Considerations

• Standard roles are typically:
  • Administrator (full permissions):  Users can access every piece of functionality in HealtheFirst
  • Basic User ("no" permissions):  Users can only access their services, their patients, and an address book of other users
• Are other, non-standard roles required (access only to billing, access only to configuration, etc.)?
• Are there any payroll considerations?  Do certain users require the same permissions, but different payment for completing certain services?

Entering Data

Use the standard HealtheFirst interface to enter user role details (Staff > [dropdown] > Roles > Create New Role).  Please keep the following in mind:

• As with all manual entry options, this can be slightly labor intensive if there are a large number of roles required for your organization.  However, there are typically only a few roles, and manual entry provides the quickest and most reliable way for you to enter data. 
• Role names and permissions can be easily updated at any time, so if there are any concerns about what permissions a certain role should have, always default to less permissions, and you can grant more to that group when needed/requested.