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HENO Admin Privileges

Publish Date: 6/28/2024

Description


Overview: HENO privileges provide users with varying levels of access and permissions within the system, ensuring that tasks and responsibilities are appropriately delegated across the practice.

Privileges Access in HENO

Admin: Compliance

Allows the user access to Reports -> Compliance

Admin: Documentation PN Override

Allows the user to override the progress note required messages and create a daily note

Admin: Employee Salary Info

Allows the user the ability to view and modify employee Salary Info

Admin: Employee Salary Info

Allows the user to access the Salering area inside of the Admin -> User. This will also allow them to run the productive report and view salary on previously ran reports. ***This privilege can only be given by the first user created in the clinic typically the owner however this can be discovered by adding the create date column in Admin > Users***

Admin: HENO Payment Methods

Allows the user access to the HENO Payment Methods

Admin: HENO Payment Methods

Allows the user to edit or add in payment methods for the practices monthly billing.

Admin: Implementer

Gives access to the Customize Button where settings for the General Note, Eval/PN/DC, billing, and disclaimer can be changed. This is found on the General Tab, Schedule -> Today, and inside the Daily Note.

Gives you the ability to Manage Substatus & Manage Follow Up Reasons.

Admin: IP Security

User will be able to lock IP address security in Admin -> Practice -> IP Security. They will have the ability to turn on new security or turn off old.

Admin: Practice - General

Gives the user access to the Admin -> Practice tab and allow them to update information such as Documentation disclaimer, practice location information, and turn on/off reminders.

Admin: Practice - List Mgmt

Gives this user the ability to update List information on areas such as the Sub-status on the Patient demographics, referring providers, and the List management in the Marketing component.

Admin: Practice Providers

Allows the user to edit and modify a provider for the practice.

Admin: Security - Users

Allows the user the ability to create and edit users in a practice, access to privileges for a user, and the ability to change password for a user.

Admin: Text Message

Allows the user access to text patients

Billing: Billing

Grants access to the Billing tab and patient's payment/encounter/claims tab. This allows the user to access the Reports-> Patient area. For RCM users, this will privilege will send you an email when there is correspondence with the billing team.

Billing: RCM Messenger

Allows a user to access the RCM messenger, which contacts the RCM team if you are an RCM client of ours.

Charge Card: Charge Grid

Allows a user to use the multiple charge card feature within Schedule>Schedule List View

Charge Card: Manage All Cards on file

Allows a user to edit any patients cards that the practice has on file.

Credit Card: CC Report

Allows the user to access the Reports tab -> Credit Card report to see transactions completed.

Credit Card: CC Set Up

Allows the user to access the Admin -> Practice -> Credit Card area to set up a new terminal or edit an existing terminal.

Credit Card: Charge Card

Allows the user to be able to card a transaction to the terminal.

Credit Card: Charge Card on File

Grants the access to be able to charge a card on file and save a new card to a patient's account.

Credit Card: Charge Grid

Allows the user the ability to use the new Charge Grid

Credit Card: Refund Transaction

Allows this user to issue a Credit Card refund through the card processor. (Day after Batch)

Credit Card: Void Transaction

Allows the user to void a transaction completed same day.

Deposit: Create/Edit

Allows a user to create or edit deposits within HENO.

Deposit: Re-open

Allows a user to re-open deposits within HENO.

EMR: Dashboard - All Users

Allows  the user the ability to see all users on clinical dashboard

EMR: RTM User

Allows the user access to the RTM

EMR: Manage All Experiences

Gives access to add and edit the experiences for the provider's documentation. This is accessed under Document -> Dashboard -> Experience bubble

EMR: Manage HEP

Allows a user to edit the HEP part of HENO.

EMR: Manage Quick Texts

Gives access to add and edit the quick texts for the provider's documentation. This is accessed under Document -> Dashboard -> Quick Text bubble

EMR: Reports

Allows the user the ability to see reports under Documentation Reports

EMR: Template Builder

Allows the user to access the custom template library, create new custom templates and intake forms, and edit/inactivate already created templates.

Fax: Bulk Fax

Allows a user to generate and send a Bulk Fax from HENO.

Fax: Delete

Allows the user the ability to delete faxes

Ideal Protein: Ideal Protein

Allows  the user to access the IP tabs inside of the patients account. In the details tab, it will allow them to track if this is an Ideal Protein (or nutrition plan) patient. This will also grant access to the IP main tab where the user can track weight and measurements to track progress.

Inventory: Adjustments

Allows  the user to track inventory count adjustments (i.e. theft, office use, etc.)

Inventory: Receive

Allows the user to receive inventory count into the system.

Inventory: Reports

Allows a user to Access Inventory Reports.

Inventory: Take Inventory

Allows the user to count on-hand inventory in HENO.

Inventory: Vendors

Allows  the user to create new and edit existing vendors.

Marketing: Comm. Rules -  Manage

Allows the user to access the new email feature to view, edit & create new emails.

Marketing: Comm. Rules -  View

Allows the user to view the new email feature ONLY.

Marketing: Manage

Allows the user to access the marketing reports.

Ops: Adjust Date Range

Allows the user to adjust the date range on a report.

Ops: Advanced Analytic

Grant the user access to the reporting in the Reports tab -> Productivity advanced reporting and Dashboard reporting and Billing reports.

Patient: Text Message

Allows  the user to use the Patient -> Texting feature

Patient: Uploads

Allows the user to view patient uploads in their account,

Patients: Action Items

Allows the user the ability to add/update action items within the patient demographics

Patients: Bulk Update

Allows the user to bulk update patient status

Patients: Eligibility - Edit Payer

Allows the user to set the eligibility payer for the request

Patients: Eligibility - Request

Allows the user to request the eligibility file

Patients: FOTO Login

Allows a user access to the FOTO area within HENO.

Patients: Merge Patients

Allows the user to merge patient's accounts

Patients: Missing Notify

Allows the user Patient Missing Notify

Patients: Text Message

Allows the user the ability to text patients

Patients: Uploads

Allows  the user the ability to see patient uploads

Patients: View SSN

Allows  the user to view the patients full SSN

Payment Plans: Delete Paid Installments

Allows a user to delete Paid Installments on a payment plan.

Payment Plans: Manage

Allows a user to manage Patient Payment Plans.

Portal: Add Patients

Give the user the button in the patient account to add them to the portal (this will send the patient a link)

Portal: Admin

Allows the user to update and change information about the patient portal in the Patient Portal tab

Reports: Download

Allows the user the ability to download reports

Reports: Main Tab

Allows the user the ability to access reports on the main tab

Sales: Administration

Give the user access to create and edit promotion codes

Sales: Business Lines

Allows the user to create new Business lines in the General Store

Sales: Categories

Allows the user to create new categories in the General Store

Sales: Commissions- Pay

Allows a user to Pay out commissions to your providers.

Sales: Commissions- Set

Allows a user to set commission rates on Items within the General Store.

Sales: Delete Order

Allows the use to delete General store orders.

Sales: Delete Punch

Allows the user to delete punches from a punch card.

Sales: Items

Allows the user to create new items in the General Store > Items

Sales: Price Override

Allows the user to change the price during the order entry

Sales: Reports

Gives the user access to the General Store -> Sales -> Reports area

Schedule: Auth/Policy Override

Allows the user to override the prompt on scheduling when the auth or policy are out of the set terms. This can be tracked in an audit

Schedule: Change Cancel Type

Allows the user the ability to change a past visits cancel type

Schedule: Create Slot | Delete Slot

Allows the user to schedule & also allow the user to cancel on the schedule or remove unnecessary slots

Schedule: Drag and Drop

Allows the user to drag and drop appointments on the schedule (move to a different, time, day, schedule)

Schedule: Remove Check In

Allows the user the ability to remove check-in a patient

Schedule: Slot Builder

Allows the user to build a schedule template in the Schedule tab -> Slot Builder.

Schedule: Update Appt Resource/Type

Allows the user the ability to update the appointment resource/slot type even if the slot type setting is not set to changeable

Schedule: View Audit

Allows the user to view the Audit logs of a slot on the schedule.

Tickets: All Tickets

Allows the user the ability to see and update all practice tickets

Tickets: Basic

Allows the user the ability to add/edit/update only tickets where they are one of the owners

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