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Staff Group Permissions ​

REQUIREMENT & PERMISSIONS

User should have Can change permissions permission.

Documentation ​

  1. Click on STAFF GROUPS.

  2. Click on the STAFF MEMBER you are setting permissions for.

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  1. Scroll down and click PERMISSIONS + GROUPS.

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  1. Click SUBMIT.

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Permission In Details ​

Patient Permissions ​

  • Can view all active patients: Grants access to view information about all patients who are currently active.
  • Can view inactive patients: Allows the user to see information about patients who are no longer active.
  • Can add new patients: Permits the user to create and add new patient records into the system.
  • Can delete patients: Enables the user to remove patient records from the system.
  • Can update patients: Allows the user to modify and update existing patient information.

Patient Task Tracker Permissions ​

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  • Can view patient task tracker: Grants access to view the tasks that are assigned to patients within the task tracker.
  • Can add patient tracker task: Allows the user to add new tasks to the patient task tracker, assigning tasks to specific patients.
  • Can change patient tracker task: Permits the user to modify existing tasks within the patient task tracker, such as updating task details or status.
  • Can delete patient tracker task: Enables the user to remove tasks from the patient task tracker.

Caregiver Task Tracker Permissions ​

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  • Can view caregiver tasks: Grants access to view the tasks that are assigned to caregivers within the system.
  • Can add caregiver tasks: Allows the user to assign new tasks to caregivers.
  • Can change caregiver tasks: Permits the user to modify existing tasks assigned to caregivers, such as updating task details or status.
  • Can delete caregiver tasks: Enables the user to remove tasks that have been assigned to caregivers.

Event Schedule Permissions ​

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  • Can schedule events: Allows the user to create and set up events within the system's calendar.
  • Can view patient schedules: Grants access to view the schedules of patients, including their appointments, treatments, and other scheduled activities.
  • Can view staff schedules: Allows the user to view the schedules of staff members, including their shifts, meetings, and other work-related activities.

Service Types Schedule Permissions ​

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  • Can schedule services: Allows the user to create and organize service appointments within the system.
  • Can view services: Grants access to view the list of services offered and their scheduled times within the system.

Learning Permissions ​

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  • Can add lessons: Allows the user to create and add new learning lessons or educational content into the system.
  • Can delete lessons: Enables the user to remove existing learning lessons or educational content from the system.

Event Notes Permissions ​

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  • Can manage notes: Gives access to Quality Assurance where one can approve or disapprove notes.

Medication Permissions ​

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  • Can manage medications: Allows the user to oversee and handle all aspects of patient medications.

Staff Group Permissions ​

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  • Can manage staff groups: Allows the user to organize and oversee staff groups within the system.

Reports Permissions ​

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  • Can view reports: Grants the user access to view various reports generated within the system.

Announcement Permissions ​

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  • Can send announcements: Allows the user to broadcast messages or notifications to all users within the system.

External Providers Permissions ​

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  • Can manage external providers: Grants the user the ability to oversee and administer external service providers within the system.

Staff Accounts Permissions ​

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  • Can view all staff: Grants the user access to view information about all staff members registered in the system.

  • Can create accounts: Allows the user to create new user accounts within the system, providing access to new users.

  • Can update account information: Permits the user to modify details associated with user accounts, including personal information and access credentials.

  • Can delete accounts: Enables the user to remove user accounts from the system, including their associated data and permissions.

  • Can change permissions: Grants the user the ability to modify the access rights and permissions assigned to other users within the system

Staff Task Tracker Permissions ​

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  • Can view staff task tracker: Grants the user access to view the task tracker specific to staff members, showing tasks assigned to them and their statuses.

  • Can add staff tracker task: Allows the user to create and assign new tasks to staff members within the task tracking system.

  • Can change staff tracker task: Permits the user to modify existing tasks within the staff task tracker, including updating task details or marking tasks as complete.

  • Can delete staff tracker task: Enables the user to remove tasks from the staff task tracker, typically when tasks are completed or no longer relevant.

  • Can upload documents: Grants the user the ability to upload documents into the system, which can include files related to patient records, staff documentation, reports, or any other relevant materials.

Event Clone Permissions ​

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  • Can clone event: Allows the user to duplicate existing events within the system.
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