AdministrationSystem AdminRoles & Permissions
6 Roles47 users assigned
Super Admin
2 users
Clinical Admin
12 users
Billing Admin
8 users
Care Manager
14 users
Provider
9 users
Read Only
2 users
Super Admin — Permissions
Full system access. Cannot be modified.
Permission ViewCreateEditDeleteExportAdmin
Patient Management
Patient Records
PHI Data
Patient Import
Clinical Care
Care Plans
Assessments
Clinical Criteria
Claims & Billing
Claims Processing
Fee Schedules
EDI Transactions
Administration
User Management
Role Management
Audit Logs
System Config
Analytics & Reporting
Standard Reports
PHI Export Reports
Last modified: Mar 28, 2026 by James Park System Role — Cannot be deleted
AI Assistant

Roles define what each user can do. Every user must have exactly one role. Permission changes take effect immediately upon save.

  • View: Read access to records
  • Create: Add new records
  • Edit: Modify existing records
  • Delete: Remove records (audit logged)
  • Export: Download data (HIPAA tracked)
  • Admin: Configure module settings

Use "Clone Role" to copy an existing role as a starting point. System roles (Super Admin, Read Only) cannot be deleted but can be cloned.

Create New Role

Clone Role

Edit Role

Save Permission Changes

Permission changes take effect immediately for all users with this role. Ensure changes comply with HIPAA access requirements.