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 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.

Group	Permission	Effect
Audit	Access Practice Activity	Can view practice activity panel details.
Charting	Manage Charting	Can view and edit patient charting. Can view and edit patient charting administrative notes.
Collaborations	Access Collaborations	Can view and send collaborations.
Documents	Manage Documents	Can view, assign, and complete patient documents.
Financials	Manage Financials	Can view and edit Patient > Financials, Patient Management > Financials, and patient financials administrative notes.
Imaging	Manage Imaging	Can view and edit patient imaging, patient imaging administrative notes.
Individual	Manage Patients/Individuals	Can 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.
Insurance	Manage Insurance	Can view and edit Practice > Payments. Can view and edit Practice > Insurance, only if Practice Settings: Manage Financials is also enabled. Can view and edit Patient > Patient Management > Insurance, Accidents.
Notifications	Notification Settings	Can view and edit Notification settings in Provider and Patient Management menus.
Practice Settings	Manage Administrative Notes	View and edit the details of this Practice Settings menu.
	Manage Charting	View and edit the details of this Practice Settings menu.
	Manage Data Import/Export	View and edit the details of this Practice Settings menu.
	Manage Documents	View and edit the details of this Practice Settings menu.
	Manage Financials	View and edit the details of this Practice Settings menu.
	Manage Imaging	View and edit the details of this Practice Settings menu.
	Manage Inventory	View and edit the details of this Practice Settings menu.
	Manage Notifications	View and edit the details of this Practice Settings menu.
	Manage Organizations	View and edit the details of this Practice Settings menu.
	Manage Patient Education	View and edit the details of this Practice Settings menu.
	Manage Practice Information	View and edit the details of this Practice Settings menu.
	Manage Providers & Resources	View and edit the details of this Practice Settings menu.
	Manage Scheduling	View and edit the details of this Practice Settings menu.
	Manage Security	View and edit the details of this Practice Settings menu.
	Manage Validation	View and edit the details of this Practice Settings menu.
	Manage Warnings	View and edit the details of this Practice Settings menu.
Provider Permissions	Manage Profile	Can view and edit own settings for: Provider Management, Provider Relationships, and Provider Account.
	Manage Training	Can access Provider > Training in order to generate template patients.
Referrals	Manage Referrals	Can view and edit Referrals from the Practice, Provider, or Patient panels.
Reporting	Manage Reporting	Can 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.
Scanning	Manage Scanning	Can scan documents directly from the Files panel.
Scheduling	Manage Scheduling	Can view and create appointments for any provider or resource. Can view and edit patient appointments administrative notes.
	Manage Self Check-in	Placeholder: Future feature release.
Sharing	Share Dashboards	Can share panel views with other providers or provider groups. Not required to receive shared views.
Telehealth	Manage Telehealth	Can access Provider > Telehealth
Validation	Can Validate Provider Group	Allows this group to appear as a "Can Validate" option in Practice Settings > Validation.
	Requires Validation Provider Group	Allows this group to appear as a "Requires Validate" option in Practice Settings > Validation.
What Is New	Manage What's New Notification	Can view the What's New notification and splash image that appears when a person first logs into the system after an update.