User Classes and Permissions

Introduction

When your administrator sets up your ChartCaddy login, one of the things they specify is what user class you belong to and any extra permissions you may have. As your duties or roles change, your administrator should update your user class and permissions to reflect these changes.

Classes

A user class is simply a bundle of permissions that can be assigned to a user that has a common role in the organization. Example roles include administrator or service provider. In only very rare situations should users be assigned more than one class. A class should be added to the user before permissions because which class has already been assigned affects what permissions are available to be assigned.

Class	Description
Administrators	A superuser with all permissions for everything in the system
Clerks	An administrator support role with many, but not all permissions of an administrator
Interns	An observer class that can see everything a provider can do, but without power to change anything
Providers	A class of users given all the permissions they need to carry out providing services to clients

Permissions

Permissions determine which documents you have access to (including client charts), how much of a document you have access to, and what changes you can make to a document. Document statuses, chart item flags, along with permissions also determine whether or not you can create a new documents and how far you can work a document through the system. It is common for users to be assigned more than one permission.

Permission	Description
Add Client	Allows a user to add a new client.
Admin Billing	Gives a user access to billing related reports and update claim items.
Admin Contacts	Allows a user to approve and finalize contacts (incoming referrals).
Admin Invoices	Allows a user to post, repost, and unpost client invoices.
Admin Payments	Allows a user to add or edit client payments.
Admin Plans	Allows a user to approve and finalize service plans.
Admin Users	Allows a user to add and update users.
Auto Client Link	The user is automatically added as a member of the treatment team when basic client information is saved.
Edit Clients	Allows the user to change basic client information.
Fast Approval	Chart Items are automatically approved when signed by the user.
Fast Final	Chart Items are automatically finalized when signed by the user.
Fast PreAuth	PreAuth and Review Requests are automatically finalized when signed by the user.
Sign All Items	Allows a user to sign chart items other than their own, including as a supervisor.
Verify Client	Allows a user to use instant eligibility verification, which costs extra money.
View All Clients	Allows a user view to basic and clinical information for all clients.
View Billing	Allows a user to view claim information, including billing reports.
View Charts	Allows a user to view client clinical information.
View Clients	Allows a user to view basic client information.
View Facility Clients	Gives the user access to all client charts where client and user are assigned to the same facility.
View Only	Prevents the user from making any changes.