Permissions by role in ChiroUp EHR

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

✓*

 

 

 

 

Run Insurance Eligibility Checks (for integrated TriZetto users)

 

       
Manage fees in clinic settings

 

 

 

 

 

Manage adjustments in clinic settings

 

 

 

 

 

Manage claims settings in clinic settings

 

 

 

 

 

Manage billing profiles in clinic settings

 

 

 

 

 

Run Insurance Eligibility Checks          

 

* 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

 
 

 

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