Roles & Permissions Explanation

Category	Permission Description	Provides the User Permission to...
Dashboard	Inhouse	View in house cilents.
Dashboard	App Users	View App Users, also called Subscribers.
Dashboard	Judicial	View judicial users.
Client	List/Search	View past and present in person clients.
Client	Add/Edit	Add a new client or edit an existing client's profile data.
Client	Summary	View the in person client's summary.
Client	Survey List	View the assigned surveys to the client.
Client	View Confidential Notes	View confidential notes created by the therapists/counselor/coach.
Clients	View Confidential Documents	View confidential documents uploaded by the therapists/counselor/coach.
Small Groups	List/Serach	View and search for existing small groups.
Small Groups	Add/Edit/Delete	Add or modify existing small groups.
Admin	Payment Method	View and modify the existing payment method for the center. This does not apply for centers that are billed via ACH outside of the built in billing method.
Admin	Admin access	Ability to view the admin tab.
Admin	Breathalyzer	View, add, and modify breathalyzer tests.
Admin	Promo Codes	View, add, and modify promo codes
Admin	Manage Licenses	View, add, and modify existing licenses. If your center is setup to be billed outside of Sober Peer, then changing the license will not do anything.
Admin	Advisor Pricing	Manage the advertised pricing for counselors, therapists, and coaches in your center. For centers that do not offer the option for clients to subscribe individually to a counselor, then this permission is moot.
Admin	Moible Admin Pricing	Manage the advertised pricing for counselors, therapists, and coaches in your center. For centers that do not offer the option for clients to subscribe individually to a counselor, then this permission is moot.
Admin	Master Bill of Services
Admin	Goals Library	View, add, and modify the goals that are available on an in person client's chart.
Admin	Screening Library	View, add, and modify the prospect screening library questions. This is specifically for the prospect module.
App User	Dashboard	View the App User dashboard.
App User	List/Search	View the App User client list.
App User	Summary	View the App User's individual profile.
App User	Details	View the App User's individual details.
App User	Survey List	View the App User's completed and assigned surveys.
App User	Judicial Users List/Search	For Sober Peer's judicial clients, this is the ability to view judicial users.
App User	Total cost of care report	Generate & view the Total Cost of Care Report.
Center	List/Search	On the Admin tab, be able to view existing clients.
Center	Add/Edit/Delete	On the Admin tab, be able to create new, editing exiting, or delete a center.
Prospect	Prospect	View, add, or edit a prospect.
Prospect	Assign to Queue	Assign an existing prospect to a center queue.
Staff	List/Search	On the Admin tab, be able to view
Staff	Add/Edit/Delete	Add, edit, or delete staff members.
Course	List/Search	On the Admin tab, be able to see the course tile as well as the created courses/
Course	Add/Edit/Delete	On the Admin tab, be able to view course tile as well as add, edit, or delete the created courses.
Reports	Dashboard Analytics	View the Dashboard Analytics from the Dashboard > More > Analytics section.
Reports	Quick Reports	View the reports tab as well as be able to generate the available reports.
Announcement	List/Search	View existing announcements for staff members.
Announcement	Add/Edit/Delete	Add, edit, or delete announcements to the staff.
Growth Plan Template	List/Search	View existing growth plans.
Growth Plan Template	Edit	Edit existing growth plans.
Grown Plan Template	Add	Add new growth plants.
Grown Plan Template	View	View growth plans.
Resources	List/Search	View existing app resoures.
Resources	Add/Edit	Add new or edit existing app resources.
Miscellaneous	Note Types	On the Admin tab, view, add, and archive note types.
Miscellaneous	Predefined Tasks	On the Admin tab, view, add, and archive predefined tasks.
Miscellaneous	Region	On the Admin tab, view, add, and archive regions.
Miscellaneous	Medical Program	On the Admin tab, view, add, and archive medical programs.
Shift Log	Shift Log	From the Dashboard, view existing and create new shift logs by hovering over the More button.
Clinical Workflow	Dashboard	View the Clinical Workflow dashboard. Note: The center will also need a clinical workflow license for all clinical workflow permissions.
Clinical Workflow	Patient Management	View the list of patients.
Clinical Workflow	Appointments	View existing and create new appointments.
Clinical Workflow	Group	View existing and create new groups.
Clinical Workflow	Claims	View existing claims.
Clinical Workflow	Accounting	View the billing settings.
Clinical Workflow	Reporting	View and generate reports.
Clinical Workflow	Admin	View administrative settings only related to the clinical workflow section.
Client Management - Vertical Tabs	Client Information	View basic client information.
Client Mangement - Vertical Tabs	Adolescent Info	View basic client information for adolscent clients only.
Client Mangement - Vertical Tabs	Phase Level	View and modify the client's level in the program.
Client Mangement - Vertical Tabs	Contact Information	View and modify the client's contact information
Client Mangement - Vertical Tabs	Demographic	View and modify the client's demographic details.
Client Mangement - Vertical Tabs	Health Insurance	View and modify the client's health insurance information.
Client Mangement - Vertical Tabs	Addiction Profile	View and modify the client's addiction profile.
Client Mangement - Vertical Tabs	Previous Treatments	View and modify the client's recorded previous treatments.
Client Mangement - Vertical Tabs	Prior Abuse	View and modify the client's recorded instances of prior abuse.
Client Mangement - Vertical Tabs	Faith Profile	View and modify the client's faith profile.
Client Mangement - Vertical Tabs	Payment for Care	View and modify the client's recorded payment for care
Client Mangement - Vertical Tabs	Legal Issues	View and modify the client's recorded legal issues.
Client Mangement - Vertical Tabs	Medical History	View and modify the client's medical history.
Clinical Admin	Un-sign Notes	From the clinical workflow section only, be able to un-sign signed notes. Note: We recommend only providing the clinical director or equivalent personnel this permission.
Patient Management - Vertical Tabs	Demographic	View and modify the patient's demographic information on the clinical workflow section.
Patient Management - Vertical Tabs	Insurance	View and modify the patient's insurance information on the clinical workflow section.
Patient Management - Vertical Tabs	Smart Contracts	View and modify the patient's smart contracts on the clinical workflow section.
Patient Management - Vertical Tabs	Medical History	View and modify the patient's medical history on the clinical workflow section.
Patient Management - Vertical Tabs	Care Team	View and modify the patient's care team members on the clinical workflow section.
Patient Management - Vertical Tabs	Forms	View and modify the patient's forms on the clinical workflow section.
Patient Management - Vertical Tabs	Authorizations	View and modify the patient's authorizations on the clinical workflow section.
Patient Management - Vertical Tabs	Screening Tools	View and assign screening tools on the clinical workflow section.
Patient Management - Vertical Tabs	Notes	View clinical notes on the clinical workflow section.
Patient Management - Vertical Tabs	Memo	View and create new memos on the clinical workflow section.
Patient Management - Vertical Tabs	Assessment Tools	View and assign assessments to the patient on the clinical workflow section.
Patient Management - Vertical Tabs	Treatment Plans	View and create treatment plans on the clinical workflow section.
Patient Management - Vertical Tabs	Medical Analysis	View and modify the patient's medical analysis on the clinical workflow section.
Patient Management - Vertical Tabs	Group Membership	View and modify the patient's group membership on the clinical workflow section.
Patient Management - Vertical Tabs	Appointments	View the patient's upcoming and previous appointments on the clinical workflow section.
Patient Management - Vertical Tabs	Service Lines	View the patient's service lines on the clinical workflow section.
Patient Management - Vertical Tabs	Lab Orders	View and create new lab orders on the clinical workflow section.
Patient Management - Vertical Tabs	Documents	View and upload patient documents on the clinical workflow section.
Patient Management - Vertical Tabs	Discharge	View and complete discharge forms.
Augmented Insights	Pre-Intake	View and complete augmented insights