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OP Patient Portal Permission Map

 WARNING: This information is intended only for clients currently in the implementation or production phase with the OP Patient Portal.

Overview

The OP Patient Portal Permission Map below lists permission:

  • Descriptions 
  • Paths to follow to give someone access to configure a portal setting
  • Paths to follow to configure the setting in the portal 

To find a form in this table:

  • Filter: Enter specific key words (or a character string) in the filter bar.  As you enter characters in the filter bar, the rows not containing those characters become hidden. The visible rows display based upon the characters in the row that match the characters in the filter bar. The Table filters as you enter characters. Please only use key words and correct spelling. You can use letters and numbers. Do not use commas to separate keywords.
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Note: Java must be enabled in order to use the search and sort capability.

OP Patient Portal Permission Map


Permission

Relevant Roles
Description
Path to Give Access
Path to Configure Access
Allergies
Practice Admin
Front Desk

Allows users to view the Allergy history for a patient. Associated with the  Allergies icon within the Chart Summary tab.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Chart > Allergies
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Allergies
Allow Appointment Requests
Practice Admin
Gives patients the ability to request appointments in the Patient Portal. Associated with the Request an Appointment link in the Patient Portal.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Appointment Requests
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Appointment Requests
Allow Med Refill Requests
Practice Admin
Gives patients the ability to request medication refills in the Patient Portal. Associated with the Refill Medication link in the Patient Portal.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Med Refill Requests
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Med Refill Requests
Appointment Campaigns (OP Notify clients only)
Practice Admin
Front Desk

Allows users to set and manage Appointment Campaigns for appointment reminder notifications. Associated with the Events tab found on the Enterprise level under Notify > Events.
Navigation Panel > User Administration > Roles > Permissions > Reporting > Notifications > Appointment Campaigns
Navigation Panel > Reports > Notification Reports
Appointment Reminder Notification
Practice Admin
Gives patients the ability to create and manage Upcoming appointment reminders. Associated with the Appointment Reminder Notification setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > Appointment Reminder Notification
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications
Audit Report
Practice Admin
Allows users to access Audit Reports.
Associated with the Audit reports on the Practice Level under Reports tab.

Navigation Panel > User Administration > Roles > Permissions > Reporting > Audit Report
Navigation Panel > Reports > Audit Report
Build Event (OP Notify clients only)
Practice Admin
Gives users the ability to manage notification campaigns for their practice’s patients. Associated with the Notifications tab within the Notify parent tab.
Navigation Panel > User Administration > Roles > Permissions > Notify > Build Event
Navigation Panel > PatientNOTIFY > Events
Cancel Appointment Notification
Practice Admin
Gives patients the ability to create and manage Cancelled appointment notifications.  Associated with the Cancel Appointment Notification setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > Cancel Appointment Notification
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications
Canned Reports
Practice Admin Front Desk
Allows users to access Meaningful Use, Audit and Portal Reports. Associated with the Canned Reports tab within parent Reports tab.
Navigation Panel > Roles > Reporting > Canned Reports
Navigation Panel > Reports > Canned Reports
Custom Practice URL
Practice Admin
Allows users access to the Custom URL setting within Practice General Settings. Associated with the practice links listed on the navigation panel in the Patient Portal.
Navigation Panel > User Administration > Roles > Permissions > Custom Practice URL
Navigation Panel > Portal Management > General Settings
Diagnosis
Practice Admin
Allows users to access and manage diagnosis codes that are allowed to be published to the patient portal for their practice. Associated with the Diagnosis tab within the Code Management parent tab.
Navigation Panel > User Administration > Roles > Permissions > Code Management > Diagnosis
Navigation Panel > Portal Management > Code Management > Diagnosis Tab
Enable Associated Accounts
Practice Admin
Gives users the ability to include child/ associated accounts as an account type for their practice. Associated with the Child/Associated Account checkbox found on General Settings screen.
Navigation Panel > User Administration > Roles > Permissions > General Settings > Enable Associated Accounts
Navigation Panel > Portal Management > General Settings > Child/Associated Accounts checkbox
Encounters
Practice Admin
Front Desk

Allows users to view the encounter history for a patient. Associated with the Encounters icon within the Chart Summary tab
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Chart > Encounters
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Encounters
Generic Scheduling Settings
Practice Admin
Allows users  to set and manage the Generic Appointment request settings. Associated with the Generic Appointment Request settings found within Patient Interface > Scheduling
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Scheduling Settings > Generic Scheduling Settings
Navigation Panel > Portal Management > Patient Interface > Scheduling
Immunizations
Practice Admin
Front Desk

Allows users to view immunization clinical data for a patient. Associated with the Immunizations icon within the Chart Summary tab
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Chart > Immunizations
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Immunizations
Location Details
Practice Admin
Gives users the ability to edit their practice’s location details. Associated with the Locations tab found within the Portal Management parent tab.
Navigation Panel > User Administration > Roles > Permissions > Location Details
Navigation Panel > Portal Management > Locations 
Logo Setting
Practice Admin
Allows users to alter their practice’s logo. Associated with the Change Logo button found on General Settings screen.
Navigation Panel > User Administration > Roles > Permissions > General Settings > Logo Settings
Navigation Panel > Portal Management > General Settings
Manage Patient Account
Practice Admin
Front Desk

Allows users to edit the credentials for a patient’s InteliChart Patient Portal account. Associated with the Update link in Login Email field and Reset Password link in Password field, all found within the Account Settings table on the patient account screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Manage Patient Account
Navigation Panel > Patient Administration > Account
Manage Proxy Users
Practice Admin
Front Desk

Allows users to add/remove proxy associations for a patient’s account.
Associated with the Add Proxy button within the Actions drop-down menu and Remove link for proxy associations found within the Associations table.

Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Manage Proxy Users
Navigation Panel > Patient Administration > Account > Search/Select Patient > Actions drop-down menu > Add Proxy
Manage User Dependents
Practice Admin
Front Desk

Allows users to add/remove child/ dependent associations for a patient’s account. Associated with link for child/dependent accounts that exist within the Associations table, found on the patient account screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Manage User Dependents
Navigation Panel > Patient Administration > Account > Search/Select Patient > Associations
Meaningful Use (available only to MU clients)
Practice Admin
Allows users to access and select procedure codes for Meaningful Use denominator calculations. Associated with the Meaningful Use tab within the Code Management parent tab.
Navigation Panel > User Administration > Roles > Permissions > Code Management > Meaningful Use
Navigation Panel > Portal Management > Code Management > Meaningful Use Tab
Medications
Practice Admin
Front Desk

Allows users to view medications for a patient. Associated with the Medications icon within the Chart Summary tab
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Chart > Medications
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Meds
Message Groups
Practice Admin
Allows users to add provider and staff member accounts to specific message groups for a practice. Associated with Message Groups section within the User Administration > Providers and Staff Members tabs.
Navigation Panel > User Administration > Roles > Permissions > User Administration > Message Groups
Navigation Panel > User Administration > Message Groups
Minor Age
Practice Admin
Allows users to adjust the maximum age limit for someone to be considered a minor. Associated with the Minor Age Limit text field found on General Settings screen.
Navigation Panel > User Administration > Roles > Permissions > General Settings > Minor Age
Navigation Panel > Portal Management > General Settings > Minor Age Limit field
Mobile Schedule Settings
Practice Admin
Allows users  to set and manage the Mobile Schedule Settings. Associated with the Mobile Scheduling settings found within Patient Interface > Scheduling.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Scheduling Settings > Mobile Schedule Settings
Navigation Panel > Portal Management > Patient Interface > Scheduling
New Appointment Notification
Practice Admin
Gives patients the ability to create and manage New appointment notifications. Associated with the Controls the New Appointment Notification setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > New Appointment Notification
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications > New appointment notifications
New Medication Notification
Practice Admin
Gives patients the ability to create and manage New medication notifications. Associated with the New Medication Notification setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > New Medication Notification
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications > New Medication Notification
New Message Notification Practice Admin Gives patients the ability to create and manage New message notifications.
Associated with the New Message Notification setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > New Message Notification Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications
Notifications Opt-out
Practice Admin
Front Desk

Allows users to manage the patient’s notification preferences for practice notifications. Associated with Notifications tab on the Patient Account screen in Patient Administration. If patient is minor the notifications Opt-out would be found on the Parent/Guardian associated screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Notifications Opt-out
Navigation Panel > Patient Administration > Account > Search/Select Patient > Select Parent/Guardian Association > Notifications
Patient Authentication
Practice Admin
Front Desk

Allows users to merge match a patient’s account with EMR data from their practice.  Associated with the Merge-matching feature for patient accounts that are self-registered.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Authentication
Navigation Panel > Patient Administration > Account> Search/Select Patient > Merge Matching
Patient Registration
Practice Admin
Front Desk

Allows users to PIN register a patient and control the status of their account. Associated with the Register icon on the Patient Search screen, Generate PIN, Enable and Disable links found within the Account Settings table located on the Patient Account screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Registration
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Account Setting links
Portal Advanced Links
Practice Admin
Gives the user the ability to add and manage Portal Advanced Links. Associated with the Portal Advanced Links settings within Patient Interface > Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Portal Advanced Links
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Portal Advanced Links section
Portal Features
Practice Admin
Allows users to select specific features that can be used by patients within the Patient Portal. Associated with the Portal Features section found  within Portal Management > Patient Interface > Manage Setup.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Portal Features
Navigation Panel > Portal Management > Patient Interface > Manage Setup
Problems
Practice Admin
Front Desk

Allows users to view the problems for a patient. Associated with the Problems icon within the Chart Summary tab
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > Patient Chart > Problems
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Problems
Provider Data SharingPractice AdminAllows users to establish the level at which a provider shares clinical data for his/her patients. Associated with Data Sharing w/ setting within the User Administration > Providers tab.Navigation Panel > User Administration > Roles > Permissions > User Administration > Provider Administration > Provider Data SharingNavigation Panel > User Administration > Providers > Data Sharing w/ drop-down menu
Provider SetupPractice AdminAllows users to add new provider accounts and edit existing provider accounts for their practice. Associated with Ability to edit ALL other fields and tables aside from the Data Sharing setting and the ability to add new providers.Navigation Panel > User Administration > Roles > Permissions > User Administration > Provider Administration > Provider SetupNavigation Panel > User Administration > Providers
Proxy Terms and Conditions
Practice Admin
Allows users to upload/remove a document that serves as their practice’s proxy terms and conditions, for patients adding a proxy and for proxy users to view upon login. Associated with the Proxy Terms and Conditions field found within Portal Management > Patient Interface > Manage Setup.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Proxy Terms and Conditions
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Proxy Terms and Conditions field
Reschedule Appointment
Practice Admin
Gives patients the ability to create and manage New appointment notifications. Associated with the Reschedule Appointment setting on the Patient Interface - Manage Setup screen.
Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Allow Patient Configured Notifications > Reschedule Appointment
Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications > New Message Notification
Role AdministrationPractice AdminAllows users to manage and assign roles for staff members and providers for the practice. Associated with Display of Roles tab within User Administration parent tab.Navigation Panel > User Administration > Roles > Permissions > User Administration > Role AdministrationNavigation Panel > User Administration > Roles
Self Registration
Practice Admin
Allows user to control the ability of patient to create a self registered Patient Portal. Associated with the Self registered checkbox located on the General Settings screen on both the Enterprise and Practice Level.
Navigation Panel > User Administration > Roles > Permissions > General Settings > Self Registration
Navigation Panel > Portal Management > General Settings > Self Registration checkbox
Settings (OP Notify clients only)
Practice Admin
Gives users the ability to manage settings for Appointment notifications. Associated with the Settings tab within the Notification parent tab.
Navigation Panel > User Administration > Roles > Permissions > Notify > Settings
Navigation Panel > PatientNOTIFY > Settings
Staff Administration
Practice Admin
Allows users to manage and add new staff members for the practice.
Associated with Display of Staff Members tab within User Administration parent tab.

Navigation Panel > User Administration > Roles > Permissions > User Administration > Staff Administration
Navigation Panel > User Administration > Staff Members
Templates
Practice Admin
Allows users to create and edit templates that are displayed in the patient portal and sent to patients via email. Associated with the Page Templates tab found within Portal Management > Patient Interface.

Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Templates
Navigation Panel > Portal Management > Patient Interface > Page Templates
Time Zone
Practice Admin
Allows users to edit the time zone for their practice and whether daylight savings adjustment are applied to their practice.Associated with the Time Zone drop-down and Observe Daylight Savings checkbox.
Navigation Panel > User Administration > Roles > Permissions > General Settings > Time Zone
Navigation Panel > Portal Management > General Settings > Time Zone drop-down menu
View Patient
Practice Admin
Front Desk

Allows users to view patients under Patient Administration. Associated with User access to Patient Administration.
Navigation Panel > User Administration > Roles > Permissions > Patient Administration > View Patient
Navigation Panel > Patient Administration
Vitals
Practice Admin
Front Desk

Allows users to view the vitals data for a patient. Associated with Vitals icon within the Chart Summary tab
Navigation Panel > Roles > Patient Administration > Patient Chart > Vitals
Navigation Panel > Patient Administration > Chart > Search/Select Patient > Chart Summary > Vitals