Skip to main content

Understanding Access Roles

Last updated

Users of Adracare fall in to one of 6 possible roles, some roles are internal roles for an organization and others are external roles for clients.

 

Provider-Admin

The Provider-Admin role has the highest level of access to the platform and is able to make changes that will affect all users.

In addition to being an administrator of the organization they are also schedulable providers.

Appropriate for:

Directors, Administrative Teams

Provider

The Provider role has very limited access to the platform. They can only edit their own information, can add new clients to themselves and can view the details for any clients assigned to them.

Appropriate for:

Therapists, Counsellors etc.

Support Staff

The Support Staff role is similar to the provider role with the added ability to have specific providers added to them. This allows them to view provider's schedules and their clients in order to support them by booking appointments, or reviewing files for example.

Appropriate for:

Nurses, Care Coordinators etc

Office Staff

The Office Staff role has similar access to the platform as a provider-admin except they cannot be scheduled.

Appropriate for:

Intake Specialists, Front Desk Staff, Administrators etc

Client

These are the users that will be seen by providers, depending on the industry/individual naming convention you may refer to them as patients.

Guest

These are people manually added onto an appointment. For details on how to add guests to an appointment please refer here.

Appropriate for:

Spouses, Parents/Guardians, Interpreters/Translators, Outside doctor etc

 

Summary

Please see the grid below for a high level summary of the default access of each role. Many of these abilities are configurable and if you have any questions on how to limit access please reach out to our team.

 

  Schedulable* Requires Login Can Create Clients* Can Create Providers* Can book appointments* View Client Profiles* Can Edit Notification Templates* Can Edit/Create Healthcare Services* Can Edit/Create Questionnaires* Can Edit Organization Settings* Requires License
Provider-Admin Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Provider Yes Yes Yes  

Yes

Yes         Yes
Support Staff Yes Yes Yes   Yes Yes         Yes
Office Staff   Yes Yes Yes Yes Yes Yes Yes Yes Yes  
Client Yes                    
Guest Yes                    

* - Denotes a feature that can be toggled on/off under Access Management if available to the role

Was this article helpful?