Component

Features

General

Communication

Appointment

Analytics

Payments

Forms

Permission

Functionality

Blocked by

View practice management data

Allows users to view the practice management-related data. This permission is widely used across many features to restrict viewing and modifying practice management data.

Manage everyone's tasks

Restrict users from modifying the task’s due date, assignee, etc.

Change practice settings

Allows users to view the Settings page. Otherwise, users won’t be able to view the Settings page and will be unable to change any main settings.

View patient window

Allows the user to view the patient window; otherwise, the user will see a Permission Denied fallback message.

Use patient search

Shows the search button for patient searching. This permission blocks the view patient window permission.

Can view user accounts

Grants view access to the user accounts page; otherwise, the user will see a Permission Denied UI.

Can edit user accounts

Allows editing of user accounts and role assignments; without it, options are disabled.

Can login to the iOS app

Allows user login to the iOS app; without it, access to the app is denied.

Can edit, create, and delete custom campaigns

Allows the user to manage custom campaigns, including editing, creating, and deleting campaigns and respective templates.

Can edit, create, and delete follow-up campaigns

Allows the user to manage follow-up campaigns, including editing, creating, and deleting campaigns and respective templates.

Can change communication settings

Grants access to modify communication settings of the practice (Includes, practice’s basic information, social media site setup, black-out period setup, etc.)

Can edit templates (email/ SMS/ review reply)

Allows editing of templates used for emails, SMS, and review replies. (Not applicable for feature and campaign templates. Only for the templates on the Edit templates pages)

Access the billing settings

Provides access to the billing settings page for viewing and managing billing-related options.

Edit Patient Portal Settings

Provides edit access to the Patient Portal Settings page to the user.

Permission

Functionality

Blocked by

Login to desktop app

Allows users to log in to the selected practice (when the user has access to multiple practices) or login to the desktop app (when has access to a single practice).

See production numbers on the schedule (Desktop App)

Allows users to see the production numbers on the desktop app’s home page.

Permission

Functionality

Blocked by

Run insurance verification

Allows the user to initiate insurance verification checks on both the patient window and the insurance page

Change insurance verification settings

Grants access to modify settings related to insurance verification processes (Settings → Insurance Verification).

View Insurance Dashboard

Allows users to see the insurance dashboard and the feature on the web app header.

Permission

Functionality

Blocked by

Access team messaging

Allows the user to access the team messaging feature for internal communication.

Access location messaging

Grants access to location-based messaging. Without this permission, location messaging and location-based notifications won’t appear.

Access team messaging

Permission

Functionality

Blocked by

Access communication center

Grants access to the communication center for managing messages and communications. Otherwise, a permission-denied fallback UI will be shown

Respond to patient messages

Allows the user to reply to patient messages within the communication center.

Delete messages from communication center

Permits deletion of messages in the communication center.

Permission

Functionality

Blocked by

See reviews and feedbacks

Allows the user to view reviews and feedback submitted by patients.

Respond to reviews and feedbacks

Grants the ability to reply to patient reviews and feedback.

Change reputation settings

Allows to connect or change the Facebook and Google accounts

Permission

Functionality

Blocked by

View phone call logs

Restricts users from viewing the phone IQ page

Permission

Functionality

Blocked by

See operations dashboard

Allows users to see the operations dashboard, otherwise, the user will see a permission-denied message.

Change patient flow settings

Allows users to change the patient flow settings.

Bulk sending based on custom campaign setting (Patient Flow)

Permits users to send bulk messages to all the patients of the current section (e.g. expected, check-in, ready to seat, etc.).

Permission

Functionality

Blocked by

See schedule page

Allows users to view the contents of the calendar. Otherwise, shows a permission denied UI.

Create appointments on schedule

Users can create appointments on the calendar based on this permission.

Bulk sending based on custom campaign setting (Schedule)

Permits to create a custom campaign with the current calendar view of patients.

See production numbers on the schedule (Schedule)

Masks the scheduled production number with asterisks if the user doesn’t have this permission.

Permission

Functionality

Blocked by

See huddle dashboard

Allows users to see the huddle page. Without this permission, the huddle option will be hidden from the page header and users won’t be able to see the contents by manually visiting the URL.

See production numbers on the schedule (Huddle)

Without having this permission, the Scheduled dollar values of the scheduled for Doctors and Scheduled for Hygienists sections will be masked with asterisks.

See huddle dashboard

Permission

Functionality

Blocked by

See new appointment list

Allows users to see the appointment list in the Appointments → Appointment List page

Change OAB settings

Grants users to change the settings, filtering, and feature templates of OAB.

Decline appointment requests

Allows users to decline the pending appointments from the calendar.

Accept appointment requests

Permits to accept pending appointments from the calendar.

Change OAB master toggle setting

Permits to activate OAB (by toggling the master toggle).

Permission

Functionality

Blocked by

View financial accounts data (e.g., QuickBooks)

Restricts user access from financial/Quickbook KPIs.

View built-in dashboards

This permission restricts access to different dashboard pages like Phone IQ, Marketing IQ, Huddle, Insurance, Goals Report etc.

Edit and set practice goals

Restricts access to the Goals page & controls accessibility of Copy KPI Goals to Next Year button of the Goals Report page.

Run RevenueIQ queries

Allows users to view the Revenue IQ dashboard. Without this permission, the RevenueIQ menu will not be displayed.

Save custom RevenueIQ queries

It restricts saving custom queries as a dashboard item on the Revenue IQ page by disabling the Save Search & Delete Search buttons in the context menu

Create custom dashboards

Restricts users from creating/cloning/updating/removing dashboards. Enterprise dashboards are outside the scope of the dashboard-related permissions.

Export data from dashboard graphs and KPI tables

It restricts the Export/Print functionalities of the dashboard KPIs (graphs/charts/other tables) except for the patient tables.

Export data from patient tables

Restricts Export/Print functionality of dashboard KPIs containing patient table.

See patient table

Users without this permission cannot view patient tables in dashboard KPIs. Instead, a permission error banner is shown. Usually, KPIs with the ‘Show Detail Panel’ context menu load the patient table.

Permission

Functionality

Blocked by

See marketing leads

Users without permission are not allowed to see the "Leads" table on the "Call List" and “Summary” pages under Marketing IQ. Instead of the table content, users will see a permission error banner.

Edit leads

Allows users to edit the marketing IQ leads

Buy numbers

Allows users to buy phone numbers from the Call Tracking Phone Numbers page.

Change MarketingIQ settings

Grants users to update the marketing IQ-related settings of the Settings → Marketing section.

See call recordings page

Allows users to to see the call recordings and call logs lists.

Permission

Functionality

Blocked by

View payments dashboard

Allows users to see the payment dashboard.

Send payment requests and charge customers

Users having this permission will be able to send payment requests from various places, e.g. patient window, communication center, etc.

Manage refunds

Users having this permission can manage payment refund related activities.

Can change payment settings

Allows users to change payment settings, widgets, plan options, and payment-related feature templates.

Can add patients to payments follow-up

Grant users to perform follow-up-related actions on the Payments → Summary tab. Otherwise, those buttons are disabled for permission constraint.

Can remove patients from payments follow-up

Allows users to cancel payment follow-ups on Payments → Summary tab.

Can snooze patients from payments follow-up

Permits users to snooze payment followups on Payments → Summary tab.

Can remove patients from Pending One Time Requests

Without having this permission, the already sent one-time payment requests cannot be canceled from the Pending One-time Payment Requests section.

Can see payment methods

Permits users to view the Payments → Payment Methods tab contents.

Permission

Functionality

Blocked by

Can see forms page

Without this permission, a user won’t be able to view or perform any form-related functionality (e.g., the forms feature will be hidden, form submissions cannot be viewed, invitations cannot be sent, etc.).

Preview form submissions

Allows users to preview the submitted forms.

Modify a completed form

Allows users to modify the submitted forms. Doctors and staff can provide their signatures on the form based on this permission.

Edit forms

Allows users to edit the form (includes form’s body, frequency, folder, etc.)

Change form settings

Allows users to change the settings of the forms feature, feature templates, list options, and form packages.

Send form request manually

Users having this permission can send form invitations, remind patients to submit forms, manually submit the pending forms.

Download submitted forms

Grants users to download the submitted form PDFs.

Cancel pending forms

Permits to cancel the pending forms that were already sent to the patients.

Add tablets

Allows users to add new tablets, edit and unlock existing tablets.

Delete tablets

Allows users to delete existing tablets.

Can change forms master toggle setting

Permits to activate forms (by toggling the master toggle)

Permission Name

Action

Comment

Manage user logins and access privileges

Removed and created two new permissions instead.

We removed Manage user logins and access privileges permission and added two new permissions named Can view user accounts and Can edit user accounts.

Moving forward, we will not be using user_admin(Manage user logins and access privileges)anymore.

Set goals

Renamed

We renamed it to Edit and set practice goals

Query revenue opportunities

Split

We’ve split this permission into the following Run RevenueIQ queries & Save custom RevenueIQ queries permissions.