Roles and Permissions allow your agency to set which staff members can see and interact with what data, ensuring client privacy and HIPAA compliance.
Imagine that Roles and Permission are like a train yard. The Roles and Permissions you set for your agency are the train tracks while your clients’ information are train cars. As complex as it is essential, how the rails are set up will guarantee client information will be accessible to only those who have permissions to interact with it. Understand that even one misplaced Role or Permission can send a train to the wrong station.
But do not worry!
We will walk you through how to set up Roles and Permissions step-by-step.
To get an idea of what Roles and Permissions look like, click here.
If you're ready to get started, click here.
To read WHY: Roles and Permissions, click here.