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Cloud9 credentialing

Things to check:

  1. Need access to Edit > Setup > Employees
  2. Our user account needs to have the Patient Locator Bar enabled.
    1. Steps to Enable: _Edit > Setup > Employees > Find our account > Show Patient Locator > Save
  3. Need access to Edit > Setup > Contact Info Type and a row called Home is present in that view.
  4. Need access to Setup > Patient Comment Types and a row called Treatment Card Comment is present in that view
  5. Our user needs to have access to Data Miner
    1. Reports > Data Miner

The account must be able to access the following permissions:

Appointment & scheduling permissions

  • Create Appointments
  • Edit Appointments
  • Can Schedule a Different Type
  • Can Schedule in Closed Time
  • Can Override Schedule
  • Can View Appointment Details
  • View Appointment Schedule
  • View Auto Payments

Patient management permissions

  • Add Patients
  • Edit Patients
  • Edit Patient ID
  • View Patients
  • View Patient Comments
  • Create Patient Comments
  • Edit Patient Comments
  • Delete Patient Comments
  • View Patient Health History
  • Write Patient Health History

Treatment & clinical permissions

  • Approve Patient Treatment Plan (Ortho)
  • Create Patient Treatment Plan (Ortho)
  • Edit Treatment Card
  • Edit Treatments
  • View Treatment Card
  • View Treatment Fee Plans
  • View Treatment Planning
  • Delete Clinical Note
  • Delete Prescriptions
  • Delete Patient Treatment Plan (Ortho)

Financial & billing permissions

  • Add Financial Arrangements
  • Edit Financial Arrangements
  • Delete Financial Arrangements
  • Post Adjustments
  • Post Charges
  • Post Payments
  • Override Insurance Fee Schedule
  • Override Office Fee Schedule
  • Claim Status Request
  • Close the Financial Day
  • Close the Financial Month
  • View Financial Ledgers
  • Unsign Financial Arrangements

Contracts & agreements

  • Delete Contracts
  • Edit Scheduled Contract Payments

Insurance & office management

  • Edit Insurance
  • Enable Accept Assignment
  • Exempt From White List
  • Manage Computers
  • Map EOB
  • Map Transactions

User & employee management

  • Edit Employees
  • Edit Company
  • Edit Location Time Zone
  • Edit Practice Information
  • Edit All User’s Print Defaults

Document & image permissions

  • Create Documents
  • Delete Documents
  • Delete/Invalidate Treatment
  • Can Overwrite Images
  • View Image Layout Editor
  • Document Cabinet
  • Document Editor

Reports (RPT) & data access

  • Run Reports
  • Run Utilities
  • View Data Miner
  • View Graphs
  • View Letters Queue
  • View License Management
  • View Insurance Claims
  • View Charting
  • View OrthoBanc Payments
  • View Case Reviews

Report categories:

Financial & transactions

  • RPT: Accounts Receivable Aging
  • RPT: Adjustments / Adjustments by Date Range
  • RPT: Daily Close Reports
  • RPT: Daily Collections / Receipts Recap
  • RPT: Financial Ledger / Date Of Service
  • RPT: Monthly Close Reports / Monthly Review
  • RPT: Net Receipts by Date Range
  • RPT: Payment Reports
  • RPT: Production Reports
  • RPT: Transaction Types

Appointments & scheduling

  • RPT: Available Appointments
  • RPT: Appointment Classes / Status List / Types
  • RPT: Scheduled Appointment Types
  • RPT: Operatory Schedule (Landscape & Portrait)

Patient & treatment data

  • RPT: New Patient Exams / Status
  • RPT: Patient Status Changes by Date Range
  • RPT: Patients by Appointment Status / Birthday / Status / Referring Party
  • RPT: Patients Needing Appointment
  • RPT: Patients Over Estimated Completion Date

Referral & marketing

  • RPT: Referral List / Sources / By Source
  • RPT: Referral Labels

Employee & admin reports

  • RPT: Employee List
  • RPT: Employee Time Card / By Day / By Location

PCT (patient comment tracking) permissions

  • PCT Add: Check In Comment / Check Out Comment / Ledger Comment / Patient Comment / Schedule Comment / Treatment Card Comment / Vendor Comment
  • PCT Edit: Check In Comment / Check Out Comment / Ledger Comment / Patient Comment / Schedule Comment / Treatment Card Comment / Vendor Comment
  • PCT Delete: Check In Comment / Check Out Comment / Ledger Comment / Patient Comment / Schedule Comment / Treatment Card Comment / Vendor Comment
  • PCT View: Check In Comment / Check Out Comment / Ledger Comment / Patient Comment / Schedule Comment / Treatment Card Comment / Vendor Comment

System & security permissions

  • Disable Idle Logout
  • Time Clock Admin
  • Change Transaction Type

Updated 23 days ago