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) locations within the business
View (but not edit) staff members within their location/s
Create, view, edit and delete services for their location/s
Location Manager
"Location Manager" is a catch-all term for administration staff within a location. Location managers can:
Create claims for any staff member at their location/s
Create quotes for any staff member at their location/s
Create and view (but not edit) patient records
Edit location details
Create (but not delete) a new location
Create, view, edit and delete staff members within their location/s
Create, view, edit and delete services for their location/s
Assign other staff members as Location 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 location
Create quotes for any staff member at any location
Create, view, edit and delete any patient record
Edit location details
Delete existing locations
Create, view, edit and delete any staff members
Create, view, edit and delete services for any location
Create Business Wide services (that apply to every location in the business)
Assign other staff members as Location 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 Location Managers. You can see who has those roles in your business or location settings.