# 1 CMBHS Role Name Authorization Approver Role Type Core Description A licensed individual that reviews client records and authorizes services Special Access/Limitations Only OSAR, BHO or LMHA UM staff are eligible for this role. No write access to clinical functions but has read access. Required Credentials LCDC, LCSW, LMFT, LMSW-AP, LPC, MD, PA, DO, RN, RN-APN, Psychologist Disallowed Credentials CI, LPC-I Disallowed Roles Authorization Requester, Clinical Data Entry, Drug Court Administrator, Drug Court User, Program Clerk, Paraprofessional, DSHS Roles
# 4 CMBHS Role Name Business Manager Role Type Core Description An individual authorized by the provider to view and document business functions. Special Access/Limitations No write access to clinical functions Required Credentials None Disallowed Credentials None Disallowed Roles Drug Court Administrator, Drug Court User, DSHS Roles
# 5 CMBHS Role Name Case Manager Role Type Core Description An individual designated to perform case management functions Special Access/Limitations Can not create Initial, Update or Discharge Assessments. Uses the Case Management Assessment function instead. Required Credentials None Disallowed Credentials None Disallowed Roles DSHS Roles, Drug Court Administrator, Drug Court User, Clinical Data Entry
# 6 CMBHS Role Name Clinical Data Entry Role Type Core Description Role for a non-clinician, non-service provider who enters clinical data into CMBHS on behalf of a clinician or other qualified user Special Access/Limitations Can not place documents in Closed Complete. Clinician must review all documentation and mark Closed Complete. Required Credentials Credentials are not required Disallowed Credentials LCDC, LCSW, LMFT, LMSW, Psychologist, QMHP-CS, RN, RN-APN, LMSW-AP, LPC, Disallowed Roles DSHS Roles, Authorization Approver, Authorization Requester, Case Manager, Clinical Supervisor Clinician, Drug Court Administrator, Drug Court User, Oversight
# 8 CMBHS Role Name Clinician Role Type Core Description A health care professional licensed in Texas to provide health care services. Special Access/Limitations Creates clinical documents and puts them in Closed Complete status Required Credentials LCDC, LCSW, LMFT, LMSW, LMSW-AP, LPC, MD, PA, DO, QMHP-CS, RN, RN-APN, Psychologist Disallowed Credentials CI Disallowed Roles Clinical Data Entry, Program Clerk, Oversight Paraprofessional, DSHS Roles
# 20 CMBHS Role Name Drug Court Administrator Role Type Core Description An individual designated by a drug court to set-up, maintain and support CMBHS drug court users. Special Access/Limitations Has some, but not all, the access of a Local CMBHS Security Administrator. Required Credentials None Disallowed Credentials None Disallowed Roles Authorization Approver, Authorization Requester, BHO Administrator. Billing Specialist, Business Manager, Case Manager, Clinical Data Entry, Clinical Supervisor, Clinician, Medication Specialist-Licensed, Oversight, Paraprofessional, Paraprofessional Supervisor, Program Clerk, DSHS Roles
# 12 CMBHS Role Name Drug Court User Role Type Core Description Limited to drug court personnel such as Judges and other authorized court staff with a need for access. Special Access/Limitations Provides view only access to CMBHS records of clients that have provided consent (written consent in CMBHS) for drug court access Required Credentials None Disallowed Credentials None Disallowed Roles Authorization Approver, Authorization Requester, BHO Administrator. Billing Specialist, Business Manager, Case Manager, Clinical Data Entry, Clinical Supervisor, Clinician, Medication Specialist-Licensed, Oversight, Paraprofessional, Paraprofessional Supervisor, Program Clerk DSHS Roles
# 16 CMBHS Role Name Oversight Role Type Core Description An individual designated to conduct audit, oversight and improvement activities. Special Access/Limitations View only access to client records for the business entity. Required Credentials None Disallowed Credentials None Disallowed Roles Drug Court User, Drug Court Administrator, DSHS Roles
# 19 CMBHS Role Name Program Clerk Role Type Core Description An individual with assorted administrative and program support responsibilities that require some access to the client's health records. Special Access/Limitations Can not create clinical documents such as assessments, progress notes or treatment plans. Uses the administrative note function if needed. Required Credentials None Disallowed Credentials None Disallowed Roles Authorization Approver, Authorization Requester, Case Manager, Clinical Supervisor, Clinician, Medication Specialist-Licensed, Oversight, Paraprofessional Supervisor, Security Administrator, DSHS Roles
# 17 CMBHS Role Name Paraprofessional Role Type Core Description An unlicensed individual authorized by law to perform clinical functions under supervision. Special Access/Limitations In CMBHS can not put an Admission, Assessment, Treatment Plan or Discharge Summary in Closed Complete status. Uses the Ready for Review status and obtains QCC approval. Required Credentials CI LPC-I LMFW- I Disallowed Credentials RPH, RN, RN-APN, CARN, DO, RPH-T, LCDC, LCSW, LMFT, LMSW, LMSW-AP, LPA, LPC, MD, PA, Psychologist Disallowed Roles Authorization Approver, Authorization Requester, Case Manager, Clinical Supervisor, Clinician, Paraprofessional Supervisor, Drug Court User, Drug Court Administrator, Security Administrator, DSHS Roles