Users: Roles for Integrations and Add-Ons

The roles in this article can be added to a user in addition to internal roles and are only needed if your organization uses the following integrations, add-ons, or features.

Kipu Labs Outcomes Measurements VOBGetter Kipu Portal

Kipu BI eRx Portal Kipu CRM

To assign integration roles and add-ons, follow these instructions.

1. To begin, select your initials and click Manage Users.
   
2. Create or locate the user you want to add roles or add-ons for and click Edit. Scroll down past the Internal and External roles section.

Kipu Labs

In addition to internal roles that have access to Kipu Labs, you can use the lab-specific roles available in the Kipu Labs section to provide additional access. It's important to note that there is a mixture of Internal and External roles in this group. Click here to learn more.

Outcomes Measurements

In addition to internal roles that have access to Outcomes, you can use the outcome-specific roles available in the Outcomes Measurement section to provide additional access.  Click here to learn more.

VOBGetter

Assign VOBGetter Admin or VOBGetter User permission from the Konnectors section to users who need to perform verification of benefit checks. These roles currently have the same capabilities. Note: Super Admins and Records Admins already have the VOBGetter capabilities built into their roles. Click here to learn more.

Kipu Portal

Super Admins can assign these portal roles to users. If a user has the Manage portal settings role, they can assign the Allow document share role to other users. Note: Super Admins do not have Manage portal settings built into their role. Click here to learn more.

Kipu BI Reports

Kipu BI Admins and Super Admins can assign one or more Kipu BI Reports to users. Note: This role section will only appear for users with the Kipu BI Admin feature assigned to their profile. Click here to learn more.

Kipu Intelligence

Super admins and users with the Manage User feature can assign one or more roles to other users. Giving users the Chart Snapshot: Create and View, Note Assistant: Record, Dictate, Draft, and Note Assistant: Manage Note Prompts permissions all together will give them complete access to the feature. Click here for Chart Snapshot information and here for Note Assistant.

eRx Portal

Once the e-Prescribe feature has been enabled by a Kipu staff member, a Super Admin can assign eRx Portal permissions to users. Click here to learn more.

Kipu CRM

With the Kipu CRM, the only additional feature your EMR users may need is Manage Incoming Transfers to accept treatment opportunities from the CRM.