Staff Permissions Glossary (My Clients Plus 3.0)

  Permissions: You must have Organization Administration Permissions.

There are 5 general levels of Permissions in My Clients Plus, but there is a lot of customization you can do with them.  

IMPORTANT: To give a Staff Member Provider permissions, they must first be subscribed.

Jump to Section [Default Permissions] [Billing Permissions] [Provider Permissions] [Administration Permissions] [Organization Administration Permissions]

Default Permissions

By default, when a Staff Member is added to My Clients Plus, they will automatically be given these permissions.

Agenda User will be able to view the Agenda for all Therapists and Edit Appointment Status. Clients User will be able to Register (add) or Import Clients. User will be able to view Client Details tab. Clients Optional - If selected User: Can edit client details Can edit staff profile information Can view and edit client referral Can create and import clients Can delete clients Can modify setting to allow multiple appointments in same slot Can upload client general documents Can assign staff members to clients & cases Can access and manage prospective client list Can invite clients to the client portal Reports User will be able to view the listed Reports. Calendar User will be able to view the Calendar for all Therapists and add Appointments.

Dynamic Forms

• If selected, User will be able to view and create entries for Dynamic Forms in the Client Profile within My Clients Plus.

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Billing

Client Data User will be able to view the Client Ledger including all Invoices created and Payments made. User will be able to view and edit the Client Billing and Insurance on their Bill To & Insurance Info tab. User will be able to view the Client Payment History Report. Reports User will be able to view the Billing Reports.

Insurance

• If selected, User will be able to submit Claims to the Clearinghouse. They will be able to see all tabs on the Billing > Claims tab (Awaiting Submission, Submitted, Rejected/Denied, etc.) and manage Claims in any state.

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Provider

Default Permissions will also automatically enable when you select Provider Permissions. You can manually deselect certain Default permissions if desired.

IMPORTANT: To give a Staff Member Provider permissions, they must first be subscribed.

Assigned Cases User will be able to view all Assigned Cases. Client Data User will be able view and manage Other Client Assessment details User will be able to view and manage a Client's General Documents. User will be able to view the Client Notes History Report. User will be able to view the Client's Reminder Log tab in their Client Profile. Reports User will be able to view the Cases Reports. Optional - If selected, User: Can only view assigned Clients. If the Therapist is not assigned to the Client, they will not be able to see that Client at all in My Clients Plus. Additionally, if selected, all Client Data permissions will apply only to Client's you are assigned to.

Optional (Continued) - If selected, User:

• Can only view personal calendar & agenda - When selected, Provider will only have access to their calendar and agenda and cannot see others' calendars or agendas.
• Can use bulk edit appointments - When selected, Therapist will have the ability to use the bulk edit appointments feature.
• Notes Require Supervisory Review - If selected, you will enter their Supervisors name. Any Notes this Therapist writes will be submitted to their Supervisor. 
  

  NOTE: A staff member assigned as a Supervisor cannot also have a Supervisor. This will cause errors in the supervisory review process. 

  
  
  • Can Access Patient Notes
  • Must Review and Approve all Notes - Supervisor will be alerted when there is a new Note to be reviewed. They will review and approve the Note. The Note will be sent back to the Therapist to make changes and then save and e-sign if applicable.
  • Must Review and Co-Sign all Notes - Supervisor will be alerted when there is a new Note to be reviewed. They will review the Note and then co-sign the Note. It will be sent back to the Therapist, they will also co-sign the Note and save it. 
• Can Edit Place of Service on Progress Note 
  

  NOTE: If Therapist also has Billing Permissions, this will be selected by default.

Dynamic Forms

• Can Add, Edit, and Archive Dynamic Forms - If selected User will be able to add and manage Dynamic Forms for you Organization.

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Administration

Default and Billing Permissions will also automatically enable when you select Administration Permissions. In addition to those Permissions, Administrators will be able to access Organization level settings and Staff functions.

IMPORTANT:  Non-Therapist users cannot be a Rendering Provider on a claim or sign documentation.

Organization User will be able to set and manage Organization wide Settings such as Service Types, Locations and Rooms, etc. User will be able to view all Staff Activity in the Activity Log.

Staff

• User will be able to add and manage Staff. This includes giving Staff appropriate Permissions. Additionally, an Administrator will be able to Inactivate and Activate Staff members in the system.

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Organization Administration

Default, Billing, and Administration Permissions will also automatically enable when you select Administration Permissions. In addition, Organization Administrators will be able to do the following.

IMPORTANT: Non-Therapist users cannot be a Rendering Provider on a claim or sign documentation.

Organization User will be able to enable and setup Appointment Reminders. User will be able to setup and manage Insurance Claim Settings. User will be able to setup and manage Billing Information for their Organization, this includes updating payment methods for your My Clients Plus Subscriptions.

• User will be able to enable and manage Subscriptions, including things like Telehealth, e-Prescribe, Wiley, etc.
• User will be able to enable and manage organization wide Client Portal settings.
• User will be able to Export Client Data from My Clients Plus.

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