Managing User Roles and Access in Breakthrough

Modified on Wed, 21 Feb 2024 at 12:52 PM

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Introduction

Understanding the different user roles in Breakthrough is crucial for seamless management and access control. This guide outlines the significance of individual logins and how assigning specific user roles impacts the management of Breakthrough and access to Patient Health Information (PHI).



User Roles in Breakthrough

Breakthrough offers distinct user roles tailored for various functions within your clinic. These roles include:

  • Administrators / Practice Owners
  • Clinic Staff 
  • Marketing Aids
  • Workshop Community Partners 

The user role determines the areas of Breakthrough your team can manage and their access to PHI. It's important to align user roles with specific responsibilities to ensure smooth operations and compliance with HIPAA regulations.



Why You Should Have Individual Logins for Each User

To streamline access control and adhere to PHI confidentiality, every individual requiring Breakthrough access should have a unique login. 

While it might seem convenient to have a single login for all staff members, it is not recommended. Breakthrough provides an unlimited number of user profiles, allowing you to create individual logins for each team member. This ensures a tailored approach to access control, promoting security and compliance.


How to Change a User Role

  1. Log in to Breakthrough and open User settings
  2. Click the pencil icon on the right side of the user you want to edit
  3. Select the new user role from the drop-down field
  4. Click Update to save

User Types

User Role
PHI
Workshop Dates
ReportsEmailCallsContacts
Metric Submission
Settings
Admin
Front Office



MarketingPlus
Marketing


Partner





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