Users: Roles for Integrations and Add-Ons

Users may require additional access if your instance includes any of the following integrations, add-ons, or features:

• Lab Interface
• Outcomes Measurements
• VOBGetter
• Kipu Portal
• Kipu BI
• eRx Portal [Beta]
• Kipu CRM

Lab Interface

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

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.

eRx Portal [Beta]

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.