What are Roles?

Roles are used to define security and access rights in Ankota. This includes determining the following for each “Role”: 

• The system areas (Main Menu items) that the user can see and access.
• The tabs within certain screens that the user can see.
• The functions the user can execute.

The  Roles are setup by Ankota and are presented to customers as  “Templates." While Templates and Roles define security, there are  additional areas and ways in Ankota where security access can be even  further defined.   

For example:

• An Admin or Scheduler Role in Ankota can see all patients.
• A Worker can be configured in three ways:
• The user can only see their own visits (this is typical for caregivers) and they have no access to any Patient functions;
• The  user can see their own visits AND can see the EHR of Patients assigned  to him or her (common for case managers, nurses and therapists);
• The user can see all patients (this is common in small agencies).

Therefore,  to set up a new user (e.g., an Office user) requires a combination of  assigning a Role and then the related Template to that user.

The hierarchy of templates is as follows:

• Organization  – Organizations have templates associated with them and for their  Roles. For example:  an “Admin” Role set at the Organization level could  include three templates: HR, Billing, and Super Admin.
• Modules  – Modules are the items included on the Main Menu that appears on the  left side of the screen.  Note that the Main Menu listings can be  individual items such as the "Patients Screen" or they can be a grouping  of items such as within the "Billing Function."
• Pages  – Modules include one or more Pages.  Modules can be customized within  Templates, and Templates can be customized by user. Thus, different  users can log in to the same Role and see different data sets. For  example, there may be six or seven Pages within the Billing Module and  some of the templates may include a Page for managing “Accumulated  minutes and adjustments” whereas a different Template may omit those  Pages.
• Template Tabs – Template Tabs control  the settings on a Page.  This could include for example, which fields,  columns and function buttons to show or hide.

The  Ankota Support group can change many screens to make fields visible or  invisible, so if you have specific preferences or needs, please let us  know.