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User Permissions

Accounts Permissions

  • Account Overdue
    • Allows the user to mark patient accounts as overdue.
  • Account Overdue Email
    • Allows the user to email a patient their overdue account.
  • Account Overdue Whatsapp
    • Allows the user to WhatsApp a patient their overdue account balance.
  • Staff Manage Account Visible on Patient Timeline
    • Allows users to adjust whether a patient’s account is visible on their patient portal
  • Staff Manage Patient Online Booking Permissions
    • Allows users to adjust whether a patient’s is able to book appointments on their patient portal
  • Quick Quote
    • Allows users to see Quotes and Signed Quotes
  • Quick Quote New
    • Allows users to create Quote and Signed Quotes
  • Quote Reissue
    • Allows users to reissue patient quotes using the current date and pricing.
  • Delete Quick Quote
    • Allows the user to delete quotes and archive Signed Quotes
  • Send Quick Quote
    • Allows users to send Quotes to patients.
  • Appointments
    • Appointment Grid
      • Allow user to access the appointment grid
        • Book Appointments
          • Allows the user to book patient appointments
        • Cancel Appointments
          • Allows the user to cancel appointments and see Cancelled or Completed appointment dashboard.
    • Day Sheet
      • Allows the user to see the day sheet.
    • Patient Recall / Follow Ups
      • Allows the user to access the Patient Recall / Follow Ups Dashboard
    • Emailed Treatment Post Daysheet
      • Allows the user to see all of the treatment posts and confirm which have been successfully emailed to patients.
  • Clinical
    • Clinical Records Dash
      • Allows the user to see the Clinical dropdown in the Navigation menu.
        • Lab Manager
          • Allows the user to access the Lab Manager
        • Impression Waiting
          • Allows the user to see the Impressions management dashboard.
  • Report
    • Treatment Report
      • Allows users to see the Report Menu.
        • Flagged Doctor Timeline
          • Allows the user to see the flagged timeline posts.
  • Patient
    • Patient Admin
      • Allows the user to see the Patient menu in the Navigation Bar.
        • Patient Profile Manager
          • Allow the users to access the Patient Profile Manager
        • Patient Conversion
          • Allows the user to see the Patient Conversion Dashboard.
        • Delete New Patient Photos
          • Allows the user to delete new patient photos that they uploaded on the same day they were uploaded.
        • Delete New Patient Xrays
          • Allows the user to delete new patient xrays that they uploaded on the same day they were uploaded.
        • Delete Other Xrays
          • Allows the user to delete other Xrays that they uploaded on the same day they were uploaded.
        • Edit Other Xrays
          • Allows the user to see and manage other Xrays.
        • Change Users
          • Allows the user to merge patient profiles.
        • Delete Users
          • Allows the user to delete patients.
  • Admin
    • Admin
      • Shows the Admin menu item in the user’s navigation bar.
        • Inbound Referrals
          • Allows the user to see inbound referrals from the Referring Doctor Portal.
        • Accounts Upload
          • Allows the user upload account summary of all accounts in CSV format to link to patient accounts.
        • Dashboards
          • Allows the user to see dashboards
            • Treated Patients
              • Users can find patients that are being treated under a certain treatment code
            • Oral Hygiene Dash
              • Allows users to check the oral hygiene dashboard.
            • Patient Waiting Time
              • Allows users to see dashboards showing patient waiting times.
        • Patient Reviews
          • Allows users to see the Patient Review Dashboard.
        • Patient Login Count
          • Allows the user to see how many patients have logged into their portals.
        • Oral Hygiene Check No Doctor
          • Allows the user to see patients with poor oral hygiene who do not have a referring doctor.
        • Oral Hygiene Feedback
          • Allows users to see the referring doctor’s feedback.
        • Appointment Stats
          • Allows the user access to view appointment statistics.
  • Patient Search
    • Patient Search
      • Allows the user to search for patients.
  • Profile
    • Patient Reception Portal Login
      • Allows the user access to the patient portal in order to use Patient OTP’s.
  • Consent Letter
    • Allows the user to view and send a Patient Consent letter
  • Consent Letter 1
    • Allows the user to view and send Patient Consent letter
  • Consent Letter 2
    • Allows the user to view and send Patient Consent letter
  • Consent Letter 3
    • Allows the user to view and send Patient Consent letter
  • Consent Letter 4
    • Allows the user to view and send Patient Consent letter
  • Consent Letter 5
    • Allows the user to view and send Patient Consent letter
  • Doctor Letter
    • Allows the user access to download or view doctor’s appointment letters.
  • Early Deband Letter
    • Allows the user to view and send Early Deband Letters.
  • Retention Letter
    • Allows users to view/send retention letters to patients.

Report Permissions

  • Report View
    • Allows the user access to the Report button so that users can navigate to the patient’s report.
      • Delete Work In Progress
        • Allows the user to delete work in progress reports.
      • Doctor Auth
        • Allows the user doctor privileges. Including the ability to submit reports, recall reports and doctor privileges for virtual appointments.
      • Download Reports
        • Allows the user to download a PDF version of the report.
      • Patient Conversion Report View
        • Allows the user to see the Patient Conversion information on the Report page.
      • Treatment Report Create
        • Allows users to create Patient Treatment Reports.
      • Treatment Report View
        • Allows users to view Patient Treatment Reports.

Patient Permissions

  • Day Sheet Patient View
    • Allows the user to see a patient’s personal information.
  • Delete Post Auth
    • Allows the user to delete posts that they uploaded on the same day they were uploaded.
  • Edit User Details
    • Allows users to edit Patient Details.
  • Edit New Patient Photos
    • Allows the user to edit new patient photos that they have uploaded.
  • Edit New Patient Xrays
    • Allows the user to edit Xrays that they have uploaded.
  • Flag For Doctor
    • Allows users to flag posts for the doctor to review on their Flagged Doctor Timeline.
  • Impression
    • Allows the user to post to the Impressions dashboard.
  • Impression Delete
    • Allows the user to delete Impressions that have been posted to the Impressions Dashboard.
  • Lab Delete
    • Allows the user to delete lab orders
  • Lab Order
    • Allows the user to send an order to the lab
  • Manage External Links
    • Allows the user to manage external links to other systems
  • New Patient Discussion Report View
    • Allows users to see the New Patient Discussion information on the Patient Report page.
  • New Patient Records
    • Allows the user to see patient Records.
  • Oral Hygienist
    • Allows the user to make notes on virtual appointments as an Oral Hygienist.
  • Post Edit
    • Allows users to delete posts made to the Patient Timeline.
  • Xray Edit
    • Allows users to view and edit Xrays.
  • Patient Letters
    • Allows the user to see patient consent forms/letters.
  • Patient Reviews Timeline
    • Allows users access to see patient reviews on the patient timeline.
  • Photos Edit
    • Allows users to delete photos that were posted to New Patient Photos and the Patient Timeline.
  • Reset User Password
    • Allows users to reset patient passwords.
  • Staff Patient Timeline View
    • Allows users to view the patient portal
  • Staff Telephone Calls
    • Allow staff members to make telephone calls out of Hugo Systems
  • Staff Training
    • Turns on Training Videos for staff members throughout the system
  • Timeline
    • Allows users access to Patient Timelines.
  • Timeline Print
    • Allows users access to print timeline posts.

Settings Permissions

  • Appointment Settings
    • Allow users to access appointment settings from the Settings dash
  • Referring Doctor Suburb Search
    • Allows users to see doctors by suburb.
  • Settings Appointment Goal Settings
    • Allows users to adjust the company Appointment Goals
  • Settings Company Settings
    • Allows users to adjust the settings for the Organisation.
  • Settings Drawing Tool Settings
    • Allows users to adjust Drawing and Signature Tool Settings
  • Settings Impression Options Settings
    • Allows users to adjust Impression Options Settings
  • Settings New Patient Discussion Settings
    • Allows users to adjust New Patient Discussion Settings
  • Settings New Patient Form Settings
    • Allows users to edit New Patient Form settings.
  • Settings Oral Hygiene Email Settings
    • Allows users to adjust Oral Hygiene Email Settings
  • Settings Patient And Referring Doctor Timeline Settings
    • Allow users to adjust patient Timeline Communication Settings
  • Settings Referring Doctors Settings
    • Allows users to adjust Referring Doctors Settings
  • Settings Report Settings
    • Allows users to adjust Report settings.
  • Settings Subscription Management Settings
    • Allows users to adjust the Hugo Systems subscriptions
  • Settings Team Settings
    • Allows users to adjust Team Settings.
  • Settings Team Settings Activate or Deactivate User
    • Allows users to activate or deactivate team members.
  • Settings Team Settings User Permissions
    • Allows users to adjust Team Permissions.
  • Settings Timeline Settings
    • Allows users to adjust Timeline Settings.
  • Settings Twilio Settings
  • Settings Virtual Appointment Settings
    • Allows users to adjust Virtual Appointment settings
  • Settings Whatsapp Messages Settings
    • Allows users to adjust WhatsApp Message settings
  • Settings_Dash
    • Allows users to adjust system settings.
  • Upload
    • Allows users to upload system data in CSV format.
  • Upload_Dash
    • Allows users access to see the system models to upload or download system data.
  • Download
    • Allows users to download system data in CSV format.
  • Knowledge Base
    • Allows user access to the Knowledge Base

Xero Integration

  • Xero
    • Allows users to make use of Xero for billing of patient accounts
      • Xero Edit Patient Contract
        • Allows users to edit patient contract when using the Xero integration
      • Xero Payments
        • Allows users to take payments using the Xero integration
      • Xero Settings
        • Allows users to change the Xero Settings
      • Delete Patient Receipt
        • Allows a user to delete patient receipts if they have Xero Activated