Analytics User Permissions and User Roles

Let’s review how to enable Analytics access for EMR users, the roles available in Analytics, and how to customize the reports that an individual can view. To update 5 or more user roles at once click here.

IN THIS ARTICLE

Step 1: EMR User Permission

In order to access Analytics, users must have the  Analytics Access permission enabled on their user profile in the EMR. If you do not have the Edit Users permission in the EMR and you need to use Analytics, you’ll need to ask someone in your clinic (User Manager) to enable this permission for you. User Managers, click here for further instructions. 

On the user’s profile, check the box for  Analytics Access

The default permission set given to your user in Analytics is based on their user permissions.

EMR Permission Analytics Access, Clinic or Company Admin Analytics Access, Billing Report Admin Analytics Access
Default Analytics User Role Analytics Admin Billing User Reporting User

Note: All existing Admin users will automatically have the Analytics Access permission enabled upon transition to 2.0.

Step 2: Choose a Role

As mentioned, users will automatically be assigned a role in Analytics based on their user permissions. Let’s review what reports are visible to a user automatically, and how to customize which reports a user can access.

  1. In the Analytics portal, open the Management section and select User Role Management
  2. Users can be assigned to more than one role. To update a user’s role, simply check or uncheck a box and use the Update Roles button to save your changes.   Each role and the corresponding reports are shown in the table below.
  3. Role
    Analytics Admin
    Billing User
    Reporting User
    Description
    Analytics admins will have access to all reports and the Management section by default
    Billing Users will have access to financial reporting by default. No access to Benchmarking or Comparison Charts
    Reporting users will have access to general productivity reports by default. No access to Benchmarking or Comparison Charts
    EMR User Permission
    Analytics Access, Clinic or Company Admin
    Analytics Access, Billing Report Admin
    Analytics Access
    Default Report Access
    All reports
    • Billed Units
    • Billed Units by Clinic
    • Billed Units by Payer
    • Claims Feed
    • Patient Payments
    • Payment Log
    • Perscriptions/Authorizations
    • Cancels/No Shows
    • Notes by Clinic
    • Patient Notes
    • Patient Visits by Payer
    • Patient Visits
    • Referrals
    • Referrals by Clinic

    Customizing Permissions

    Occasionally, you may need to customize Analytics User Permissions. To customize which reports a user has access to, click on the user’s name. This will open the complete list of reports in Analytics. Use the checkboxes to select or unselect specific reports. Click Update Reports to save.