Admin: Compliance
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Allows the user access to Reports -> Compliance
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Admin: Documentation PN Override
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Allows the user to override the progress note required messages and create a daily note
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Admin: Employee Salary Info
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Allows the user the ability to view and modify employee Salary Info
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Admin: Employee Salary Info
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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***
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Admin: HENO Payment Methods
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Allows the user access to the HENO Payment Methods
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Admin: HENO Payment Methods
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Allows the user to edit or add in payment methods for the practices monthly billing.
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Admin: Implementer
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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.
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Admin: IP Security
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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.
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Admin: Practice - General
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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.
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Admin: Practice - List Mgmt
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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.
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Admin: Practice Providers
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Allows the user to edit and modify a provider for the practice.
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Admin: Security - Users
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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.
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Admin: Text Message
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Allows the user access to text patients
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Billing: Billing
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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.
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Billing: RCM Messenger
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Allows a user to access the RCM messenger, which contacts the RCM team if you are an RCM client of ours.
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Charge Card: Charge Grid
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Allows a user to use the multiple charge card feature within Schedule>Schedule List View
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Charge Card: Manage All Cards on file
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Allows a user to edit any patients cards that the practice has on file.
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Credit Card: CC Report
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Allows the user to access the Reports tab -> Credit Card report to see transactions completed.
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Credit Card: CC Set Up
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Allows the user to access the Admin -> Practice -> Credit Card area to set up a new terminal or edit an existing terminal.
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Credit Card: Charge Card
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Allows the user to be able to card a transaction to the terminal.
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Credit Card: Charge Card on File
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Grants the access to be able to charge a card on file and save a new card to a patient's account.
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Credit Card: Charge Grid
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Allows the user the ability to use the new Charge Grid
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Credit Card: Refund Transaction
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Allows this user to issue a Credit Card refund through the card processor. (Day after Batch)
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Credit Card: Void Transaction
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Allows the user to void a transaction completed same day.
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Deposit: Create/Edit
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Allows a user to create or edit deposits within HENO.
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Deposit: Re-open
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Allows a user to re-open deposits within HENO.
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EMR: Dashboard - All Users
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Allows the user the ability to see all users on clinical dashboard
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EMR: RTM User
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Allows the user access to the RTM
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EMR: Manage All Experiences
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Gives access to add and edit the experiences for the provider's documentation. This is accessed under Document -> Dashboard -> Experience bubble
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EMR: Manage HEP
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Allows a user to edit the HEP part of HENO.
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EMR: Manage Quick Texts
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Gives access to add and edit the quick texts for the provider's documentation. This is accessed under Document -> Dashboard -> Quick Text bubble
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EMR: Reports
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Allows the user the ability to see reports under Documentation Reports
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EMR: Template Builder
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Allows the user to access the custom template library, create new custom templates and intake forms, and edit/inactivate already created templates.
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Fax: Bulk Fax
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Allows a user to generate and send a Bulk Fax from HENO.
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Fax: Delete
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Allows the user the ability to delete faxes
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Ideal Protein: Ideal Protein
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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.
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Inventory: Adjustments
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Allows the user to track inventory count adjustments (i.e. theft, office use, etc.)
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Inventory: Receive
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Allows the user to receive inventory count into the system.
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Inventory: Reports
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Allows a user to Access Inventory Reports.
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Inventory: Take Inventory
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Allows the user to count on-hand inventory in HENO.
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Inventory: Vendors
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Allows the user to create new and edit existing vendors.
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Marketing: Comm. Rules - Manage
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Allows the user to access the new email feature to view, edit & create new emails.
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Marketing: Comm. Rules - View
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Allows the user to view the new email feature ONLY.
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Marketing: Manage
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Allows the user to access the marketing reports.
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Ops: Adjust Date Range
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Allows the user to adjust the date range on a report.
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Ops: Advanced Analytic
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Grant the user access to the reporting in the Reports tab -> Productivity advanced reporting and Dashboard reporting and Billing reports.
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Patient: Text Message
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Allows the user to use the Patient -> Texting feature
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Patient: Uploads
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Allows the user to view patient uploads in their account,
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Patients: Action Items
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Allows the user the ability to add/update action items within the patient demographics
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Patients: Bulk Update
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Allows the user to bulk update patient status
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Patients: Eligibility - Edit Payer
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Allows the user to set the eligibility payer for the request
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Patients: Eligibility - Request
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Allows the user to request the eligibility file
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Patients: FOTO Login
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Allows a user access to the FOTO area within HENO.
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Patients: Merge Patients
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Allows the user to merge patient's accounts
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Patients: Missing Notify
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Allows the user Patient Missing Notify
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Patients: Text Message
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Allows the user the ability to text patients
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Patients: Uploads
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Allows the user the ability to see patient uploads
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Patients: View SSN
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Allows the user to view the patients full SSN
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Payment Plans: Delete Paid Installments
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Allows a user to delete Paid Installments on a payment plan.
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Payment Plans: Manage
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Allows a user to manage Patient Payment Plans.
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Portal: Add Patients
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Give the user the button in the patient account to add them to the portal (this will send the patient a link)
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Portal: Admin
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Allows the user to update and change information about the patient portal in the Patient Portal tab
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Reports: Download
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Allows the user the ability to download reports
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Reports: Main Tab
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Allows the user the ability to access reports on the main tab
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Sales: Administration
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Give the user access to create and edit promotion codes
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Sales: Business Lines
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Allows the user to create new Business lines in the General Store
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Sales: Categories
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Allows the user to create new categories in the General Store
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Sales: Commissions- Pay
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Allows a user to Pay out commissions to your providers.
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Sales: Commissions- Set
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Allows a user to set commission rates on Items within the General Store.
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Sales: Delete Order
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Allows the use to delete General store orders.
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Sales: Delete Punch
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Allows the user to delete punches from a punch card.
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Sales: Items
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Allows the user to create new items in the General Store > Items
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Sales: Price Override
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Allows the user to change the price during the order entry
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Sales: Reports
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Gives the user access to the General Store -> Sales -> Reports area
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Schedule: Auth/Policy Override
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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
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Schedule: Change Cancel Type
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Allows the user the ability to change a past visits cancel type
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Schedule: Create Slot | Delete Slot
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Allows the user to schedule & also allow the user to cancel on the schedule or remove unnecessary slots
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Schedule: Drag and Drop
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Allows the user to drag and drop appointments on the schedule (move to a different, time, day, schedule)
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Schedule: Remove Check In
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Allows the user the ability to remove check-in a patient
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Schedule: Slot Builder
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Allows the user to build a schedule template in the Schedule tab -> Slot Builder.
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Schedule: Update Appt Resource/Type
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Allows the user the ability to update the appointment resource/slot type even if the slot type setting is not set to changeable
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Schedule: View Audit
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Allows the user to view the Audit logs of a slot on the schedule.
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Tickets: All Tickets
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Allows the user the ability to see and update all practice tickets
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Tickets: Basic
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Allows the user the ability to add/edit/update only tickets where they are one of the owners
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