Updated 08/31/2017

Below is a list of all the permissions within CentralReach.  They are organized by module and list out the individual permissions available to be assigned to each user.  Below each permission is a short description of what function each permission allows the user to perform.

Billing

  • Access
    • Basic access to the billing module for creating timesheets
  • Accrued > Access
    • Access to accrued financial reporting
  • Billing > Access
    • Access the Billing tab
  • Billing > Create Invoices
    • Access to create invoices from the billing view
  • Billing > Download
    • Access to export the billing view
  • Billing > Manage Organization Labels
    • Add, edit, or remove organization billing labels
  • Billing > Manage Payments
    • Access to create and manage payments
  • Billing > Manage Timesheets
    • Manage timesheets on behalf of other employees and clients in their network. This includes converting appointments, being able to add/edit timesheets of others, see billed rates, as well as override authorization overbilling restrictions
  • Invoices > Access
    • Access to view, manage, and print invoices
  • Payments > Access
    • Access to the payments module
  • Receivables > Access
    • Access to the real-time receivables report
  • Sales > Access
    • Access to the real-time sales
  • Service Codes > Manage Organization Labels
    • Add, edit, or remove organization service code labels
  • Service Codes > Use Organization Labels
    • Add and remove organization labels to and from service codes
  • Settings > Manage
    • Access to the billing settings
  • Timesheets > Access
    • Access to the timesheets tab
  • Timesheets > All Conversion Modification
    • Ability to modify timsheets while converting them from an appointment
  • Timesheets > Download
    • Access to export the timesheets tab
  • Timesheets > Manage Timesheets
    • Manage timesheets on behalf of other employees and clients in their network

Claims

  • Access
    • Basic access to the Claims module
  • Claims > Create
    • Create claims from the billing view
  • Claims > Manage Organization Labels
    • Add, edit, and remove organization claims labels
  • Claims > Use Organization Labels
    • Add and remove organization claim labels to and from claims
  • Settings > Manage
    • Add, edit, or delete claim insurance settings

Contacts

  • Access
    • Basic access to the Contacts module
  • Account > View Invoices/Charges & Payments
    • View organization invoices, charges and payments that come from CentralReach
  • Add New > Clients
    • Add clients using the default form which includes no automation
  • Add New > Clients Using Custom Forms
    • Add clients using custom client forms which include additional steps and automation
  • Add New > Employees
    • Add employees using the default form which includes no automation
  • Add New > Employees Using Custom Forms
    • Add employees using custom employee forms which include additional steps and automation
  • Add New > Generics
    • Add generics using the default form which includes no automation
  • Add New > Generics Using Custom Forms
    • Add generics using custom generic forms which include additional steps and automation
  • Add New > Providers
    • Add new providers to the system
  • Contacts > Manage Employees
    • Edit other employees that are in network
  • Contacts > Manage Meta-Data
    • Edit an employee/client’s meta data
  • Contacts > Manage Organization Labels
    • Add, edit and remove organization labels
  • Contacts > Use Organization Labels
    • Add and remove organization labels to and from contacts
  • Utilities > Bulk-Connect Employees & Clients
    • Use the employee-client bulk connection utility
  • Utilities > Bulk-Connect Employees & Employees
    • Use the employee-employee bulk connection utility
  • Utilities > Export Contacts
    • Use the export-contacts utility
  • Utilities > Import Clients
    • Use the client import utility
  • Utilities > Import Employees
    • Use the employee import utility
  • Utilities > Manage Meta-Data
    • Manage meta data fields for the organization
  • Utilities > Manage Organization Forms
    • Add, edit, and remove custom organization contact forms

Files

  • Access
    • Basic access to the files module
  • Authorizations > Access (Basic)
    • Access authorizations tab in billing, with rights to see any authorizations they are a part of
  • Authorizations > Access (Full)
    • Access authorizations tab in billing, with rights to see all authorizations of people in their organizations network, as well as authorized amounts
  • Authorizations > Manage
    • Add, edit, or remove authorizations from files
  • Authorizations > Manage Templates
    • Manage re-usable authorization templates
  • Document Management > Classify Documents
    • Classify existing documents using document management templates
  • Document Management > Manage Templates
    • Add, edit, and remove Document Templates
  • Document Management > View Report
    • Access to the Document Management Report
  • Files > Manage
    • Edit and delete files that are shared with the grantee
  • Files > Manage Organization Labels
    • Add, edit, and remove organization labels
  • Files > Upload
    • Upload files
  • Files > Use Organization labels
    • Add and remove organization labels to and from files

Learn

  • Access
    • Basic Access to the Learn module
  • Course Groups > Billing Admin
    • Purchase, cancel, or modify a Course Group subscription
  • Course Groups > Seat Admin
    • Add and remove employees from Course Group seats
  • Learning Tree > Access Progress Report
    • View all employee’s RBT course, HIPAA course, and CEU courses
  • Learning Trees > Add New
    • Create learning trees or courses and training materials
  • Learning Trees > Manage Organization Labels
    • Add, edit, or remove organization labels
  • Learning Trees > Use Organization Labels
    • Add and remove organization labels to and from learning trees
  • Sessions > Add New
    • Create new sessions and session groups
  • Sessions > Manage
    • Sharing of sessions with other users (even if they are not the creator)
  • Settings > ABC Data Table Creator > Manage Organization Templates
    • Edit the organization’s ABC templates
  • Settings > Criteria & Prompting Templates > Manage
    • Access to create and Criteria & Prompting Templates
  • Settings > Note/Instruction Templates > Manage
    • Manage and use Note Templates
  • Settings > Routines > Manage
    • Access to create and manage Learn Routines
  • VBMapp > Access
    • View VBMapp assessments for any clients that they are connected to, that have a VBMapp started
  • VBMapp > Add New
    • Create new VBMapp assessments. Users can start a new assessment for clients in their account

Messaging

  • Chat > Access
    • Access to use the chat module
  • Module > Access
    • Basic access to the messaging module

Notes

  • Access
    • Create and complete a note/form for a client or provider
  • Notes Templates > Manage
    • Create, add, delete, and overall manage note and form templates for the organization

Payroll

  • Access
    • Basic access to the payroll module

Permissions

  • Access
    • Basic access to the permissions module
  • Groups > Manage
    • Allows managing groups & permissions for employees

Reporting

  • Access
    • Basic access to the reporting module
  • Settings > Manage
    • Use report settings allowing individual report assigning

Scheduling

  • Access
    • Basic access to the scheduling module
  • Appointments > Allow Cancelling One-Off
    • Ability to cancel a single appointments
  • Appointments > Allow Cancelling Recurring
    • Ability to cancel entire series of a recurring appointment
  • Appointments > Allow Deleting One-Off
    • Ability to delete a single appointment
  • Appointments > Allow Deleting Recurring
    • Ability to delete entire series of a recurring appointment
  • Appointments > Allow Edit Converted (New)
    • Allows the user to edit previously converted appointments on the schedule
  • Appointments > Manage Organization Labels
    • Add, edit, and remove organization labels
  • Appointments > Use Organization Labels
    • Add and remove organization labels to and from appointments
  • Settings > Manage Client Availability
    • Access to manage client availability
  • Settings > Manage Client Locations
    • Ability manage client appointment locations
  • Settings > Manage Client Settings
    • Ability to configure specific schedule settings for clients
  • Settings > Manage Employee Appointment locations
    • Access to manage employee specific appointment locations
  • Settings > Manage Employee Appointment Types
    • Access to manage employee specific appointment types
  • Settings Manage Employee Appointment Locations
    • Access to manage employee specific appointment locations
  • Settings > Manage Employee Availability
    • Access to manage employee specific availability
  • Settings > Manage Employee Permissions
    • Access to manage employee permissions within the schedule settings
  • Settings > Manage Own Appointment Locations
    • Access to manage his/her own appointment locations
  • Settings > Manage Own Appointment Types
    • Access to manage his/her own appointment types
  • Settings > Manage Own Availability
    • Access manage his/her own availability
  • Settings > Manage Own Schedule
    • Access to manage his/her own schedule
  • Settings > Sync Appointment Types
    • Sync appointment types of users that are in network

Tasks

  • Access
    • Sync appointment types of users that are in network
  • Tasks > Administrator
    • Access tasks of co-workers and clients in network
  • Tasks > Manage Organization Labels
    • Add, edit, and remove organization labels
  • Tasks > Manage Settings
    • Access to manage task settings
  • Tasks > Use Organization Labels
    • Add and remove organization labels to and from tasks