AF

Users

User Roles

All Users

Role access per table

Standard choices apply immediately. Custom rules are set up via a configuration modal.

01

Configure: Set access levels

Configure permissions for each role, per table. Learn More ↗

02

Apply: Test and enforce access rules

Use Test as to review the result in the Live App.

Tables

Administrators

2 users

Care Coordinators

16 users

Providers

34 users

Front Desk

9 users

Practice Owners

3 users

Locums

7 users

Data Tables 4

Patients

Demographics, status and care team

Patient demographics, status, and care team
Full Access
Full Access
Full Access
Full Access
View Only
View Only

Appointments

Scheduling and check-in details

Scheduling, check-in, and follow-up details
Full Access
Full Access
Full Access
Full Access
View Only
View Only

Care Plans

Active plans and milestones

Active plans, milestones, and care tasks
Full Access
Full Access
Full Access
Full Access
View Only
View Only

Health Insurance Records

Coverage and verification

Coverage and verification details
Full Access
Full Access
Full Access
Full Access
View Only
View Only
User Tables 6

Administrators

System administrators and owners

Full Access
Full Access
Full Access
Full Access
Full Access
No Access

Care Coordinators

Coordination and scheduling staff

Full Access
Full Access
Full Access
Full Access
Full Access
No Access

Front Desk

Reception and intake staff

Full Access
Full Access
Full Access
Full Access
Full Access
No Access

Providers

Provider directory

Provider directory and specialty records
Full Access
Full Access
Full Access
Full Access
Full Access
No Access

Practice Owners

Practice directors and owners

Full Access
Full Access
View Only
No Access
Full Access
No Access

Locums

Temporary and contract staff

View Only
Custom
No Access
No Access
No Access
No Access

Administrators access to Data Tables

Configure Add, View, Edit and Delete access for this role, including specific record/field permissions

Access Level

Use a standard access profile, or tailor the custom access permissions below

Allow Care Coordinators to Add Records

On

View Permissions

Permissions and rules for viewing records/fields in the Patients table

This role can view all records in the Patients table. Only let people view records they own?

Fields they can view

11 selected
Patient Name
Status
Care Team
Date of Birth
Insurance
Notes

Edit Permissions

Records Administrators can edit in the Patients table

This role can edit all records in the Patients table. Only let people edit records they own?

Fields they can edit

Which fields this role can update. Editable fields must be a subset of viewable ones.
11 selected
Patient Name
Status
Care Team
Date of Birth
Insurance
Notes

Delete Permissions

Records Administrators can delete in the Patients table

Learn More ↗