Differences between Client Admin & Office Admin
Client Admin accounts have all of the permissions of Office Admin accounts, so all articles in the Using Office Admin section also pertain to Client Admin users.
However, Client Admin accounts can also create Office Admin accounts, groups, providers and offices; have access to many reports that Office Admins do not; and can see an Error Log if the client type includes EMR integrations.
Finally, Office Admin accounts are directly linked to staff accounts, so office admins can act as staff users and work on referrals. Client Admin accounts are not "upgraded" staff accounts; instead existing entirely on their own, and so do not link to any type of staff Work Queue.
Both Client Admin and Office Admin play an important role in data management and user access in par8o.
Client Admin Responsibilities
- Designating Office Admin per office
- Creating and managing Client Admin accounts
- Creating mastergroup or call center staff accounts(note: this feature is not available to all clients)
- Review reporting for whole client group
- Review integration error log and file import error logs, if applicable
- Supporting Office Admin in their responsibilities, see below
Office Admin Responsibilities
- Creating new office staff accounts
- Providing staff access to offices for referral management
- Managing staff rosters per office
- Reactivating staff whose accounts have been deactivated due to inactivity
- Check office provisioning upon account reactivation
- Removing staff from the office who no longer work at the office
- Deactivating staff who no longer need access for referral management
- Managing provider lists per office
- Managing insurance par lists per provider per office
- Review reporting for assigned offices