User Permissions for Caregiver Multi-Office

The following table contains user permissions that apply to the Caregiver Multi-Office functionality. To access these permissions, go to Admin > User Management > Edit Roles and select a Section from the dropdown menu (example: Patient).

Permissions	Section	Description The system checks permissions for…
AideComplianceEdit	Aide	Editing permissions - Users with permissions to the Primary Office can add, edit, upload, and delete on the Caregiver’s Compliance page.
EditNonSkilledSchedule EditNonSkilledVisit	Patient	Internal and Payer Patients when a user clicks on Visit Confirmation Times for Non-Skilled visits.
EditSkilledSchedule EditSkilledVisit	Patient	Internal and Payer Patients when a user clicks on Visit Confirmation Times for Skilled visits.
Edit Travel Time (Menu)	Action	Caregiver’s Primary Office field permissions. If user does not have permission at a Primary Office level, then only the Notes field can be changed.
EditAideNote	Aide	Adding a Note to a Caregiver’s profile.
EditAideAbsences	Aide	Add/Record a Caregiver’s Absence.
AideRestrictionsEdit	Aide	Add/Edit Caregiver Restrictions.
EditAvailability	Aide	Allows users to edit a Caregiver’s Availability options.
EditExpenseDetails	Aide	Add/Edit/Delete Caregiver’s reported expenses.
EditDocumentManagement	Aide	New permission allowing users to Add/Edit/Delete/Upload Caregiver documents.
Can Override OT Limit	N/A	Allows user to override overtime limits. This permission set in the Update User Account page (Admin > User Management).
Secondary Office Patient Search	Patient	Provides role permissions to generate Patient searches according to assigned Caregiver.