Defining Permissions in the Platform

Created by Mark Andersen-Nissen, Modified on Mon, 23 Sep at 5:04 PM by Jen Sommers

Practice Intel:

Permissions determine what features users can access within Practice Intel Platform. Not all organizations will have access to all of these features, and so some of these permissions may not be visible in your admin panel. The following tables define the various permissions that could be enabled for you to configure for your users. Permissions are managed within the Roles section in the admin dashboard.

Permissions – Admin

Permission (Products)	Definition
Access Practice Intel Dashboard	Allows users to see their data and interact with the Practice Intel Platform. This permission will be disabled for Sidekick-only users.
Access Self-Serve Admin	This allows the user to see the admin panel in the Practice Intel platform, which gives the user the ability to modify/create roles and users for the organization. Typically this permission is reserved for the leadership roles within the organization.
Access ROI Calculator Page	This allows the user to access the ROI Calculator Page. This permission is also typically reserved for leadership roles in the organization.
Manage API Keys in Admin	This allows users to create, edit, and delete API Keys. These API keys are used with certain EMRs to upload data to the Practice Intel platform.

Permissions – Practice Intel Visibility

Permission (Products)	Definition
Access Other Providers’ Data	By default, users in the platform only have access to the provider data associated with their user account. This permission will allow users to see data from more providers within your organization. The scope of the data the user will have access to is determined by the Scopes on the Roles assigned to the user.
Access CPT Insights Page	This allows the user to access the CPT Insights page in the Practice Intel platform.
Access Coding Efficiency Page	This allows the user to access the Coding Efficiency page in the Practice Intel platform.

Permissions – Compliance

Permission (Products)	Definition
View Note Details	Allows users to view detailed breakdowns of individual notes.
View Top/Bottom Scoring Notes with Compliance	Allows users to view the top and bottom five notes for individual compliance categories. These notes are accessed by clicking on individual scores in the Detailed Provider Scores page.
View All Notes With Compliance	Gives users who have access to the Top/Bottom scoring notes to also see the list of all notes within an individual compliance category. This permission is designed for a senior leadership role instead of individual providers.

Permissions – Sidekick Browser Extension

Permission	Definition
Access Real Time CPT Insights in Sidekick	This enables the Sidekick user to have access to Realtime CPT insights suggestions using the Browser extension
Access Note Content Suggestions in Sidekick	This enables the Sidekick user to access suggestions based on existing content within the note using the Browser extension in supported EMRs
Access Audio Services in Sidekick	This enables the Sidekick user to access suggestions based on audio recordings (Auto-Note and Dictation) using the Browser extension
Access AskAI in Sidekick	This enables the Sidekick user to ask questions using the AskAI while using the Browser extension

Permissions – EMR Embedded Sidekick

Permission	Definition
Access Real Time CPT Insights in EMR	This enables the Sidekick user to have access to Realtime CPT insights suggestions inside supported EMRs without the Browser extension. Today, this is live for our clients using Prompt EMR.