Staff Permissions Glossary

  Permissions: You must have Organization Administration Permissions.

There are 5 general levels of Permissions in TheraNest, but there is a lot of customization you can do with them.  

Jump to Section [Default Permissions] [Billing Permissions] [Therapist Permissions] [Administration Permissions] [Organization Administration Permissions]

Default Permissions

By default, when a Staff Member is added to TheraNest, they will automatically be given these permissions.

Agenda User will be able to view the Agenda for all Therapists and Edit Appointment Status. Clients User will be able to Register (add) or Import Clients. User will be able to add and manage Groups. User will be able to view Client Details tab. Clients Optional - If selected User: Can View & Edit Client Referral Can Delete Clients Can Upload Client General Documents Can Assign Staff Members to Clients & Cases Can access and manage prospective client list Can Invite Clients to Client Portal and Manage Intake Forms Reports User will be able to view the listed Reports. Calendar User will be able to view the Calendar for all Therapists and add Appointments.

Dynamic Forms

• If selected, User will be able to view and create entries for Dynamic Client Forms in the Client Profile.

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Billing

Client Data User will be able to view the Client Ledger including all Invoices created and Payments made. User will be able to view and edit the Client Billing and Insurance on their Bill To & Insurance Info tab. User will be able to view the Client Payment History Report. Reports User will be able to view the Billing Reports.

Insurance

• If selected, User will be able to submit Claims to the Clearinghouse. They will be able to see all tabs on the Billing > Claims tab (Awaiting Submission, Submitted, Rejected/Denied, etc.) and manage Claims in any state.

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Therapist

Default Permissions will also automatically enable when you select Therapist Permissions. You can manually deselect certain Default permissions if desired.

Assigned Cases User will be able to view all Assigned Cases. Client Data User will be able view and manage Other Client Assessment details User will be able to view and manage a Client's General Documents. User will be able to view the Client Notes History Report. User will be able to view the Client's Reminder Log tab in their Client Profile. Reports User will be able to view the Cases Reports. Optional - If selected, User: Can only view assigned Clients. If the Therapist is not assigned to the Client, they will not be able to see that Client at all in TheraNest. Additionally, if selected, all Client Data permissions will apply only to Client's you are assigned to.

Optional (Continued) - If selected, User:

• Can only view personal calendar & agenda - When selected, Therapist will only have access to their calendar and agenda and cannot see others' calendars or agendas.
• Can use bulk edit appointments - When selected, Therapist will have the ability to use the bulk edit appointments feature.
• Notes Require Supervisory Review - When selected, you will enter their Supervisors name. Any Notes this Therapist writes will be submitted to their Supervisor.
  • Can Access Patient Notes
  • Must Review and Approve all Notes - Supervisor will be alerted when there is a new Note to be reviewed. They will review and approve the Note. The Note will be sent back to the Therapist to make changes and then save and e-sign if applicable.
  • Must Review and Co-Sign all Notes - Supervisor will be alerted when there is a new Note to be reviewed. They will review the Note and then co-sign the Note. It will be sent back to the Therapist, they will also co-sign the Note and save it. 
• Can Edit Place of Service on Progress Note 
  

  NOTE: If Therapist also has Billing Permissions, this will be selected by default.

Dynamic Forms

• Can Add, Edit, and Archive Dynamic Forms - If selected User will be able to add and manage Dynamic Forms for you Organization. 
• Cannot create Intake Forms. These require Administration or Organization Administration permissions.

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Administration

Default, Billing, and Therapist Permissions will also automatically enable when you select Administration Permissions. In addition to those Permissions, Administrators will be able to access Organization level settings and Staff functions.

Organization User will be able to set and manage Organization wide Settings such as Service Types, Locations and Rooms, etc. Users will be able manage what fields appear in the Standard and SOAP Note Templates. Can sign and un-sign notes. User will be able to view all Staff Activity in the Activity Log. Staff User will be able to add and manage Staff. This includes giving Staff appropriate Permissions. Additionally, an Administrator will be able to Inactivate and Activate Staff members in the system.

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Organization Administration

Default, Billing, Therapist, and Administration Permissions will also automatically enable when you select Administration Permissions. In addition, Organization Administrators will be able to do the following.

Organization User will be able to enable and setup Appointment Reminders. User will be able to setup and manage Insurance Claim Settings. User will be able to setup and manage Billing Information for their Organization, this includes updating payment methods for your TheraNest Subscriptions.

• User will be able to enable and manage Subscriptions, including things like Telehealth, e-Prescribe, Wiley, etc.
• User will be able to enable and manage organization wide Client Portal settings.
• User will be able to Export Client Data from TheraNest.

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