Example Role Definitions

Use the following chart as a guideline for defining some different user roles:

Charge Entry - rights to only the elements and reports related to charge entry
Claim Management - rights to all elements related to claim management
Collections - rights to only the elements and reports related to internal collections
Payment Entry - rights to only the elements and reports related to payment entry
Reports - rights to the Connect Portal application and its related reports
Scan Specialist - viewing rights to image sets in the Scan Batches module
Supervisor - to all functions in the Scan Batches module for managing image sets and scan batches

A green dot indicates rights are granted, keeping in mind that some of the rights are implicitly given to the role. A blank space indicates there is no permission set for that action.

Role	Element/Report	Application	View	Create	Update	Delete	Reports
Charge Entry
	Accounts	Back Office	X	X	X
	Cases	Back Office	X	X	X	X
	Charge Batches	Back Office	X	X	X	X
	External Collections	Back Office	X
	Image Sets	Back Office	X	X	X
	Insurances	Back Office	X	X	X
	Messages	Back Office		X
	Persons and Organizations	Back Office	X	X	X
	Referring Physicians	Back Office	X	X	X
	Scan Batches	Back Office	X		X
	Charge Batch	Back Office					X
	Charge Batch Log	Back Office					X
	Claim Viewer	Back Office					X
Claim Management
	Account - Rebill	Back Office			X
	Account - Roll To	Back Office			X
	Accounts	Back Office	X		X
	Cases	Back Office		X	X	X
	Charge Batches	Back Office	X	X	X	X
	Collection Tasks - Guarantor	Back Office	X	X	X	X
	Collection Tasks - Insurance	Back Office	X	X	X	X
	Electronic Claims	Back Office	X		X
	External Collections	Back Office	X	X	X	X
	Image Sets	Back Office	X
	Insurances	Back Office	X	X	X
	Messages	Back Office		X
	Misc. Income	Back Office	X
	Paper Claims	Back Office	X
	Persons and Organizations	Back Office	X	X	X	X
	Referring Physicians	Back Office	X	X	X	X
	Refunds	Back Office	X
	Scan Batches	Back Office	X
	Statement Batches	Back Office	X
	Suspense	Back Office	X
	Claim Viewer	Back Office - Classic
	Guarantor Collection Tasks	Back Office - Classic					X
	Insurance Collection Tasks	Back Office - Classic					X
	Guarantor Statements	Back Office - Classic
Collections
	Account - Adjustments	Back Office		X
	Account - Rebill	Back Office			X
	Account - Reversals	Back Office		X
	Account - Roll To	Back Office			X
	Accounts	Back Office	X		X
	Cases	Back Office	X		X
	Collection Tasks - Guarantor	Back Office	X	X	X
	Collection Tasks - Insurance	Back Office	X	X	X
	Electronic Claims	Back Office	X
	External Collections	Back Office	X	X	X	X
	Image Sets	Back Office	X	X	X
	Insurances	Back Office	X		X
	Misc. Income	Back Office	X
	Paper Claims	Back Office	X
	Payment Batches	Back Office	X
	Persons and Organizations	Back Office	X		X
	Referring Physicians	Back Office	X		X
	Refunds	Back Office	X
	Scan Batches	Back Office	X		X
	Statement Batches	Back Office	X
	Suspense	Back Office	X
	Claim Viewer	Back Office - Classic					X
	Guarantor Collection Tasks	Back Office - Classic					X
	Guarantor Statements	Back Office - Classic					X
	Insurance Collection Tasks	Back Office - Classic					X
	Payment Batch	Back Office - Classic					X
Payment Entry
	Account - Adjustments	Back Office		X
	Account - Rebill	Back Office			X
	Account - Reversals	Back Office		X
	Account - Roll To	Back Office			X
	Accounts	Back Office	X		X
	Cases	Back Office			X
	External Collections	Back Office	X		X
	Image Sets	Back Office	X	X	X
	Insurances	Back Office	X		X
	Misc. Income	Back Office	X	X	X
	Payment Batches	Back Office	X	X	X	X
	Payments	Back Office	X	X	X	X
	Persons and Organizations	Back Office	X
	Referring Physicians	Back Office	X
	Refunds	Back Office	X	X	X
	Scan Batches	Back Office	X
	Statement Batches	Back Office	X
	Suspense	Back Office	X	X	X
	Claim Viewer	Back Office - Classic					X
	Payment Batch	Back Office - Classic					X
Reports
	Reports - Scheduling	Back Office		X	X	X
	12 Month Payment Waterfall Summary	Portal	X	X
	13 Month Financial Activity	Portal	X	X
	Account Adjustment Analysis Detail	Portal	X	X
	Anesthesia Case Utilization - Case Output	Portal	X	X
	Anesthesia Case Utilization - Performing Provider Output	Portal	X	X
	Anesthesia Minutes by Provider (dashboard widget)	Portal	X	X
	Anesthesia Units by Payer (dashboard widget)	Portal	X	X
	AR Activity Summary	Portal	X	X
	AR Aging	Back Office - Classic					X
	AR Aging Analysis Detail	Portal	X	X
	Billed vs. Expected vs. Collected Summary (dashboard widget)	Portal	X	X
	Billed vs. Expected vs. Collected Summary	Portal	X	X
	Case Mix Trend Summary	Portal	X	X
	Charge Analysis Detail	Portal	X	X
	Charge Batch	Back Office - Classic					X
	Charge Batch Log	Back Office - Classic					X
	Charge Entry Productivity (dashboard widget)	Portal	X	X
	Charge Entry Productivity Detail	Portal	X	X
	Charge Mix Trend Summary	Portal	X	X
	Charges/Payments - 13 Month Trailing (dashboard widget)	Portal	X	X
	Claim Viewer	Back Office - Classic					X
	Collection Trend Analysis Summary	Portal	X	X
	Collector Entry Productivity (dashboard widget)	Portal	X	X
	Credit Balances Detail	Portal	X	X
	Days in AR (90 day trailing) (dashboard widget)	Portal	X	X
	Deposit Analysis Detail	Portal	X	X
	Deposit Analysis Summary	Portal	X	X
	Diagnosis/Procedure Count Summary	Portal	X	X
	Elapsed Time Analysis Detail	Portal	X	X
	ePreop Data Extract	Back Office - Classic					X
	Facility Details	Portal	X	X
	Fides - Quality Data Collection	Back Office - Classic					X
	Financial Activity Summary	Back Office - Classic					X
	Guarantor Collection Actions Detail	Portal	X	X
	Guarantor Collection Tasks	Back Office - Classic					X
	Guarantor Statements	Back Office - Classic					X
	Insurance Collection Actions Detail	Portal	X	X
	Insurance Collection Tasks	Back Office - Classic					X
	Insurance Followup	Back Office - Classic					X
	Insurance Payment Denial Detail	Portal	X	X
	MTD Metrics (dashboard widget)	Portal	X	X
	Net Collection % (90 day trailing) (dashboard widget)	Portal	X	X
	Outcome Details	Portal	X	X
	Patient Responsibility Detail	Portal	X	X
	Payer Mix (Charges) (dashboard widget)	Portal	X	X
	Payer Mix (Payments) (dashboard widget)	Portal	X	X
	Payer Mix Summary	Portal	X	X
	Payment Batch	Back Office - Classic					X
	Payment Entry Productivity (dashboard widget)	Portal	X	X
	Payment Entry Productivity Detail	Portal	X	X
	Payment Mix Trend Summary	Portal	X	X
	Percent of A/R over 90 Days (dashboard widget)	Portal	X	X
	Plan Details	Portal	X	X
	Practice Performance Analysis	Portal	X	X
	Practice Performance Summary	Portal	X	X
	Practice Performance Summary (DOS)	Portal	X	X
	Production Analysis Summary	Portal	X	X
	Rendering Provider Case Count (dashboard widget)	Portal	X	X
	Survey Vitals	Back Office - Classic					X
Scan Specialist
	Image Sets	ScanCenter	X	X	X
	Scan Batches	ScanCenter	X	X	X	X
Supervisor
	Image Sets	ScanCenter	X	X	X	X
	Scan Batches	ScanCenter	X	X	X	X