Permissions & User Access

Access and rights to create, view, update, or delete Prognotus records are given based on a user’s group and/or permissions. Groups have permissions, and users are assigned to one or more groups based on their role(s).

Groups & Permissions

Permission	Prognotus System Group(s)
create	Administrator, Manager, Supervisor, QA
create_case	Administrator, Case Manager, Manager
create_client	Administrator, Manager
update_client	Administrator, Manager
qa_access	Quality Assurance
manage_pnote	Quality Assurance

Step Access

Action	Permission(s)	System Group(s)
Add Steps to other’s Plans	qa_access	Supervisor (of Creator)

Activity Type Access

Action	Permission(s)	System Group(s)
Add/Update Activity Types		Administrator

Client Access

Action	Permission(s)	System Group(s)
Add new Client	create_client
Modify Client medicaid No.	update_client (any at first entry)
Modify Client groups	update_client
Modify Client SSN	update_client
Modify Client billing agency	update_client
Modify Client MSL #	update_client
Modify Client rate code	update_client
Archive Client	update_client

Event Access

Action	Permission(s)	System Group(s)
Modify other’s Event		Administrator, Supervisor (of Creator)
Link an Event to other’s Note		Administrator, Supervisor
Delete other’s Event		Administrator, Supervisor (of Creator)

Goal Access

Action	Permission(s)	System Group(s)
Add Goals to other’s Plans	qa_access	Supervisor (of Creator)
Modify other’s Goals	qa_access	Supervisor (of Creator)

Objective Access

Action	Permission(s)	System Group(s)
Add Objectives to other’s Plan	qa_access	Supervisor (of Creator)
Modify other’s Objectives	qa_access	Supervisor (of Creator)

Plan Access

Action	Permission(s)	System Group(s)
Add Plans	create_case	Administrator, Case Manager, Manager
Modify other’s Plans	qa_access	Supervisor (of Creator)
Modify Plan owner		Administrator, Supervisor (of Creator)

Progress Notes Access

Action	Permission(s)	System Group(s)
Add Comment to a Note	qa_access
Modify a other’s Note	qa_access (limited to tag)
Delete a Note		Administrator, Creator

Service Type Access

Action	Permission(s)	System Group(s)
Add/Update Service Types		Administrator

Users Access

Action	Permission(s)	System Group(s)
Add Users		Administrator
Modify User (limited)	create
Modify User (all)		Administrator
Reset user password		Administrator
Clear User caseload	create (same group)
Add to User caseload	create (same group)