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OP Patient Portal Permission Map

The content in this article is relevant to the OP Patient Portal, powered by InteliChart.

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 

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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 ReportsPractice Admin Front DeskAllows users to access Meaningful Use, Audit and Portal Reports. Associated with the Canned Reports tab within parent Reports tab.Navigation Panel > Roles > Reporting > Canned ReportsNavigation 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 GroupsPractice AdminAllows 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 GroupsNavigation 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 Sharing Practice Admin Allows 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 Sharing Navigation Panel > User Administration > Providers > Data Sharing w/ drop-down menu
Provider Setup Practice Admin Allows 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 Setup Navigation 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 Administration Practice Admin Allows 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 Administration Navigation 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