Hippo Manager gives practices the ability to set different User Access Levels to provide granular control over what your users are able to see and do within your platform.
Important Note: Only users with the Super User access level, will have the ability to control other users’ access. If your practice has multiple locations, those individuals with Super User access can also modify the location access for other users.
Editing a User’s Access Levels:
1. Select the Administration tab, and then select the Users widget.
2. Use the filters on the main Users screen to assist with locating the user within the list.
3. Once you've located the user you wish to alter or add access levels to, select Edit.
4. Within the Access Controls section, find the field labeled Roles. Within that dropdown, select or deselect all access levels you wish for that user to have. When finished, select Update User in the lower left corner of the screen to save changes.
Access Level Definition Breakdown:
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Authorized Signatory: Allows the user to sign and unsign charts and prescriptions. This must be enabled in order to sign, even for Super Users.
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Cashier: Allows access to the sales register. This access level alone does not allow a user to modify prices or dispensing fees on open invoices unless the item itself is a discount or account credit line item. This access level alone also does not allow the user to process returns and refunds.
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End of Period Reporting: Allows access to the following financial reports: Detailed Sales, Detailed Payments, and Deposit Slip.
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Financial Reporting: Allows access to all financial reports, see below for more information.
*** Please Note: If a user is given Financial Reporting access they will also need End of Period Reporting access. Without both levels of access, users will not have full financial reporting access.
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Forms and Certificates: Allows access to all forms and certificates.
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Inventory Reporting: Allows access to all inventory reports, see below for more information.
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Office Manager: Allows the user to access the Management tab and all the functions included there.
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Patient Records: This is the general access level users will need. Allows access to all patient records and medical history.
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Scheduling: Allows access to the Scheduler.
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Super User: Allows access to all functions in Hippo Manager. This is the only level that grants access to the Administration tab. Users at this level will still need Authorized Signatory in order to sign and unsign charts and prescriptions.
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Transactions Manager: Allows the user to change prices and dispensing fees for any items within an open invoice, regardless of the item type. This access level also allows the user to process returns, issue refunds, and open previously completed invoices.
Financial Reports include:
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Core Performance Trackers
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All Graphical Reports
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Summary and Detailed Sales Reports
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Provider Production Summary & by Category
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Aging Report
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Aging Summary Report
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Detailed Payments Report
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Statements and Statement Mailing Labels
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Balance Sheet
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Tax Breakdown
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Deposit Slip
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Appointment Compliance
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Client Stats Breakdown
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Treatment Statistics
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Patient Breakdown
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Referrals
Inventory Reports include:
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Low Inventory Report
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Inventory Summary
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Controlled Substance Log
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Item Kit List
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Category List
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Item List
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Items History
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Summary and Detailed Categories Report
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Summary and Detailed Customers Report
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Summary and Detailed Items Report
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Graphical Categories, Customers, Suppliers, & Items Report
Helpful Tip
It's recommended that each employee have their own unique Hippo Manager login to assist with user restrictions to areas within the system such as a practice's financial reporting or signing chart notes or prescriptions on behalf of a veterinarian. For assistance with adding new users, check out Administration: Creating New Users.