How to Enable Role-specific Permissions for Chronic Care Management?

Settings > Practice > Role > Add Role

Follow the workflow above to land on the ‘Roles’ screen.

Users can choose any one of the following options:

  • Select a role from the ‘Roles’ list
  • Search for a role from the search option.
  • Click ‘+Add’ to add a new role.

Selecting any one of the above mentioned options will open the ‘Add Role’ screen.

Go to the ‘Permissions’ section to enable the ‘CCM’ checkbox.

‘CCM’ Master Checkbox for Roles

Enabling the ‘CCM’ checkbox will populate the ‘CCM’ component options on page.

Scroll down to the ‘CCM’ section.

Enable the role specific options.

Click ‘Save’ when done.

Role-specific Permissions for CCM