CS Membership Profile Permissions

Let's explore the CS Membership Profile Permissions in CareStack. These permissions provide access to the CS Membership Portal and allow for adding or editing a patient's plan.

Navigate to the System Menu > select Practice Settings > Administration > Profiles.

On the Manage Profiles page, click Manage Permissions next to the desired profile.

In the Manage Permissions slide-out,

Select Membership Plan from the left.

Let's walk you through an illustration of the CS Membership Profile Permissions and the tabs they correspond to within the Portal.

Agreement

To activate this permission, select the View Agreement or Add/Edit Agreement options under Agreement.

Enabling this permission allows access to View, Add and Edit Contract Agreements.

Note: This permission restricts the ability to alter contract agreements to specific users, such as the super admin, since agreements are sensitive documents.

All Transactions

To activate this permission, select the View Subscription Fee Transactions option under All Transactions.

Enabling this permission allows access to view the All Transactions tab within the Membership Portal.

Members

To activate this permission, select the View Members option under Members.

Enabling this permission allows access to View Members within the Membership Portal.

Overview

To activate this permission, select the View Overview and Plan Analytics option under Overview.

Enabling this permission allows access to View Overview and Plan Analytics within the Membership Portal.

Plan Subscription

To activate this permission to add a membership plan to a patient, select the Add Patients to Active Membership Plans option under Plan Subscription.
To activate the permission to terminate a membership plan for a patient, select the Edit Subscription Details for a Member option under Plan Subscription.

Enabling this permission allows access to Add Patients to Active Membership Plans and Edit/ Terminate Subscription Details for a Member within the Membership Portal.

Plans

Select the View Membership Plans option to allow access to view the Plans tab in the Membership Portal, which also includes the sub-tabs of Active Plans, Upcoming Plans, Draft Plans, and Inactive Plans.
Select the Add/Edit Membership Plans option to enable permissions to perform actions on membership plans within the Plan tab of the Membership Portal, such as Creating, Deactivating, Editing, Deleting, and Activating Plans.

Enabling this permission allows access to View Membership Plans and Add/Edit Membership Plans within the Membership Portal.

Settings

Select the View Plan Settings option to enable permissions to view the ‘Settings’ tab in the Membership Portal, which also includes the sub-tabs of ‘Code Categories’ and ‘Included Benefit Templates'.
Select the Add/Edit Plan Settings option to enable permissions to perform actions within the ‘Settings’ tab of the Membership Portal, such as Creating, Duplicating, Editing, and Deleting both Code Categories and Included Benefit Templates.

Enabling this permission allows access to View Plan Settings and Add/Edit Plan Settings within the Membership Portal.

Practices can use this quick guide to understand the different categories open to profile permissions and the tabs they correspond to on the CS Membership portal.