New role
Name the role, tick what it may do, then choose where it applies.
Not approved yet. Open question 13: the portal may stay with the six named roles. This screen exists only if custom roles are approved.
Read-only roles exist. Viewer and Auditor are already fixed, read-only roles, so you do not need a custom role for read-only access. Use this screen for a role that can do something, such as a Claims supervisor.
Role
Shown in Users and in the audit log. Names must be unique.
Shown in Users and in the audit log. Names must be unique.
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 | |||||
| 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 | |||||
Start from
You can still change every box below.
Start from
Copied. Permissions were copied from Claims officer. Nothing is shared afterwards, so changing one role never changes the other.
Where this role applies
Pick the nodes after you save, on Edit role.