Assign roles for Patient Support Services users

task brazil Updated Aug 3, 2023 1 min read pss-assign-roles.md
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Assign roles to control access to features, capabilities, and data in the Patient Support Services application.

Before you begin

Important:

Starting with the Yokohama release, Patient Support Services is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Set the application scope to Patient Support Services using the application picker. For more information, see Application picker.

Role required: sn_patientservice.admin or admin

About this task

Users with the roles listed in the following table can use the Patient Support Services application.

Role

Description

Contains roles

sn_patientservice.admin

Administers who can access the Patient Support Services application.

sn_patientservice.agent

sn_patientservice.agent

Views and fulfills enrollment cases as a care coordinator.

sn_hcls.healthcare_agent

sn_patientservice.nurse_educator

Manages training requests for a Patient Support Services as a nurse educator.

Note: By default, the sn_patientservice.nurse_educator role is assigned to the members of the Nurse Training Support assignment group.

sn_hcls.practitioner

sn_patientservice.case_creator

Creates enrollment cases for all associated objects.

sn_patientservice.case_viewer

sn_patientservice.agent_connector

Views, creates, and updates enrollment cases for all associated objects.

You can combine this role with other roles for a user with the agent connector profile. For more information, see Determining additional user profiles in Patient Support Services.

  • sn_hcls.healthcare_agent
  • sn_patientservice.sm_agent

sn_patientservice.case_task_viewer

Views all tasks associated with an enrollment case that the user has access to.

None

sn_patientservice.case_viewer

Views all enrollment cases available in the application.

None

sn_patientservice.contributor

Creates enrollment cases for patients.

You can combine this role with other roles for a user with the contributor profile. For more information, see Determining additional user profiles in Patient Support Services.

  • sn_hcls.clinical_data_viewer
  • sn_hcls.foundation_data_viewer
  • sn_patientservice.case_task_viewer
  • sn_hcls.patient_data_viewer
  • sn_hcls.practitioner_data_viewer
  • sn_hcls.health_insurance_data_viewer
  • sn_patientservice.case_viewer
  • sn_hcls.revenue_cycle_data_viewer
  • sn_patientservice.case_creator

sn_patientservice.sm_agent

Accesses and views all data related to enrollment requests as a care coordinator.

sn_patientservice.case_creator

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