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Admin

Practice setup access to make back-end system changes and managing users

User Limited To See Only Search Patient

User can only find and access patient charts by typing in the patient’s name in the search bar. “Search Patients” button in left-panel will be hidden.

Allowed to delete N-Forms

Ability to delete forms and its contents from a chart

Info

Strongly encouraged for admins only.

If a form is accidentally deleted, it will take 1-2 weeks to recover

Can see restricted patients

Allows the user to access all restricted patients

Edit Patient Header Info

User can edit patient’s date of birth, name, level of care, and program information (if system does not have split-program)

Restrict Level of Care

Restricts user from editing/removing level of care history. User is still able to update the level of care by creating a new row in the level of care table.

Edit Program Info

Allows the user to edit program information

Note

Only accessible with split-program feature

Authorized to authenticate devices/computers

This user will physically grant other users access to Sunwave. Can only be assigned to 1 user throughout system. Needs to be turned on at the realm-level before this permission can be granted.

Force Two factor authentication

Requires user to download Google Authenticator on their mobile device. User will now be required to login with the 6-digit code from Google Authenticator, in addition to their email and password.

Can be assigned as a therapist to a client

User will appear in the dropdown for “Primary Counselor” in the level of care table.

Is Auditor

User will be the reviewer/auditor for a form prior to the form going to the Form Approval Role. User has ability to reject, or approve, the form.

Access Form History View

Grants user the “View History” icon in section headers of a form to see the history of changes within a form.

Can Restore Form

When “View History” is selected, the user is able to restore a past version of a form.

Warning

We cannot recover form changes once it has been restored

Access to Manage Insurance Providers

Under “Billing” in the Left Panel, the user can edit, add, or remove Insurance Providers.

Can delete signatures

In the “Menu” button of a patient chart, the user will see an option to “Delete Signatures”. Any signature can be deleted.

Warning

We cannot recover a deleted signature

Can be assigned to an Action Order

The user will appear in the dropdown for Action Order “Assigned to User” and Action Order Groups.

Can Delete Files from Documents Form

Grants the user “X” button in the Documents tab. User can delete forms and folders in the Documents tab within the patient chart.

Show Order Justification on MARS

When viewing the MARS/MORS, the user has access to see the justification under the medication name.

Is Admin For Unsigned Forms

When viewing Unsigned Forms in Case Load, the user has the search bar to see other user’s unsigned forms.

Can access only allowed patients

All charts will be restricted from this user. A new box will appear in their User Permissions titled “Allowed Patients”. This is where you will need to assign the specific charts the user can access.

Access M.A.R.A. (AI Agent)

Assigning user to MARA license to use in group notes

MARA Role: dictates how the user will be addressed in the MARA prompt in the Group Note (therapist/group facilitator)

Note

Only accessible if feature is paid for

Can configure calendar colors

In Calendar → Menu, User will be able to change the default colors for Session Types and Session Status.

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Lab Requisitions

Access to the sub-label “Lab Requisitions” in the “Labs” option in the Left-Panel

Lab Interface

Inactive permission that doesn’t serve a purpose

Licensed to sign lab orders

User can sign-off on selected lab results

Allowed to Delete Orphan Labs

User has ability to delete results from the “Orphans” sub-label

Allowed to Delete and Un-Assign Lab Results from patient chart

User has the option to delete and un-assign lab results from the patient chart

View Labs Pending Signatures

User can read pending lab results, but is unable to sign

Forms

Forms Admin

Grants user ability to grant other users Forms permissions.

Info

User must have Admin and Practice Setup access to manage another user’s permissions.

Allowed to Unlock Forms

User can unlock any locked form via the Menu button in the chart → Unlock Form:

or in the first section of the locked form:

Allowed to see Unlock Forms

User can see their own “Unlocked Forms” in Left Panel → Case Load → Unlocked Forms. User will appear in the dropdown to unlock form for.

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