Administration
Learn Administration modules in EHR360 from the main menu submenu before you work in the live application. In guides, Practice means clinic.
Security setup order: (1) Role Management → (2) Modules/Operations (usually Super Admin) → (3) Roles Access → (4) User Management (create users and assign roles) → (5) User Access only for exceptions. Super Admins bypass most permission checks; clinic users are controlled by role plus optional user overrides.
PracticesClinic setup—opens main Practices guidesRole ManagementCreate role names (Front Desk, MA, Biller)—Super Admin or Role Management permissionModules/OperationsPermission catalog (modules → operations)—typically Super Admin / System SettingsRoles AccessMap operations to each role—Super Admin or Role Access permissionUser AccessOverride permissions for one user—Super Admin or User Access permissionUser ManagementCreate users; Super Admin tab only for Super Admins; Practice for staff/providersPractice Forms & ConsentGeneric intake forms + Consent Forms setup, send, check-inReferring ProvidersExternal referring provider directoryLogs HistoryAudit trail of user actionsDeveloper SettingsAPI and integration configurationClient RegistrationRegistered API and portal clientsLabsLab interfaces and connection status