The User Administration section is used to add new users to Fusion Enterprise: Clinic Controller and to set the user’s permissions. Permissions determine which areas of Fusion Enterprise will be accessible to the user. As a rule, users should not be granted any permission which they do not require in order to perform their jobs. To create a new user you will need to create the user (see User Administration below) and then assign permissions to the user.
A role is a set of permissions that are created to define what functions can be performed by an employee. For instance, if you have a five-clinic company, you might have five Front Office personnel. You can create a single role, called Front Office, and assign that role to each of those five individuals. This is also referred to as Role-based Access Control. Using roles allows you to focus on job functions or titles, rather than individual people. That way, as personnel changes, you can quickly give the new person the same role with very little effort and time. Also, if you need to make a change to permissions within the role, you are able to do that one time, and it automatically is changed for each of the five employees.
NOTE: It is important to note that users can and generally will have multiple roles.
We have created a set of roles for job functions typically found within Physical Therapy clinics. If you have employees who perform multiple job functions, such as a combined Front Office and Billing person, that employee would be assigned both those roles. When roles have been combined the permissions within those roles are merged together.
Along with particular permissions for specific functions within Clinic Controller, such as the ability to add an appointment, you can also assign which Clinics a user can see. To maximize efficiency and ease of use, we strongly recommend creating Job Function Roles separately from Clinic Roles.
Having a separate Clinic Role allows you to assign the Front Office role to each Front Office employee at each of your clinics, and then assign a Clinic A role to the Front Office person at Clinic A, and a Clinic B role to the Front Office person at Clinic B. If your Billing person handles billing for both clinics, you could assign them a Billing role, and you would also assign them the Clinic A and Clinic B roles.
NOTE: You are not required to use the Fusion Enterprise roles and are free to create your own. Fusion Enterprise roles can not be edited, but you can clone them and modify that copy.