Patients

• Patient Dashboard: Patient Dashboard

• Unchecking takes away access to the Patient Dashboard completely and all of its Panels.

• Charge Documentation
• Patient Appointments: Patient Appointments panel on the Patient Dashboard.
• Patient Demographics
• Patient Documents: Patient Documents panel on the Patient Dashboard. 
• Patient Insurances: Active Policies Panel on the Patient Dashboard.
• Accept Scanning Changes: Ability to accept changes when scanning documents
• Appointment Reminder History
• Balance: Balance Panel on the Patient Dashboard.
• Demographics: Demographics Panel.
• Guarantor: Guarantor Panel
• Notes: Notes Panel on the Patient Dashboard
• Service Documentation

• Patient Forms: Forms link on the Patient Dashboard.

• This does not affect access to the Forms on the Calendar.

• Patient Registration: Option to add new Patients.

• Access all Patients: The User can access all patients, but cannot add insurance or register patients if the boxes are not checked.
• Add Patient Insurance: Ability to add Patient Insurance on the Patient Registration screen.
• Assign Insurance to Policy: Forces the Pending Checkbox to be checked and grayed out.
• Register Patient: Ability to Register new Patients on the Find Patient/Guarantor screen.

• This does not affect registering Patients on the Calendar.

• Activate/Deactivate: User can make a patient active or inactive.
• Add Person
• Add/Modify Policy: User can add or modify an Insurance Policy.
• Cases: Cases functionality on the Patient Dashboard

• View
• Add: Add button on Cases Dashboard.

• User can still click the button will receive an Access Restricted message

• Delete: Delete button on Cases Dashboard
• Add/Modify Case: Add/manage cases
• Authorizations: Add/manage authorization information in a case from the Case link on the Patient Dashboard and on the Post Charge/Modify Charge screen

• View: View authorizations
• Add: Add New function in authorization dropdown of charge entry screen. User can click this but will receive Access Restricted Message
• Delete

• Add/Modify Authorization: Add new authorizations in a Case or to add a new Authorization in the Authorization dropdown of the Add/Modify Charge screen.

•  Case Dashboard: Link to open an existing case.

• Case Authorization: View Authorization panel on Cases Dashboard
• Case Claims: View Case Claims panel on Cases Dashboard
• Case Contacts: View Contacts panel on Cases Dashboard
• Case Notes: View Notes panel on Cases Dashboard
• Case Overview: View Case panel on Cases Dashboard

• Case Notes: Add/manage Case notes in a Case

• View: View Case Notes Dashboard
• Add: Add button on Case Notes Dashboard
• Delete: Delete button on Case Notes Dashboard
• Modify Case Note: Modify an existing Case Note

• Change Log - Patient: Change Log link on the Patient Dashboard
• Contacts: Contacts functions on Patient Dashboard

• View: View Contacts link on Patient Dashboard
• Add: Add button on Contacts pop-up

• The User can select the button but will receive an Access Restricted message.

• Delete: Delete button on Contacts pop-up
• Modify
• Modify Contact: Modify existing contact and use Add button on Contacts pop-up

• View
• Modify

• Copy Eligibility Response: Ability to make changes to the Patient from the Eligibiity Report
• Documents/Images: Patient Documents panel functions

• View: View the Documents/Images dashboard
• Add
• Delete: Delete button on Documents/Images dashboard
• Add/Modify Document: Add link to add items in the Patient Documents panel

• Ebridge: Ebridge functionality
• Ebridge Filters: Can use the filters on eBridge
• Eligibility History: Eligibility History link on the Patient Dashboard

• View: View Eligibility History Dashboard
• Add: Add button on Eligibility History Dashboard to add a manual entry
• Delete: Delete button on Eligibility History dashboard to delete an entry
• Modify: Modify an existing entry

• Eligibility Verification: Link to run an eligibility request (Verify link)
• Ellkay Clinical Archive
• Ellkay Financial Archive
• Estimate Patient Responsibility: Patient Responsibility tool
• Find Patient/Guarantor: Patients link on the left side menu with the ability to search for Patients/Guarantors
• Import Patient: Import link to import a patient using the Global Patient search
• Insurance Management: Insurance Management link on Patient Dashboard.

• This does not restrict access to the Insurance Management on the Post Charge/Modify Charge screen

• View: View Insurance Management Dashboard
• Add: Add New Insurance Profile button on Insurance Management Dashboard 
• Delete
• Modify: Modify an existing insurance profile
• Patient Responsibility: Manage the Patient dropdown (Responsible vs Not Responsible)
• Activate/Deactivate Profile: Manage the Active checkbox on an insurance profile

• Mass Encounter Function: Actions dropdown in the Balance panel on the Patient Dashboard
• Modify Patient: Modify link on Patient Dashboard
• Notes: Note functions on the Patient Dashboard

• View: View Notes Dashboard
• Add: Add button on Notes Dashboard
• Delete: Delete an existing note
• Add/Modify Note: Add link to add a new note on the Patient Dashboard and to modify an existing note
• Modify All Users' Notes: Modify a note created by another user

• Patient Estimate History: View the Estimate History link on the Patient Dashboard
• Recalls: Recall link on tje Patient Dashboard

• View: View Recalls Dashboard
• Add: Add button on the Recalls Dashboard
• Delete: Delete button on Recalls Dashboard
• Modify: Modify an existing Recall

• Submission Names: Submission Names link on Patient Dashboard

• View: View Submission Names Dashboard
• Add: Add button on Submission Names Dashboard
• Delete: Delete button on Submission Names Dashboard

• Modify Submission Name: Modify an existing submission name record

• Therapy Functions

• Provider Profile: Ability to build a Provider Profile
• Add/Modify Note: For Therapy databases, if the user is a Therapist, access to the Patient Dashboard's Note Bank functions for notes.

• For Progress Note, Goal Note, or Treatment Note, access to the Add New Note button or Modify icon

• With permission removed the User can still see the Add New Note button but will get Access Restricted Message, and the Modify icon will not be accessible

• Edit Caseload
• Edit Grade Levels