|
ID
|
Permission
|
Defnition
|
Reception
|
Practitioner - Own Clients
|
Office Manager
|
System Administrator
|
Practitioner - All Clients
|
Practitioner - Own Clients and All Consults
|
|
1000
|
Report - Appointments Not Invoiced
|
Allows / denies access to the Appointments Not Invoiced Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1001
|
Report - Draft Invoices
|
Allows / denies access to the Draft Invoices Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1002
|
Report - Appointment Summary Report
|
Allows / denies access to the Appointment Summary Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1003
|
Report - Contact Details Export
|
Allows / denies access to the Contact Details Export
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1004
|
Report - Item Sales Report
|
Allows / denies access to the Item Sales Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1005
|
Report - Client Birthday List
|
Allows / denies access to the Client Birthday List
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
1006
|
Report - Client Statistics
|
Allows / denies access to the Client Statistics
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1007
|
Report - Outstanding Balance
|
Allows / denies access to the Outstanding Balance
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1008
|
Report - Outstanding Invoices
|
Allows / denies access to the Outstanding Invoices
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1009
|
Report - Banking
|
Allows / denies access to the Banking
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1010
|
Report - Transaction Summary
|
Allows / denies access to the Transaction Summary
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1011
|
Report - Referral Report
|
Allows / denies access to the Referral Report
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
1012
|
Report - Full Client List
|
Allows / denies access to the Full Client List
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
1013
|
Report - Client Analysis
|
Allows / denies access to the Client Analysis Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1014
|
Reports - Tyro Reconcilliation Summary
|
Allows / denies access to the Tyro Reconcilliation Summary
|
Y
|
N
|
N
|
Y
|
N
|
N
|
|
1015
|
Reports - Tyro Reconcilliation Detail
|
Allows / denies access to the Tyro Reconcilliation Detail
|
Y
|
N
|
N
|
Y
|
N
|
N
|
|
1016
|
Reports - Can see All Clients in All Permitted Reports
|
Overrides the setting that users will only see the Clients that they have access to in the reports with the exception of Invoices to Third Party Biller that include Multiple Clients and will run reports based on All Clients regardless of the users Client Permissions
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
1017
|
Reports - ATAPS Reports (ATAPS Psychology Version only)
|
Allows / denies access to the three ATAPS Reports
|
N
|
N
|
N
|
Y
|
N
|
N
|
|
1018
|
Report - Referrer Revenue Report
|
Allows / denies access to the Referrer Revenue Report
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
1022
|
Reports - Permitted to run Custom Reports
|
Allows / denies access to run all the available Custom Reports. No ability to segregate the running of these reports is available at this time.
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1023
|
Report - Tasks Master
|
Allows / denies access to the Tasks Master Report
|
N
|
Y
|
N
|
Y
|
Y
|
Y
|
|
1025
|
Report - MYOB Exports
|
Allows / denies access to the MYOB Exports Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1027
|
Report - Expenses Report
|
Allows / denies access to the Expenses Report
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
1030
|
Report - Medicare Claim History
|
Allows / denies access to the Medicare Claim History Report
|
Y
|
N
|
N
|
Y
|
N
|
N
|
|
1031
|
Report - NDIS
|
Allows / denies access to the NDIS Report
|
Y
|
N
|
N
|
Y
|
N
|
N
|
|
2000
|
Invoicing - View
|
Allows / denies access to view Invoices for Clients that the user has access to with the exception of Invoices to Third Party Biller that include Multiple Clients.
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
2001
|
Invoicing - Edit
|
Allows / denies access to edit Invoices for Clients that the user has access to with the exception of Invoices to Third Party Biller that include Multiple Clients.
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
2010
|
Invoicing - Can process Refunds
|
Allows / denies access to process refunds
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
2020
|
Invoicing – Can manually decline claim
|
Allows / denies access to the Manual Decline button in the Medicare Claim History Report
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
3000
|
Referrers - View
|
Allows / denies access to view Referrers in Data Maintenance
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
3001
|
Referrers - Edit
|
Allows / denies access to edit Referrers in Data Maintenance
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
3002
|
Referrers - Delete
|
Allows / denies access to delete Referrers in Data Maintenance
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
3010
|
Task Templates - View
|
Allows / denies access to view Task Templates in Data Maintenance
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
3011
|
Task Templates - Edit
|
Allows / denies access to edit Task Templates in Data Maintenance
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
3020
|
Product & Services - View
|
Allows / denies access to view Products and Services in Data Maintenance
|
Y
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
3021
|
Products & Services - Edit
|
Allows / denies access to edit Products and Services in Data Maintenance
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
4000
|
Clients - Can View All Client Names & Demographics
|
See here for additional details on the 4000 Client Access Permissions. |
Y
|
N
|
Y
|
Y
|
Y
|
N
|
|
4001
|
Clients - Can Edit All Client Names & Demographics
|
See here for additional details on the 4000 Client Access Permissions. |
Y
|
N
|
Y
|
Y
|
Y
|
N
|
|
4002
|
Clients - Can View All Client History & Consultations
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
Y
|
Y
|
Y
|
N
|
|
4003
|
Clients - Can Edit All Client History & Consultations
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
N
|
N
|
Y
|
N
|
|
4004
|
Clients - Can View Own Client Names & Demographics
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
Y
|
N
|
N
|
N
|
Y
|
|
4005
|
Clients - Can Edit Own Client Names & Demographics
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
Y
|
N
|
N
|
N
|
Y
|
|
4006
|
Clients - Can View Own Clients, History & All Consultations
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
N
|
N
|
N
|
Y
|
|
4007
|
Clients - Can Edit Own Clients, History & All Consultations
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
N
|
N
|
N
|
Y
|
|
4008
|
Clients - Can View Own Clients, History & Own Consultations Only
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
Y
|
N
|
N
|
N
|
N
|
|
4009
|
Clients - Can Edit Own Clients, History & Own Consultations Only
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
Y
|
N
|
N
|
N
|
N
|
|
4010
|
Clients - Can Edit Own Clients, History, Edit Own Consultations & View all Other Consultations
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
N
|
N
|
N
|
N
|
|
4019
|
Clients - No Access to Documents
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
N
|
N
|
N
|
N
|
|
4020
|
Clients - Can View List of Documents and Add
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
N
|
Y
|
N
|
N
|
N
|
|
4021
|
Clients - Can View List Open and Edit All Documents
|
See here for additional details on the 4000 Client Access Permissions. |
Y
|
N
|
N
|
Y
|
Y
|
Y
|
|
4022
|
Clients - Can View List Open and Edit Own Documents
|
See here for additional details on the 4000 Client Access Permissions. |
N
|
Y
|
N
|
N
|
N
|
N
|
|
4023
|
Clients - Can Delete Documents
|
Allows / denies access to delete the documents that the user has access to
|
N
|
Y
|
Y
|
Y
|
Y
|
Y
|
|
4030
|
Clients - Permitted to Delete Clients
|
Allows / denies access to delete the clients that the user has access to
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5000
|
Can Manage Users and Permissions
|
Allows / denies access to other users and the Permissions tab in Options > User Administration and System > Manage Permissions option
|
N
|
N
|
N
|
Y
|
N
|
N
|
|
5001
|
Permitted to change Client Practitioner
|
Allows / denies access to override the Primary Practitioner assigned to a client. If the Practitioner is the Primary Practitioner then they automatically have access to do this.
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
5002
|
Can Manage Access to Custom Reports
|
Allows / denies access to update the Custom Reports in Data Maintenance
|
N
|
N
|
N
|
Y
|
N
|
N
|
|
5003
|
Can Allocate Client IDs in Options
|
Allows / denies access to update Client ID's in Options > Client Details
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5004
|
Can Manage Mailchimp in Options
|
Allows / denies access to update and run the MailChimp export in Options > MailChimp
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5005
|
Can Manage ATAPS SLK Allocation
|
Allows / denies access to allocate SLK's in Options > Client Details and also to run the Generate SLK button in Client Details
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5006
|
Can Merge Clients
|
Allows / denies access to merge two client records together in the System tab.
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
5007
|
Can Import Clients
|
Allows / denies access to import clients using the Client Import option in the Help tab. Note the Administrator password is also required to access this.
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5008
|
Can set next Invoice and/or Payment Numbers
|
Allows / denies access to setting Invoice, Payment and Refund numbers per location in Options > Invoices
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5009
|
Can set Practice Layout for Client Details
|
Allows / denies access to setting and updating the Practice layout in Options > Client Details
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
5010
|
Can Administer Calendar Access
|
Allows / denies access to administer calendars for all users in Options > Calendars > Calendar Administration
|
Y
|
N
|
Y
|
Y
|
N
|
N
|
|
5011
|
Can view Audit Log
|
Allows / denies access to the Audit Log in the System tab.
|
N
|
N
|
Y
|
Y
|
N
|
N
|
|
6000
|
Can Merge any data into Letters (in Client History and Consultation Notes)
|
Allows / denies access to merge history and consultation data for any client. Designed for use by Reception staff who do not have access to view a clients History and Consultations section in client Details. When turned on this applies to all clients.
|
Y
|
N
|
Y
|
Y
|
Y
|
N
|
