All roles have access to the Learning Center, as well as the practice hierarchy.
Role | Description | Initial Features Accessible* |
Primary Admin | Access to everything | All |
User Admin | Access to administer users, but no financial or clinical access | Primary Admin -> User Management |
Clinical Practitioner* | Access to clinical data, but not financial information | Member List Patient-level clinical info (subject to data permissions below) |
Financial Admin | Access to financial information, but not clinical information. Please note this includes patient names, but no clinical data | Payment Statements
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*Note that if your staff is going to be taking actions in the platform, even if they aren't clinical practitioners, their user role should be Clinical Practitioner because they will be handling clinical data
As we add features, we'll provide access in line with these roles. For example, only those with primary admin or clinical access roles will gain access to new clinical info, but those with the financials role will not get those new clinical features.