ModMed credential provisioning

NexHealth will require 2 ModMed users to be created for the sole purpose of the integration. These users should be unique and not shared by a staff member. One user should have a “Clinical” role while the other user should have a “Management” role. Please see the list below for the permissions needed for each user.

Clinical staff account:

The Clinical user will require permissions with access to the areas listed below.

• Book at Unavailable Times - To apply this permission, follow these steps when logged in as an administrator user:

1. Click Practice Management Settings
2. Click Appointment & Calendar
3. Click Calendar
4. Choose a provider
5. Choose a location
6. Click Calendar Access Permissions

The following menus must be accessible via the Clinical user account

• Patients tab

• Schedule tab

• Appt Flow tab (waitlist)

• Document Mgmt

• Access to Patients → (navigate to a patient profile) → Patient Clipboard
  • Past Medical History
  • Medications
  • Allergies
  • Example screenshot

Management staff account:

We require a Management Account with an Administrator role (Not an Assistant Administrator). Management users will require permission access to the areas listed below.

• Practice Settings → Event Logs → Audit Event Logs

• Practice Management Settings → Appointment & Calendar → Appointment Types

• Practice Management Settings → Appointment & Calendar → Reason For Visit

• Practice Management Settings → Locations → Manage Locations

• Practice Management Settings → Locations → Provider Groups

• Practice Management Settings → Appointment & Calendar → Calendar

• Practice Settings → Categories & Tags → Manage Document Categories