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Permission set summary for allied health

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Lumary AH - This article provides a summary of the permission sets available in Lumary AH.

Permission sets complement profiles to expand the level of access provided to different groups of users. Lumary AH includes several permission sets. They cannot be customised, which ensures that they are included in relevant Lumary updates.

Permission sets and their user type permission set group assignments

The following table provides a summary of the purpose and use of each permission set. It also includes the Permission Set Groups that the permissions are assigned to out-of-the-box.

All Lumary AH permission sets include a Lumary AH prefix, for example, Lumary AH - Assessment Management.

Permission Set Purpose and use Business Owner Team Leader Customer Service Officer Clinician / Practitioner Behaviour Support Practitioner Finance Officer System Administrator
AR Management Generate invoices, take payments, debt collection. ✔ ✔ ✔     ✔ ✔
Assessment Management Capture or review assessments of client health conditions, diagnoses or medications. ✔ ✔   ✔ ✔   ✔
Baseline Access objects and fields required by all users. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Behaviour Support Plan Management Create and manage a client's behaviour support plan. ✔ ✔   ✔ ✔   ✔
Case Note Management Create or view case notes. ✔ ✔ ✔ ✔ ✔   ✔
Client Association Management Capture details of the key people and providers in clients' lives. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Clinician Interfaces Enable therapists to access different types of views, for example, My Day View, Client List. ✔ ✔   ✔ ✔   ✔
Consent Management Capture or view client consent to actions or activities, such as sharing information. ✔ ✔   ✔ ✔   ✔
Contact Management Create and manage client, worker and other contact records. ✔ ✔ ✔ ✔ ✔ ✔ ✔
EFT Matching Allows the uploading and matching process to be carried out of a Bank Statement.           ✔ ✔
Employee Association Management Capture who the client's therapists are (the client's care team). ✔ ✔ ✔       ✔
Goal Management Create or view client goals. ✔ ✔   ✔ ✔   ✔
Health Management Capture or review client health conditions, diagnoses or medications. ✔ ✔   ✔ ✔   ✔
Incident Capture and Management Report, manage and monitor incidents. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Process Management Use and manage client and employee processes, such as onboarding. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Referral Management Manage referrals. ✔   ✔ ✔ ✔   ✔
Risk Management Report, manage or view client-related risks. ✔ ✔   ✔ ✔   ✔
Service Agreement Management Create and view client service agreements. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Service Delivery Management Create and view billable records. ✔ ✔ ✔ ✔ ✔ ✔ ✔
Session Management Schedule and complete appointments. ✔ ✔ ✔ ✔ ✔   ✔
Set Up Set up and manage the system. This includes case note templates, process templates and cancellation rules. ✔           ✔
Waitlist Management Create, view and manage the waitlist. ✔ ✔ ✔       ✔
Worker Management Set up and manage workers and related details, such as accreditations and availability. ✔ ✔         ✔

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Individual permission sets

These individual permission sets are best assigned to individual users that should receive the granted permissions.

Find out how to assign permission sets to a user.

Permission Set Purpose and use
Central Scheduler Provides the user an easy way to change their time zone when creating appointments.
Enhanced Mobile Experience Provides the user a mobile specific experience when using the Salesforce app on a mobile phone device. 
Posted Invoice Manipulation Allows a user to override invoice validation rules.
Zendesk Ticket Submitter Lists users with this permission on the Lumary Help and Feedback page as a Help Centre user. 

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