Each person who uses Medipass is assigned one of three roles, depending on what they need to access within the portal. Any staff member, regardless of their role, can have provider numbers attached to their staff profile. Each of these roles has different abilities.
Provider
This is the simplest level of access to Medipass. Providers can:
- Create claims in their own name
- View (but not edit) claims created by other staff
- Create quotes in their own name
- View (but not edit) patient records
- View (but not edit) quotes created by other staff
- View (but not access or edit) practices within the business
- View (but not edit) staff members within their practice/s
- Create, view, edit and delete services for their practice/s
Practice Manager
"Practice Manager" is a catch-all term for administration staff within a practice. Practice managers can:
- Create claims for any staff member at their practice/s
- Create quotes for any staff member at their practice/s
- Create and view (but not edit) patient records
- Edit practice details
- Create (but not delete) a new practice
- Create, view, edit and delete staff members within their practice/s
- Create, view, edit and delete services for their practice/s
- Assign other staff members as Practice Managers
Business Administrator
Business Administrator is the highest level of access. The short answer to what they can do is...everything!
- Create claims for any staff member at any practice
- Create quotes for any staff member at any practice
- Create, view, edit and delete any patient record
- Edit practice details
- Delete existing practices
- Create, view, edit and delete any staff members
- Create, view, edit and delete services for any practice
- Create Business Wide services (that apply to every practice in the business)
- Assign other staff members as Practice Managers
- Assign other staff members as Business Administrators
- Manage the payment method
- Manage the business' Card Payments settings, including settlement details
- Access all Reports for the business
Note: each Business Administrator requires their own unique email to log in with.
If you need your access upgraded, you can contact your Business Administrator or Practice Managers. You can see who has those roles in your business or practice settings.