Overview of Types of User Access

There are 4 types of user access in INSIGHT. These include: 

  • Staff/Assistant: Staff/assistant access allows staff to administer surveys and transfer, discharge, or readmit patients, without the ability to see patient data. Staff/assistant access is the most limited access to INSIGHT, and it is recommended to assign staff to this role if their only use in INSIGHT is to administer surveys to patients. 
  • Counselor: This role is designed to give clinicians access to information for the patients for whom they are the primary clinician. They can edit patient information, discharge/readmit patients, and view reports and patient histories for patients on their caseload. Counselors can receive alerts when their patients complete reports. Counselors do not have access to other clinicians' patient information. 
  • Manager: This role grants the user access to all patient information and data. Managers can also create and manage counselor, manager, and staff/assistant accounts.  Additionally, managers can receive alerts for all patients in a specific program or across the center.
  • Manager/Counselor: This role combines the Manager and Counselor access levels. It allows patients to be assigned to their caseload and provides flexibility in setting survey completion notifications for patients and programs.

To learn how to set up users, visit Creating and managing new users.