Basic User
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This user is given read access to all sections in the application. However, they will not be able to create or modify any record types unless they are given permission to do so (excluding the restricted record types). If this security group is selected for a given user, please let us know if they should be allowed to create/modify any of the below record types.
Appointments
Appointment Types
Assigned Therapist
Associated People
Authorizations
Calendar – Can only view “my schedule” which are appointments that the user is assigned to. No access to schedule views. Note that this only affects the calendar, it does not prevent users from viewing appointments via a student or the appointments list (record level security is required for this).
Contracts
Diagnoses
Expense Categories
Expense Tracking
Funding Sources
Sessions
Staff Members – Read only access to all staff members, limited to just the name and billing provider indicator fields. Cannot view any other staff member information.
Students
Student Locations
Time Categories
Time Tracking