A Break-Down of Permissions

Notes (SOAP Notes)

View All - ability to view all notes created by any staff

View Own - ability to view only notes created by self

Create - ability to create SOAP notes

Cosign - ability to co-sign notes that have been previously signed by another provider

Reset Draft - ability to set a signed note back to a draft status

Clients

View From Own Property - ability to view clients from the Mindbody site the staff is assigned to

View From All Properties - ability to view clients from all locations, regardless of if they are assigned to all or not

View Address - view client address

View Email - view client email address

View Phone - view client phone number

Appointments

View All - ability to view all appointments on the calendar

View Own - ability to view only appointments staff is scheduled for

Manage Staff Notes - ability to add/remove/edit appointment notes

Classes

View All - ability to view all classes on the calendar

View Own - ability to view only classes staff member is assigned to 

From All Properties - ability to view classes from all Mindbody sites

Alerts 

View All - ability to view alerts made by any staff member

View Own - ability to view alerts made by yourself

Create - ability to create alerts

Edit - ability to edit your own alerts

Delete All - ability to delete any of the alerts on a client file

Delete Own - ability to delete alerts created by yourself

Properties

View All - ability to view all Mindbody sites

View Own - ability to view the location you're associated with

Create - ability to add a new Mindbody site to QuickerNotes

Delete - ability to remove Mindbody sites/locations from your Subscription 

Edit - Ability to edit the Timezone and Print Footer of your Mindbody Site(s) connected to QuickerNotes

Locations

View All - ability to view/filter between all locations

View Own - ability to only view the location you're assigned to

Sync API Data - ability to force a sync of API data between QuickerNotes and Mindbody

Subscriptions

Create - ability to connect and subscribe new locations to QuickerNotes

Cancel - ability to cancel subscriptions for sites/locations

Payment Source

Manage - ability to update the card we have on file for your subscription payment

Documents 

View All - ability to view all documents

View Own - ability to only view documents that you created

View Private - ability to view private documents

Create - ability to create your own documents and set privacy

Pin Own - ability to pin your own documents to the top of the document list

Pin Any - ability to pin any of the documents to the top of the document list

Delete - ability to delete the documents you created

Delete Any - ability to delete any documents

Edit Any - ability to edit any document

Image Manager

Store - ability to upload images to the Image Manager

Delete - ability to delete any images from the Image Manager, regardless of who uploaded

Macros (formerly Templates)

Create - ability to create templates

Copy - ability to copy templates that someone else created

Delete - ability to delete your own templates

Delete Any - ability to delete any templates, regardless of who created them

Assign - ability to assign templates to other staff members for use

Edit Any - ability to edit templates, regardless of who created them

Roles

Assign - ability to assign roles to any staff member

Create - ability to create roles and select permissions for that role

Delete - ability to delete any roles

Reports

Print Progress Notes - ability to export/download/print SOAP notes

Export Intake Forms - ability to export/download/print client intake forms

Undocumented Visits - ability to view the undocumented visits report on the dashboard

Export All Data - ability to request an export of all data (this service is $99)

Forms

View - ability to view client intake forms

Create - ability to create/assign intake forms to clients 

Send - ability to send a forms reminder email to a client

Delete - ability to delete forms that are listed in the Forms tab of the client file

Create Templates - ability to create Intake Form Templates (in Settings)

Delete Templates - ability to delete Intake Form Templates (in Settings)

Insurance Codes

View - view list of insurance codes within the Settings

Create - ability to create ICD and CPT codes within Settings

Delete - ability to delete ICD and CPT codes within Settings

Add To Own Notes - ability to add insurance codes to your own notes only

Add to Any Notes - ability to add insurance codes to any notes

Remove From Own Notes - ability to remove insurance codes from your own notes only

Remove From Any Notes - ability to remove insurance codes from any notes

IP Restrictions

Create - ability to create IP restrictions

Bypass - allows selected staff to bypass the IP restrictions put in place

Clinical Images (available for those who are subscribed to Clinical Imaging)

Manage All - ability to add/remove images and tags, upload photos, and tag photos

Manage Own - ability to add/remove your own images and tags, upload photos, and tag photos

View All - ability to view all images and tags

View Own - ability to only view your own images and tags