Practice Admin
The Practice Admin is the primary administrator and owner of the CharmHealth EHR practice account. This role is responsible for managing key practice settings, user access, and administrative activities.
About the Practice Admin Role
- The user assigned the Practice Admin role is considered the owner of the CharmHealth EHR account. As a result, certain requests must be submitted by or approved by the Practice Admin.
- The Practice Admin role should ideally be assigned to someone with a high level of authority within the organization, such as a business owner, executive officer, or primary provider.
- By default, the Practice Admin role is assigned to the user who creates the practice account.
- Only one user can have the Practice Admin role at a time.
- Only the current Practice Admin can transfer the Practice Admin role to another user.
- The Practice Admin has unique administrative privileges, including the ability to reset other users' passwords and MFA Settings, and sign the Business Associate Agreement (BAA).
Practice Admin Responsibilities
| Area |
Common Tasks |
| Practice Management |
Configure practice information, facilities, departments, and practice-level settings |
| User Management |
Add or remove facility members and manage user access |
| Roles & Permissions |
Create roles, assign permissions, and manage administrative access for other members in your practice |
| Provider Management |
Add and manage providers and provider-related settings |
| Billing |
Configure billing settings such as invoice settings, payment settings, package settings, fee schedules, and related financial features |
| Claims & ERA |
Configure claim settings, payer/insurance settings, e-Claim settings, and Electronic Remittance Advice (ERA) |
| Inventory |
Configure inventory settings, single/multi-store configurations, and manage inventory-related workflows |
| eRx & EPCS |
Enable eRx for prescribers, configure prescribing-related role privileges, and ensure authorized prescribers have the required access and credentials to use eRx/EPCS |
| Integrations |
Configure supported integrations such as Text/Voice Notifications, Bluefin Payment Gateway, E-commerce, and other add-on services |
| Account Administration |
Manage account-level requests, transfer the Practice Admin role, reset user passwords/MFA settings, and complete account agreements such as the BAA |
| Reports & Dashboards |
Access and review practice-level reports and administrative dashboards |
Find a Task