Setting Up User Types and Permissions
User Types
User Types act like roles, they allow or restrict you from taking certain actions. They can be accessed by going to Settings -> User Types Tab (note, not all users have the ability to manage user types).
By default, there are 5 standard user types:
- Technician
- Clinician
- E-Signer
- Biller
- Admin
If your organization chooses, custom user types can be created - more details regarding individual permissions can be found below.
A few notes:
- Default user types can have their permissions updated; however, they cannot be entirely removed
- Updating permissions for existing user types will impact all users currently assigned that user tpye
- Custom user types cannot be deleted if it is assigned to a user
Permissions Overview
The following provides a high level overview of what permissions control within Rhythm360. If you have more specific questions or need clarification, contact support.
Report Dashboards + Processing
| Permission | Options | Core Behavior |
| CIED Technician Dashboard |
|
Ability to view and take actions on CIED reports that are on the Tech Dashboard. This covers whether you can access the dashboard and take actions on reports (e.g. submit, dismiss, etc.). |
| HF/HTN Technician Dashboard |
|
Ability to view and take actions on HFHTN reports that are on the Tech Dashboard. This covers whether you can access the dashboard and take actions on reports (e.g. submit, dismiss, etc.). |
| CIED Clinician Dashboard |
|
Ability to view and take actions on CIED reports that are on the Clinician Dashboard. This covers whether you can access the dashboard and take actions on reports (e.g. send back to tech, archive, etc.). eSigning is a separate permission! |
| HF/HTN Clinician Dashboard |
|
Ability to view and take actions on HFHTN reports that are on the Clinician Dashboard. This covers whether you can access the dashboard and take actions on reports (e.g. send back to tech, archive, etc.). eSigning is a separate permission! |
| Signed Reports Dashboard |
|
Ability to view and take actions on the Signed Reports Dashboard. Note:
|
| E-Sign Reports |
|
In conjunction with View/Edit permissions for the CIED Clinician Dashboard and/or HFHTN Clinician Dashboard, allows the user to eSign reports. |
Billing + Compliance
| Permission | Options | Core Behavior |
| Technical Billings Dashboard |
|
Ability to view and take action on technical billing codes (e.g. archive, edit). |
| Professional Billings Dashboard |
|
Ability to view and take action on professional billing codes (e.g. archive, edit). |
| Master Biller |
|
Can perform all billing related actions |
| Compliance Dashboard |
|
Ability to view and manage patients on the Overdue Report and Disconnected Monitor Compliance Dashboards. |
Management of Patients + Devices
| Permission | Options | Core Behavior |
| Patient Management |
|
Ability to view and update details about the patient (e.g. name, DOB, etc.) |
| Device Management |
|
|
| Clinical Management |
|
|
Administrative Capabilities
| Permission | Options | Core Behavior |
| User Management |
|
Ability to manage individual users as well as user types. |
| Clinic Admin |
|
Ability to manage clinic level configurations and settings. |
Other
| Permission | Options | Core Behavior |
| Bulk Export Data |
|
Allows the ability to download exports of tables (e.g. Patient List). Note, this can also be set on a per-user basis. |
Example Build
Imagine you have an MA that you want using R360 for the following goals:
- Ensure there's accurate patient data (e.g. Name, DOB, MRN all align w/ EHR)
- Manually download signed reports and move them to the EHR
- Keep an eye on flow of reports (e.g. no major backlogs)
- Help techs follow up on overdue reports
- Add/remove users as staff changes
- You DO NOT want them being able to process reports and bill.
| CIED Technician Dashboard | Can View | Ensures they can view reports and that there's no backlog; however, they cannot process reports themselves |
| HF/HTN Technician Dashboard | Can View | Ensures they can view reports and that there's no backlog; however, they cannot process reports themselves |
| CIED Clinician Dashboard | Can View | Ensures they can view reports and that there's no backlog; however, they cannot process reports themselves |
| HF/HTN Clinician Dashboard | Can View | Ensures they can view reports and that there's no backlog; however, they cannot process reports themselves |
| Signed Reports Dashboard | Can View/Edit | Allows them to see all signed reports and once they're moved to the EHR, archive it |
| E-Sign Reports | No Permission | Do not want them esigning reports |
| Technical Billings Dashboard | Can View or No Permission |
If they should have access to view billing they can, otherwise, they can be restricted from viewing them. |
| Professional Billings Dashboard | Can View or No Permission |
If they should have access to view billing they can, otherwise, they can be restricted from viewing them. |
| Master Biller | No Permission | Do not want to grant them editing permissions |
| Compliance Dashboard | Can View/Edit | Will give them the ability to manage overdue reports and disconnected monitors |
| Patient Management | Can View/Edit | Ensures they can update patient demographics and details. |
| Device Management | Can View/Edit | Ensures they can update device info such as if they learn a device has been deactivated or explanted. |
| Clinical Management | Can View | Ensures they are not updating clinical data outside their scope of practice |
| User Admin | Can View/Edit | Ensures they can help add/remove staff as they are hired or depart. |
| Clinic Admin | No Permission | Do not want them configuring clinic-wide settings |
| Bulk Export Data | No Permission | Don't want them downloading CSVs full of PHI. |