Set byThe System administrator (System › Employees)
CheckedEvery time: a hidden button cannot be reached another way
Each employee has one role (System, Clerk, Clinician, Finance or Admin) plus a few personal permissions (Provider, Prescriber, Supervisor, Finance allowed, Accounts allowed). PsyTrace shows each user only what she/he may use.
Screens by role
| Screen | System | Clerk | Clinician | Finance | Admin |
|---|
| Client menu, Clerk | Yes | Yes | Yes | Yes | Yes |
| Clinician, IOP | Yes | – | Yes | – | if Provider |
| Finance | anyone with Finance allowed |
| Supervision | if Supervisor | – | if Supervisor | if Supervisor | if Supervisor |
| QA | Yes | – | – | – | Yes |
| Facility | Yes | – | – | – | – |
| Budget | Yes | – | – | if Accounts allowed | if Accounts allowed |
| Admin | Yes | – | – | – | Yes |
| System | Yes | – | – | – | – |
| User menu | Yes | Yes | Yes | Yes | Yes |
Personal permissions
| Permission | Gives |
|---|
| Provider | User › My Reports (limited to your own data) and User › My eSignature (your own signature, to sign documents and notes). |
| Prescriber | Writing, signing and faxing prescriptions (with the Clinician screen). |
| Supervisor | The Supervision screen: reviewing your supervisees' encounters and discharges. |
| Finance allowed / Finance reports | The Finance screen / every financial report of the Facility. |
| Accounts allowed | The Budget screen (Finance and Admin roles). |
Limits that apply to everybody
- Client Category: an employee assigned to a Category sees and finds only the clients of that Category, everywhere in PsyTrace.
- Service/Department: you may add to and change only the Episodes of Care of your own Service/Department.
- Discharged Episodes are locked: they can be viewed, not changed.
- Client menu: Internal Client Number and Merge Duplicate Clients are for System users; Category is hidden from users who have a Category themselves; viewing a client's test results is for clinicians.
Missing a button you need for your work? Ask your System administrator to check your role and permissions.