In this article the definitions will be defined for Client, Guardian, Employer profile types.

Client Profile

The client profile is intended for the person receiving service. The client profile allows those to view and sign off on services provided, and to view and track authorization information. If the person receiving services has more than one representative and does not wish to use their own profile, the client profile may also be used by a representative. If the representative is using the client profile, the profile name will be of the person receiving services, while the login credentials will be those of the representative. The client profile only allow access to one client's information. If the representative is using the client profile and oversees services for more than one client, they will have login credentials for each client profile.

Guardian Profile

The guardian profile is intended for parents, family members, guardians, or other designated representatives. The guardian profile allows those who are authorized to view and sign off on services provided, and to view and track authorization information. A user with the guardian profile may have access to one or more client. While the guardian profile can be linked to multiple clients, the client profile can only be linked to one guardian profile.

Employer Profile

The employer profile is intended for the employer of record. The employer of record could be the client, parent or other designated representative. The employer of record is the individual that hires and fires employees those that render services to the client. A user with an employer role may manage employee punch entries, add employee punches, add notes or attachments, and run reports for associated cost center(s). An employer may have multiple clients for example, the parent may be the employer for two sibling who receive services. This role is available for fiscal intermediaries only.