Default user roles and privileges

1. Office Staff

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:

• Edit model of active or added devices

• Edit other users' journal entries

• Maintain text snippets

• Delete client audiology status (audiogram)

• Override availability booking (create an event outside of availability)

And the following reports:

• Sales Opportunity Pipeline

• HA Aging

• Product Mix Analysis

• Referral Source - Appointments

  3. Administration

Full Access

  4. Owner

Full Access

Includes the ability to request a full database backup.

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

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

Office Staff

Audiologist/Dispenser/Specialist

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

Office Staff

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

Audiologist/Dispenser/Specialist

Administration

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

Office Staff

Audiologist/Dispenser/Specialist

Owner

Add stock

X

X

X

X

Delete inventory

X

X

Manage inventory

X

X

X

X

Order/receive stock

X

X

X

X

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