Best Practice Guidelines: Healthcare Practice Management

16. Appendix B: Web App Roles & User Access

It is essential that users have defined roles and limited access to functions and information in the software system. Typically your owner will have full access, but other users will have limited access to tasks and information pertinent to one or more roles they fulfill in the practice.

GoodX Web App has predefined roles with predefined user access to make it easy for the practice to get going on the system without too much consultation. If users fulfil more than one role in the practice, more than one role can be linked to the user and all the user access capability will compound to give the user all the access rights that all the linked roles allow.

Take note that all users' access limitations can be designed according to the needs of the practice. 

In the Web App:

  1. Users can be linked to one or more Entities;
  2. Users can be linked to one or more system Roles per Entity (the default roles are described below) and they can be directly linked to Groups. This means that one user can have different system roles / access for each entity.
  3. Roles can be linked to one or more Groups, which are the basic system access items that provide access to functions / actions and information in the software.

Here follows an example of how Entities, Users, Roles and Groups (actions) can be linked in the Web App:


In this example Doctor A and Doctor B have their own practices, but share one reception area.

User 1:

Doctor A is working in Practice A as Practitioner in Entity 1. His access is set to the Practitioner role.

User 3:

Doctor B is working in Practice B as Practitioner in Entity 2. His access is set to the Practitioner role.

User 2:

User 2 works in the reception area. She fulfills the role of Practice Manager for Practice A with all the access available to fulfill her duties as practice manager. However, she works only as Receptionist and Cashier for Practice B, with the added ability to reverse the receipts that she captures for her role as Cashier.


Default Web App Default Roles and their User Access

The following default Roles with their corresponding access can be linked to Users of the Web App (more than one role can be linked to a user):

Administrator

  • Administrator Invoice Post
  • Base User
  • Bed Management (Clinic/Hosp)
  • Billing Management
  • Booking Management
  • Case Management (Clinic/Hosp)
  • Cash Register Admin
  • Clinical
  • Clinical Assistant
  • Clinical Full
  • Credit Note
  • Debtor Patient Management
  • Diary Management
  • Doctor Management
  • Documents
  • Download Document Files
  • Edit ERA Header and Payments
  • Entity Management
  • Force Switch
  • Invoicing
  • Journal
  • Nurse Invoice
  • Receipting
  • Reporting
  • Reverse Receipts
  • Save Bookings
  • Save Cash Register
  • Site Admin
  • Supervisor Functions
  • Super User
  • System
  • System Admin
  • Task Assignment
  • User Entity Link Management
  • User Entity Settings
  • User Management
  • View Clinical Case


Practitioner

  • Administrator Invoice Post
  • Base User
  • Billing Management
  • Cash Register Admin
  • Clinical
  • Clinical Full
  • Credit Note
  • Debtor Patient Management
  • Diary Management
  • Documents
  • Download Document Files
  • Edit ERA Header and Payments
  • Force Switch
  • Invoicing
  • Journal
  • Receipting
  • Reporting
  • Reverse Receipts
  • Save Bookings
  • Save Cash Register
  • Site Admin
  • Supervisor Functions
  • System
  • Task Assignment
  • View Clinical Case



Practice Manager

  • Administrator Invoice Post
  • Base User
  • Billing Management
  • Booking Management
  • Cash Register Admin
  • Clinical
  • Clinical Full
  • Credit Note
  • Debtor Patient Management
  • Diary Management
  • Doctor Management
  • Documents
  • Download Document Files
  • Edit ERA Header and Payments
  • Entity Management
  • Force Switch
  • Invoicing
  • Journal
  • Receipting
  • Reporting
  • Reverse Receipts
  • Save Bookings
  • Save Cash Register
  • Site Admin
  • Supervisor Functions
  • System
  • Task Assignment
  • User Entity Link Management
  • User Entity Settings
  • User Management
  • View Clinical Case


Receptionist

  • Base User
  • Booking Management
  • Clinical Assistant
  • Debtor Patient Management
  • Diary Management
  • Documents
  • Download Document Files
  • Receipting
  • Reporting
  • Save Bookings
  • Save Cash Register
  • Task Assignment


Billing Expert

  • Administrator Invoice Post
  • Base User
  • Billing Management
  • Credit Note
  • Debtor Patient Management
  • Doctor Management
  • Documents
  • Download Document Files
  • Force Switch
  • Invoicing
  • Journal
  • Receipting
  • Reporting
  • Reverse Receipts
  • Task Assignment


Credit Controller

  • Administrator Invoice Post
  • Base User
  • Billing Management
  • Credit Note
  • Debtor Patient Management
  • Documents
  • Download Document Files
  • Edit ERA Header and Payments
  • Force Switch
  • Invoicing
  • Journal
  • Receipting
  • Reporting
  • Reverse Receipts
  • Task Assignment


Cashier

  • Base User
  • Debtor Patient Management
  • Download Document Files
  • Receipting
  • Reporting
  • Task Assignment


Stock Controller

  • Base User




Bookkeeper

  • Base User
  • Billing Management