provider group permissions

Provider Groups are the source of permissions for a user.

A provider, which is the system term for "user", receives permissions from each provider group they belong to.

If a provider has no permissions given to them by a provider group, they can only access the: Provider Dashboard, feedback tool, help, and about page.

Create a provider group

You can create many provider groups, each with different levels of permissions.

For example, an Administrator group with permissions to all Practice Settings, and a Front Desk group with only permissions for patient management, scheduling, and basic financials.

  1. Go to Practice > Practice Settings > Security Management > Provider Groups
  2. Select Create New Provider Group
  3. Enter a name for the provider group
    • This name also appears in advanced provider search, the provider management data grid, and reporting.
  4. Select Save

Assign permissions to a provider group

Add permissions to a group to control what the providers in the group can do in the system.

You can leave a group's permissions empty, if you only want to use the group for organizing providers or reporting.

  1. Go to Practice > Practice Settings > Security Management > Provider Groups
  2. Select Paper and pen edit icon. to the right of the provider group that you want to edit
  3. Select the Assign Permissions tab
  4. Select the permission(s) that you want to assign to the provider group
    • Select a bold title to select all permissions in that group. or
    • Select specific permissions within a group.
  5. Selected permissions turn blue
  6. Optional: Use the Filter Permissions field at the top of the list to find specific permissions.
  7. Select Cancel to undo your changes
  8. Select Save to save your changes

To learn more about adding providers to a provider group, see Assign permissions to a provider.

Permissions overview

This table summarizes the effects of each permission.

GroupPermissionEffect
AuditAccess Practice ActivityCan view practice activity panel details.
ChartingManage ChartingCan view and edit patient charting. Can view and edit patient charting administrative notes.
CollaborationsAccess CollaborationsCan view and send collaborations.
DocumentsManage DocumentsCan view, assign, and complete patient documents.
FinancialsManage FinancialsCan view and edit Patient > Financials, Patient Management > Financials, and patient financials administrative notes.
ImagingManage ImagingCan view and edit patient imaging, patient imaging administrative notes.
IndividualManage External ProvidersCan view external provider management, create, edit, and view external provider records.
Manage IndividualsCan view individual management, create, edit, and view individual records.
Manage PatientsCan view and edit: patient management, patient relationships, patient account details, patient chief complaint, administrative notes, vitals, health facts, Lexicomp, Medical Support, and files without types configured. Can view and edit patient dashboard, patient management administrative notes.
InsuranceManage InsuranceCan view and edit Practice > Payments. Can view and edit Practice > Insurance. Can view and edit Patient > Patient Management > Insurance, Accidents.
NotificationsNotification SettingsCan view and edit Notification settings in Provider and Patient Management menus.
Practice SettingsManage Administrative NotesView and edit the details of this Practice Settings menu.
Manage ChartingView and edit the details of this Practice Settings menu.
Manage Data Import/ExportView and edit the details of this Practice Settings menu.
Manage DocumentsView and edit the details of this Practice Settings menu.
Manage FinancialsView and edit the details of this Practice Settings menu.
Manage ImagingView and edit the details of this Practice Settings menu.
Manage InventoryView and edit the details of this Practice Settings menu.
Manage NotificationsView and edit the details of this Practice Settings menu.
Manage OrganizationsView and edit the details of this Practice Settings menu.
Manage Patient EducationView and edit the details of this Practice Settings menu.
Manage Practice InformationView and edit the details of this Practice Settings menu.
Manage Providers & ResourcesView and edit the details of this Practice Settings menu.
Manage SchedulingView and edit the details of this Practice Settings menu.
Manage SecurityView and edit the details of this Practice Settings menu.
Manage ValidationView and edit the details of this Practice Settings menu.
Manage WarningsView and edit the details of this Practice Settings menu.
Provider PermissionsManage ProfileCan view and edit own settings for: Provider Management, Provider Relationships, and Provider Account.
Manage TrainingCan access Provider > Training in order to generate template patients.
ReferralsManage ReferralsCan view and edit Referrals from the Practice, Provider, or Patient panels.
ReportingManage ReportingCan view, edit, run, and share reports from Practice > Reporting. Can view reports from a Reports panel. The Report Types available to a user also depend on their permissions in other areas. Audit reports require the "Access Practice Activity" permission. Procedure and Reason for Treatment reports require the "Manage Charting" permission. Financial reports require the "Manage Financials" permission. Forms reports require the "Manage Forms" permission. Individual reports require the "Manage Patients/Individuals" permission. Scheduling reports require the "Manage Scheduling" permission.
ScanningManage ScanningCan scan documents directly from the Files panel.
SchedulingManage SchedulingCan view and create appointments for any provider or resource. Can view and edit patient appointments administrative notes.
Manage Self Check-inPlaceholder: Future feature release.
SharingShare DashboardsCan share panel views with other providers or provider groups. Not required to receive shared views.
TelehealthManage TelehealthCan access Provider > Telehealth
ValidationCan Validate Provider GroupAllows this group to appear as a "Can Validate" option in Practice Settings > Validation.
Requires Validation Provider GroupAllows this group to appear as a "Requires Validate" option in Practice Settings > Validation.
What Is NewManage What's New NotificationCan view the What's New notification and splash image that appears when a person first logs into the system after an update.