The table below provides a comprehensive list of what providers are able to do:
Consultant |
Test User |
Clinical User |
Clinical Admin |
System Admin | |
Login to Web client |
Yes |
Yes |
Yes |
Yes |
Yes |
Login to Cart client |
No |
Yes |
Yes |
Yes |
Yes |
Receive Test Case |
Yes |
Yes |
Yes |
Yes |
Yes |
Receive Real Case |
Yes |
No |
Yes |
Yes |
Yes |
Create Test Case for any test patient ² |
No |
Yes |
Yes |
Yes |
Yes |
Create Real Case for patients that have been in a case sent directly to them or their groups ² |
Yes |
No |
Yes |
Yes |
Yes |
Create Real Case for any real patient ² |
No |
No |
Yes |
Yes |
Yes |
View any Test case |
Yes |
Yes |
Yes |
Yes |
Yes |
View any Real case |
Yes ¹ |
No |
Yes |
Yes |
Yes |
View any Real case sent directly to them or their groups |
Yes |
No |
Yes |
Yes |
Yes |
View Real Cases of a Patient from a case that has been sent directly to them or their groups |
Yes |
No |
Yes |
Yes |
Yes |
Search Any Test Cases |
No |
Yes |
Yes |
Yes |
Yes |
Search Any Real Cases |
No |
No |
Yes |
Yes |
Yes |
Search Real Cases that have been sent directly to them or their groups |
No |
No |
Yes |
Yes |
Yes |
Search case results show their Sensitive Cases |
No |
No |
Yes |
Yes |
Yes |
Search case results show any Sensitive Cases |
No |
No |
No |
Yes |
Yes |
Viewing Open Cases Lists, cases on alert list, cases with inactive owners list |
No |
No |
No |
Yes |
Yes |
‘Admin Take’ any case ² |
No |
No |
No |
Yes |
Yes |
Search Test Patients |
No |
Yes |
Yes |
Yes |
Yes |
Search Real Patients |
No |
No |
Yes |
Yes |
Yes |
View Any Test Patient Record |
Yes |
Yes |
Yes |
Yes |
Yes |
View Any Real Patient Record |
Yes ¹ |
No |
Yes |
Yes |
Yes |
View Any Real Patient Record from a case that has been sent directly to them or their groups |
Yes |
No |
Yes |
Yes |
Yes |
Create Test Patient |
No |
Yes |
Yes |
Yes |
Yes |
Create Real Patient |
No |
No |
Yes |
Yes |
Yes |
Edit Any Test Patient ² |
No |
Yes |
Yes |
Yes |
Yes |
Edit Any Real Patient ² |
No |
No |
Yes |
Yes |
Yes |
View Provider record |
Yes |
Yes |
Yes |
Yes |
Yes |
Search Provider records |
No |
Yes |
Yes |
Yes |
Yes |
Provider Management (Add, Edit, Delete) |
No |
No |
No |
Yes |
Yes |
View Group record |
No |
Yes |
Yes |
Yes |
Yes |
Search Group record |
No |
Yes |
Yes |
Yes |
Yes |
Group Management (Add, Edit, Delete) |
No |
No |
No |
Yes |
Yes |
Can assign System Admin Role |
No |
No |
No |
No |
Yes |
Forms Manager |
No |
No |
No |
Yes |
Yes |
Reports |
No |
No |
No |
Yes |
Yes |
Server System Administration (Connections, Node admin, system settings, sites, reports, licensing etc…) |
No |
No |
No |
No |
Yes |
¹ User interface does not allow them to search for any real case or patient, but they may receive link to case from “Notify other user” or through favorites. Access to view the case or patient record in this manner should not be restricted.
² Only if ‘Owned’ by local server