Overview  

This Knowledge Base article provides comprehensive guidance on assigning user access to the Dashboard features within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are displayed to users without the required permissions.

By using this guide, administrators can efficiently manage access and ensure that only authorized personnel can handle Dashboard-related tasks.

Grant Permission to Access the Billing Worklist  

To grant permission to access the Billing Worklist:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the Access the Billing Worklist Dashboard checkbox.
   

Users without this permission attempting to access the Billing Worklist tab on the Dashboard will receive the following restriction message. 

Grant Permission to Access the ERA Worklist 

To grant permission to access the ERA Worklist:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the Access the ERA Worklist Dashboard checkbox.

Users without this permission attempting to access the ERA Worklist tab on the Dashboard will receive the following restriction message. 

Grant Permission to Access the Manual Posting Worklist  

To grant permission to access the Manual Posting Worklist:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the Access the Manual Posting Worklist Dashboard checkbox.

Users without this permission attempting to access the Manual Posting Worklist tab on the Dashboard will receive the following restriction message. 

Grant Permission to Access the Notes from the Dashboard  

To grant permission to access notes on the Dashboard:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the Access the Notes (General) Dashboard checkbox.

Users without this permission attempting to access the notes on the Dashboard will receive the following restriction message. 

Grant User Access to Configure Reminder Rules  

To grant permission to configure reminder rules:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the Configure the Notes (General) Dashboard Rules checkbox.

Users without this permission attempting to configure the reminder rules will not see the gear icon on the Dashboard. The following screenshot shows that the gear icon is visible to users with the necessary permission for configuring reminder rules. 

Grant Permission to View Other Clinician's Co-Signature Requests 

To grant permission to view other clinician's co-signature requests:

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Dashboard tab and select the View Other Clinician's Co-signature Requests checkbox.

When the Co-Signature feature is enabled, users without this permission will see the "Filter by Clinician" dropdown as disabled.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.