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Schedule a new visit
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Admin |
Provider |
Scheduler |
Biller |
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Can schedule a new visit for any provider within the organization |
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View visit detail
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Admin |
Provider |
Scheduler |
Biller |
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Can view Visit Detail within the organization |
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Can send message to patient on the Visit Detail |
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Can upload files on the Visit Detail |
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Cancel a scheduled visit
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Admin |
Provider |
Scheduler |
Biller |
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Can cancel a scheduled visit for any provider or an admin within the organization |
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Schedule a visit from visit request
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Admin |
Provider |
Scheduler |
Biller |
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Can schedule a visit for any provider or an admin within the organization |
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Patient sends a visit request to a specific provider
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Admin |
Provider |
Scheduler |
Biller |
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Can see list of the requested visit to all providers within the org |
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Can receive the notification |
(Unless there are no schedulers in the organization, in which case should receive In App messages.) |
(As an email, SMS, and In App message if requested.) |
. (As an In App message from all requested visits.) |
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Can accept and assign only to the assigned provider |
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Can add Secondary Provider to the Visit |
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Patient sends a visit request to let the organization select a provider
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Admin |
Provider |
Scheduler |
Biller |
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Can see list of the requested visit to the org |
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Can receive the notification |
(Unless there are no schedulers in the organization, in which case should receive In App messages.) |
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(As an In App message from all requested visits.) |
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Can be able to schedule and assign to any provider within the org |
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Can add Secondary Provider to the Visit |
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Reject a visit request
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Admin |
Provider |
Scheduler |
Biller |
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Can REJECT requests for ANY provider |
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Can REJECT requests for Organization |
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Upcoming visits
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Admin |
Provider |
Scheduler |
Biller |
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Can see list of upcoming visits, for all providers on the organization |
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Past visits
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Admin |
Provider |
Scheduler |
Biller |
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Can see list of past visits, for all providers on the organization |
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Carry out a visit
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Admin |
Provider |
Scheduler |
Biller |
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Can access visit if invited |
(If the provider is invited.) |
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Can see participants list |
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My settings
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Admin |
Provider |
Scheduler |
Biller |
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Can view and edit their own settings |
(Specialty field is not shown.) |
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(Specialty field is not shown.) |
(Specialty field is not shown.) |
My security
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Admin |
Provider |
Scheduler |
Biller |
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Can enable/disable 2FA on its account |
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Can change its password |
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Organizational information
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Admin |
Provider |
Scheduler |
Biller |
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Can view organizational information |
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Can edit organizational information |
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Patient forms
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Admin |
Provider |
Scheduler |
Biller |
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Links to consent and emergency forms from the Organizational Information screen |
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Manage personnel
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Admin |
Provider |
Scheduler |
Biller |
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Can view personnel list |
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(And personnel details.) |
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Can add personnel |
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(Provider only.) |
(Provider only.) |
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Can assign any roles |
(Can not downgrade.) |
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Can assign specialties |
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Can resend invite to personnel for any role |
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Can edit personnel information up until the account is activated |
(Any role.) |
(To providers only.) |
(To providers only.) |
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Manage patients
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Admin |
Provider |
Scheduler |
Biller |
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Can view (what?) |
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Can add patients |
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Can resend invites to patients |
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Can edit patient information up until account is activated |
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Subscriptions
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Admin |
Provider |
Scheduler |
Biller |
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Can access and edit all subscriptions and subsections |
Includes: Subscription plan Payment methods Recent transactions Current usage |
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Practice management (shared and private notes)
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Admin |
Provider |
Scheduler |
Biller |
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Can view shared and private notes |
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Can add shared and private patient notes |
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Can add shared and private visit notes if part of the visit |
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Can edit any notes |
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Update visit
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Admin |
Provider |
Scheduler |
Biller |
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Can perform updates on a Scheduled Visit within the organization |
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Organization locations
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Admin |
Provider |
Scheduler |
Biller |
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Can add visit location (when scheduling and from organization settings |
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Can edit the location information |
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Can delete the visit information |
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Can update the default location |
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Patient’s medical history
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Admin |
Provider |
Scheduler |
Biller |
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Can access patient’s medical history |
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Billing
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Admin |
Provider |
Scheduler |
Biller |
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Can connect Organization account to Stripe |
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Can access the Stripe dashboard |
(Full access as owner. Does not get access to other admins’ dashboards.) |
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Can create invoices |
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Can cancel unpaid invoices |
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Can refund paid invoices |
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Can mark as paid, unpaid invoices |
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Calendar view
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Admin |
Provider |
Scheduler |
Biller |
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Can access Calendar view |
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Guardians
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Admin |
Provider |
Scheduler |
Biller |
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Can access to see information |
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Can add guardians |
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Can remove guardians |
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Patient Onboarding: Organizational documents
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Admin |
Provider |
Scheduler |
Biller |
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Can see all types of organizational documentation |
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Can create any type of document for organization |
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Can edit any type of document for organization |
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Can delete any type of document for organization |
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Patient Onboarding: Workflows
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Admin |
Provider |
Scheduler |
Biller |
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Can see workflows |
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Can create workflows |
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Can edit workflows |
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Can delete workflows |
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Can assign workflows to patient |
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Patient Onboarding: Patient tasks
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Admin |
Provider |
Scheduler |
Biller |
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Can see patient’s task |
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Can assign any type of task to patient |
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Can unassign any type of task to patient |
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Patient Onboarding: Patient’s documents
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Admin |
Provider |
Scheduler |
Biller |
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Can see patient’s identification documents |
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Can see patient’s medical documents |
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Can download patient’s documents |
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Want more information about roles and capabilities for administrators, providers, schedulers, and billers?
Contact MediSprout support using the chat function in the same window you are using or call +1 866-896-1431.