Manage and Customize User Roles and Permissions for Security and Efficiency

Introduction

Introduction

In Synergy EMR, managing user roles and permissions is essential to enhance your agency’s security and workflow efficiency. This guide walks you through how to customize access levels according to job functions, ensuring secure, compliant, and streamlined operations in your home health, home care, or hospice agency.

Accessing the User Management Section

To begin managing roles, navigate to the User Management section in the system settings. Here, you can create new roles, modify existing ones, or deactivate roles no longer needed.

Creating and Modifying User Roles

When creating or editing a role, assign specific permissions tailored to the job responsibilities. Permissions include access to view, edit, or approve clinical records, billing tasks, and compliance activities. Customize roles to allow users only the necessary access, minimizing unauthorized data exposure and supporting HIPAA compliance.

Step 1: Create a Role

Select “Create New Role,” enter the role name, and define the description to reflect the job function.

Step 2: Assign Permissions

Choose permissions for clinical documentation, billing, compliance tracking, and other relevant modules based on what the role requires to perform its duties.

Step 3: Save and Review

Save your changes and review role assignments regularly to ensure ongoing security and operational effectiveness.

Best Practices for Role Management

• Define roles clearly aligned with specific job functions to avoid overlap.
• Limit permissions to the minimum required to perform each role’s duties.
• Regularly audit role assignments and update as users’ responsibilities change.
• Use role-based access controls to support HIPAA compliance and protect patient data privacy.

Need Assistance?

For detailed setup instructions tailored to your agency’s needs or if you require support customizing roles and permissions, please contact Healthcare Synergy’s U.S.-based customer support team. We are available weekdays from 6:00 AM to 10:00 PM PST to assist you.