Understanding User Roles and Permissions in Kalix EMR
User roles and permissions in Kalix significantly determine access to specific features, such as managing memberships and batching insurance claims. This guide explains the dependency of these functionalities on user roles and provides steps to modify permissions for uninterrupted feature access.
General Overview of Roles and Permissions
Kalix EMR establishes a hierarchical role-based access system to define what actions users can perform within the platform. Permissions are linked to roles, which range from restricted (read-only) access to full administrative controls. Adjusting roles often resolves issues where users cannot access critical features.
Managing Memberships and Permissions
If you are unable to see add/create membership options under the Billing section, your user role likely does not have the required permissions. Only administrative-level users have the privilege to create and manage membership plans.
Troubleshooting Steps:
Check your Role: - Confirm whether your current user role is set as an administrative user.
Request Role Upgrade: - If you do not have administrative permissions, ask the account owner or an existing administrative user to upgrade your role.
Verify Permissions: - After updating your role, refresh the platform and check if the membership options are visible under Billing.
Batching Insurance Claims and Role Adjustments
Users may also encounter restrictions when attempting to access the Batch/Batches feature under Billing to manage insurance claims. Kalix limits batching functionality to roles authorized to write or edit shared records.
Roles and Access:
Supervisor Role: Read-only; cannot batch insurance claims.
Administrative/Director Roles: Full permissions, including batching insurance claims.
Steps to Resolve:
Verify Role Settings: - Navigate to User Management and confirm the user role.
Adjust Permissions: - Assign the user an Administrative or Director role to enable batching permissions.
Confirm Functionality: - Log out and back in to refresh permissions. The user should now see the Batch/Batches option under Billing.
Troubleshooting Tips
Always consult the account owner or administrator for permission updates.
Ensure you are logged into the correct account associated with administrative privileges.
If issues persist after updating roles, contact Kalix support for further assistance.
By understanding the role-based permissions within Kalix, users can effectively troubleshoot access issues and streamline their operations.