Patient Access Roles and Permissions

Permission to access Patient Access data in the Admin Console is determined by the user group to which you are assigned in your identity provider (IdP), such as Microsoft Entra ID.

Create roles and permissions in the Patient Access Admin Console so that the personas can access the following areas:

Patient Access Area	Administrators	Managers	Viewers
Dashboard	yes	yes	yes
Patient lookup	yes	yes	no
Ability to delete patient	yes	yes	no
Installers	yes	no	no
Integrations	yes	no	no
Configurations	yes	no	no
Reports
Activity extract	yes	yes	yes
Audit extract	yes	yes	no
Activity summary	yes	yes	yes

Manage Group Permissions in Patient Access

In the Patient Access Admin UI, create and manage groups and assign the groups specific roles in Patient Access.

Requirements

• Only Admins have the ability to assign the IdP groups you created earlier to Patient Access Admin UI roles.

• The first group must be an Admin group and the current user must be a member of that group.

• There must always be at least one Admin group and the current user must be a member of that group.

• Group IDs must be unique.

Create a Group and Assign it a Role

To create a group and assign it a role in Patient Access:

1. In the Patient Access Admin Console, navigate to Settings > Roles and Permissions.

2. Click Add new group.

3. In the Group name box, type a descriptive and meaningful name for the group. This is the name that will be displayed in the Patient Access Admin Console.

4. In the Group ID box, type the identifier that the group uses. For example, this is the Object ID in Microsoft Entra ID or your IdP.

5. Click Save.

   When a group is first created, it is not yet assigned a role in Patient Access. The Role column on the Manage group permissions page displays as Unassigned.

6. Assign the group to a role in Patient Access:

   1. On the Manage group permissions page, for the selected group, specific the role by clicking the role list and selecting Admin, Manager, or Viewer, depending on the specific permissions needs of the group.

Edit a Group

To edit a group:

1. In the Patient Access Admin Console, navigate to Settings >Roles and Permissions.

2. To change the role assigned to a group, in the Role column, click the drop-down list and select a different role.

3. To edit the group name or ID, click Edit ( ). Make the needed changes and click Save.

Delete a Group

To delete a group:

1. In the Patient Access Admin Console, navigate to Settings > Roles and Permissions.

2. To delete a group, click Delete ( ). In the dialog, click Delete to confirm the deletion.

   The group is permanently deleted from Patient Access.