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Tebra Help Center

User Account Roles

Updated: 10/26/2023|Views: 6860

System Administrators of billing company accounts and accounts created prior to May 9, 2016 can assign a user account role to each user created in the Desktop Application (PM). Assigning a user account role automatically applies a pre-defined permission set to the user. You can customize each user account role or create new user account roles at any time.

There are several preset user account roles offered:

  • Administrator: Full control and access to account and practice wide functionality.
  • Biller: Access to most billing and collections functionality.
  • Billing Manager: Access to all billing and collections functionality, practice reports and settings, and accounting options.
  • Office Manager: Access to patients and scheduling, scheduling templates and practice settings. 
  • Practice Administrator: Available for billing company accounts. Full control and access to practice wide functionality.
  • Provider: Access to most practice wide functionality and some account management functionality.
  • Scheduler: Access to most patient and scheduling functionality.

You always begin with navigating to Manage Roles before creating, editing, or deleting a user account role.

Navigate to Manage Roles

Desktop_UserAccounts_ManageRoles.png

Create New Role

Once a new role is created, the option to select it becomes available to assign to a user.

  1. To prevent duplication, navigate to Manage Roles and verify the role is not in the system then click + Create New Role.
  2. Enter the information:
    1. Role details: The name and brief description of the new role. 
    2. Preset User Account Permission Settings: To automatically apply a pre-defined permission set, select an existing user account role.
      • If selected, review the permissions and customize as necessary.
    3. Account Permissions and Practice Permissions: Click to select the permissions to include in the role. 
  3. Click Save New Role.
Desktop_UserAccounts_NewRole.png

Edit Role

  1. Navigate to Manage Roles then click on the role to open. The role information displays.
  2. Make the necessary changes.
  3. Click Save Changes.
Desktop_UserAccounts_EditRole.png

Delete Role 

  1. Navigate to Manage Roles. The list of Roles displays.
  2. Find the role(s) and click to select "Delete" on the right of the listed role(s).
    Note: The "Delete" checkbox is only available for selection if the role has no active user accounts associated.
  3. Click Delete selected roles. A confirmation pop-up appears.
  4. Click OK to confirm the deletion. The role is deleted.
Desktop_UserAccounts_DeleteRole.png
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