In ChiroUp, every user has an assigned role— Admin, Provider, Front Office, Biller, Clinical Assistant, Content & Database Editor, and Business Manager.
Each role has its own level of permissions and access. You can assign multiple roles to one user.
Here is a general overview of each role:
- System Admin: the users who configure the system and manage the account
- Provider: the users who perform clinical services and are the rendering provider on claims
- Biller: the users who are responsible for billing tasks and managing claims
- Front Office: the users who are front office and administrative personnel
- Clinical Assistant: the users who are medical assistants who help perform basic clinical tasks
- Content & Database Editor: the users who are authorized to make edits to any of the clinical and billing databases
- Business Manager: the users who perform bookkeeping and accounting tasks
Use the drop-downs below for a detailed breakdown of each role's permissions:
General permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Create & edit patients | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Send digital surveys | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Edit clinic version of condition references | ✓ |
✓* |
✓ |
✓* |
✓* |
✓ |
|
Edit clinic version of clinical evaluations, treatment techniques, advice, & my treatment desc. | ✓ |
✓* |
|
✓* |
✓* |
✓ |
|
Manage practice resources (condition report attachments & consents/ acknowledgements) | ✓ |
✓* |
|
✓* |
✓ |
✓ |
|
Manage practice resources (menus) | ✓ |
✓ |
|
✓ |
✓ |
✓ |
* VIEW only
Clinical permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Create Encounters | ✓ |
✓ |
|
✓ |
✓ |
|
|
Diagnosis Pointing | ✓ |
✓ |
✓ |
|
|
|
|
Claim-related information | ✓ |
✓ |
✓ |
|
|
|
|
Access SOAP Note | ✓ |
✓ |
✓* |
|
|
|
|
Edit or delete a note | ✓ |
✓** |
|
|
|
|
|
Sign or unsign a note |
|
✓** |
|
|
|
|
|
Print a note | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Modalities module | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Exercises module | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Tests module | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Vitals module | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Communications module | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
View chart tab | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Manage & view memos | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
View patient record dashboard | ✓ |
✓ |
|
|
✓ |
|
|
* VIEW only
** Provider-specific permission
Scheduling permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Schedule and reschedule appointments | ✓ |
✓ |
|
✓ |
✓ |
|
|
Print day schedules | ✓ |
✓** |
|
✓ |
✓ |
|
|
Cancel, delete, & no show appointments | ✓ |
✓ |
|
✓ |
✓ |
|
|
Manage appointment services (Dx pointing) | ✓ |
✓** |
✓ |
|
|
|
|
Approve or deny pending patients | ✓ |
|
|
✓ |
✓ |
|
|
View upcoming appointments in patient record | ✓ |
✓ |
✓ |
✓ |
✓ |
|
|
Manage kiosk connections | ✓ |
|
|
✓ |
|
|
|
Manage disciplines & treatments | ✓ |
|
|
|
|
|
|
** Provider-specific permission
Billing permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Manage payors database | ✓ |
✓* |
✓ |
|
|
✓ |
|
Manage billing codes database | ✓ |
✓* |
✓ |
|
|
✓ |
|
Manage & create purchases | ✓ |
✓* |
✓ |
✓ |
|
|
|
Manage claims | ✓ |
✓* |
✓ |
|
|
|
|
Manage ERAs | ✓ |
✓* |
✓ |
|
|
|
|
Manage payments and credits | ✓ |
✓* |
✓ |
✓ |
|
|
|
Manage patient insurance policies | ✓ |
✓* |
✓ |
✓ |
|
|
|
Manage fees in clinic settings | ✓ |
|
✓ |
|
|
|
|
Manage adjustments in clinic settings | ✓ |
|
✓ |
|
|
|
|
Manage claims settings in clinic settings | ✓ |
|
✓ |
|
|
|
|
Manage billing profiles in clinic settings | ✓ |
|
✓ |
|
|
|
|
* VIEW only
Reporting permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Manage clinical reporting | ✓ |
✓** |
✓ |
✓ |
|
|
✓ |
Manage scheduling reporting | ✓ |
✓** |
✓ |
✓ |
|
|
✓ |
Manage billing reporting | ✓ |
✓** |
✓ |
|
|
|
✓ |
** Provider-specific permission
Administrative permissions
Admin | Provider | Biller | Front Office | Clinical Assistant | Content & Database Editor | Business Manager | |
Manage user roles & permissions | ✓ |
|
|
|
|
|
|
Manage exercise database | ✓ |
✓ |
|
|
|
✓ |
|
Manage modalities database | ✓ |
✓ |
|
|
|
✓ |
|
Manage supplements & supplies database | ✓ |
✓ |
|
|
|
✓ |
|
Manage providers & facilities database | ✓ |
✓ |
✓ |
✓ |
|
✓ |
|
Manage tests database | ✓ |
✓ |
|
|
|
✓ |
|
View provider statistics | ✓ |
✓** |
|
|
|
|
✓ |
View clinic statistics | ✓ |
|
|
|
|
|
✓ |
View patient access log | ✓ |
|
|
|
|
|
|
View condition report log | ✓ |
|
|
|
|
|
|
Export data | ✓ |
|
|
|
|
|
|
Merge patients | ✓ |
|
|
|
|
|
|
Manage general clinic settings | ✓ |
|
|
|
|
✓ |
|
Manage locations & user clinic settings | ✓ |
|
|
|
|
✓ |
|
Manage patient preferences | ✓ |
|
|
|
|
✓ |
|
Manage scheduling settings | ✓ |
|
|
|
|
|
|
Billing (ChiroUp Subscription settings) | ✓ |
|
|
|
|
|
✓ |
Enable or disable MFA | ✓ |
|
|
|
|
|
|
Enable or disable outcome tracker (automated post-care survey) | ✓ |
|
|
|
|
|
|
Delete patients | ✓ |
|
|
|
|
|
|
** Provider-specific permission