The content in this article is relevant to the InteliChart Portal.
For documentation on the OP Portal, please click here.
Overview
The InteliChart 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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Note: To find a form in this table:
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InteliChart Patient Portal Permission Map
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Permission
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Relevant Roles
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Description
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Path to Give Access
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Path to Configure Access
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| Allergies |
Practice Admin Front Desk |
Allows Practice Portal staff ability 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 Practice Portal staff 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 |
| Appointment Types | Practice Admin | Allows Practice Portal staff to set and manage which scheduled appointments appear on the Patient Portal.
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Navigation Panel > User Administration > Roles > Permissions > Code Management > Appointment Types
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Navigation Panel > Portal Management > Code Management > Appointment Types |
| Audit Report | Practice Admin | Allows Practice Portal staff ability to access and process an Audit report. | Navigation Panel > User Administration > Roles > Permissions > Reporting > Audit Report | Navigation Panel > Reports > Audit Report |
| Build Event (OP Notify clients only) | Practice Admin | Gives Practice Portal staff 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 Practice Portal staff ability to access and process Canned Reports. | Navigation Panel > User Administration > Roles > Permissions > Reporting > Canned Reports | Navigation Panel > Reports > Canned Reports |
| Custom Practice URL | Practice Admin | Allows Practice Portal staff 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 Practice Portal staff the ability 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 Practice Portal staff 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 Practice Portal staff the ability 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 Schedule Settings | Practice Admin | Allows Practice Portal staff the ability to set and manage the schedule 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 |
| 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
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New Message Notification
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Practice Admin
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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
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Navigation Panel > Portal Management > Patient Interface > Manage Setup > Allow Patient Configured Notifications
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| Notifications Opt-out |
Practice Admin Front Desk |
Allows Practice Portal staff the ability 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 Practice Portal staff the ability 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 Chart | Practice Admin | Allows Practice Portal staff the ability to select which sections of a patient chart is viewed on the Patient Portal. | Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Patient Chart
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Navigation Panel > Portal Management > Patient Interface > Patient Chart |
| Patient Registration |
Practice Admin Front Desk |
Allows Practice Portal staff the ability 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 Practice Portal staff 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 |
| Regulatory Reports | Practice Admin | Allows Practice Portal staff the ability to access Promoting Interoperability (Meaningful Use) Reports.
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Navigation Panel > User Administration > Roles > Permissions > Reporting > Regulatory Reports
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Navigation Panel > Reports > Regulatory Reports
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| 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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.
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Navigation Panel > User Administration > Roles > Permissions > Patient Interface > Templates | Navigation Panel > Portal Management > Patient Interface > Page Templates |
| Time Zone | Practice Admin | Allows Practice Portal staff the ability 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 Practice Portal staff the ability 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 Practice Portal staff the ability 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 |
