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User Roles & Permissions

A guide to user roles, permissions, team management, and best practices in Osmind.

You can assign user roles and permissions to your practice staff that align with their job duties. The goal of this functionality is to:

  • Ensure each individual using Osmind has their own unique login to comply with HIPAA standards.

  • Allow you to assign an appropriate "role" for each user at your practice to enable the correct level of functionality.

  • Ensure accurate billing as your monthly subscription price is impacted by the number of providers at your practice.

In this article, you can find information on:

User Roles

Note: At least one user role is required to be selected.

Role

Overview

Provider

  • Access to all Osmind EHR features

  • Intended for clinicians who will be listed as the rendering provider on a note and superbill

Note: Osmind charges per clinician, per month.

Clinical Staff

  • Access to all standard Osmind EHR features

  • Intended for non-provider staff that perform clinical workflows

  • Does not have the ability to be listed as a rendering provider on a note and superbilll

Non-Clinical Staff

  • Access to all standard Osmind EHR features

  • Intended for staff that perform administrative workflows

  • Does not have the ability to be listed as a rendering provider on a note and superbilll

When adding a clinician with the 'Provider' role, a note will inform you about the potential increase in your bill. A customer service representative will reach out if action needs to be taken on your behalf.

Admin Permissions

Note: Admin permissions must be granted in addition to a user role.

Admin Permission

Detail

Super Admin

  • Edit both Super admin and non-Super admin users

  • Manage Stripe payment processing settings

  • View practice level billing summary

User Admin

  • Edit non-Super admin users.

  • View practice level billing summary

Role / Permission Mapping

The table below outlines which Osmind EHR features are available within each role.

Provider

Clinical Staff

Non-Clinical Staff

View the Schedule

✅

✅

✅

Integrate the Schedule to Google Calendar

✅

✅

✅

Create and manage appointments

✅

✅

✅

Run and export reports

✅

✅

✅

View and manage the Patient List

✅

✅

✅

Invite new patients

✅

✅

✅

Edit the Patient Profile

✅

✅

✅

Manage practice settings

✅

✅

✅

Manage users

Only with Admin

Only with Admin

Only with Admin

Update personal settings

✅

✅

✅

View the Patient Chart

✅

✅

✅

Edit patient survey settings

✅

✅

✅

Send secure messages

✅

✅

✅

View the Journal

✅

✅

✅

Send and import patient intake forms

✅

✅

✅

Add new patient progress / survey scores

✅

✅

✅

View and manage Documents

✅

✅

✅

Edit Medications

✅

✅

✅

Create and Edit Notes

✅

✅

✅

Sign Notes

✅

✅

✅

Selected as a Rendering Provider

✅

Manage Care Team members

✅

✅

✅

Share patient progress externally

✅

✅

✅

Collect a payment

✅

✅

✅

Refund a payment

✅

✅

✅

Create an invoice

✅

✅

✅

Create a superbill

✅

✅

✅

Updating User Roles & Permissions

From the Team Management page in settings, you can easily change a user's role once they've already been added to your account (as long as you are a super admin or admin). Click on their roles to make the desired changes.

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