Getting Started
Signing in
Access to ACS EHR is provisioned by your organization. Staff accounts are secured with password + multi-factor authentication (MFA) and, where enabled, one-time passcodes (OTP).
- Your organization administrator creates your account and assigns your role.
- You can be a member of multiple organizations and switch between them from within the app.
- Access is scoped by role and organization — you only see what your role permits.
Roles
ACS EHR uses role-based access control (RBAC). Typical roles include:
| Role | Typical responsibilities |
|---|---|
| Front desk | Create clients, complete intake, schedule appointments. |
| Clinician | Assessments, treatment plans, progress notes, discharge summaries. |
| Clinical / Program director | Manage staff & permissions, templates, compliance settings. |
| Billing / Admin | Create encounters, submit claims, post payments, manage denials. |
| Compliance officer | Training/certification, inspections, drills, audit and access reviews. |
Exact role names and permissions are configured per organization by your administrator.
Core workflows
The application is organized around day-to-day clinical and billing workflows:
- Intake — create the client, complete the intake checklist, and enroll them in a program (OP, IOP, or PRP).
- Clinical care — complete assessments (ASAM, PHQ-9, GAD-7, etc.), build a treatment plan, document progress notes, and manage medications.
- Billing — create encounters and charges, scrub and submit claims, monitor rejections/denials, and post payments from the ERA inbox.
- Compliance — complete required training, log inspections/drills, and use the audit trail for survey readiness.
Implementation path (for new organizations)
- Configuration — define programs, roles/permissions, note and assessment templates, and code sets.
- Data import — agree the supported source formats, field mapping, reconciliation, and validation scope with the implementation team before migration.
- Training — assign staff training/certification packages.
- Pilot — run a small caseload through intake → notes → claims → payment.
- Go live — enable full billing and clearinghouse connectivity.
See the Feature Catalog for the complete list of capabilities.