This article provides an in-depth guide on the different user types and roles available within the platform. By understanding the unique functionalities and access levels associated with each role, you’ll be able to navigate the system more effectively, ensuring that you have the right tools and insights based on your specific responsibilities.
Overview of User Types and Roles
The platform is designed to support a range of user roles, each aligned with specific workflows. These roles fall into three main categories:
- Patient Roles: Focused on managing and analyzing patient data.
- Provider Roles: Geared towards managing and analyzing provider data.
- Consumer Add-On: An additional feature that enhances visibility into consumer data for users in either the Patient or Provider roles.
Below is a breakdown of the various user types, their landing pages, and the functionalities they can access.
Consolidated User Types and Role Functionalities
| User Type | Landing Page | Insights Tab | Stewardship Tabs | Search Access | Additional Functionality |
| Patient Manager | Redirect to Overview tab on Insights |
✅ Overview ✅ Tasks ✅ Tailored Reports |
✅ Patient-Only Search | Can Link/Unlink Records | |
| Patient Steward | Redirect to Patient Task Queue | ❌ No Insights | ✅ Patient-Only Search |
Can Link/Unlink Records |
|
| Patient Insights Only | Redirect to Overview tab on Insights |
✅ Overview ✅ Tasks |
❌ No Stewardship Tabs | ❌ No Search Access | View Insights Only |
| Provider Manager | Redirect to Overview tab on Insights |
✅ Overview ✅ Tasks ✅ Tailored Reports |
✅ Provider Task Queue | ✅ Provider-Only Search | Can Link/Unlink Records |
| Provider Steward | Redirect to Provider Task Queue | ❌ No Insights | ✅ Provider Task Queue | ✅ Provider-Only Search |
Can Link/Unlink Records |
| Provider Insights Only | Redirect to Overview tab on Insights |
✅ Overview ✅ Tasks |
❌ No Stewardship Tabs | ❌ No Search Access | View Insights Only |
| Consumer Add-On (Patient) | Redirect to Overview or Task Queue depending on role |
✅ Overview ✅ Tasks ✅ Population Analytics |
✅ Same as respective role ✅ Sees Consumer Data |
✅ Patient-Only Search | Views Consumer Data in Patient Views |
| Consumer Add-On (Provider) | Redirect to Overview or Task Queue depending on role |
✅ Overview ✅ Tasks ✅ Population Analytics |
✅ Same as respective role ✅ Sees Consumer Data |
✅ Provider-Only Search | Views Consumer Data in Provider Views |
Key Features Explained
1. Landing Page
Upon logging in, users are automatically redirected to a specific landing page based on their role:
- Overview Tab: Displays high-level data insights, tasks, and reports for Managers and Insights-Only users.
- Task Queue: Directs Stewards and Managers to their primary stewardship responsibilities, such as task queues and data corrections.
2. Insights Tab
The Insights Tab offers a dashboard view of key data:
- Overview of the most relevant data points.
- Tasks and Reports assigned to the user’s role.
This feature is accessible to Managers and Insights-Only users but not to Stewards, who are focused on stewardship tasks.
3. Stewardship Tabs
These tabs are essential for users involved in data management and correction:
- Patient/Provider Task Queue: Lists tasks related to verifying, linking, or unlinking data records.
- Rejected Overlays: Displays data records that require manual intervention due to data quality issues.
These tabs are accessible to Stewards and Managers, who are responsible for maintaining data integrity.
4. Search Access
Search functionality is role-dependent:
- Patient-Only Search and Provider-Only Search: Available for Managers and Stewards to look up specific records based on their user type.
- Insights-Only Users: These users do not have search access but can view data via the Insights Tab.
5. Additional Functionality
Role-specific abilities provide users with enhanced tools for data management:
- Link/Unlink Records: Available for Managers and Stewards, this function allows them to adjust data quality by managing record connections.
- Merge/Unmerge Records: Stewards can merge or split data entries to ensure accuracy.
- Consumer Add-On: Users with this feature will have the ability to view consumer data in their respective views (Patient or Provider), enhancing data visibility across the system.
Consumer Add-On
The Consumer Add-On feature enhances data visibility for organizations that need to integrate consumer data into their workflows. Depending on the role:
- Patient Managers and Stewards: Can view consumer data within Patient Views.
- Provider Managers and Stewards: Can view consumer data within Provider Views.
This add-on provides a more comprehensive view of data, enabling users to make more informed decisions when managing records.
Frequently Asked Questions (FAQs)
How do I know if I have the right role?
Your landing page will indicate your role upon login. If you're redirected to the Overview Tab, you're likely a Manager or Insights-Only user. If you're redirected to the Task Queue, you're most likely a Steward.
I can’t find the Task Queue tab—what’s wrong?
The Task Queue is only available to Stewards and Managers. If you are an Insights-Only user, your role does not include access to stewardship tasks.
What is the difference between a Manager and a Steward?
- Managers: Have access to both the Insights Tab and Stewardship Tabs, allowing them to manage tasks and view insights.
- Stewards: Focus on stewardship activities, such as linking/unlinking records and managing task queues.
This guide outlines the various user types and their associated functionalities within the platform. By understanding your role and its features, you can make the most out of the system’s tools and insights. For any additional assistance, feel free to contact support.