MN User Permissions
Who is this guide for:
Account Owner
Where to begin:
Practice Settings
This guide will clarify what user permissions exist in Maternity Neighborhood (MN) and how to adjust permissions for new and existing users.
Understanding User Types and Pairings
In Maternity Neighborhood (MN) there are different pairings of user permissions. This ensures that users only have access to data and client information that is prevalent to their role at your practice.
There are two user types in MN: Care Provider and Other User.
Care Provider
A Care Provider is someone who provides clinical care, logs encounter visits and has the authority to diagnose and manage the Problems, Medications and Allergies list. In addition, this user type can use messages, create and use to-do lists, add files, add clients, etc.
You can pair Care Provider with the following user permissions:
- Practice Manager: someone who assists in managing practice operations and maintaining the billing fee schedule. This role can delete charts.
- or Analyst: someone who can view and request reports containing data from the practice. If you're a Practice Manager then you automatically have the same permissions as an Analyst along with added permissions.
- Librarian: someone who can add resources, set resource visibility, and edit the auto-send schedule.
- or Resource Sender: someone who can attach resources to messages. This is a lower level permission than Librarian so they cannot add resources or set resource visibility, etc. If you are a Librarian you automatically have the same permissions as Resource Sender with added permissions.
Other User
An Other User is someone who has access to client charts but does not provide clinical care. They do not have permission to create or edit an encounter note in a client’s record but can edit overview info, send messages, create to-dos, add files, etc.
You can pair Other Users with the following user permissions:
- Practice Manager: someone who assists in managing practice operations and maintaining the billing fee schedule. This role can delete charts.
- or Analyst: someone who can view and request reports containing data from the practice. If you're a Practice Manager then you automatically have the same permissions as an Analyst along with added permissions.
- or Bookkeeper: someone who can manage the payment the payment ledger. If you're a Practice Manager then you automatically have the same permissions as Bookkeeper along with added permissions.
- Librarian: someone who can add resources, set resource visibility, and edit the auto-send schedule.
- or Resource Sender: someone who can attach resources to messages. This is a lower level permission than Librarian so they cannot add resources or set resource visibility, etc. If you are a Librarian you automatically have the same permissions as Resource Sender with added permissions.
- Biller: someone who can enter billing data for encounters and manage claims. If you're a Practice Manager then you automatically have the same permissions as Biller along with added permissions.
Please Note: The Other User only exists in our Midwife product, if you are on our Doula product you will not see this user option.
How to Add New Users
To start, click Settings in the left-hand navigation bar. This will take you to the practice settings where you can click on the Users tile.
Next, select Add User
You'll then be prompted to fill out some key information about the new user in your organization. And will need to select their user type and pairings. Anything with an asterisk (*) is required in order to send the invite to the user. Once done click Save Changes and the user will receive an invitation to complete their profile setup.
How to Adjust User Permissions
To start, click Settings in the left-hand navigation bar. This will take you to the practice settings where you can click on the Users tile.
Next, select the user whose permissions you'd like to update. This will take you to their profile where you'll see the Edit button in the top right corner. Once here, scroll to the bottom of the page where you'll see the different user permissions available.
And select either Care Provider or Other User depending on the level of permissions you'd like the user to have. Make sure to select their pairings as well, should you want to broaden or better define that access.
Once satisfied with your choice, click Save Changes.