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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
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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
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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.
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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.
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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)
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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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