ROLES

A "Role" identifies a specific set of permissions that provide users with access to the Careficient application. Examples of roles include: Billing Specialist, Quality Assurance, Scheduler, Intake Coordinator, Office Manager, Point of Care - Clinical, etc. Careficient provides a set of standard roles that you can assign to individual users. Each role has a specific set of permissions related to that role. Based on user responsibility, you assign a role to an individual user when you set up their security access. If the standard set of roles do not meet your needs, you can create new roles or change existing roles as necessary to accommodate your users responsibilities.

You can display a list of Roles that have been set up and are in use in your organization. Existing roles display the number of users attached to each role along with the ability to see users attached to each role. You also have the ability to edit role descriptions, view permissions attached to a role as well as delete a role that has not been assigned to any user(s). Use the Permissions icon for each role listed to determine what the associate will be able to access and do. When the permissions section displays for the role you selected, Use "fold/unfold" features to display/hide the individual items associated with each module/category

Use check boxes within each major system module (i.e., Resources Management, Reports, Patient Management, Accounts Receivable, Processes, Dashboard, Settings) to grant associate access to subcategories within that module. Use check boxes associated with items within a subcategory to grant user access to certain subcategory items.

Use the following path to add/edit a role: Settings > Security > Roles

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Role.

This takes you to the Roles. Here you can view the users assign to the role by clicking on the number link to the right of the role.

Here you will see the users assigned to the specific role.

ADD ROLE

To add a new role, click on the "Add Role" link.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Add Role.

Enter the name that you want for your role and a description and click "Save" when finished.

MODIFY ROLE

To assign privileges to the role, click on the View Role Function icon. You will see a list of all privileges within the Careficient application. Click on the check box to the left of the privileges you would like to assign to the role. Click "Save" when you have finished adding privileges.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Modify Role Function.

EDIT ROLE

If you click on the edit pencil to the right of the role, this will take you to the role privileges where you can edit the role name and description.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Role.

DELETE ROLE

To delete a specific role, click on the trash can.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Role.

There are many privileges/permissions within the Careficient application. You can review all the privileges available in Careficient by searching Specific Roles within the Careficient application.