How to choose correct user roles
Choosing Roles and Access Levels
Each user must be assigned an appropriate access level based on their responsibilities.
There are Primary and Secondary user roles available. Every user must have at least one Primary access level role assigned before they can use the platform, however you can combine multiple levels to achieve the desired result. If multiple primary access roles are assigned to the user, the user will receive the combined permissions of all assigned roles.
Ultramed recommends providing only the most necessary access to users and restricting any additional access. However, refer to internal rules and guidance when assigning permissions to the user.
Secondary roles are designed as add-ons to primary roles and can supplement the permissions that are missing from the selected primary role.
A complete list of available roles, permissions, and associated functionality can be found in the table below.
Primary Roles
General Access
Clinical Staff | Administrator | Limited Admin | Read Only | |
Subscribe/unsubscibe to/from an assessment | ✓ | ✓ | ✓ | ✗ |
Register patients and send out invites to complete assessments* | ✓ | ✓ | ✓ | ✗ |
View the dashboard | ✓ | ✓ | ✓ | ✓ |
Open patient page | ✓ | ✓ | ✓ | ✓ |
Patient page - view only
Clinical Staff | Administrator | Limited Admin | Read Only | |
View patient page | ✓ | ✓ | ✓ | ✓ |
View TImeline | ✓ | ✓ | ✓ | ✓ |
View assessment forms | ✓ | ✓ | ✓ | ✓ |
View assessment submittion | ✓ | ✗ | ✗ | ✓ |
View suggested tasks | ✓ | ✗ | ✗ | ✓ |
View clinical notes | ✓ | ✗ | ✗ | ✓ |
View status** | ✓ | ✓ | ✓ | ✓ |
View tag | ✓ | ✓ | ✓ | ✓ |
View TCI | ✓ | ✓ | ✓ | ✓ |
View ASA | ✓ | ✓ | ✓ | ✓ |
View surgical priority | ✓ | ✓ | ✓ | ✓ |
View referral priority | ✓ | ✓ | ✓ | ✓ |
View RTT start date | ✓ | ✓ | ✓ | ✓ |
View PAC date | ✓ | ✓ | ✓ | ✓ |
View labels | ✓ | ✓ | ✓ | ✓ |
View procedure | ✓ | ✓ | ✓ | ✓ |
View messages | ✓ | ✗ | ✗ | ✓ |
Add comment on Timeline | ✓ | ✓ | ✗ | ✗ |
Patient page - action and update
Clinical Staff | Administrator | Limited Admin | Read Only | |
Edit clinical notes | ✓ | ✗ | ✗ | ✗ |
Update status** | ✓ | ✓ | ✗ | ✗ |
Add/update tag | ✓ | ✓ | ✗ | ✗ |
Add/update TCI*** | ✓ | ✓ | ✓ | ✗ |
Add/update ASA | ✓ | ✗ | ✗ | ✗ |
Add/update surgical priority | ✓ | ✓ | ✓ | ✗ |
Add/update referral prioriy*** | ✓ | ✓ | ✓ | ✗ |
Add /update RTT start date*** | ✓ | ✓ | ✓ | ✗ |
Add/update PAC date | ✓ | ✓ | ✓ | ✗ |
Add/update procedure*** | ✓ | ✓ | ✓ | ✗ |
Add/update labels | ✓ | ✓ | ✗ | ✗ |
Edit suggested tasks | ✓ | ✗ | ✗ | ✗ |
Invitation and form management
Clinical Staff | Administrator | Limited Admin | Read Only | |
Create new blank form** | ✓ | ✓ | ✓ | ✗ |
Cancel the submission (prevent patient from completing the assessment) | ✓ | ✓ | ✓ | ✗ |
Resend invitation to patient | ✓ | ✓ | ✓ | ✗ |
Create clinician link | ✓ | ✓ | ✓ | ✗ |
Export assessment | ✓ | ✓ | ✗ | ✗ |
Messaging
Clinical Staff | Administrator | Limited Admin | Read Only | |
Send/schedule messages to patients | ✓ | ✗ | ✗ | ✗ |
View messages | ✓ | ✗ | ✗ | ✓ |
Secondary Roles
Role | Permission |
Archiver | Archive/unarchive assessment |
Binner | Bin/unbin assessment |
User Management | Access to user management platform |
Messenger | Send messages to patients |
Messenger Admin | Message template management |
Labels admin** | Add/amend/delete labels |
*only available for customers with manual patient registration
**for MyPreOp Base and MyPreOp+ only
***only when manual entry is available (no integration is in place)
****feature might not be available in your portal due to custom configurations