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Security rights list

Emma
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A user account can have rights to any of the following areas or activities in Dentrix Ascend.

Tip: Assigning a role to a user account gives that user a set of default rights relevant to that role. However, you can customize those given rights for each user individually and then save that set of rights as a new role, which can then be assigned to that individual's and others' user accounts.

Third-Parties

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review Third-Party

X

X

X

Allows the user to view the details of a third party and its corresponding plans.
Allows the user to view the details of a third-party plan from a patient's record.

Create Third-Party Claims

X

X

Allows the user to create a claim.

Note: This right is available only if the Review Third-Party right is selected.

Edit Third-Party Claims

X

X

X

Allows the user to modify an existing claim.

Note: This right is available only if the Review Third-Party right is selected.

Delete Third-Party Claims

X

X

Allows the user to delete a claim.

Note: This right is available only if the Review Third-Party right is selected.

Send Third-Party Claims

X

X

Allows the user to send or resubmit a claim.

Note: This right is available only if the Review Third-Party right is selected.

Create Third-Parties

X

X

X

Allows the user to create a third party.

Note: This right is available only if the Review Third-Party right is selected.

Edit Third-Parties

X

X

Allows the user to modify an existing third party.

Note: This right is available only if the Review Third-Party right is selected.

Delete Third-Parties

X

X

X

Allows the user to delete a third party.

Note: This right is available only if the Review Third-Party right is selected.

Create Third-Party Plans

X

X

X

Allows the user to create a third-party plan.

Note: This right is available only if the Review Third-Party right is selected.

Edit Third-Party Plans

X

X

X

Allows the user to modify an existing third-party plan.
Allows the user to modify an existing third-party plan from a patient's record.

Note: This right is available only if the Review Third-Party right is selected.

Delete Third-Party Plans

X

X

X

Allows the user to delete a third-party plan.

Note: This right is available only if the Review Third-Party right is selected.

Edit Rebates

X

X

X

Allows the user to modify the rebates of a third-party plan.
Allows the user to modify the rebates of a third-party plan from a patient's record.

Note: This right is available only if the Review Third-Party right is selected.

Create Fee Schedules

X

X

X

Allows the user to create a fee schedule for a location.

Note: This right is available only if the Review Third-Party right is selected.

Edit Fee Schedules

X

X

Allows the user to modify an existing fee schedule.

Note: This right is available only if the Review Third-Party right is selected.

Delete Fee Schedules

X

X

X

Allows the user to delete a fee schedule.

Note: This right is available only if the Review Third-Party right is selected.

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Charting

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review clinical chart

X

X

Allows the user to view a patient's clinical chart and quick exam.

Create patient condition

X

X

Allows the user to post a condition to a patient's chart.

Note: This right is available only if the Review clinical chart right is selected.

Edit patient condition

X

X

Allows the user to modify a posted condition.

Note: This right is available only if the Review clinical chart right is selected.

Delete patient condition

X

X

Allows the user to delete a posted condition (if not locked).

Note: This right is available only if the Review clinical chart right is selected.

Create clinical note

X

X

Allows the user to enter a clinical note for a patient.

Note: This right is available only if the Review clinical chart right is selected.

Edit clinical note

X

X

Allows the user to modify or, if locked, to add an addendum to a patient's clinical note.

Note: This right is available only if the Review clinical chart right is selected.

Delete clinical note

X

X

Allows the user to delete a patient's clinical note (if not locked).

Note: This right is available only if the Review clinical chart right is selected.

Sign clinical note

X

X

Allows the user to add a digital signature to a patient's clinical note.

Note: This right is available only if the Review clinical chart right is selected.

Review Perio exams

X

X

Allows the user to view a patient's perio exams.

Create and edit Perio exam

X

X

Allows the user to enter and edit a perio exam.

Note: This right is available only if the Review perio exams right is selected.

Delete Perio exam

X

X

Allows the user to delete a patient's perio exam.

Note: This right is available only if the Review perio exams right is selected.

Print Clinical Report

X

X

X

Allows the user to print the Patient Clinical Report.

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Tx Planning

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review Treatment Planner

X

X

X

Allows the user to view a patient's treatment plans.

Manage Treatment Plan case

X

X

Allows the user to create, rename, and delete treatment plans.
Allows the user to assign procedures to cases and visits.
Allows the user to modify the other details of a treatment plan.
Allows the user to preview a treatment plan (to present it to the patient).

Note: This right is available only if the Review Treatment Planner right is selected.

Change Treatment Plan case status

X

X

X

Allows the user to change the status of a treatment plan.

Note: This right is available only if the Review Treatment Planner right is selected.

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Patient Procedures

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Create patient procedure

X

X

X

X

Allows the user to post a procedure in a patient's ledger, clinical chart, or quick exam.

Edit patient procedure

X

X

X

X

Allows the user to modify a posted procedure.

Edit patient procedure amount

X

X

X

X

Allows the user to modify the amount when posting or editing a procedure.

Note: This right is available only if the Create patient procedure or Edit patient procedure right is selected.

Edit patient procedure zero amount

X

X

X

X

Allows the user to change the amount of a posted procedure if that amount is zero (0).

Note: This right is available only if the Edit patient procedure amount right is not selected.

Delete patient procedure

X

X

X

X

Allows the user to delete a posted procedure.

Unlock Third-Party Overrides

X

X

X

X

Allows the user to modify the third-party estimate overrides that are associated with a completed procedure if the automatic third-party estimate overrides feature is enabled.

Note: This right is available only if the Create patient procedure or Edit patient procedure right is selected.

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Patient Prescriptions

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review patient prescriptions

X

X

X

Allows the user to view a patient's prescriptions.

Create patient prescription

X

X

Allows the user to enter a prescription for a patient.

Note: This right is available only if the Review patient prescriptions right is selected.

Refill patient prescription

X

X

Allows the user to enter a refill for a patient's prescription.

Note: This right is available only if the Review patient prescriptions right is selected.

Void patient prescription

X

X

Allows the user to void a patient's prescription.

Note: This right is available only if the Review patient prescriptions right is selected.

Print patient prescription

X

X

X

Allows the user to print or reprint a patient's prescription.

Note: This right is available only if the Review patient prescriptions right is selected.

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Ledger

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review Ledger

X

X

X

Allows the user to view a patient's ledger. Allows the user to perform a patient walkout (to check out a patient).

Create payment

X

X

X

Allows the user to post a patient or a third-party payment.

Note: This right is available only if the Review Ledger right is selected.

Edit Payment

X

X

X

Allows the user to modify a posted payment.

Note: This right is available only if the Review Ledger right is selected.

Delete Payment

X

X

X

Allows the user to delete a posted payment.

Note: This right is available only if the Review Ledger right is selected.

Create credit adjustment

X

X

X

Allows the user to post a credit adjustment.

Note: This right is available only if the Review Ledger right is selected.

Edit credit adjustment

X

X

X

Allows the user to modify an existing credit adjustment.

Note: This right is available only if the Review Ledger right is selected.

Delete credit adjustment

X

X

X

Allows the user to delete a credit adjustment.

Note: This right is available only if the Review Ledger right is selected.

Create charge adjustment

X

X

X

Allows the user to post a charge adjustment.

Note: This right is available only if the Review Ledger right is selected.

Edit charge adjustment

X

X

X

Allows the user to modify an existing charge adjustment.

Note: This right is available only if the Review Ledger right is selected.

Delete charge adjustment

X

X

X

Allows the user to delete a charge adjustment.

Note: This right is available only if the Review Ledger right is selected.

Generate individual statement

X

X

X

Allows the user to print a statement for an individual patient by selecting Print Statement on the Patient menu.

Note: This right is available only if the Review Ledger right is selected. The printing of a statement (walkout) when checking out a patient (by performing a patient walkout) is controlled by the Review Ledger right. The printing of a batch of statements is controlled by a Reports security right.

Create Invoice

X

X

X

Allows the user to create an invoice when checking out a patient.

Note: This right is available only if the Review Ledger right is selected.

Override Locked Transaction

X

Allows the user to unlock an individual transaction (procedure or payment).

Cancel Invoice

X

X

X

Allows the user to cancel an invoice.

Note: This right is available only if the Review Ledger right is selected.

Print Invoice

X

X

X

Allows the user to print an invoice.

Note: This right is available only if the Review Ledger right is selected.

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Document Manager

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review documents stored in Document Manager

X

X

X

X

Allows the user to view a patient's documents.

Download file from Document Manager

X

X

X

X

Allows the user to view documents that the Web browser supports in-browser viewing of (such as .jpg, .png, .pdf, and .html files). Whether or not this right is selected, the user can download documents that the browser does not support in-browser viewing of (such as .docx and .pptx files).

Note: This right is available only if the Review documents stored in Document Manager right is selected.

Edit document details

X

X

X

X

Allows the user to modify the title and tags of a patient's document.

Note: This right is available only if the Review documents stored in Document Manager right is selected.

Export a file from Document Manager

X

X

X

X

Allows the user to export a copy of a patient's document.

Note: This right is available only if the Review documents stored in Document Manager right is selected.

Upload a file into Document Manager

X

X

X

X

Allows the user to upload or scan a document to a patient's record.

Note: This right is available only if the Review documents stored in Document Manager right is selected.

Delete a file in Document Manager

X

X

X

X

Allows the user to delete a patient's document.

Note: This right is available only if the Review documents stored in Document Manager right is selected.

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Patient Information

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Create a patient

X

X

Allows the user to create an individual patient record and patient records for households.

Update patient information

X

X

Allows the user to modify a patient's basic information, related patients, preferences, referrals, and notes.

Manage duplicate patients

X

Allows the user to mark a patient as a duplicate and to change the status from Duplicate to another status.

Note: This right is available only if the Update patient information right is selected.

Create medical alerts

X

X

X

Allows the user to attach a medical alert to a patient.

Edit/Delete medical alerts

X

X

Allows the user to modify or delete a patient's medical alert.

Note: This right is available only if the Create medical alerts right is selected.

Review recall procedures

X

X

X

Allows the user to view the recall that is attached to a patient's record.

Manage recall procedures

X

X

X

Allows the user to add or modify a patient's recall.

Note: This right is available only if the Review recall procedures right is selected.

Review patient connection

X

X

X

X

Allows the user to view a patient's history of connections (billing statements).

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Reports

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Manage Reports

X

X

Allows the user to save customized power reports as My Reports or Organization Reports.
Allows the user to modify, rename, or delete saved power reports in My Reports or Organization Reports.
Allows the user to modify the filters and data fields for power reports and to save a custom report in My Reports or Organization Reports.

Organization Reports

X

X

X

Allows the user to view data on power reports for all locations in your organization; otherwise, the user can view data for only the location that he or she is currently logged in to.

Create report presets

X

X

Allows the user to create presets for the procedures filter of the Aged Receivables Report.

Update report presets

X

X

Allows the user to modify presets for the procedures filter of the Aged Receivables Report.

Delete report presets

X

X

Allows the user to delete presets for the procedures filter of the Aged Receivables Report.

Financial Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Day Sheet

  • Payment Analysis Report

  • Aged Receivables Report

  • Referral Analysis Report

  • Deposit Slip

  • Provider A/R Totals Report

  • GST Report

  • Adjusted Production Report (Analysis)

  • Applied Collection Report (Analysis)

  • Collection Detail Report (Analysis)

  • Fee Schedule Report (Interactive)

  • Insurance Utilization Report (Analysis)

  • Month Collection Detail Report (Analysis)

  • Production by Referral Source Report (Analysis)

  • Production by Referring Patient Report (Analysis)

  • Production Detail Report (Analysis)

  • Provider Aging Report (Analysis)

  • Transaction Detail Report (Analysis)

  • Transaction Summary Report (Analysis)

  • UDS Section 9D Report (Analysis)

  • Unapplied by Location Report (Analysis)

  • Power Reports based on the Analysis Ledger Report Builder

  • Power Reports based on the Interactive Fee Schedule Report Builder

  • Power Reports based on the Interactive Ledger Report Builder

Note: On the Day Sheet or Provider A/R Totals Report, the user will see his or her provider-specific financial data if that user is a provider and will see totals for all providers. For the user (provider or not) to see provider-specific financial data for any provider, that user must have Financial Reports for All Providers selected.

Clinical Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Unscheduled Treatment Plan Report (Interactive)

  • Power Reports based on the Analysis Treatment Plan Report Builder

  • Power Reports based on the Interactive Treatment Plan Report Builder

Schedule/Recall Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Recall Management Report

  • Workflow Compliance Report

  • Appointment Status by Providers Report (General)

  • Missed Appointment Report (Interactive)

  • Patients not Recently Seen Report (General)

  • Recare Report (Interactive)

  • Scheduled Production by Month Report (Analysis)

  • Power Reports based on the Analysis Schedule Report Builder

  • Power Reports based on the Interactive Recare Report Builder

  • Power Reports based on the Interactive Schedule Report Builder

Auditing Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Audit Log

  • Audit Report (Interactive)

  • Power Reports based on the Analysis Audit Report Builder

  • Power Reports based on the Interactive Audit Report Builder

Insurance Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Outstanding Claims Report

  • Insurance Utilization Report (Analysis)

  • Patient Insurance Report (Analysis)

  • Providers Contracted with Insurance Carriers Report (Analysis)

  • Power Reports based on the Analysis Patient Insurance Report Builder

  • Power Reports based on the Analysis Provider Insurance Report Builder

Patient Reports

X

X

X

Allows the user to generate and manage (if Manage Reports is selected) the following reports:

  • Payment Plan Status Report

  • Billing Statements

    Note: The Patient Billing Statement is controlled by a Ledger security right.

  • Active Patients Report (Analysis)

  • New Patients Seen Report (Analysis)

  • Patient Insurance Report (Analysis)

  • Patient List Report (Interactive)

  • Patients not Recently Seen Report (General)

  • Patients Seen Report (Analysis)

  • Primary Contacts without Phone Numbers Report (Interactive)

  • Production by Referral Source Report (Analysis)

  • Production by Referring Patient Report (Analysis)

  • Power Reports based on the Analysis Patient Insurance Report Builder

  • Power Reports based on the Analysis Patient Report Builder

  • Power Reports based on the Interactive Patient Report Builder

Financial Reports for All Providers

X

X

X

Allows the user to view provider-specific financial data for any provider on the Day Sheet or Provider A/R Totals Report (if Financial Reports is selected).

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Schedule

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review Schedule

X

X

X

Allows the user to view appointments and events on the calendar.
Allows the user to view appointments on the Unconfirmed Appts., Patient Follow-up, and Lab Cases pages.

Manage Appointments

X

X

X

Allows the user the make, edit, and delete appointments.

Note: This right is available only if the Review Schedule right is selected.

Manage Events

X

X

X

Allows the user to make, edit, and delete events.

Note: This right is available only if the Review Schedule right is selected.

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Settings

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review User

X

Allows the user to access the User Accounts page and view the details of any user account.

Create New User

X

Allows the user to create a new user account.

Note: This right is available only if the Review User right is selected.

Edit User

X

Allows the user to modify the information, except the working hours, for any existing user account. The user can edit the working hours of a provider's user account only if the Edit Working Hours right is selected.

Note: This right is available only if the Review User right is selected.

Important: The "Edit User" and "Create/Update Role" rights are required for at least one user in each location of your organisation:

  • At least one user in each location must be assigned a role with the "Edit User" right enabled.

  • At least one user in each location must be assigned a role with the "Create/Update Role" right enabled.

Edit Working Hours

X

Allows the user to modify the working hours of any provider's user account. The user does not need the Edit User right selected unless the user needs rights to modify other information for a user account. If the user does not have access to edit user accounts, all information, except the working hours, for a user account will be read only.

Note: This right is available only if the Review User right is selected.

Edit Source PMS ID

X

Allows the user to edit the Source PMS ID associated with any provider's user account.

Inactivate User

X

Allows the user to inactivate or reactivate any user account.

Note: This right is available only if the Review User right is selected.

Review Location Information

X

X

X

X

Allows the user to view the details of a location and manage scheduling template time blocks.

Manage Location Information

X

Allows the user to modify the details of a location and manage scheduling template time blocks.

Note: This right is available only if the Review Location Information right is selected.

Set up Location Access Restrictions

X

Allows the user to enable and configure access restrictions for any location.

Note: This right is available only if the Manage Location Information right is selected.

Review procedure/condition codes

X

X

X

Allows the user to access the Procedure Codes & Conditions page and view the details of any procedure or condition code.

Create procedure codes

X

X

X

Allows the user to add a procedure code.

Note: This right is available only if the Review procedure/condition codes right is selected.

Edit procedure/condition codes

X

X

X

Allows the user to modify an existing procedure or condition code.

Note: This right is available only if the Review procedure/condition codes right is selected.

Delete/Inactivate procedure codes

X

Allows the user to delete, inactivate, or reactivate a procedure code.

Note: This right is available only if the Review procedure/condition codes right is selected.

Review recall setup

X

X

X

Allows the user to access the Recall Setup page and view the details of each recall type.

Manage recall setup

X

X

Allows the user to add a recall type, to modify an existing recall type (except for the type's name if in use), and to delete an unused recall type.

Note: This right is available only if the Review recall setup right is selected.

Review referral sources

X

X

X

X

Allows the user to access the Referral Sources page and view the details of each referral source.

Manage referral sources

X

X

X

X

Allows the user to modify an existing referral source.

Note: This right is available only if the Review referral sources right is selected.

Review medical alerts

X

Allows the user to access the Medical Alerts page and view the details of any medical alert.

Manage medical alerts

X

Allows the user to add a medical alert, to modify an existing medical alert, and to delete an unused medical alert.

Note: This right is available only if the Review medical alerts right is selected.

Review prescription

X

X

X

Allows the user to access the Prescriptions Setup page and view the prescription templates.

Create prescription (template)

X

X

Allows the user to add a prescription template.

Note: This right is available only if the Review prescription right is selected.

Edit prescription

X

X

Allows the user to modify an existing prescription template.

Note: This right is available only if the Review prescription right is selected.

Delete prescription

X

X

Allows the user to delete a prescription template.

Note: This right is available only if the Review prescription right is selected.

Manage Printed Prescription Format

X

X

Allows the user to access and modify the print settings for prescriptions.

Note: This right is available only if the Review prescription right is selected.

Manage Web Profile

X

X

X

Allows the user to access the Practice Profile dialogue box (from the Patient Communications page) and modify the profile.

Review Communications setup

X

X

X

Allows the user to access the Patient Communications page and view the details of any reminder.

Manage Communications setup

X

X

X

Allows the user to modify and delete appointment and recare reminders.

Note: This right is available only if the Review Communications setup right is selected.

Review letters

X

X

X

X

Allows the user to view the letter templates and to generate a recipient list.

Manage letters

X

X

X

X

Allows the user to add, modify, and delete letter templates.

Note: This right is available only if the Review letters right is selected.

Manage clinical note templates

X

X

Allows the user to access the Clinical Notes Template Setup page and view, modify, and delete clinical note templates.

Manage coverage tables

X

X

Allows the user to access the Coverage Table Setup page and view, modify, and delete coverage table templates.

Manage Statement Messages

X

X

X

X

Allows the user to modify statement messages.

Review role

X

X

Allows the user to access the User Roles page and view the rights that have been set up for each role.

Create/Update role

X

Allows the user to add and modify user roles.

Note: This right is available only if the Review role right is selected.

Important: The "Edit User" and "Create/Update Role" rights are required for at least one user in each location of your organisation:

  • At least one user in each location must be assigned a role with the "Edit User" right enabled.

  • At least one user in each location must be assigned a role with the "Create/Update Role" right enabled.

Delete role

X

Allows the user to delete a user role.

Note: This right is available only if the Review role right is selected.

Review Insurance Defaults

X

X

Allows the user to access the Insurance Defaults page and view the defaults.

Edit Insurance Defaults

X

X

Allows the user to change settings on the Insurance Defaults page.

Note: This right is available only if the Review Insurance Defaults right is selected.

Review ledger options

X

Allows the user to access the Ledger Options page and view the payment, charge adjustment, and credit adjustment types. Allows the user to access the setting that determines when transactions (procedures and payments) become locked automatically.

Manage ledger options

X

Allows the user to select and clear payment, charge adjustment, and credit adjustment types. Allows the user to specify when transactions (procedures and payments) become locked automatically.

Note: This right is available only if the Review ledger options right is selected.

Review Patient Forms

X

Allows the user to access the Patient Forms page and view the settings for disclaimers, treatment consent messages, and patient forms.

Manage Patient Forms

X

Allows the user to modify the settings for disclaimers and location-specific patient forms (consent forms).

Note: This right is available only if the Review Patient Forms right is selected.

Manage Organization Forms

X

Allows the user to modify the settings for organization-specific patient forms (questionnaires).

Note: This right is available only if the Review Patient Forms right is selected.

Move transaction lock date forward

X

Allows the user to change the cut-off date for transaction locking to a date after to the current cut-off date.

Move transaction lock date backward

X

Allows the user to change the cut-off date for transaction locking to a date before to the current cut-off date.

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Imaging (See "Imaging security rights")

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Other

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Bypass Location Access Restrictions

X

X

X

X

Allows the user to log in to Dentrix Ascend for a given location from anywhere even if the Location Access Restrictions feature has been turned on for that location.

Note: You can clear the Bypass Location Access Restrictions check box only if the Location Access Restrictions feature has been turned off for the corresponding location.

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NHS

Default Roles

Right

Administrator

Billing Coordinator

Provider (Dentist/Hygienist)

Receptionist

Description

Review NHS Contracts

X

X

X

Allows the user to review NHS contracts.

Create NHS Contracts

X

X

Allows the user to create NHS contracts.

Note: This right is available only if the Review NHS Contracts right is selected.

Edit NHS Contracts

X

X

X

Allows the user to edit NHS contracts.

Note: This right is available only if the Review NHS Contracts right is selected.

Delete NHS Contracts

X

X

Allows the user to delete NHS contracts.

Note: This right is available only if the Review NHS Contracts right is selected.

Submit NHS Claims

X

X

Allows the user to submit NHS claims.

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Related Topics

  • None

Related Errors/Questions

  • None

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