Access Management in Allia uses role-based permissions to control what each user can see and do. This system defines access at both the module level and the individual patient level, so every team member only has access to the features and data that match their role.
Steps to Define User Access (Admin)
1. Use Default Roles
Start by assigning one of the predefined default roles, which include:
Owner
Admin
Clinician
Supervisor
Intern
Therapist
Psychiatrist
Biller
Scheduler
2. Define Custom Roles
Admins can create custom roles using the module-level access table.
Custom roles let you control exactly which modules and features a user can access.
3. Grant Module-Level Access (Main Access)
Access is granted per module by choosing the specific permissions you want to allow:
• View — lets the user see the module
• Create — lets them create new entries
• Edit — lets them update existing entries
• Delete — lets them remove entries
• Comment — lets them add notes or feedback
Example modules include Notes, Treatment Plans, Assessments, Records, Forms, and Medication.
4. Nested Access
When you select a nested permission, such as Edit in Notes, Allia automatically grants the required main access like View.
This makes sure users have all the permissions they need to do their work without missing anything essential.