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Default Roles | Level of Access | Summary |
---|---|---|
| Limited | No access to COGS privileges. |
2. Audiologist/Specialist/Dispenser | Moderate | No access to COGS privileges. Contains all privileges/reports of the Office Staff role, in addition to the following privileges:
And the following reports:
|
3. Administration | Full Access | |
4. Owner | Full Access | Includes the ability to request a full database backup. |
1. Basic privileges:
Privilege name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Specialist/Dispenser | Administration | Owner | |
Create client | X | X | X | X |
Deactivate client | X | X | X | X |
Delete added aids | ||||
Delete appointments | X | X | X | X |
Delete client photo | X | X | X | X |
Delete user photo or signature | X | X | ||
Edit model of active | X | X | X | |
Edit model of added devices | ||||
Edit patient referral source | X | X | X | X |
Enter 3p payment | X | X | X | X |
Manage Recalls | X | X | X | X |
Marketing | X | X | X | X |
Merge Client | X | X | X | X |
Order new aid | X | X | X | X |
Receive payment | X | X | X | X |
Return items to manufacturer | X | X | X | X |
Return items to stock | X | X | X | X |
Scheduling | X | X | X | X |
Sell items | X | X | X | X |
Send email | X | X | X | X |
Send faxes | X | X | X | X |
View chat | X | X | X | X |
View client | X | X | X | X |
2. Administration Privileges:
Privilege Name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | |
Delete journal entries | X | X | ||
Edit other users' journal entries | X | X | X | |
Maintain aids and options | X | X | ||
Maintain audiometers | X | X | X | X |
Maintain discount reasons | X | X | X | X |
Maintain document properties | X | X | X | X |
Maintain electronic billing settings | X | |||
Maintain event types | X | X | X | X |
Maintain general scheduling settings | X | |||
Maintain healthcare provider types | X | X | X | X |
Maintain healthcare providers | X | X | X | X |
Maintain insurers | X | X | X | X |
Maintain journal entry types | X | X | X | X |
Maintain list of users linked to Noah | X | |||
Maintain locations | X | X | ||
Maintain manufacturers | X | X | ||
Maintain marketing automation settings | X | X | ||
Maintain marketing groups | X | X | ||
Maintain miscellaneous email addresses | X | X | X | X |
Maintain Noah import settings | X | X | ||
Maintain online booking config | X | X | ||
Maintain online form settings | X | X | ||
Maintain orderable items | X | X | ||
Maintain patient types | X | X | X | X |
Maintain payment methods and services | X | X | ||
Maintain private text snippets | X | X | X | |
Maintain public text snippets | X | X | X | |
Maintain pure tone average frequencies | X | X | ||
Maintain recall types and statuses | X | X | X | X |
Maintain referrer types | X | X | ||
Maintain repair pricing | X | X | ||
Maintain repair types | X | X | ||
Maintain resource types | X | X | X | X |
Maintain resources | X | X | X | X |
Maintain revenue groups | X | X | ||
Maintain service plan items | X | X | ||
Maintain users and roles | X | X | ||
Manage templates | X | X | X | X |
Pricing update (Canada only) | X | X | ||
Reopen monthly inventory reconciliation | X | |||
Un-designate events as sales opportunities | X | X | X | X |
Undo hearing aid status | X | X | X | X |
Update prices | X | X | ||
View dashboards | X | X | ||
View wholesale costs | X | X |
3. Accounting Privileges:
Privilege Name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | |
Accounting synchronization | X | |||
Accounts payable | X | X | ||
Backdate accounting | X | X | ||
Clear bank deposit | X | X | ||
Clear undeposited payments | X | X | ||
Delete bank deposit | X | X | ||
Delete invoice | X | X | ||
Delete misc client credit | X | X | ||
Delete refund | X | X | ||
Delete write-off | X | X | ||
Edit client payment | X | X | X | X |
Edit misc client credit | X | X | X | X |
Edit return | X | X | X | X |
Enter bank deposits | X | X | X | X |
Enter manufacturer bill | X | X | ||
Issue client refund | X | X | X | X |
Issue misc client credit | X | X | X | X |
Maintain 3rd party ledger | X | X | X | X |
Regenerate invoices | X | X | X | X |
Set opening Balance | X | X | X | X |
Write off invoice | X | X | X | X |
4. Advanced Privileges:
Privilege Name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | |
All location as default | X | X | X | X |
Cancel aid order | X | X | X | X |
Clear any claims (Canada only) | X | X | ||
Create marketing campaigns | X | X | X | X |
Delete client audiology status | X | X | X | |
Edit prescriber/fitter details | X | X | X | X |
Electronic billing (Canada only) | X | X | ||
Export marketing campaigns and patient groups | X | X | ||
Maintain CareCredit config | X | X | ||
Mark NSF checks | X | |||
Override availability booking | X | X | X | |
View all location | X | X | X | X |
View faxes | X | X | X | X |
5. Document Management Privileges:
Privilege Name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | |
Delete documents | X | X | ||
Edit documents | X | X | X | X |
Store documents | X | X | X | X |
Unlock editable forms | X | X | X | X |
View documents | X | X | X | X |
6. Inventory Privileges:
Privilege Name | Privileges assigned to role | |||
---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | |
Add stock | X | X | X | X |
Delete inventory | X | X | ||
Manage inventory | X | X | X | X |
Order/receive stock | X | X | X | X |
Reports Access
Report category | Report title | Reports assigned to role | |||
---|---|---|---|---|---|
Office Staff | Audiologist/Dispenser/Specialist | Administration | Owner | ||
Financial | All invoices and Returns (Excel only) | X | X | ||
AR Aging Detail (Insurer) | X | X | X | X | |
AR Aging Detail (Patient) | X | X | X | X | |
AR Aging Summary | X | X | X | X | |
Cash Flow Summary | X | X | X | X | |
Closing Rate by Opportunity | X | X | |||
Discount Summary by Provider | X | X | X | X | |
HA Sale and Return Detail | X | X | |||
Insurer Transactions | X | X | X | X | |
Inventory | X | X | |||
Open Transactions (Insurer) | X | X | X | X | |
Open Transactions (Patient) | X | X | X | X | |
Patient AR Statement | X | X | X | X | |
Patient AR Statement (with 3rd party details) | X | X | X | X | |
Price List | X | X | |||
Referral Source - New Patients | X | X | |||
Referral Source - Sales | X | X | |||
Referral Source Analysis | X | X | |||
Revenue Group Report | X | X | |||
Sales by Income Account | X | X | |||
Sales Opportunity Pipeline | X | X | X | ||
Sales Report | X | X | X | X | |
Sales Tax Summary | X | X | |||
Unapplied Credits/Payments | X | X | X | X | |
Management | Appointment Analysis | X | X | X | X |
Cancelled and No Show Appointments | X | X | X | X | |
Daily Schedule | X | X | X | X | |
HA Aging | X | X | X | ||
Healthcare Provider List | X | X | X | X | |
Journal Entries | X | X | X | X | |
KPI Analysis | X | X | |||
Product Mix Analysis | X | X | X | ||
Referral Source - Appointments | X | X | X | ||
User Privileges | X | X | |||
User Report Access | X | X | |||
Mailing labels | Healthcare Provider Mailing Labels (5160) | X | X | X | X |
Healthcare Provider Mailing Labels (8160) | X | X | X | X | |
Patient follow-up | Client Information Sheet | X | X | X | X |
Marketing Automation Follow-up Report | X | X | X | X | |
Marketing Campaigns | X | X | X | X | |
Patient Recalls | X | X | X | X |
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