Understanding the Permissions Assigned to Default Roles – Curve Dental

Description

This quick guide provides a summary of the permissions assigned to the default roles included in the User Directory and Roles and Permissions modules.

For more information on what areas and actions in Curve Hero and Curve GRO each permission includes, click Understanding Curve Hero and Curve GRO Access Permissions.

Contents

The following permission types and associated default roles are covered in this quick guide:

Administration
Reporting / BI
Scheduler
Profile
Claims
Billing
Recare
Charting
Imaging
Perio Charting
Files and Letters
Notes
Prescriptions
Forms
Ticketing
Online Bookings
Curve GRO
Curve Portal
Chat

Section 1 - Administration

Administration Permissions	Default Role(s)
Assign Role To User Account	Administrator
Define Custom Role	Administrator
Manage User Account / Security Management	Administrator
Manage User Status	Administrator
Unlock User Account	Administrator
Change Password	Administrator
Edit Own User Profile	Accountant Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit Other Users Profiles	Administrator Office Manager Practice Owner
Edit Staff Working Schedules	Administrator Office Manager Practice Owner
Edit Own Working Schedule	Administrator Office Manager
Define Clinics and Practice Setup	Administrator Office Manager Practice Owner
Note Management	Administrator Office Manager
Edit Patient Profile Configuration	Administrator Office Manager Practice Owner
Edit General Technical Configuration	Administrator Office Manager Practice Owner
Manage Banking and Payment Processing Configuration	Administrator Office Manager Practice Owner
Generate Get My Data	Administrator Practice Owner
Manage Default Folders	Administrator Office Manager
Manage PPO Support Settings	Administrator Office Manager
Edit Profile Tags	Administrator Office Manager Practice Owner
Edit Scheduler Configuration	Administrator Office Manager
Edit Default Layout Configuration	Administrator Office Manager Practice Owner
Edit Billing Configuration	Administrator Office Manager
Manage Procedures	Administrator Office Manager
Manage Fee Guides	Administrator Insurance Coordinator Office Manager
Claim Settings Management	Administrator Insurance Coordinator Office Manager
Manage Insurance Plans	Administrator Insurance Coordinator Office Manager
Manage Insurance Carriers	Administrator Insurance Coordinator Offices Manager
Manage Carrier on Insurance Plans	Administrator Insurance Coordinator Office Manager
Configure Patient Communications / Notifications	Administrator Office Manager
Generate Audit Report	Administrator Practice Owner
Charting Shortcuts	Administrator Office Manager Practice Owner
Charting Settings	Administrator Office Manager Practice Owner
Treatment Plan	Administrator Office Manager
Mobile Access	Administrator Office Manager Practice Owner
Color Management	Administrator Office Manager Practice Owner
Curve GRO Administration	Administrator Office Manager Practice Owner

Section 2 - BI Reporting

Reports / BI	Default Role(s)
Run Financial Reports	Administrator Accountant Billing Coordinator Office Manager Practice Owner
Edit Financial Reports	Administrator Office Manager Practice Owner
Run Scheduling Reports	Administrator Office Manager Practice Owner Scheduler Front Desk
Edit Scheduling Reports	Administrator Office Manager Practice Owner Scheduler
Run Insurance Reports	Administrator Billing Coordinator Office Manager Practice Owner Insurance Coordinator
Edit Insurance Reports	Administrator Billing coordinator Insurance Coordinator Office Manager Practice Owner
Run Clinical Reports	Administrator Clinician Provider Clinician Support Office Manager Practice Owner Treatment Plan Coordinator
Edit Clinical Reports	Administrator Clinician Provider Clinician Support Office Manager Practice Owner Treatment Plan Coordinator
Generate E-Statements / Bulk Statements from Reports	Administrator Accountant Billing Coordinator Office Manager Practice Owner
Generate Bulk Letters from Reports	Administrator Billing Coordinator Insurance Coordinator Office Manager Practice Owner Treatment Plan Coordinator
View BI Information	Administrator Billing Coordinator Insurance Coordinator Office Manager Practice Owner
View Multi-Instance BI Content	Practice Owner
Manage Insights Report Tags	Administrator Office Manager Practice Owner

Section 3 - Scheduler

Scheduler	Default Role(s)
Create / Edit / Rescheduler Appointment	Administrator Clinician Provider Clinician Support Front Desk Office Manager Scheduler Treatment Plan Coordinator
Delete Appointment	Administrator Clinician Provider Clinician Support Front Desk Office Manager Scheduler Treatment Plan Coordinator
Check Out Appointment	Administrator Front Desk Scheduler
Edit Line Items on Checkout	Administrator Office Manager
View Scheduled Production	Administrator Office Manager Practice Owner
Manage Block Booking	Administrator Front Desk Office Manager Scheduler
Manage Production Booking	Administrator Front Desk Office Manager Scheduler
Edit Default Layout Configuration	Administrator Office Manager Practice Owner

Section 4 - Profile

Profile Permissions	Default Role(s)
Edit Custom Profile Tags	Administrator Office Manager Practice Owner
Manage Patient Profile & Forms	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Make Phone Calls (as applicable)	Administrator Office Manager Front Desk Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Practice Owner Treatment Plan Coordinator Scheduler

Section 5 - Claims

Claims Permissions	Default Role(s)
Manage Claims	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Send Predeterminations	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Treatment Plan Coordinator
Send Eligibility Request	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Send Claims	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager

Section 6 - Billing

Billing Permissions	Default Role(s)
Create Invoice (with default costs)	Administrator Billing Coordinator Office Manager
Correct Invoice Cost	Administrator Billing Coordinator Office Manager
Modify Line Items on Finalized Invoice	Administrator Billing Coordinator Insurance Coordinator Office Manager
Backdate Invoice	Administrator Billing Coordinator Office Manager
Void Invoice	Administrator Billing Coordinator Office Manager
Create Payment	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Edit Payment	Administrator Billing Coordinator Insurance Coordinator Office Manager
Void Payment / Overpayment	Administrator Billing Coordinator Office Manager
Create Adjustment (Credit / Debit / PPO)	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Delete Adjustment (Credit / Debit / PPO)	Administrator Billing Coordinator Office Manager
Create Payment Refund	Administrator Billing Coordinator Insurance Coordinator Office Manager
Edit Payment Refund	Administrator Billing Coordinator Insurance Coordinator Office Manager
Void Payment Refund	Administrator Billing Coordinator Office Manager
Manage Payment Plans	Administrator Billing Coordinator Office Manager
Create Deposit	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Scheduler Treatment Plan Coordinator
Void Deposit	Administrator Billing Coordinator Office Manager
Create Credit Refund	Administrator Billing Coordinator Insurance Coordinator Office Manager
Void Credit Refund	Administrator Billing Coordinator Office Manager
Create Individual Financial Documents	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager

Section 7 - Recare

Recare Permissions	Default Role(s)
Manage Recare	Administrator Clinician Provider Clinician Support Front Desk Office Manager Scheduler

Section 8 - Charting

Charting Permissions	Default Role(s)
Chart	Administrator Clinician Provider Clinician Support
Manage Treatment Plans	Administrator Clinician Provider Clinician Support Treatment Plan Coordinator
Complete Visit / Return to Plan	Accountant Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Re-Estimate Treatment Plans	Accountant Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Modify Line Item Cost and Apply Non-Default Fee Guide	Administrator Clinician Provider Insurance Coordinator Treatment Plan Coordinator
Manage Credit Application (CareCredit - US)	Administrator Billing Coordinator Office Manager Treatment Plan Coordinator

Section 9 - Imaging

Imaging Permissions	Default Role(s)
Edit a Mount Template	Administrator Clinician Provider Clinician Support
Capture / Upload Images	Administrator Clinician Provider Clinician Support Front Desk Office Manager
Modify an Image	Administrator Clinician Provider Clinician Support
Delete an Image	Administrator Clinician Provider Clinician Support
Annotate Images	Administrator Clinician Provider Clinician Support

Section 10 - Perio Charting

Perio Charting Permissions	Default Role(s)
Chart Perio Exams	Administrator Clinician Provider Clinician Support
Delete Perio Exams	Administrator Clinician Provider Clinician Support

Section 11 - Files and Letters

Files and Letters Permissions	Default Role(s)
Manage Patient Files	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Manage Letter Templates	Administrator Office Manager Practice Owner

Section 12 - Notes

Notes Permissions	Default Role(s)
Create note	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Appointments Tag	Administrator Scheduler
Edit / Delete Note with Billing Tag	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Edit / Delete Note with Chart Label Tag	Administrator Clinician Provider Clinician Support
Edit / Delete Note with Clinical Tag	Administrator Clinician Provider Clinician Support
Edit / Delete Note with Clinical History Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Complete Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Correspondence Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Critical Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Deposits Tag	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager
Edit / Delete Note with Education Tag	Administrator Clinician Provider Clinician Support Treatment Plan Coordinator
Edit / Delete Note with Files Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with General Tag	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Scheduler
Edit / Delete Note with Image Tag	Administrator Clinician Provider Clinician Support
Edit / Delete Note with Insurance Tag	Administrator Insurance Coordinator Office Manager
Edit / Delete Note with Letters Tag	Administrator Clinician Provider Front Desk Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Note with Marketing Tag	Administrator Front Desk Office Manager Practice Owner
Edit / Delete Note with Perio Tag	Administrator Clinician Provider Clinician Support
Edit / Delete Note with Pop-up Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Notes with Profile Tag	Administrator Front Desk
Edit / Delete Notes with Prescriptions Tag	Administrator Clinician Provider Clinician Support
Edit / Delete Notes with Recare Tag	Administrator Clinician Provider Clinician Support Treatment Plan Coordinator Front Desk
Edit / Delete Notes with Schedule Tag	Administrator Office Manager Scheduler
Edit / Delete Notes with Treatment Planning Tag	Administrator Clinician Provider Clinician Support Treatment Plan Coordinator
Edit / Delete Notes w/ Memo Tag	Administrator Office Manager Practice Owner
Edit / Delete Notes with To Do Tag	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit / Delete Untagged Notes	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Lock Note	Administrator Clinician Provider Office Manager
Unlock Note	Administrator Office Manager Practice Owner
View Locking of Notes Configuration	Administrator Office Manager Practice Owner
Edit Locking of Notes Configuration	Administrator Office Manager Practice Owner
Create / Edit / Delete QuickText	Administrator Clinician Provider Office Manager Practice Owner
Edit Custom Note Tags	Administrator Office Manager Practice Owner
Read Custom Note Tags	Administrator Office Manager Practice Owner
Edit / Delete Notes with Custom Note Tags	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Scheduler
Use Templated Notes	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Edit Templated Notes	Administrator Office Manager Practice Owner

Section 13 - Prescriptions

Prescriptions Permissions	Default Role(s)
Write Prescription	Clinician Provider

Section 14 - Forms

Forms Permissions	Default Role(s)
Manage Form Templates	Administrator Office Manager
Manage Routing Slip Templates	Administrator Office Manager
Use Routing Slips	Administrator Clinician Provider Clinician Support Billing Coordinator Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator
Manage Custom Fields	Administrator Office Manager

Section 15 - Ticketing

Ticketing Permissions	Default Role(s)
Create Ticket	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator

Section 16 - Online Bookings

Online Booking Permissions	Default Role(s)
Configure Online Bookings	Administrator Office Manager Practice Owner
Edit Blocklist	Administrator Front Desk Office Manager Practice Owner Scheduler

Section 17 - Curve GRO

Curve GRO Permissions	Default Role(s)
Manage Campaigns	Administrator Office Manager Practice Owner
Manage Group Messages	Administrator Office Manager Practice Owner
Manage LiveText	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler
Manage Templates	Administrator Office Manager Practice Owner
LiveText Notifications	Administrator Office Manager Practice Owner
Work on the Smart Action List	Administrator Billing Coordinator Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler

Section 18 - Curve Portal

Curve Portal (Curve GO)	Default Role(s)
Access Treatment Plan	Administrator Office Manager Practice Owner Clinician Provider Clinician Support Front Desk
Invalidate Sessions	Administrator Office Manager Practice Owner
Access Patient Forms	Administrator Office Manager Practice Owner Clinician Provider Clinician Support Treatment Plan Coordinator Billing Coordinator Front Desk Insurance Coordinator

Section 19 - Chat

Chat	Default Role(s)
Chat Access	Administrator Billing Coordinator Clinician Provider Clinician Support Front Desk Insurance Coordinator Office Manager Practice Owner Scheduler Treatment Plan Coordinator

Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.

Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

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