BreezyNotes Default User Roles
We can fine-tune what different people in your practice have access to. For instance, a Therapist can see their own clients and client financials, but they cannot see the PHI of clients connected to other therapists.
A rough outline of each of our default Access Control Groups is below. We can customize these so they fit just right with your practice’s needs.
Clinic Director
| Can Access |
Can’t Access |
| All Calendars |
|
| All Client Data |
|
| All Payments |
|
| Billing |
|
| Admin Area |
|
| Reports |
|
Supervisor
| Can Access |
Can’t Access |
| All Calendars |
|
| All Client Data |
|
| Client Payments |
Insurance Pmts |
|
Billing |
|
Admin Area |
| Basic Reports |
Financial Reports |
Therapist
| Can Access |
Can’t Access |
| Own Calendar Details |
Other Users’ Calendar Details |
| Own Client Data |
Other Users’ Client Data |
| Client Payments |
Insurance Pmts |
|
Billing |
|
Admin Area |
|
Reports |
Supervisee (Intern)
| Can Access |
Can’t Access |
| Own Calendar Details |
Other Users’ Calendar Details |
| Own Client Data |
Other Users’ Client Data |
| Client Payments |
Insurance Pmts |
|
Billing |
|
Admin Area |
|
Reports |
Biller
| Can Access |
Can’t Access |
| Calendar Details |
|
| Client Demographics |
|
| Basic Client Data |
|
| Payments |
|
| Billing |
|
| Report |
|
Scheduler
| Can Access |
Can’t Access |
| Calendar Details |
|
| Client Demographics |
Client Notes |
|
Payments |
|
Billing |
|
Admin Area |
|
Reports |
