Roles: Rights Descriptions

Permissions for actions allow users to perform the actions of an element in a Connect application.

You can grant rights to the element by granting permissions to the actions users are allowed to perform within that element. Some actions are implicitly granted to a role and therefore cannot be given or denied. The rights to these actions are implied and automatically granted to the role. For example, the Create action is not available for Account because an account is automatically created when a user creates a case.

The following actions are available for all elements:

Action	Description
View	This right is the most restrictive settings as it only permits users assigned to the role access to the element in view mode. The users assigned to the role can only view information and are not allowed to perform any editing functions.
Create	This right permits the users assigned to the role to create entities in the Connect application related to the element. For example, permissions granted for the Create action to the Charge Batches element in Connect Back Office allows users to create charge batches. Permissions granted for the View action for a report in Portal allows users to access and run a report. Permissions granted for the Create action for a report allows users to save reports with configured filter criteria for future reuse.
Update	This right permits the users assigned to the role to modify entities in the Connect application related to the element. For example, permissions granted for the Update action to the Payments element in Back Office allows users to modify payment information.
Delete	This right permits the users assigned to the role to delete entities in the Connect application related to the element. For example, permissions granted for the Delete action to the Payment Batches element in Back Office allows users to delete payment batches.

If an action (View, Create, Update, Delete) is selected for a role being defined, the listed permissions for the element are enabled.

Tab	Elements	View	Create	Update	Delete
Administration
	Account Status	Select Account Status from Home page Select Account Status from Admin menu Select different items in the Account Status table Close button enabled	Create button enabled	Update Associated Practices Select All/None button enabled	Delete button enabled
	Actions & Action Series	View information on Actions and Action Series form All filters and Show Inactive checkbox enabled Update button enabled	Create button enabled Creation of new Actions & Action Series	Modify all existing fields on Update form Remove series action on Update form	Delete button enabled
	Adjustment Codes	Select Adjustment Codes from Home page Select Adjustment Codes from Admin menu Close button enabled	Create button enabled	Modify the Active flag within the Adjustment Code table	Not applicable
	Case Error Rules	Select Case Error Check from Home page Select Case Error Check from Admin menu Close button enabled	Creation of custom rules & rule definitions.	Update button enabled	Not applicable
	Case Hold Reasons	Select Case Hold Reasons from Home page Select Case Hold Reasons from Admin menu Close button enabled	Create button enabled	Select values in the Associated Practices section Select All/None button enabled	Delete button enabled
	Case Reporting Types	Select Case Reporting Types from Home page Select Case Reporting Types from Admin menu Close button enabled	Create button enabled	Update button enabled Modify Name and save change	Delete button enabled
	Claim Holds	Select Claim Holds from Home page Select Claim Holds from Admin menu Close button enabled	Create button enabled	Update button enabled Process updates on existing Claim Holds	Delete button enabled
	Code Mappings	Select Code Mappings from Home page Select Code Mappings from Admin menu Modify the Code Year field Check/uncheck the Show System Code Mappings checkbox	Create button enabled	Not applicable	Delete button enabled
	Collection Letters	Select Collection Letters from Home page Select Collection Letters from Admin menu Close button enabled on the Collection Letters Admin and Collection Letter pages Print Preview button enabled on the Collection Letter page Update button enabled: View collection letter layout, but not make changes to Letter text or Available data fields sections Modify the Language field	Create button enabled on the Collection Letters Admin page	Modify all areas of the Collection Letter page, including: Name Language Letter text section Available data fields section Save and Apply buttons enabled	Delete button enabled
	Collections - Collector Groups	Access Collector Groups tab from Admin > Collections page	Create button enabled to create Collector Groups	Update button enabled Modify associated collectors Select All/None button enabled	Delete button enabled to delete Collector Groups
	Collections - Denial	Access Denial Connections tab from Admin > Collections page Filters on Denial Assignment form enabled	Create button enabled to create Denial Groups	Update groups on Denial Groups form Add and remove associated denial codes Associate practices to groups Add, Update, and Remove denial assignment rules	Delete button enabled to delete Denial Code Groups
	Collections - Enterprise	Access Admin > Collections page	Not applicable	Configure Enterprise Guarantor Collections rules on primary Guarantor Collections tab Configure Enterprise Insurance Collections rules on primary Insurance Collections tab	Not applicable
	Collections - External	Access External Collections tab from Admin > Collections page Select practices on the External Collections tab	Not applicable	Modify all fields on the External Collections tab	Not applicable
	Collections - Guarantor	Access Guarantor Collections tab from Admin > Collections page Select and update practices View information on Task Generation andTask Assignmentforms for selected practice	Enable Guarantor Collections checkbox enabled	Update task generation rules Update general task assignment rules Add, Update, and Remove task assignment rules	Not applicable
	Collections - Insurance	Access Insurance Collections tab from Admin > Collections page Select and update practices View information on Task Generation and Task Assignment forms for selected practice	Enable Insurance Collections checkbox enabled	Update task generation rules Update general task assignment rules Add, Update, and Remove task assignment rules	Not applicable
	Collections - Pre-Collections	Access External Collections tab from Admin > Collections page Select practices on the Pre-Collections tab	Not applicable	Modify all fields on the Pre-Collections tab	Not applicable
	Concurrency Schemes	Select Concurrency Schemes from Home page Select Concurrency Schemes from Admin menu Close button enabled on the Concurrency Schemes and Concurrency Scheme pages Update button enabled: View all information on the General Concurrency Scheme Information, Excluded Procedure Codes, and Physical Status Modifiers tabs	Create button enabled Clone button enabled	Modify the Default setting on the Concurrency Schemes page Modify all areas for the Concurrency Scheme, this includes all information on the following: General Concurrency Scheme Information tab Excluded Procedure Codes tab Physical Status Modifiers tab Delete button enabled on the Excluded Procedure Codes tab Save and Apply buttons enabled	Delete button enabled
	Custom Fields	Select Custom Fields from Home page Select Custom Fields from Admin menu Select Custom Fields in the Custom Fields tab Close button enabled	Create button enabled	Update button enabled Modify the Custom Field Description Select values in the Associated Practices section Select All/None button enabled	Delete button enabled
	Denial Management	Select Custom Fields from Home page Select Custom Fields from Admin menu Select Custom Fields in the Custom Fields tab Close button enabled	Create button enabled	Modify denial code settings Modify Group and Reason Code fields on the Denial Code window Add and Delete buttons enabled on the Denial Code window	Delete button enabled
	EDC Interface Configurations	Select EDC Interface Configurations from Home page Select EDC Interface Configurations from Admin menu Close button enabled Update button enabled: Modify the Mapping Element field All other items/tables disabled	Create button enabled	Modify Configuration Name field Modify Batch Cases by radio buttons Modify the Excluded flag on the mapping table Create and Delete buttons enabled on the mapping table Save and Apply buttons enabled	Delete button enabled
	Eligibility - Excluded Payers	Access Eligibility / Excluded Payers tab from Home page Access Eligibility / Excluded Payers tab from Admin menu Close button enabled	Create button enabled on Eligibility > Excluded Payers tab	Not applicable	Delete button enabled on Eligibility > Excluded Payers tab
	Eligibility - Payer Mappings	Select Eligibility from Home page Select Eligibility from Admin menu Close button enabled	Create button enabled on Eligibility > Payer Mappings tab	Update button enabled Modify TriZetto Payer ID/Name fields Save and Cancel buttons enabled on the mapping table	Delete button enabled on Eligibility > Payer Mappings tab
	External Collection Agencies	Select External Collections from Home page Select External Collections from Admin menu Close button enabled Update button enabled: View all items on the External Collection Agency page, but not update	Create button enabled	Modify all information on existing External Collection Agencies Save and Apply buttons enabled	Delete button enabled
	Facilities	Select Facilities from Home page Select Facilities from Admin menu Close button enabled on Facilities and Facility pages Update button enabled: View-only access to the following Facility tabs: General Facility Information tab Affiliated Providers tab Facility NPI Numbers tab	Create button enabled	Modify the following: Facility Name and Address fields Identification section Practice Affiliations section Place of Service Types section Select All/None buttons enabled All fields on Affiliated Providers and Facility NPI Numbers tabs Save and Apply buttons enabled	Delete button enabled
	Fee Schedules	Select Fee Schedules from Home page Select Fee Schedules from Admin menu Close button enabled on Fee Schedules and Fee Schedule: [ID] pages Update button enabled: View-only access to all tabs	Create button enabled	Modify all information for the fee schedule	Delete button enabled
	Financial Classes	Select Financial Classes from Home page Select Financial Classes from Admin menu Close button enabled Select Financial Classes in the table	Create button enabled	Update button enabled Modify the Financial Class Name and Description	Delete button enabled
	Mobile	Select Mobile from Home page Select Mobile from Admin menu Close button enabled Modify the Practice field	Create button enabled for Image Upload Enable Connect Mobile Assistant checkbox enabled	Modify Visible and Required checkboxes Save and Apply buttons enabled	Delete button enabled for Image Upload
	Payers & Plans	Select Outcomes from Home page Select Outcomes from Admin menu Filters fields enabled Expand All and Collapse All buttons enabled Update button enabled Close button enabled On Payer page: Select plans in Linked Plan table on the General tab Update button enabled on the General tab Modify Practice field on Provider IDs tab View-only access to all remaining fields on all tabs Close button enabled On Plan page: Modify Practice field on the Provider IDs tab View-only access to all remaining fields on all tabs Close button enabled	Create Payer button enabled Create Plan button enabled Clone button enabled Create button enabled on the Payer page / General tab	Copy Paper Claim Settings button enabled Save and Apply buttons enabled on the Payer and Plan pages	Delete button enabled
	Practices	Select Practices from Home page Select Practices from Admin menu Close button enabled on Practices and Practice: [name] pages Update button enabled: View-only access to all tabs	Create button enabled	Modify all tabs and information for the practice	Delete button enabled
	Procedure Categories	Select Procedure Categories from Home page Select Procedure Categories from Admin menu Close button enabled	Create button enabled	Update button enabled Modify the Procedure Category page	Delete button enabled
	Procedure Codes	Select Procedure Codes from Home page Select Procedure Codes from Admin menu Close button enabled Search button enabled Filters fields enabled Modify Show System Procedure Codes checkbox	Create button enabled	Update button enabled Modify the Procedure Codes window	Not applicable
	Providers	Select Providers from Home page Select Providers from Admin menu Close button enabled View Attachment button enabled Filters fields enabled Update button enabled: View-only access to Provider page Close button enabled Open a provider and scroll the Practice Affiliations table and Facility Affiliations table; view if a Practice or Facility is affiliated to the provider	Create button enabled	Modify all fields on the Provider page Save and Apply buttons enabled	Delete button enabled
	Pseudo Code Mappings	Select Pseudo Code Mappings from Home page Select Pseudo Code Mappings from Admin menu Close button enabled	Create button enabled	Update button enabled	Not applicable
	Quality - AQI Reports	Select Quality from Home page (and then AQI Reports tab) Select Quality from Admin menu (and then AQI Reports tab) Close button enabled	Export button enabled	Not applicable	Not applicable
	Quality - Outcomes/Outcome Groups	Select Quality from Home page (and then Outcomes/Outcome Groups tabs) Select Quality from Admin menu (and then Outcomes/Outcome Groups tabs) Close button enabled Filters fields enabled Modify Show System Outcomes and Show Inactive checkboxes	Create button enabled	Update button enabled	Delete button enabled
	Report Permissions	Select Report Permissions from Home page Select Report Permissions from Admin menu Close button enabled Modify and select folders in the Folders section	Create button enabled	Modify values in the Permissions section	Delete button enabled
	Rooms For any non-Admin user with Rooms permissions, be sure to also give him/her View permissions for Facilities in order to properly use the Rooms functionality.	Select Rooms from Home page Select Rooms from Admin menu Select different items in the Rooms table Close button enabled	Create button enabled	Update button enabled Associated/disassociate rooms with facilities in the Associated Facilities table	Delete button enabled
	Statement Override Messages	Select Statement Override Messages from Home page Select Statement Override Messages from Admin menu Close button enabled Select items in the Message Name section Modify the Statement Language field	Create button enabled Clone button enabled	Rename button enabled Select All/None button enabled Apply button enabled Modify the Override Message field Modify values in the Associated Practices section	Delete button enabled
Security
	Access Restrictions	Select Access Restrictions from Home page Select Access Restrictions from Security menu Close button enabled	Create button enabled Modify the Enable Access Restrictions checkbox	Update button enabled	Delete button enabled
	Password Policy	Select Password Policy from Home page Select Password Policy from Security menu Close button enabled	Not applicable	Modify all fields on the Password Policy page Save and Apply buttons enabled	Not applicable
	Roles	Select Roles from Home page Select Roles from Security menu Close button enabled on Roles and Role pages Update button enabled: View-only access to Rights section View-only access to Reports section	Create button enabled Clone button enabled	Modify all fields on the Role page Save and Apply buttons enabled	Delete button enabled
	Session History	Select Session History from Home page Select Session History from Security menu Close button enabled	Not applicable	Not applicable	Not applicable
	Sessions	Select Sessions from Home page Select Sessions from Security menu Close button enabled Refresh Data button enabled	Not applicable	Not applicable	End Session button enabled
	Users	Select Users from Home page Select Users from Security menu Close button enabled on Users and User pages Update button enabled: View-only access to User page	Create button enabled	Reset Password button enabled Unlock button enabled Modify all fields on the User page Save and Apply buttons enabled	Not applicable