Analytics provides you with the option to limit access to each feature on a user by user basis. You can grant full, limited or no access. Refer to the article below to learn how to customize permissions.
Adding Permissions in the User Profile
Step by Step Instructions:
Note: If you do not have Settings permissions you will not have access to add or edit existing user permissions. If this is the case, refer to a team member who does have access to enable permissions for you or complete the task using their log in
Access the Settings by hovering over your Initials in the bottom left hand corner of your screen
Select Team Management
Note: If you do not see Settings or Team Management as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.
Click into the user whose permissions need to be adjusted
Select the Permissions tab
To enable Admin Access select the Toggle Button
Click the Drop Down menu next to the Feature and select access type (Full Limited or None)
When done, click Save
To learn how to add a new user, refer to this article.
Monitor Permissions in the Team Member Access Page
Step by Step Instructions:
Access the Settings by hovering over your Initials in the bottom left hand corner of your screen
Select the Team Member Access option
Note: If you do not see Settings or Team Member Access as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.
Select into the feature you want to grant team member access to
Click the drop down menu next to the team member's name
Select from the available permission options
Click Save
Permission Definitions
Refer to the definitions below to learn more about the available permissions and access:
Admin Access
This gives the user all permissions, and allows them to make changes to practice settings as well as edit the permissions of others
Dashboards
Full: Can view Performance Board, Collections Board, Provider Pulse, Profitability Formula and export patient data
Limited: Can view Performance Board, Collections Board, and Provider Pulse. Cannot view Profitability formula. Cannot export patient data.
None
Patients
Full: Can view the patient finder, patient card, create follow ups, export patient data, and send appointment requests
Limited: Can view the patient finder, patient card and create follow ups
None
Follow Ups
Full: Can view and complete follow ups and follow ups performance
None
Payments
Full: Can view payments dashboard, export patient data, send payments requests, and update ledger
Limited: Can view payments dashboard
None
Settings
Full: Can edit all settings
Limited: Can edit Treatment Teams and Clinical Hours
None
Morning Huddle
Full: Can edit metrics and operatories
Limited: Can edit operatories
None
Schedules
Full: Can view provider schedules
None
Reports
Full: Can view and receive emails for daily, weekly, and monthly reports
None
Mobile App
Full: Can access all data on mobile app (metrics, analytics, KPIs, provider schedules)
None