No ACL setup yet! Denying access to everyone.
No ACL setup yet! Denying access to everyone.

The GoRev Standard Permission Set

This area of our help system will describe our standard GoRev Security Groups and Permission sets. All clients receive this set upon implementation. Adding permissions to Security Groups can be requested from GoRev per request by the Client.

Managing Users in Reports

Managing Security groups in User Access Reports provides a detailed listing, monitor user notations, and user access change logs. Export to an excel pivot table and you can easily analyze the performance of any registrar or biller.

Security Groups and Permissions

This will provide a listing of all Security Groups and Permissions within GoRev with a brief description.

Batch Generation

Permissions Descriptions
Batch Generation Allows access to the Batching screen.

Biller

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Billing Staff Automatically created permission level for Billing Staff.
Data Entry Automatically created permission level for DataEntry.
Delete File Automatically created permission level for Delete File.
Delete Insurance Allows the user to delete insurance from an account (this removes the insurance and moves to archived plans but does not truly delete)
Disable Patient Billing Allows the user to disable billing for a specific patient. Patient will no longer receive statements.
AssignToWorkflow Allows the user to assign followup on accounts to another user
Login Allows the user to login to this facility.
Materials Management Automatically created permission level for Materials Management.
Merchant Services Automatically created permission level for MerchantServices.
Merge Account Automatically created permission level for Merge Account.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Preference Cards Allows a user to access the preference card tab from the Financials Window
Publish Insurance Group Info Allows a user to publish CIGM (Collaborative Insurance Group Management) information
Quick Payment Automatically created permission level for Quick Payment.
Real Time Eligibility If configured, allows a user to utilize the real time eligibility system
Reports And Workflows Automatically created permission level for Reports And Workflows.
Reverse Charge Automatically created permission level for Reverse Charge.
Support Access Allows the user to submit tickets and see support phone numbers.
Stat Check In Automatically created permission level for Stat CheckIn.
Zirmed View Claim History Allows the user access to the Zirmed Claim History button on Patient Overview.
Zirmed View EOB Allows the user access to the Zirmed EOB button on Patient Overview.
Visit Status Automatically created permission level to view visit status
Visit Status Discharged
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status Do Not Bill
Visit Status MSE
Visit Status Do Not Bill
Visit Status Transfer
Reports Allows access to the specific report tile groups in Reports
Analysis
ASC
Billing
Carrier Specific
CIGM
Coding
Contract Management
ER
ER Analysis
Financial
Interface
Marketing
Patient
Physician
Productivity
Productivity Management
Registration
Scheduling

Biller Manager

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Assign To Workflow Automatically created permission level for Assign To Workflow.
Batch Generation Automatically created permission level for Batch Generation.
Billing Lead Automatically created permission level for Billing Lead.
Billing Staff Automatically created permission level for Billing Staff.
Change Service Date Automatically created permission level for Change Service Date.
Chargemaster Allows a user to view and maintain the charge master
Chart Editor Automatically created permission level for Chart Editor.
Clear Alert Automatically created permission level for Clear Alert.
Create Physicians Allows a user to create physicians and manage existing physicians
Data Entry Automatically created permission level for DataEntry.
Delete File Automatically created permission level for Delete File.
Delete Insurance Automatically created permission level for Delete Insurance.
Disable Patient Billing Automatically created permission level for Disable Patient Billing.
Front End Staff Automatically created permission level for Front End Staff.
Login Allows the user to login to this facility.
Lookup Table Editor Allows the user to configure any lookup table items
Manually Set Statement Cycle Allows a user to change the patients statement cycle to any other cycle
Mark Coding Complete Automatically created permission level for Mark Coding Complete.
Materials Management Automatically created permission level for Materials Management.
Merchant Services Automatically created permission level for Merchant Services.
Merge Account Automatically created permission level for Merge Account.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Patient Balance History Automatically created permission level for Patient Balance History.
PreferenceCards Grants access to the preference card tab in Financial Overview
Preference Card Editor Allows the user to access the preference card designer in the Admin Configuration section
Quick Payment Automatically created permission level for Quick Payment.
Real Time Eligibility Allows the user to run eligibility for a patient
Reports And Workflows Automatically created permission level for Reports And Workflows.
Reverse Charge Automatically created permission level for Reverse Charge.
Scheduling Allows the user to access the Scheduling module
Scheduling Admin Allows the user to manage scheduling settings
Stat Check In Automatically created permission level for Stat CheckIn.
Support Access Allows the user to submit tickets and see support phone numbers.
Unit Settings Allows the user to access the location configuration section in Admin
User Performance Allows a user to see the user performance module of other users
Zirmed View Claim History Allows the user access to the Zirmed Claim History button on Patient Overview.
Zirmed View EOB Allows the user access to the Zirmed EOB button on Patient Overview.
Visit Status Automatically created permission level to view visit status
Visit Status Discharged
Visit Status Do Not Bill
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status MSE
Visit Status Transfer
Reports Allows access to the specific report tile groups in Reports
Billing
CIGM
Coding
Custom
ER
ER Analysis
Financial
Marketing
Patient
Physician
Productivity
Productivity Management
Registration
Scheduling

Bill Statement Generation

Permissions Descriptions
Batch Generation Automatically created permission level for Batch Generation.

Charge Master Admin

Permissions Descriptions
Charge Master Allows access to the Charge Master module from Home and Patient Financials.
Charge Master Alter Charge Gives the ability to change a charge's Charge Number.
Update Existing Price Gives the ability to change the price in the Charge Master module.

Charge Master

Permissions Descriptions
ChargeMaster Allows access to the Charge Master module from Home and Patient Financials.

Clinical Staff

Permissions Descriptions
Anesthesia Grants access to the Anesthesia documentation module
Can Create Physicians Allows a user to create physicians in admin
Can Edit Physicians Allows a user to edit existing physician records
Change Service Date Allows a user to change the service date on an existing patient visit
Chart Editor Allows a user to edit the dynamic chart printing system, add, and edit exiting charts
Login Allows a user to login
Merge Account Allows a user to merge an account
PrintPatientWristBand Allows a user to print a patient wrist band
Real Time Eligibility Allows a user to run eligibility for a patient
Scheduling Allows a user to access the scheduling module
Reports
Registration
Scheduling

Coder

Permissions Descriptions
Add Patient Charges
Billing Staff Automatically created permission level for Billing Staff
Change Service Date Automatically created permission for Change Service Date
Coding Automatically created permission level for Coding.
Data Entry Automatically created permission level for Data Entry
Login Allows the user to login to this facility.
Mark Coding Complete Automatically created permission level for Mark Coding Complete.
Patient Financial Status Automatically created permission level for Patient Financial Status
Patient Financial History Automatically created permission level for Patient Financial History.
Reverse Charge Automatically created permission level for Reverse Charge
Support Access Allows the user to submit tickets and see support phone numbers.
Work Report Item Automatically created permission level for Work Report Item
Reports Allows access to the specific report tile groups in Reports
Billing
CIGM
Coding
Financial
Marketing
Patient
Registration
Revenue Integrity

Coding Manager

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Assign to Workflow Gives the ability to assign to workflow cases to other users.
Billing Staff Automatically created permission level for Billing Staff
Bulk Set Coding Status Automatically created permission level for Bulk Set Coding Status.
Charge Master Automatically created permission level for Charge Master
Charge Master Alter Charge Automatically create permission level for Charge Master Alter Charge
Coding Automatically created permission level for Coding.
Coding Approved
Login Allows the user to login to this facility.
Mark Coding Complete
Patient Financial Status Automatically created permission level for Patient Financial Status.
Reverse Charge Automatically created permission level for Reverse Charge.
Support Access Allows the user to submit tickets and see support phone numbers.
User Performance Automatically created permission level for User Performance
Workflow Access Allows access to the Workflow Module
Visit Status Automatically created permission level to view visit status
Visit Status Discharged
Visit Status Do Not Bill
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status MSE
Visit Status Transfer
Reports Allows access to the specific report tile groups in Reports
Billing
CIGM
Coding
Custom
ER
ER Analysis
Financial
Marketing
Patient
Physician
Productivity
Productivity Management
Registration
Scheduling

Data Import

Permissions Descriptions
Data Import Utilities Allows access to the import utilities modules from Home.

Disable User Monitoring

Permissions Descriptions
Disable User Monitoring Disables the logging of keystrokes and window title capture by the user while GoRev is open.

Enable User Email

Permissions Descriptions
Email Enable User Setting this option will cause a notification to be emailed you when a user is requesting that their account be enabled.

Enrollment

Permissions Descriptions
Front End Staff Grants all permissions of Front End Staff.
Login Allows the user to login to this facility.
Unit Settings Allows access to the Location module.

Executive Staff

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Assign To Workflow Automatically created permission level for Assign To Workflow.
Auto Post Automatically created permission level for Auto Post.
Batch Generation Automatically created permission level for Batch Generation.
Billing Lead Automatically created permission level for Billing Lead.
Billing Staff Automatically created permission level for Billing Staff.
Change Service Date Automatically created permission level for Change Service Date.
Chart Editor Automatically created permission level for Chart Editor.
Clear Alert Automatically created permission level for Clear Alert.
Coding Approved
Data Entry Automatically created permission level for Data Entry.
Delete File Automatically created permission level for Delete File.
Delete Insurance Automatically created permission level for Delete Insurance.
Disable Patient Billing Automatically created permission level for Disable Patient Billing.
Edit Any Note Automatically created permission level for Edit Any Note
Front End Staff Automatically created permission level for Front End Staff.
Login Allows the user to login to this facility.
Mark Coding Complete Automatically created permission level for Mark Coding Complete.
Materials Management Automatically created permission level for Materials Management.
Merchant Services Automatically created permission level for Merchant Services.
Merge Account Automatically created permission level for Merge Account.
Patient Balance History Automatically created permission level for Patient Balance History.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Quick Payment Automatically created permission level for Quick Payment.
Reports And Workflows Automatically created permission level for Reports And Workflows.
Reverse Charge Automatically created permission level for Reverse Charge.
Stat Check In Automatically created permission level for Stat Check In.
Support Access Allows the user to submit tickets and see support phone numbers.
Zirmed View Claim History Allows the user access to the Zirmed Claim History button on Patient Overview.
Zirmed View EOB Allows the user access to the Zirmed EOB button on Patient Overview.
Bulk Actions
Bulk Approve Statement Balance
Bulk Queue Statement
Bulk Set Coding Status
Bulk Set Follow Up Status
Visit Status Automatically created permission level to view visit status
Visit Status Do Not Bill
Visit Status Discharged
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status MSE
Visit Status Transfer
Reports Allows access to the specific report tile groups in Reports
Reports Billing
Reports CIGM
Reports Coding
Reports Custom
Reports ER
Reports ERAnalysis
Reports Financial
Reports Marketing
Reports Patient
Reports Physician
Reports Productivity
Reports Productivity Management
Reports Registration
Reports Scheduling

Front End Lead

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Delete File Automatically created permission level for Delete File.
Login Allows the user to login to this facility.
Materials Management Automatically created permission level for Materials Management.
Merchant Services Automatically created permission level for Merchant Services.
Merge Account Automatically created permission level for Merge Account.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Quick Payment Automatically created permission level for Quick Payment.
Real Time Eligibility Automatically created permission level for Real Time Eligibility.
Scheduling Automatically created permission level for Scheduling.
Stat Check In Automatically created permission level for Stat CheckIn.
Support Access Allows the user to submit tickets and see support phone numbers.
Visit Status Automatically created permission level to view visit status
Visit Status Discharged
Visit Status Do Not Bill
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status MSE
Visit Status Transfer
Reports Allows access to the specific tile groups in Reports
CIGM
Patient
Marketing
Registration
Scheduling

Front End Staff

Permissions Descriptions
Add Patient Charges Automatically created permission level to Add Patient Charges.
Front End Staff Automatically created permission level for Front End Staff.
Stat Check In Automatically created permission level for Stat CheckIn.
Login Allows the user to login to this facility.
Materials Management Automatically created permission level for Materials Management.
Merchant Services Automatically created permission level for Merchant Services.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Quick Payment Automatically created permission level for Quick Payment.
Real Time Eligibility Automatically created permission level for Real Time Eligibility.
Scheduling Automatically created permission level for Scheduling.
Salucro USER Salucro merchant service permission.
Support Access Allows the user to submit tickets and see support phone numbers.
Visit Status Automatically created permission level to view Visit Status
Visit Status Discharged
Visit Status In House
Visit Status Left AMA
Visit Status Left Without Being Seen
Visit Status MSE
Visit Status Transfer
Reports Allows access to the specific report tile groups in Reports
CIGM
Patient
Marketing
Registration
Scheduling

Lab Office

Permissions Descriptions
Lab Office This option will change the visible data on the home page as well as restrict the user to the Lab tab. This option also enforces read only modes in select lab modules.
Login Allows the user to login to this facility.
Support Access Allows the user to submit tickets and see support phone numbers.

Limited Coder

Permissions Descriptions
Coding Allows access to the Coding module from; Home, Patient Overview, View Forms, Edit Lab Order, Reports, Venture Reports.
Login Allows the user to login to this facility.
Reports And Workflows Allows access to the Reports Module along with Workflows.
Support Access Allows the user to submit tickets and see support phone numbers.

Login

Permissions Description
Login Allows the user to login to this facility.
Support Access Allows the user to submit tickets and see support phone numbers.

Lookup Tables

Permissions Descriptions
Lookup Table Editor Allows the user to access the Lookup Table module through Home as well as in the Lab result overview module.

Marketing

Permissions Descriptions
Marketing Only Changes the home screen to only show reports that are in the marketing category and restricts access to everything else.
Reports And Workflows Allows access to the Reports Module along with Workflows.
Login Automatically created permission level for login.

Patient Financial Services

Permissions Descriptions
Add Patient Charges Automatically created permission level for Add Patient Charges.
Coding Allows access to the Coding module from; Home, Patient Overview, View Forms, Edit Lab Order, Reports, Venture Reports.
Login Allows the user to login to this facility.
Patient Balance History Automatically created permission level for Patient Balance History.
Patient Financial Status Allows the user to see a patient's financial status on Patient Overview.
Posting Allows access to all posting modules.
Reports And Workflows Allows access to the Reports Module along with Workflows.
Support Access Allows the user to submit tickets and see support phone numbers.
Zirmed View Claim History Allows the user access to the Zirmed Claim History button on Patient Overview.
Zirmed View EOB Allows the user access to the Zirmed EOB button on Patient Overview.
Reports Allows access to the specific report tile groups in Reports
Billing
Coding
Registration

Poster

Permissions Descriptions
Login Allows the user to login to this facility.
Posting Automatically created permission level for Posting.
Patient Balance History Automatically created permission level for Patient Balance History.
Patient Financial Status Automatically created permission level for Patient Financial Status.
Posting Apply Coding Status Automatically created permission level for Posting Apply Coding Status.
Posting Override Expected Amounts Allows a user to finalize a batch that does not balance
Support Access Allows the user to submit tickets and see support phone numbers.
Reports Allows access to the specific report tile groups in Reports
Billing
CIGM
Coding
Financial
Patient
Registration
Revenue Integrity

Preference Card Manager

Permissions Descriptions
Preference Card Editor Automatically created permission level for Preference Card Editor.
Preference Cards Automatically created permission level for Preference Cards.

Reports

Permissions Descriptions
Login Allows the user to login to this facility.
Support Access Allows the user to submit tickets and see support phone numbers.
Reports Allows access to the specific report tile groups in Reports
Analysis
Carrier Specific
CIGM
Contract Management
Custom
ER Analysis
Financial
Inpatient
Interfaced Data
Lab
Marketing
MIPS Measures
Patient
Physician Management
Posting
Productivity
RCM Company
Registration
Revenue Integrity
Scheduling

Restricted Visit Status

Permissions Descriptions
Mark Coding Complete Allows the user to set coding cases to Coding Complete.
Visit Status Automatically created permission level to view Visit Status
Visit Status Do Not Bill
Visit Status Duplicate Account

Reverse Charge

Permissions Descriptions
Reverse Charge Allows the user to reverse charges.

Reverse Transaction

Permissions Descriptions
Reverse Charge Allows the user to reverse charges.

Scheduling

Permissions Descriptions
Scheduling Allows the user access to Scheduling.

Scheduling Admin

Permissions Descriptions
Scheduling Allows the user access to Scheduling.
Scheduling Admin Allows access to the admin functions of the scheduling system.

Security Staff

Permissions Descriptions
Security Admin Allows the user to manage other users and their permissions.
User Creation Gives the ability to manage new user requests from email or the Users module.
Reports
User Access

Team Leader

Permissions Descriptions
Billing Lead Automatically created permission level for Billing Lead.

User Creation

Permissions Descriptions
Reports User Access Allows access to the specific report tile group.
Security Admin Allows the user to manage other users and their permissions.
User Creation Gives the ability to manage new user requests from email or the Users module.

Portal Billing Channel

Permissions Descriptions
Portal Allow Messaging Patient Automatically created permission level for Portal Allow Messaging Patient.
Portal View Billing Messages Automatically created permission level for Portal View Billing Messages.

Portal Clinical Channel

Permissions Descriptions
Portal Allow Messaging Patient Automatically created permission level for Portal Allow Messaging Patient.
Portal View Clinical Messages Automatically created permission level for Portal View Clinical Messages.

Portal Registration Channel

Permissions Descriptions
Portal Allow Messaging Patient Automatically created permission level for Portal Allow Messaging Patient.
Portal View Registration Messages Automatically created permission level for Portal View Registration Messages.

System Settings Admin

Permissions Descriptions
Delete Doctor
Login
Lookup Table Editor
Preference Card Editor
Scheduling Admin
Support Access
Unit Settings
Update Existing Charge Master Price
Create & Edit Physicians
Charge Master Admin
Dynamic Print Forms Editor
Manage Physicians

Salucro User Permissions

IMPORTANT: The permissions outlined below are only applicable to sites utilizing payments through Salucro. These permissions CANNOT be altered.

Role Name Salucro Permissions Granted
User Payments, Voids
User2 Payments, Voids
User3 Payments, Voids, View All User, Cash Supervisor
User4 Payments, Voids, View All User
UserVoid Permission group setup by Salucro
Admin Permission group setup by Salucro
Cash Supervisor Permission group setup by Salucro
Reporting Permission group setup by Salucro
Salucro Permission Set Description
Payments Allows users to process/post payments
Refunds Allows user to process refunds
Voids Allows user to process voids
View All User Payments Allows user to view payments that other users have posted
Cash Supervisor Allows for user to complete cash drawer reconciliation
Deposit to Bank Allows for user to mark cash drawer as reconciled and deposited to the bank
User Admin Allows user to create/update/delete other users
UserVoid Permission group setup by Salucro
QR Code
QR Code public:gorev:standardpermissionset (generated for current page)