You can only access screens that your user sign on has been granted access to. This property is referred to as Permissions. Use the table below to find the screen you need access to and determine the Permissions that are needed. To solve this, you need to discuss this issue with your system administrator to have the Permissions changed.
To access Permissions:
Follow this path: Administration } User/Role Setup } Role Definition.
The Role Definition page is displayed. View field definitions.
From the Permissions page, you can:
You Need Permission Type |
Parent |
Permission Item |
Application Dropdowns |
|
Clients |
Application Dropdowns |
|
Create Service/Notes |
Application Dropdowns |
|
Providers |
Banners |
Administration |
Adjudication Rules Setup |
Banners |
Administration |
Billing Codes |
Banners |
Administration |
Care Management - Admin (Care Management) |
Banners |
Administration |
Insurers |
Banners |
Administration |
Staff Database Access |
ClientAccess Rules |
|
All clients |
Document Codes (Edit |
|
Subcontractor Network |
Screen (New Mode) |
837 File Details |
Reprocess |
Screen (New Mode) |
A/R by Plan |
Export |
Screen (New Mode) |
Auth Codes |
Export |
Screen (New Mode) |
Auth Codes |
New |
Screen (New Mode) |
Auth Documents |
Export |
Screen (New Mode) |
Authorization Codes |
Export |
Screen (New Mode) |
Claim Entry - Institutional |
Delete |
Screen (New Mode) |
Claim Entry - Institutional |
Delete |
Screen (New Mode) |
Claim Entry - Institutional |
New |
Screen (New Mode) |
Claim Entry - Institutional |
New |
Screen (New Mode) |
Claim Entry - Institutional |
Update |
Screen (New Mode) |
Claim Entry - Institutional |
Update |
Screen (New Mode) |
Claim Entry - Professional |
Delete |
Screen (New Mode) |
Claim Entry - Professional |
Delete |
Screen (New Mode) |
Claim Entry - Professional |
New |
Screen (New Mode) |
Claim Entry - Professional |
New |
Screen (New Mode) |
Claim Entry - Professional |
Update |
Screen (New Mode) |
Claim Entry - Professional |
Update |
Screen (New Mode) |
Claim Lines |
Adjudicate |
Screen (New Mode) |
Claim Lines |
Denial Letter |
Screen (New Mode) |
CM Authorization Details |
Delete |
Screen (New Mode) |
CM Authorization Details |
Delete |
Screen (New Mode) |
CM Authorization Details |
New |
Screen (New Mode) |
CM Authorization Details |
New |
Screen (New Mode) |
CM Authorization Details |
Save |
Screen (New Mode) |
CM Authorization Details |
Save |
Screen (New Mode) |
CM Authorization |
Export |
Screen (New Mode) |
CM Authorization |
Export |
Screen (New Mode) |
CM Authorization |
New |
Screen (New Mode) |
CM Authorization |
New |
Screen (New Mode) |
Contract Details |
Delete |
Screen (New Mode) |
Contract Details |
New |
Screen (New Mode) |
Contract Details |
Update |
Screen (New Mode) |
DSM 5 Diagnosis |
Delete |
Screen (New Mode) |
DSM 5 Diagnosis |
Move Document |
Screen (New Mode) |
DSM 5 Diagnosis |
New |
Screen (New Mode) |
DSM 5 Diagnosis |
|
Screen (New Mode) |
DSM 5 Diagnosis |
Save |
Screen (New Mode) |
DSM 5 Diagnosis |
Sign |
Screen (New Mode) |
My Caseload |
Export |
Screen (New Mode) |
My Documents |
Export |
Screen (New Mode) |
My Preferences |
New |
Screen (New Mode) |
My Preferences |
Save |
Screen (New Mode) |
My Services |
Export |
Screen (New Mode) |
Treatment Plan Addendum |
|
Screen (New Mode) |
Treatment Plan Annual |
|
Screen (New Mode) |
Claim Lines |
Deny |
Screen (New Mode) |
Claim Lines |
Do Not Adjudicate |
Screen (New Mode) |
Claim Lines |
Pay |
Screen (New Mode) |
Claim Lines |
ReAdjudicate |
Screen (Update Mode) |
837 File Details |
Reprocess |
Screen (Update Mode) |
A/R by Plan |
Export |
Screen (Update Mode) |
Auth Codes |
Export |
Screen (Update Mode) |
Auth Codes |
New |
Screen (Update Mode) |
Auth Documents |
Export |
Screen (Update Mode) |
Authorization Code Detail |
Delete |
Screen (Update Mode) |
Authorization Code Detail |
New |
Screen (Update Mode) |
Authorization Code Detail |
Save |
Screen (Update Mode) |
Authorization Codes |
Export |
Screen (Update Mode) |
Authorization Codes |
New |
Screen (Update Mode) |
Claim Entry - Institutional |
Delete |
Screen (Update Mode) |
Claim Entry - Institutional |
Delete |
Screen (Update Mode) |
Claim Entry - Institutional |
New |
Screen (Update Mode) |
Claim Entry - Institutional |
New |
Screen (Update Mode) |
Claim Entry - Institutional |
Update |
Screen (Update Mode) |
Claim Entry - Institutional |
Update |
Screen (Update Mode) |
Claim Entry - Professional |
Delete |
Screen (Update Mode) |
Claim Entry - Professional |
Delete |
Screen (Update Mode) |
Claim Entry - Professional |
New |
Screen (Update Mode) |
Claim Entry - Professional |
New |
Screen (Update Mode) |
Claim Entry - Professional |
Update |
Screen (Update Mode) |
Claim Entry - Professional |
Update |
Screen (Update Mode) |
Claim Lines Detail |
View Claim Form |
Screen (Update Mode) |
Claim Lines |
Adjudicate |
Screen (Update Mode) |
Claim Lines |
Denial Letter |
Screen (Update Mode) |
Claim Lines |
Deny |
Screen (Update Mode) |
Claim Lines |
Do Not Adjudicate |
Screen (Update Mode) |
Claim Lines |
Pay |
Screen (Update Mode) |
Claim Lines |
ReAdjudicate |
Screen (Update Mode) |
Claim Lines |
Revert |
Screen (Update Mode) |
Client Account |
Button_GenerateClaims |
Screen (Update Mode) |
Client Account |
Button_GenerateStatements |
Screen (Update Mode) |
Client Account |
Button_PostPayment |
Screen (Update Mode) |
Client Account |
Button_ViewPastStatemens |
Screen (Update Mode) |
CM Authorization Details |
Delete |
Screen (Update Mode) |
CM Authorization Details |
Delete |
Screen (Update Mode) |
CM Authorization Details |
New |
Screen (Update Mode) |
CM Authorization Details |
New |
Screen (Update Mode) |
CM Authorization Details |
Save |
Screen (Update Mode) |
CM Authorization Details |
Save |
Screen (Update Mode) |
CM Authorization |
Export |
Screen (Update Mode) |
CM Authorization |
Export |
Screen (Update Mode) |
CM Authorization |
New |
Screen (Update Mode) |
CM Authorization |
New |
Screen (Update Mode) |
DSM 5 Diagnosis |
New |
Screen (Update Mode) |
DSM 5 Diagnosis |
|
Screen (Update Mode) |
DSM 5 Diagnosis |
Save |
Screen (Update Mode) |
DSM 5 Diagnosis |
Sign |
Screen (Update Mode) |
My Caseload |
Export |
Screen (Update Mode) |
My Documents |
Export |
Screen (Update Mode) |
My Preferences |
New |
Screen (Update Mode) |
My Preferences |
Save |
Screen (Update Mode) |
My Services |
Export |
Screen (Update Mode) |
Treatment Plan Addendum |
|
Screen (Update Mode) |
Treatment Plan Annual |
|
Screens |
Administration |
Add/Modify Payer |
Screens |
Administration |
Adjudication Rule Detail |
Screens |
Administration |
Adjudication Rules Insurer Pop up |
Screens |
Administration |
Advanced Billing Code |
Screens |
Administration |
Advanced Claim Formats for Plan |
Screens |
Administration |
Advanced Provider ID Definition for Plan |
Screens |
Administration |
Available Codes |
Screens |
Administration |
Available Plans |
Screens |
Administration |
Banner Detail |
Screens |
Administration |
Procedure Code Details |
Screens |
Administration |
Procedure Code Details |
Screens |
Administration |
Procedure Code Details |
Screens |
Administration |
Quick Actions Popup |
Screens |
Client |
Authorization Details |
Screens |
Client |
Authorization Details |
Screens |
Client |
Authorization Reasons |
Screens |
Client |
Claim Entry - Institutional |
Screens |
Client |
Claim Entry - Institutional |
Screens |
Client |
Claim Entry - Professional |
Screens |
Client |
Claim Entry - Professional |
Screens |
Client |
Client Authorizations |
Screens |
Client |
Client Information General |
Screens |
Client |
CM Authorization Details |
Screens |
Client |
CM Client Authorization Details |
Screens |
Client |
CM Client Search |
Screens |
Client |
Provider Search |
Screens |
Client |
Provider Search |
Screens |
Client |
Providers |
Screens |
My Office |
837 Batch Details |
Screens |
My Office |
837 Claim Line Details |
Screens |
My Office |
837 File Details |
Screens |
My Office |
837 File Import |
Screens |
My Office |
837 File Text |
Screens |
My Office |
837 Import Claim Lines |
Screens |
My Office |
Appeal Authorizations Detail Popup |
Screens |
My Office |
Appeal Details |
Screens |
My Office |
Appeal Letter Detail Popup |
Screens |
My Office |
Claim Entry - Institutional |
Screens |
My Office |
Claim Entry - Institutional |
Screens |
My Office |
Claim Entry - Professional |
Screens |
My Office |
Claim Entry - Professional |
Screens |
My Office |
Client Payment |
Screens |
My Office |
CM Checks Validate Password |
Screens |
My Office |
Consumer Appeal |
Screens |
My Office |
Provider Search |
Screens |
My Office |
Provider Staff Details |
Screens |
Provider |
Associated Providers |
Screens |
Provider |
Contact Person Information |
Screens |
Provider |
Contract Details |
Screens |
Provider |
Contract Rates |
Screens |
Provider |
Contract Rules |
Screens |
Provider |
Contracts Rates |
Screens |
Provider |
Credentialing Billing Codes |
Screens |
Provider |
Credentialing Details |
Screens |
Provider |
New Provider |
Screens |
Provider |
Provider Information General |
Screens |
Provider |
Site Information |
Screens |
Provider |
Site Review Detail |
Screens |
Utilization Management |
Auth Codes |
Screens |
Utilization Management |
Authorization Code Details |
Screens |
Utilization Management. |
Authorization Details |
Screens |
Utilization Management |
Authorization Documents |
Staff List |
|
Clinician |
Staff List |
|
Prescriber |
Staff List |
|
Program Manager |
Widgets |
|
Care Management New Alerts/Messages |
Widgets |
|
New Alerts/Messages |
Widgets |
|
Provider Authorizations |
Widgets |
|
Provider Claims |
Widgets |
|
Provider Contracts |
Widgets |
|
Providers |