A Break-Down of Permissions

Notes (SOAP Notes)

Notes: view-all — view all notes created by any staff
Notes: view-own — view only notes you created
Notes: view-private — view private notes
Notes: toggle-privacy-all — change the privacy setting for any note
Notes: toggle-privacy-own — change the privacy setting for your own notes
Notes: create — create SOAP notes
Notes: cosign — co-sign notes previously signed by another provider
Notes: reset-draft — revert a signed note back to draft status

Clients

Clients: view-from-own-property — view clients from the Mindbody site you're assigned to
Clients: view-from-all-properties — view clients from all Mindbody sites
Clients: view-address — view client address
Clients: view-email — view client email
Clients: view-phone — view client phone number

Appointments

Appointments: view-all — view all appointments on the calendar
Appointments: view-own — view only appointments assigned to you
Appointments: manage-staff-notes — add, remove, or edit appointment notes

Classes

Classes: view-all — view all classes on the calendar
Classes: view-own — view only classes you're assigned to
Classes: view-from-all-properties — view classes from all Mindbody sites

Alerts

Alerts: view-all — view alerts created by any staff
Alerts: view-own — view alerts you created
Alerts: create — create alerts
Alerts: edit — edit your own alerts
Alerts: delete-all — delete any alert
Alerts: delete-own — delete alerts you created

Properties

Properties: view-all — view all Mindbody sites
Properties: view-own — view only the site you're assigned to
Properties: create — add a new Mindbody site to QuickerNotes
Properties: delete — remove Mindbody sites/locations from your subscription
Properties: edit — edit timezone and print footer

Locations

Locations: view-all — view/filter all locations
Locations: view-own — view only your assigned location
Locations: sync-api-data — manually sync API data between QuickerNotes and Mindbody

Subscriptions

Subscriptions: create — subscribe new locations to QuickerNotes
Subscriptions: cancel — cancel subscriptions

Payment Source

Payment-source: manage — update the payment card on file

Documents

Documents: view-all — view all documents
Documents: view-own — view documents you created
Documents: view-private — view private documents
Documents: create — create documents
Documents: pin-own — pin your own documents
Documents: pin-any — pin any document
Documents: delete-own — delete documents you created
Documents: delete-any — delete any document
Documents: edit-any — edit any document

Image Manager

Image-manager: store — upload images
Image-manager: delete — delete any image

Macros (formerly Templates)

Macros: create — create macros
Macros: copy — copy macros
Macros: delete — delete your own macros
Macros: delete-any — delete any macro
Macros: assign — assign macros to staff
Macros: edit-any — edit any macro

Roles

Roles: assign — assign roles to staff
Roles: create — create roles and select permissions
Roles: delete — delete roles

Reports

Reports: print-progress-notes — export or print SOAP notes
Reports: export-intake-forms — export intake forms
Reports: undocumented-visits — view undocumented visits
Reports: export-all-data — request a full data export

Forms

Forms: view — view client forms
Forms: create — create and assign forms
Forms: send — send form reminder emails
Forms: delete — delete forms
Forms: create-templates — create form templates
Forms: delete-templates — delete form templates

Insurance Codes

Insurance-codes: view — view ICD/CPT lists
Insurance-codes: create — create ICD/CPT codes
Insurance-codes: delete — delete ICD/CPT codes
Insurance-codes: add-to-own-notes — add codes to your own notes
Insurance-codes: add-to-any-notes — add codes to any notes
Insurance-codes: remove-from-own-notes — remove codes from your own notes
Insurance-codes: remove-from-any-notes — remove codes from any notes

IP Restrictions

IP-restrictions: create — create IP restrictions
IP-restrictions: bypass — bypass IP restrictions

Clinical Images (Add-on)

Clinical-images: manage-all — manage all images and tags
Clinical-images: manage-own — manage your own images and tags
Clinical-images: view-all — view all images
Clinical-images: view-own — view only your own images