Roles

Roles are the means of grouping elements within a Connect application for carrying out specific business functions. Roles are defined by application, by elements within the application, by job responsibilities, or by business practices. Roles you define depend on your preference and business practices. For example, charge entry and payment entry can be considered roles of Connect Back Office. Each role includes rights to the elements a user is allowed to access. For example, a role based on application might include rights to the Connect Back Office application, but not to the Reportal application. Another role might have rights to all applications, but have limited functions within them.

Each element has the following actions users can perform: view, create, update, and delete. These actions are common to all elements. Rights are granted or revoked by actions available for the element. You can create a role that permits users only to view information and another role that permits users to view, create, update, and delete, or any combination. In addition to the elements that a user can access, you grant rights to the reports a user can access. A user can have one or more roles, but can only perform the actions defined in each role.

Examples:

Create a role for charge entry and grant:

Full rights to cases with limited rights to accounts, charge batches, insurances, persons, and organizations, referring physicians, and statement batches.
Permissions to view, create, and update accounts, but not to delete them.
Permissions to Charge Batch and the Charge Batch Log reports.

Create a role for payment entry and grant:

Full rights to payment batches and payments with limited rights to accounts, cases, insurances, persons, and organizations, referring physicians, and statement batches
Permissions to view and update accounts, but not to create or delete them
Permissions to Payment Batch reports only

Some actions are implicitly granted to a role and therefore cannot be given or denied. For example, in Back Office, the Create action is not available for Account because an account is automatically created when a case is entered by a user. These actions have a grayed out checkbox with a checkmark indicating the rights to the action are implied and automatically granted to the role. By default, all checkboxes available for rights are blank.

Roles are defined by rights to functions and reports within each Connect application: