Edit role
Tick what this role may do, then choose which part of the organization it covers.
Role
Named roles cannot be renamed.
Users with this portal role are mapped here.
Permissions
| Module | Create | Read | Update | Delete | Execute |
|---|---|---|---|---|---|
| Everyone | |||||
| Home | |||||
| Inbox | |||||
| Journeys | |||||
| Work | |||||
| Worklist | |||||
| Patients | |||||
| Eligibility | |||||
| Prior Authorization | |||||
| Advanced Auth | |||||
| Claims | |||||
| Claim Batch | |||||
| Finance | |||||
| Payments | |||||
| Communications | |||||
| Communications | |||||
| APA Communication | |||||
| Tools | |||||
| Poll NPHIES | |||||
| Status and cancel | |||||
| Administration | |||||
| Data sources | |||||
| Data source changes | |||||
| Organization | |||||
| Users | |||||
| Roles and permissions | |||||
| Security policy | |||||
| Audit log | |||||
| API access | |||||
| Go-live readiness | |||||
| Integrations | |||||
| Quarantined responses | |||||
| ICD-10 codes | |||||
| Account | |||||
| Profile | |||||
Where this role applies
Currently: Facility A, including its departments.
Where this role applies
Example. A claims officer at Facility A can send claims there and has no access to Facility B.
Users with this role
Saving writes who changed which permission, and when, to the audit log. See Audit log.
Role
Named roles cannot be renamed.
Choose one facility to make this a facility administrator.
What a facility administrator can do
| Action | Facility administrator |
|---|---|
| Add, edit and deactivate users | Own facility only |
| Unlock accounts | Own facility only |
| Two-step reset for a user | Own facility only |
| Read every module for troubleshooting | Own facility only |
| Change roles and permissions | Not allowed |
| Security policy, lockout and sessions | Not allowed |
| API access and integrations | Not allowed |
| See or change another facility | Not allowed |
Never combined with a transactional role. A facility administrator account holds no transactional role. Create a second account for claims, authorizations or payments.
Facility administrators
Maha Al-MutairiFacility B
Saving writes who changed which permission, and when, to the audit log. See Audit log.
This matrix is locked. Viewer and Auditor only ever read. Every box except Read is empty, administration modules are not readable at all, and the matrix is locked, so nobody can give a read-only role the power to create, change or send. To give a person more access, change their role on the user page.
Role
Named roles cannot be renamed.
Users with this portal role are mapped here.
Permissions
| Module | Create | Read | Update | Delete | Execute |
|---|---|---|---|---|---|
| Everyone | |||||
| Home | |||||
| Inbox | |||||
| Journeys | |||||
| Work | |||||
| Worklist | |||||
| Patients | |||||
| Eligibility | |||||
| Prior Authorization | |||||
| Advanced Auth | |||||
| Claims | |||||
| Claim Batch | |||||
| Finance | |||||
| Payments | |||||
| Communications | |||||
| Communications | |||||
| APA Communication | |||||
| Tools | |||||
| Poll NPHIES | |||||
| Status and cancel | |||||
| Administration | |||||
| Data sources | |||||
| Data source changes | |||||
| Organization | |||||
| Users | |||||
| Roles and permissions | |||||
| Security policy | |||||
| Audit log | |||||
| API access | |||||
| Go-live readiness | |||||
| Integrations | |||||
| Quarantined responses | |||||
| ICD-10 codes | |||||
| Account | |||||
| Profile | |||||
Same rule for Auditor
Auditor reads the audit log, users and roles across the group and cannot change them. It is locked the same way.
Users with this role
6 users, all in Facility A and Facility B.
Saving writes who changed which permission, and when, to the audit log. See Audit log.
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