Role Management
Role Management defines named roles in EHR360 (for example Front Desk, MA, Admin, or Biller). A role is a label you later attach to users and fill with permissions in Roles Access. Super Admins always see this screen; other users need the Role Management module (View Role Management, and Add/Edit/Delete as needed). Creating a role does not grant menu access by itself—you must configure Roles Access next.
- Practices
- Role Management
- Modules/Operations
- Roles Access
- User Access
- User Management
- Practice Forms
- Referring Providers
- Logs History
- Developer Settings
- Client Registration
- Labs
Role Management
| Name | Description | Practice Role | Actions |
|---|---|---|---|
| Front Desk | The first point of contact for the company, responsible for welcoming guests, hand... | Yes | |
| MA | No description | Yes | |
| Patient | Patient role with access to patient portal and medical records | No | |
| Admin | Administrative access to practice settings and user management | Yes | |
| Biller | Billing and claims workflow responsibilities | Yes | |
| Receptionist | Front office scheduling and check-in support | Yes | |
| PA | Physician assistant clinical workflow role | Yes | |
| Provider | Licensed provider with clinical documentation access | Yes | |
| SuperAdmin | System-wide administrative access | No |
Role Management Screen
Open Administration → Role Management to see the roles table (name, description, practice role flag, and row actions).
Who Can Use Role Management
Super Admins always have access. Other users need Role Management permissions: View Role Management to open the screen, plus Add, Edit, or Delete Role Management for those actions. If the menu item is missing, your account does not have this module.
Search Roles
Use Search roles to find a role by name or description quickly.
Add Role
Use Add to create a role with a name, description, and whether it is a practice-specific (clinic-level) role.
Practice Role
Yes means the role applies at the clinic (practice) level; No means it is not marked as a practice-only role. Use clear names so staff know which job the role represents.
Edit and Delete
Use row edit and delete actions to update or remove a role. Deleting a role can affect users who still have that role assigned—review User Management first.
Next Step: Roles Access
After you create a role, open Roles Access, select the role, check the operations it should have, and save. Until then, users with that role will see little or no menu.
Role Management vs User Access
Role Management only creates the role name. Roles Access sets permissions for everyone with that role. User Access changes permissions for one user only—do not use User Access as a substitute for defining standard roles.