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Permission Definitions List


The table below defines all of the permissions used in BpAllied and also defines what permissions are set as permitted in the default roles. See here for additional details on the 4000 Client Access Permissions.
 
ID
Permission
Defnition
Reception
Practitioner - Own Clients
Office Manager
System Administrator
Practitioner - All Clients
Practitioner - Own Clients and All Consults
1000
Report - Appointments Not Invoiced
Allows / denies access to the Appointments Not Invoiced Report
Y
N
Y
Y
N
N
1001
Report - Draft Invoices
Allows / denies access to the Draft Invoices Report
Y
N
Y
Y
N
N
1002
Report - Appointment Summary Report
Allows / denies access to the Appointment Summary Report
Y
N
Y
Y
N
N
1003
Report - Contact Details Export
Allows / denies access to the Contact Details Export
Y
N
Y
Y
N
N
1004
Report - Item Sales Report
Allows / denies access to the Item Sales Report
Y
N
Y
Y
N
N
1005
Report - Client Birthday List
Allows / denies access to the Client Birthday List
Y
Y
Y
Y
Y
Y
1006
Report - Client Statistics
Allows / denies access to the Client Statistics
Y
N
Y
Y
N
N
1007
Report - Outstanding Balance
Allows / denies access to the Outstanding Balance
Y
N
Y
Y
N
N
1008
Report - Outstanding Invoices
Allows / denies access to the Outstanding Invoices
Y
N
Y
Y
N
N
1009
Report - Banking
Allows / denies access to the Banking
Y
N
Y
Y
N
N
1010
Report - Transaction Summary
Allows / denies access to the Transaction Summary
Y
N
Y
Y
N
N
1011
Report - Referral Report
Allows / denies access to the Referral Report
Y
Y
Y
Y
Y
Y
1012
Report - Full Client List
Allows / denies access to the Full Client List
Y
Y
Y
Y
Y
Y
1013
Report - Client Analysis
Allows / denies access to the Client Analysis Report
Y
N
Y
Y
N
N
1014
Reports - Tyro Reconcilliation Summary
Allows / denies access to the Tyro Reconcilliation Summary
Y
N
N
Y
N
N
1015
Reports - Tyro Reconcilliation Detail
Allows / denies access to the Tyro Reconcilliation Detail
Y
N
N
Y
N
N
1016
Reports - Can see All Clients in All Permitted Reports
Overrides the setting that users will only see the Clients that they have access to in the reports with the exception of Invoices to Third Party Biller that include Multiple Clients and will run reports based on All Clients regardless of the users Client Permissions
N
N
Y
Y
N
N
1017
Reports - ATAPS Reports (ATAPS Psychology Version only)
Allows / denies access to the three ATAPS Reports
N
N
N
Y
N
N
1018
Report - Referrer Revenue Report
Allows / denies access to the Referrer Revenue Report
N
N
Y
Y
N
N
1022
Reports - Permitted to run Custom Reports
Allows / denies access to run all the available Custom Reports. No ability to segregate the running of these reports is available at this time.
Y
N
Y
Y
N
N
1023
Report - Tasks Master
Allows / denies access to the Tasks Master Report
N
Y
N
Y
Y
Y
1025
Report - MYOB Exports
Allows / denies access to the MYOB Exports Report
Y
N
Y
Y
N
N
1027
Report - Expenses Report
Allows / denies access to the Expenses Report
Y
N
Y
Y
N
N
1030
Report - Medicare Claim History
Allows / denies access to the Medicare Claim History Report
Y
N
N
Y
N
N
1031
Report - NDIS
Allows / denies access to the NDIS Report
Y
N
N
Y
N
N
2000
Invoicing - View
Allows / denies access to view Invoices for Clients that the user has access to with the exception of Invoices to Third Party Biller that include Multiple Clients.
Y
Y
Y
Y
Y
Y
2001
Invoicing - Edit
Allows / denies access to edit Invoices for Clients that the user has access to with the exception of Invoices to Third Party Biller that include Multiple Clients.
Y
Y
Y
Y
Y
Y
2010
Invoicing - Can process Refunds
Allows / denies access to process refunds
Y
N
Y
Y
N
N
2020
Invoicing – Can manually decline claim
Allows / denies access to the Manual Decline button in the Medicare Claim History Report
N
N
Y
Y
N
N
3000
Referrers - View
Allows / denies access to view Referrers in Data Maintenance
Y
Y
Y
Y
Y
Y
3001
Referrers - Edit
Allows / denies access to edit Referrers in Data Maintenance
Y
Y
Y
Y
Y
Y
3002
Referrers - Delete
Allows / denies access to delete Referrers in Data Maintenance
Y
N
Y
Y
N
N
3010
Task Templates - View
Allows / denies access to view Task Templates in Data Maintenance
Y
Y
Y
Y
Y
Y
3011
Task Templates - Edit
Allows / denies access to edit Task Templates in Data Maintenance
Y
Y
Y
Y
Y
Y
3020
Product & Services - View
Allows / denies access to view Products and Services in Data Maintenance
Y
Y
Y
Y
Y
Y
3021
Products & Services - Edit
Allows / denies access to edit Products and Services in Data Maintenance
Y
N
Y
Y
N
N
4000
Clients - Can View All Client Names & Demographics
See here for additional details on the 4000 Client Access Permissions.
Y
N
Y
Y
Y
N
4001
Clients - Can Edit All Client Names & Demographics
See here for additional details on the 4000 Client Access Permissions.
Y
N
Y
Y
Y
N
4002
Clients - Can View All Client History & Consultations
See here for additional details on the 4000 Client Access Permissions.
N
N
Y
Y
Y
N
4003
Clients - Can Edit All Client History & Consultations
See here for additional details on the 4000 Client Access Permissions.
N
N
N
N
Y
N
4004
Clients - Can View Own Client Names & Demographics
See here for additional details on the 4000 Client Access Permissions.
N
Y
N
N
N
Y
4005
Clients - Can Edit Own Client Names & Demographics
See here for additional details on the 4000 Client Access Permissions.
N
Y
N
N
N
Y
4006
Clients - Can View Own Clients, History & All Consultations
See here for additional details on the 4000 Client Access Permissions.
N
N
N
N
N
Y
4007
Clients - Can Edit Own Clients, History & All Consultations
See here for additional details on the 4000 Client Access Permissions.
N
N
N
N
N
Y
4008
Clients - Can View Own Clients, History & Own Consultations Only
See here for additional details on the 4000 Client Access Permissions.
N
Y
N
N
N
N
4009
Clients - Can Edit Own Clients, History & Own Consultations Only
See here for additional details on the 4000 Client Access Permissions.
N
Y
N
N
N
N
4010
Clients - Can Edit Own Clients, History, Edit Own Consultations & View all Other Consultations
See here for additional details on the 4000 Client Access Permissions.
N
N
N
N
N
N
4019
Clients - No Access to Documents
See here for additional details on the 4000 Client Access Permissions.
N
N
N
N
N
N
4020
Clients - Can View List of Documents and Add
See here for additional details on the 4000 Client Access Permissions.
N
N
Y
N
N
N
4021
Clients - Can View List Open and Edit All Documents
See here for additional details on the 4000 Client Access Permissions.
Y
N
N
Y
Y
Y
4022
Clients - Can View List Open and Edit Own Documents
See here for additional details on the 4000 Client Access Permissions.
N
Y
N
N
N
N
4023
Clients - Can Delete Documents
Allows / denies access to delete the documents that the user has access to
N
Y
Y
Y
Y
Y
4030
Clients - Permitted to Delete Clients
Allows / denies access to delete the clients that the user has access to
N
N
Y
Y
N
N
5000
Can Manage Users and Permissions
Allows / denies access to other users and the Permissions tab in Options > User Administration and System > Manage Permissions option
N
N
N
Y
N
N
5001
Permitted to change Client Practitioner
Allows / denies access to override the Primary Practitioner assigned to a client. If the Practitioner is the Primary Practitioner then they automatically have access to do this.
Y
N
Y
Y
N
N
5002
Can Manage Access to Custom Reports
Allows / denies access to update the Custom Reports in Data Maintenance
N
N
N
Y
N
N
5003
Can Allocate Client IDs in Options
Allows / denies access to update Client ID's in Options > Client Details
N
N
Y
Y
N
N
5004
Can Manage Mailchimp in Options
Allows / denies access to update and run the MailChimp export in Options > MailChimp
N
N
Y
Y
N
N
5005
Can Manage ATAPS SLK Allocation
Allows / denies access to allocate SLK's in Options > Client Details and also to run the Generate SLK button in Client Details
N
N
Y
Y
N
N
5006
Can Merge Clients
Allows / denies access to merge two client records together in the System tab.
Y
N
Y
Y
N
N
5007
Can Import Clients
Allows / denies access to import clients using the Client Import option in the Help tab. Note the Administrator password is also required to access this.
N
N
Y
Y
N
N
5008
Can set next Invoice and/or Payment Numbers
Allows / denies access to setting Invoice, Payment and Refund numbers per location in Options > Invoices
N
N
Y
Y
N
N
5009
Can set Practice Layout for Client Details
Allows / denies access to setting and updating the Practice layout in Options > Client Details
N
N
Y
Y
N
N
5010
Can Administer Calendar Access
Allows / denies access to administer calendars for all users in Options > Calendars > Calendar Administration
Y
N
Y
Y
N
N
5011
Can view Audit Log
Allows / denies access to the Audit Log in the System tab.
N
N
Y
Y
N
N
6000
Can Merge any data into Letters (in Client History and Consultation Notes)
Allows / denies access to merge history and consultation data for any client. Designed for use by Reception staff who do not have access to view a clients History and Consultations section in client Details. When turned on this applies to all clients.
Y
N
Y
Y
Y
N