System and Custom Roles

System roles | Custom roles | Manage system and custom roles

Your practice can have staff members with different permission levels. You can use roles to customize which staff members have access to different permissions.

You can manage:

• Roles on the Roles & Permissions page.
• User-level roles on the Providers and Staff pages.

When modifying permissions and settings, the system follows a hierarchical order.

• The system initially looks for any user-level settings to show
• If there's no user setting, the system looks for any role-level settings
• If there's no role-level setting, the system looks for any practice-level setting
• If there's no practice-level setting, the system shows the DrChrono default settings

System roles

Select Account > Practice Management > General Management > Roles & Permissions to view the DrChrono system roles or any custom roles you've created. 

Select View to see the role's permissions. You cannot edit or delete system roles.

The assigned role and description appear at the top of the section. You can search for permissions to see whether they're enabled for the role, or filter by enabled or disabled permissions.

Custom roles

• When you modify permissions at the user level, the user's role changes from system to custom.
• You can revert a staff member's role from custom to system. 
• The best practice is to create a new role on the Roles tab to customize permissions and assign staff members (as a group) to a specific role to prevent possible workflow disruptions.
• Select Edit to open the drawer to view the permissions attributed to that role.

Create a custom role

1. Select Account > Practice Management > General Management > Roles & Permissions.
2. Select Add Role.

3. Enter the name and description of your new custom role. 
4. Select the permissions and then select Add Role.

Your new role appears at the bottom of the role list. Unlike system roles, you can edit and delete the custom roles you've created.

Edit a custom role

1. Select Account > Practice Management > General Management > Roles & Permissions.
2. Select Edit for the specific role.
3. Edit the permissions and select Save Changes.