PTMantra - Managing provider accounts, clinics, and permissions

Overview: Admins can manage clinics and employee accounts. Account permissions determine what each provider can do in ptMantra.

Understand permissions

Enroll: register new patients.

Monitor: view protected health information (PHI), write clinical notes, and contribute monitoring time.

Treat: all Monitor permissions, plus assign or update exercises and conclude care episodes.

Bill: view Activity Reports showing RTM claims opportunities.

Understand roles and admin access

The four role types are Therapist, Assistant, Staff, and Biller.

A user of any role type can also be designated a system admin or clinic admin.

System admins can create clinics, register providers at any clinic, add other system admins, and view Reports for all clinic locations.

Clinic admins have similar capabilities but are limited to the clinic locations where they are designated clinic admin.

Add or manage accounts

1. Open the settings dropdown menu and select Admin Panel.
2. To add a system admin, use the system-admin management area and complete the intake form. If the person already has an account, use the Existing User field.
3. To add a clinic, use the clinic management area in Admin Panel and complete the clinic setup.
4. To add an employee, select the appropriate clinic in the Clinics section.
5. Select the tab for the account type you want to add, click the + button, and complete the intake form.
6. To view reports, select Reports from the settings dropdown menu.

Important notes

Clinic admins can register providers, including other clinic admins, and view reports for clinics where they are designated clinic admin.

Only system admins can add or remove system admins, according to the guide.