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Provider Role Details

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