RESOURCE MANAGEMENT

  Associate

    View Associates Privilege

    Add Associate Privilege

    Edit Associate Privilege

    Delete Associate Privilege

    Edit Completed Associate Forms Privilege

    Delete Completed Associate Forms Privilege

    View Associate Forms Privilege

    Add Associate Forms Privilege

    Edit Associate Forms Privilege

    Delete Associate Forms Privilege

    View Associate Payroll Privilege

    Add Associate Payroll Privilege

    Edit Associate Payroll Privilege

    Delete Associate Payroll Privilege

    View Associate Compliance Privilege

    Add Associate Compliance Privilege

    Edit Associate Compliance Privilege

    Delete Associate Compliance Privilege

    View Associate Pay Rate Privilege

    Add Associate Pay Rate Privilege

    Edit Associate Pay Rate Privilege

    Delete Associate Pay Rate Privilege

  Associate Availability

    View Associate Availability Privilege

    Add Associate Availability Privilege

    Edit Associate Availability Privilege

    Delete Associate Availability Privilege

    View Associate Override Availability Privilege

    Add Associate Override Availability Privilege

    Edit Associate Override Availability Privilege

    Delete Associate Override Availability Privilege

  Associate Documents

    Add/Upload Associate Documents Privilege

    View Associate Documents Privilege

    Delete Associate Documents Privilege

  Physician

    View Physicians Privilege

    Edit Physicians Privilege

   Delete Physicians Privilege

  Physician Documents

    Add/Upload Physician Documents Privilege

    View Physician Documents Privilege

    Delete Physician Documents Privilege

  Facility

    View Facilities Privilege

    Edit Facility Privilege

    Delete Facility Privilege

  Payer

    View Payers Privilege

    Add Payer Privilege

    Edit Payer Privilege

    Delete Payer Privilege

    View Payer Bill Rate Privilege

    Add Payer Bill Rate Privilege

    Edit Payer Bill Rate Privilege

    Delete Payer Bill Rate Privilege

    Payer Document Add Privilege   

    Payer Document View Privilege

    Payer Document Delete Privilege

    View Payer Rule Privilege

    Add Payer Rule Privilege

    Edit Payer Rule Privilege

  Referral Source

    View Referral Source Privilege

    Add Referral Source Privilege

    Edit Referral Source Privilege

    Delete Referral Source Privilege

    Manage Sales Rep Privilege

  Messaging    

    Associate View Message Privilege

    Associate Send Message Privilege

  Note Maintenance

    Inactivate and Activate Patient Notes Privilege

    Inactivate and Activate Encounter Payer Notes Privilege

    Inactivate and Activate Schedule Notes Privilege

    Remove Inactive Scheduling Notes Privilege

    Inactivate and Activate Invoice Notes Privilege

    Inactivate and Activate Associate Notes Privilege

    Inactivate and Activate Physician Notes Privilege

    Inactivate and Activate Facility Notes Privilege

    Inactivate and Activate Referral Source Notes Privilege

    Inactivate and Activate Payer Notes Privilege

    Inactivate and Activate Agency Notes Privilege

    Inactivate and Activate Org Notes Privilege

  Reports

    View Ad Hoc Reports Privilege

    Service Note Reports Privilege

    Statistical Reports Privilege

    Oasis Report Privilege

    QAPI Pain Reports Privilege

    Patient Measures Report Privilege

    Associate Compliance Report

    DME Report Privilege

    Home Health QAPI Reports Privilege

    QAPI Reports For Hospice Privilege

    Orders Report Privilege

    Forms Privilege

    Bereavement Privilege

PATIENT MANAGEMENT

Add Referral/Patient Privilege

Transition Patients Privilege

View Patient Encounters Privilege

View Incomplete Referrals Privilege

View Encounter Disaster Plans Privilege

Do Not Restrict to Patients Served Privilege

Edit Patient Privilege

Manage Patient Schedules Privilege

Manage My Patient Schedules Privilege

View Schedules Privilege

View Verified Services Privilege

View Verifications

    Verify Services Privilege

    Adjust Verified Services Privilege

    View Automated Verification Errors Privilege

    Verifies Un-Verified Transactions Privilege

    Verify A Service Via Automated Errors Privilege

    Approve All Services Privilege

    Verify Services in Mass Privilege

    Approve My Services Privilege

Associate Load Balancing Privilege

Edit Scheduling Notifications Privilege

Orders Approval Privilege

Orders Unlock Record Privilege

Orders Approve Scheduling Only Privilege

Oasis

    View Oasis Privilege

    Edit Oasis Privilege

    Add Oasis Privilege

    Approve Oasis Privilege

    Void Oasis Only Privilege

    Delete Oasis Privilege

    Change Oasis Cert Period Privilege

    View Oasis Amount Privilege

Patient Documents

    Add/Upload Patient Documents Privilege

    View Patient Documents Privilege

    Delete Patient Documents Privilege

Edit Referral Override Privilege

Hospice Item Set

    View Hospice Item Set Privilege

    Edit Hospice Item Set Privilege

    Add Hospice Item Set Privilege

    Approve Hospice Item Set Privilege

    Void Hospice Item Set Privilege

    Delete Hospice Item Set Privilege

Patient Forms

    View Patient Forms Privilege

    Add Patient Forms Privilege

    Edit Patient Forms Privilege

    Edit Completed Patient Forms Privilege

    Delete Completed Patient Forms Privilege

    Delete Patient Forms Privilege

Service Note/Assessment

    View Service Note/Assessment Privilege

    Edit Service Note/Assessment Privilege

    Add Service Note/Assessment Privilege

    Delete Service Note/Assessment Privilege

    Integrated Approval Privilege

    Add Service Note/Assessment Override Privilege

    Void Assessment Privilege

    Approve Service Note/Assessment Privilege

    Mark Assessment Incomplete Privilege

    Remove Service Note/Assessment Override Privilege

    Delete Voided Service Note/Assessment Privilege

    Service Note Attach Override Privilege

    Service Note - Override Diagnosis Codes Privilege

    Review Service Note/Assessment Privilege

Medication Administration Privilege

Encounter Pay Rates

    View Encounter Payer PayRate Privilege

    Add Encounter Payer PayRate Privilege

    Edit Encounter Payer PayRate Privilege

    Delete Encounter Payer PayRate Privilege

Encounter Bill Rates

    View Encounter Payer BillRate Privilege

    Add Encounter Payer BillRate Privilege

    Edit Encounter Payer BillRate Privilege

    Delete Encounter Payer BillRate Privilege

Show Services Requested Privilege

Show Diagnosis Codes For Paraprofessional Services Privilege

View/Print Orders Privilege

Approve Patient Medication Privilege

Move Service Note Privilege

ACCOUNTS RECEIVABLE

A/R Collector Assignment

    Add Collector Assignment Privilege

    Edit Collector Assignment Privilege

    View Collector Assignment Privilege

    Delete Collector Assignment Privilege

AR Transaction Summary Privilege

Agency Accounts Privilege

A/R Invoices

    View Invoice Privilege

    Add Invoice Privilege

    Edit Invoice Privilege

    Delete Invoice Privilege

    Remove Billed Service Privilege

    Post Billing Adjustments Privilege

    Invoice Review/Release Privilege

A/R Aging As Of Report Privilege

Invoice Service Summary Privilege

Invoice Errors Privilege

View ERA Payments Privilege

View Payments

    View Remit Privilege

    Add Remit Privilege

    Edit Remit Privilege

    Delete Remit Privilege

    Override Closed Remit Privilege

Add Payment Privilege

Apply Cash Privilege

CAP Support Data Privilege

PPS Billing Alerts Privilege

PROCESSES

Associate Payroll

    View Payroll Privilege

    Close Payroll Privilege

Associate Time Entry

    Associate Time Entry Management Privilege

    Associate Time Entry Maintenance Privilege

Oasis File Build Privilege

Oasis Validation Post Privilege

View Physician Documents/Orders Privilege

QA Review Privilege

Hospice Patient Survey Privilege

Hospice Item Set File Build Privilege

Pharmacy Import Privilege

Home Health Patient Survey Privilege

Directions/Mapping Privilege

Initiate Invoicing Privilege

DASHBOARD

Charts  

    View Financial Charts Privilege

    View Adm/Census/Discharge Charts Privilege

    View PPS Charts Privilege

    View Associate Charts Privilege

Budget Privilege

Dates Privilege

Metrics Privilege

Agency Cost Privilege

Whiteboard Privilege

SETTINGS

Lookup Tables

    Add new Codes Privilege

    Edit Codes Privilege

    Delete Codes Privilege

    View Codes Privilege

Associate Support Tables

    Associate Note Type Privilege

    Compliance

        View Compliance Privilege

        Add Compliance Privilege

        Edit Compliance Privilege

        Delete Compliance Privilege

    Contractor Companies Privilege

    Deductions

        View Deductions Privilege

        Add Deductions Privilege

        Edit Deductions Privilege

        Delete Deductions Privilege

    Inactive Reason Type Privilege

    License Type Privilege

    Scheduling Rank Type Privilege

A/R Support Tables

    A/R Adjustment Reason Type Privilege

    Agency Payment Type Privilege

    ERA Reason Type Privilege

    Invoice Note Type Privilege

    Payment Source

        Add Payment Source Privilege

        Edit Payment Source Privilege

        View Payment Source Privilege

        Delete Payment Source Privilege

    HCPC Modifier Type Privilege

Clinical Support Tables

    Assessment Void Reason Type Privilege

    Care Need Levels Privilege

    Care Need Task Actions Response Type Privilege

    Care Needs Privilege

    Care Plan Prognosis Privilege

    Goal Status Types Privilege

    Goals Privilege

    Hospice Item Set Void Reason Type Privilege

    Interventions Privilege

    Oasis Void Reason Type Privilege

    Physician Orders Quick Pick Medications Privilege

    Physician Orders Quick Pick Type Privilege

    Physician Orders Suggested Text Privilege

    Wound Area Privilege

General Support Tables

    Add NDC Service Privilege

    Add Service Privilege

    Edit Service Privilege

    Delete Service Privilege

    Add Pay Only Privilege

    Edit Pay Only Privilege

    Delete Pay Only Privilege

    Add Attachment Privilege

    Edit Attachment Privilege

    Delete Attachment Privilege

    Announcements

        Edit Announcement Privilege

        Delete Announcement Privilege

    Diagnosis Category Privilege

    Document Status Type Privilege

    Document Type Privilege

    Letters/Labels

        Add Letter Privilege

        Edit Letter Privilege

        Delete Letter Privilege

    Orders/Service Code Mapping

        View Orders/Service Code Mapping Privilege

        Edit Orders/Service Code Mapping Privilege

        Add Orders/Service Code Mapping Privilege

        Delete Orders/Service Code Mapping Privilege

    Relationship Type

    View Service Codes Privilege

    Skills Privilege

    Teams Privilege

    Time Range Privilege

Organization Support Tables

    Agency Note Type Privilege

    Organization Note Type Privilege

Patient Support Tables

    Advance Directive Type Privilege

    Characteristic Type Privilege

    Disaster Plan Type Privilege

    Discharge Reason Type Privilege

    Decline Reason Type Privilege

    Employment Status Types Privilege

    Encounter Payer Note Type Privilege

    Patient Contact Type Privilege

    Patient Note Type Privilege

    Patient Notice Type Privilege

    Program Type Privilege

    Transaction Note Type Privilege

    Variance Resolution Type Privilege

    Place of Admission Type Privilege

    Medication Administration Type Privilege

Payer Support Tables

    Invoice Review Type Privilege

    Payer Note Type Privilege

    Payer Reporting Group Privilege

Payroll Support Tables

    Earnings Code Privilege

    Payroll Tax Code Privilege

Referral Source Tables

    Facility Note Type Privilege

    Facility Type Privilege

    Physician Note Type Privilege

    Physician Specialty Privilege

    Physician Title Privilege

    Referral Method Type Privilege

    Referral Source Note Type Privilege

    Referral Source Type Privilege

Organization Documents

    Org Document Add Privilege

    Org Document View Privilege

    Org Document Delete Privilege

Org/Region/Agency

    View Org Privilege

    Edit Org Privilege

    View Region Privilege

    Add Region Privilege

    Edit Region Privilege

    Delete Region Privilege

    View Agency Privilege

    Edit Agency Privilege

    Add Agency Rule Privilege

    Edit Agency Rule Privilege

    View Agency Rule Privilege

Security

    Modify Report Users Privilege

    Roles

        View Roles Privilege

        Add Roles Privilege

        Edit Roles Privilege

        Delete Role Privilege

        Modify Role Function Privilege

    Users

        View Users Privilege

        Add User Privilege

        Edit User Privilege

        Delete User Privilege

        Modify User Role Privilege

        Modify Org Access Privilege

Work Basket

    View Work Basket Items Privilege

    View Work Basket Phases Privilege

    Add Work Basket Phases Privilege

    Edit Work Basket Phases Privilege

    View Work Basket Phases Assignments Privilege

    Edit Work Basket Phases Assignments Privilege

    Work Basket User Rules Privilege

Rates

    Add Pay Rate Privilege

    View Pay Rate Privilege

    Edit Pay Rate Privilege

    Delete Pay Rate Privilege

    Add Agency Bill Rate Privilege

    View Agency Bill Rate Privilege

    Edit Agency Bill Rate Privilege

    Delete Agency Bill Rate Privilege

Journal Entry Setup

    Journal Entry Mapping Privilege

    Journal Entry Mapping Override Privilege

    Journal Entry Preliminary Results Privilege

    Close General Ledger Privilege

    QuickBooks File Creation Privilege

Offline Forms App Download Privilege

Service Note Assessment Type Tables

    Service Note System Type Tables Privilege

    Service Note Type Tables Privilege

    View Service Note Form Privilege

    Edit Service Note Form Privilege