Staff User Roles

Modified on Wed, 8 Feb, 2023 at 11:34 AM

Staff User Roles

Your facility requires a variety of staff members with different  responsibilities in order for its success. The same goes for using ERPHealth, which is why it’s important to understand the staff's roles and responsibilities that are imperative to its cohesion. 

 The following is a list of the different User Roles and their restrictions & responsibilities. 


ERP Account Manager

No Restrictions. (This role is for ERP employees only) 


Facility Admin

Facility administrators are responsible for managing the facility, staff members, TAP devices, and potentially more (depending on the facility). For example, users with the Facility Admin role can administer assessments, take evaluations, and perform any actions belonging to any of the below user roles (including housing). 


Clinical Staff

Clinical staff members are responsible for signing off on and administering assessments, completing clinical evaluations, reviewing reports, and managing the patients and their treatment. These users also have access to the TAP manager so they can manage TAP devices as well. Clinical staff do not have access to partner management, staff management, facility management, or executive reports.


Utilization Review

UR staff members are responsible for using the UR interface to generate UR reports. They can also request evaluations from the clinical staff that are needed to generate reports.


Housing Manager

Housing managers are responsible for housing management and housing staff management. These users can also administer assessments, make appointments, leave notes, and use S.M.A.R.T. goals on the Patient Profile. Housing managers and staff can only see a restricted view of those that are currently checked in to housing and have no access to reports, evaluations or any individual assessment data. 


Housing Staff

The Housing Staff user role has the same capabilities as Housing Managers without the ability to manage the overall house or its staff.

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