User Roles and Permissions Overview

 

CareFlow offers customizable user roles to ensure the right team members access the tools they need while maintaining security and workflow efficiency. Below is a summary of the default roles, their permissions, and best practices for assigning them.

Default User Roles

• Administrator
  • Full access to all settings and modules.
  • Can manage users, clinic profile, integrations, and generate all reports.
  • Recommended for clinic owners or managers responsible for system oversight.
• Referral Coordinator
  • Access to referral intake and management modules.
  • Can review, assign, and update referral statuses.
  • Limited access to physician network and communications.
  • Best for staff responsible for receiving and processing referrals.
• Therapist
  • Access to assigned patient referrals.
  • Can update treatment notes and referral progress.
  • Cannot modify clinic-wide settings or other users’ data.
  • Ideal for clinicians providing physical therapy services.

Managing User Roles

• Navigate to Settings > User Management.
• Add users by entering their contact details and selecting their role.
• Review role assignments regularly to ensure users have appropriate access.
• If needed, roles can be customized per clinic policy by contacting CareFlow support.

Best Practices

• Limit Administrator roles to trusted personnel only.
• Assign Referral Coordinators based on daily referral volume to avoid bottlenecks.
• Regularly update user roles as team members join or leave.
• Use communication tools within CareFlow to notify users of any role changes.