Roles

Overview:

• The Roles section is where you define the categories of providers and technicians in your organization. These roles set the hierarchy and impact billing, compliance, and provider assignments.

Steps to Manage Roles:

1. Accessing Roles:

• Navigate to the Admin menu and select "Roles."

1. Adding a New Role:

• Click on "Add Role" and enter the role name and taxonomic code. The taxonomic code may be used on claim forms if required by payor configurations.
  • Example: Licensed Provider, BCBA-D, BCBA, OT, SLP, BCaBA, RBT, BT

1. Editing Roles:

• Edit existing roles to adjust their hierarchy or details. Ensure that the highest roles are listed at the top, as this impacts billing and provider assignments.

Role Hierarchy:

• You can set the hierarchy of the role by clicking on the ‘Set Order’ button to define the highest to lowest, so that the system can assist in using the provider’s highest applicable role for billing in case they have more than one role assigned.