OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients. |
Version 21.3
The following table is a detailed list of available user permissions and their definitions. Permissions that do not appear in this table but are displayed in the Security Settings window in OP have been deprecated or replaced with a permission in this table. For a simple way to see what permissions each staff member is assigned, an SQL query can be used. To access the SQL, click here.
Tip: To quickly search this table, use the Filter and Sort options. Java must be enabled in order to use these capabilities.
|
User Permission Code | Description |
AA_AccessSecurity_mi | Allows users to access Security Administration to manage Security Settings, see who is logged in, and allow force correspondence to sync in the Correspondent table. |
AA_SystemAdmin_mi | Allows users to access e-Labs Administration functions, EPCS Access Control, and Global Preferences. |
Account_View | Allows users to access the Account Group and the Account Summary in the Patient Chart. |
AddressBook_Modify | Allows users to modify Address Book entries. |
AddressBook_View | Allows users to view the Address Book. |
Admin_Archive_Records | Allows users to archive medical records. |
Admin_CDA_Export_Batch | Allows users to create a recurring or one-time CDA export job from the Demographic Analysis and Recall report or from the CDA Export window. |
Admin_CDA_Export_Single | Allows users to create a CDA for a single patient from a finalized visit note or from a patient's medical records. |
Admin_Data_Reconciliation | Allows users to accept/reject changes in the Reconciliation window. |
Admin_Audit_Records | Allows users to view audit logs including, who has accessed, added, changed, or deleted patient records and who has printed medical information from a patient record. |
Admin_Manage_Connections | Allows users to manage Correspondents. |
Admin_Manage_Documents | Allows users to access the Administrative Document Repository. |
Admin_Manage_Workstations | Allows users to configure, modify and disable workstations. |
Alerts_Access | Ability to access and view patient alert setup in the patient's charts. |
Alerts_Complete | Ability to complete a patient alert. |
Alerts_Modify | Ability to add, edit, or delete patient alerts. |
Billing_Admin_mi | Allows users to access Advanced Workflow Rules and Billing Groups. |
Billing_BasicUser | Allows users to access the Billing Center button. |
Billing_ClaimReview_Queue | The ability to queue claims that returned scrubbing errors and appear on the Claims in Review tab. Users with this permission must also have the Billing_Manage_Queue permission. |
Billing_Concierge | The ability to access the concierge module. |
Billing_Concierge_Date | The ability to run the concierge fee without date parameters. |
Billing_Contracts_Modify | Allows users to add and modify Insurance contracts in the Contracts window and from posting ERA payments. |
Billing_Contracts_View | Allows users to view Insurance contracts. |
Billing_Delete_Charges | Allows users to delete current charges |
Billing_Delete_Credits | Allows users to delete current credits. |
Billing_Facilities_Modify | Allows users to add, edit, and delete facilities in the Laboratories and Hospitals window. |
Billing_Facilities_View | Allows users to view facilities in the Laboratories and Hospital window. |
Billing_FeeSched_Modify | Allows users to use the Modify Fee Schedules button and edit the fee fields in the CPT Code table. |
Billing_Insurance_Modify | Allows users to add, edit, and delete patient insurance information. |
Billing_InsurancePatRec | Allows users to access and view the Insurance record in the Patient Chart. |
Billing_Manage_Queue | Allows users to manage the claims in the Transmit Queue of the Billing Center. Includes: queuing claims, printing CMS-1500s, editing claims, deleting from the queue, fetching payer reports, adding a status to a claim, checking claim status (when supported), and creating follow-up tasks. |
Billing_Overview | Allows users to access the Billing Group in the Main Navigation Panel and to see the Billing Overview in Billing Center. |
Billing_Payers_Modify | Allows users to add, edit, and delete an insurance payer, copy credential and eligibility check information, connect providers to insurances, edit provider insurance records, and create Advanced Workflow rules. |
Billing_Payers_View | Allows users to view and print the Insurance Payers List. |
Billing_Payment_Supervisor | Allows users to access the Override Out of Balance checkbox in the ERA Transactions window and the Payment Confirmed checkbox in the ERA Payments window. |
Billing_Post_Adjudications | Allows users to post adjudications in the Billing Center and fetch adjudication reports from the clearinghouse. |
Billing_Post_Charges | Allows users to post and edit charges in the Billing Center, Patient Chart, and Tracking. |
Billing_Post_Payments | Allows users to access the Bulk Payments button, capitation entry buttons, to post payments and apply copayments to claims, delete unmatched adjudications, and add a credit or payment. |
Billing_Post_Refunds | Allows users to create refunds in a Patient Chart. |
Billing_RCMLibrary_RuleScope | *For use by OP's RCM team only* |
Billing_RunDaysheet | Allows users to process the daysheet. |
Billing_Send_Queue | Allows users to see the Billing Transmit Queue in the Billing Center, create claim files, and transmit claims to the clearinghouse. |
Billing_Send_Statements | Allows users to manage the statements in the Statement queue of the Billing Center. Including: creating statement files, printing statements, and transmitting statement files. |
Billing_SuperBill | Allows users access to the Superbill button. |
Billing_View_Adjudications | Allows users to access Remits in the Main Navigation Panel and see Adjudications in the Billing Center. |
Billing_View_Charges | Allows users to access and view unposted charges in a Patient Chart. |
Billing_View_Claims | Allows users to access Claims, Rejected, and Not Ack in the Main Navigation Panel and view claims in the Billing Center and Patient Chart. |
Billing_View_Credits | Allows users to view credits in the Billing Center and in the Patient Chart. |
Billing_View_ERA_Payments | Allows users to view ERA payments in the Billing Center. |
Billing_View_Payments | Allows users to view Receipts in the Billing Center and Payments in the Patient Chart. |
Billing_View_Queue | Allows users to access Queue in the Main Navigation Panel and view the Queue in the Billing Center. |
Billing_View_RCM_Performance | Allows users to access the RCM Performance report. |
Billing_View_Statements | Allows users to view Disclosures in the Patient Chart as well as patient statements, insurance statements, and CMS-1500s in the Billing Center and Patient Chart. |
Billing_View_Superbills | Allows users to access Superbills in the Main Navigation Panel and view Superbills in the Billing Center and Patient Chart. |
Care_Plan_Global_Manage | Allows users to create custom Care Plans including triggers, actions, and CQM lists. |
Care_Plan_Global_View | Allows users to view Care Plans. |
Care_Plan_Item_Manage | Allows users to manage Care Plan items and item types. |
Care_Plan_Patient_Customize | Allows users to customize Care Plans for a patient from within the Patient Chart. |
Care_Plan_Patient_View | Allows users to see Care Plan/Due Items in the Overview of the Patient Chart. |
Chart_View | Allows users to access the Patient Chart button. |
Claims_Archive_modify | Allows users to edit and delete claims in the Billing Center and Patient Chart, rebuild, and proof claims. |
Claims_ChangeInsuranceBtn_modify | Allows users to change the payer on a claim. |
Clinical_Templates_Modify | Allows users to add, edit, delete, import, export, and set default Visit Templates, access the Encounter Builder questions, validate NDCs from the Medication Finder, change the master list of Developmental Milestones, add to the Vital Signs table, change details of Med Favorites, edit Pharmacy Favorites, Previously Used Pharmacies, and Master Pharmacies, edit Report Criteria, add Diagnostic Tests, and edit the Risk Assessment Editor. |
Clinical_Templates_View | Allows users to view Encounter Templates, Well Visit templates, Med Favorites, Pharmacy Favorites, Vital Signs Codes, Map Diagnosis Codes, Encounter Question Administrator, Report Criteria Editor, Survey Administrator, Developmental Milestones, Diagnostic Tests, and Risk Assessment Editor. |
CPTCodes_ModifyRecords | Allows users to access the CPT Code table. |
Encounter_Coding | Allows users to access Coding from within an Encounter or Well Visit. |
Encounter_Counseling | Allows users to access Counseling from within an Encounter or Well Visit. |
Encounter_Exam | Allows users to access Exam from within an Encounter or Well Visit. |
Encounter_Graphic | Allows users to access Graphics from within an Encounter or Well Visit. |
Encounter_Plan | Allows users to access the Assessment and Plan from within an Encounter or Well Visit. |
EventChronology | Allows users to access the Medical Records button and Medical Records Reports in the Patient Chart. |
F8_AsthmaPlan | Allows users to access and maintain Asthma Plans in a Patient Chart. |
F8_Chart | Allows users to see the Clinical Group on the Main Navigation Panel and the Clinical Group including Clinical Overview in the Patient Chart. |
F8_Consents | Allows users to access and maintain Consent Forms in the Patient Chart. |
F8_Development | Allows users to access and maintain Developmental Milestones in the Patient Chart. |
F8_DiagnosticTests | Allows users to access Received and Reviewed Diagnostic Tests in the Main Navigation Panel and all tests in the Patient Chart. |
F8_GeneralNotes | Allows users to access and maintain General Notes in the Patient Chart. |
F8_Medications_btn | Allows users to access and maintain Medications in the Patient Chart. |
F8_Peds_Allergies_Modify | Allows users to access and maintain Allergies in the Patient Chart. |
F8_Peds_BirthHx_btn | Allows users to access and maintain History in the Patient Chart, change contact relationships, and set genetic parents. |
F8_Peds_ChartNotes_btn | Allows users to access and maintain the Problem List in the Patient Chart. |
F8_Peds_Imm_grid | Allows users to access and maintain Immunizations in the Patient Chart and view the Immunizations Queue and Transmittal Log. |
F8_Peds_PE_btn | Allows users to access Encounters in the Main Navigation Panel and in the Patient Chart and begin an Encounter note from the Calendar (or Tracking). |
F8_Peds_PEx_btn | Allows users to access Well Visits in the Main Navigation panel and in the Patient Chart and begin a Well Visit note from the Calendar (or Tracking). |
F8_Referrals | Allows users to access Referrals in the Main Navigation Panel and in a Patient Chart and manage General Letters. |
F8_Risk_Assessment | Allows users to access and maintain Risk Assessment in the Patient Chart. |
F8_Surveys_btn | Allows users to access Surveys in the Main Navigation Panel and in the Patent Chart. |
F8_VitalSigns | Allows users to access and maintain Vitals and Growth Measurements in the Patient Chart. |
ICDCode_ModifyRecords | Allows users to access the ICD Code Table. |
Instant_Messaging_Allow | Allows users to access Instant in the Message Group of the Main Navigation Panel and send and receive instant messages. |
MainMenu_DT_Lab_Import | Allows users to access the Lab Importer button. |
Manage_Codes_mi | Allows users to access and Allergy Codes, HIPAA Codes, Place of Service Codes, and Zip Codes. |
Manage_Form_RPT_Options | Allows users to edit Report Criteria in Event Chronology (Medical Records) and Encounter Summaries. |
Message_Distribution_Create | Allows users to create and distribute Patient Message eXchange (PMX) messages. |
Message_Distribution_View | Allows users to use the Send Message button located in the Demographic Analysis and Recall report and Schedule |
Messaging_Allow_View_All_Messages | Allows users to view all messages by changing the scope to be another staff member or everyone. |
Messaging_Send | Allows users to send messages. |
Messaging_View | Allows users to access the Messages Group in the Main Navigation Panel (Phone, Portal, External, and Need Action) and to view messages in the Patient Chart. |
Modify_Codes | Allows users to edit Coded Values (only those of which allow edits), the HIPAA Code Table, Place of Service Codes, and Zip Codes. |
OP_Rpts_AR | Allows users to access A/R Aging Analysis, Historical A/R Analysis, and Proof Patient Accounts. |
OP_Rpts_BasicUser | Allows users to access OP Reports via the OP Reports button. |
OP_Rpts_Billing_Protected | Allows users access to Daysheet Log, Standard Billing Reports, Transaction Analysis, Reimbursement Analysis |
OP_Rpts_Designer | Allows users to access the Report Share button and modify and customize OP Reports. |
OP_Rpts_Medical_Protected | Allows users to access the School/Camp Forms button, Demographic Analysis and Recall report, and VFC Immunization Records. |
PhraseConstruction_modify | Allows users to access and modify Phrase Construction. |
PM_Appt_Types_Modify | Allows users to edit information in all tabs of the Appointment Types and Zones window. |
PM_Appt_Types_View | Allows users to view all tabs in the Appointment Types and Zones window. |
PM_Contacts_Modify | Allows users to create a new contact or merge contacts. |
PM_Contacts_View | Allows users to access the Contact Manager button and view entries. |
PM_Departments_Modify | Allows users to edit Departments, Teams, and Default Task Assignments. |
PM_Departments_View | Allows users to view Departments, Teams, and Default Task Assignments. |
PM_Locations_Modify | Allows users to modify Practice, Location, or Data Visibility information in the Practices/Locations window. |
PM_Locations_View | Allows users to view information in the Practices/Locations window. |
PM_Provider_Modify | Allows users to modify the Provider Info, Practice Info, Lab Links, IIS, and e-Prescribing tabs of the Staff/Provider Directory. |
PM_Specialties_Modify | Allows users to edit specialties in the Address Book. |
PM_Specialties_View | Allows users to view specialties in the Address Book. |
PM_Staff_Modify | Allows users to modify the Basic Info and Data Visibility tabs of the Staff/Provider Directory. |
PM_Staff_View | Allows users to view staff records in the Staff/Provider Directory. |
Prescriptions_ERx_Cancel | Allows users to use the e-Cancel button in the Medications List of a patient's chart, cancel an electronic prescription, and access the Cancelled/Denied Cancel tab of the e-Prescribing Center. |
Prescriptions_ERx_Center | Allows users to access e-Prescribing and Refill Requests in the Main Navigation Panel. |
Prescriptions_Modify_Interactions | Allows users to set levels of Medication Interactions and utilize interaction features within the Medication Finder. |
Prescriptions_ModifyRecords | Allows users to add, edit, delete and refill medications. |
Prescriptions_Print | Allows users to print prescriptions. |
QIC_Database_Administration | Allows users to access the Database Administration tab on the QIC. |
QIC_Export_XML | Allows users to create .XML files for submission of Interoperability (Meaningful Use) measures. |
QIC_Full_Practice_Mode | Allows users to access the QIC button and use the Quality Improvement Calculator for the entire practice. |
QIC_Save_Results | Allows users to save results after running QIC reports. |
QIC_Single_Patient_Mode | Allows use of QIC calculator in the Clinical Overview of the Patient Chart. |
Register_Modify | Allows users to have access to the control buttons at the top of the Demographics window, create a new contact, merge contacts, and create a new patient from the Patient Directory. |
Register_View | Allows users to access the Demographics Group in the Patient Chart including Basic Information, Miscellaneous Notes, Family Contacts, Clinical Contacts, and Privacy/Data Sharing. |
Ribbon_Admin_View | Allows users to see the Admin tab in the ribbon. |
Ribbon_Billing_View | Allows users to see the Billing tab in the ribbon. |
Ribbon_Clinical_View | Allows users to see the Clinical tab in the ribbon. |
Ribbon_PM_View | Allows users to see the Practice Management tab in the ribbon. |
Ribbon_Tools_View | Allows users to see the Tools tab in the ribbon. |
Scanned_Items_View | Allows users to access Documents in the Main Navigation Panel to review scanned items in the Clinical Work window and in the Patient Chart. |
Schedule_Manage_All_Slots | Allows users to access and manage slot mode for all calendars. |
Schedule_Manage_Own_Slots | Allows users to access and manage slot mode for their calendar. |
Schedule_Manage_Templates | Allows users to access and manage Schedule Templates. |
Schedule_Overwrite_OwnerProtectedTemplates | Allows users to schedule appointments in an owner-protected time slot for another user. |
Schedule_Properties_modify | Allows users to access schedule properties. |
Schedule_Properties_SaveAsDefaultBtn | Allows users to save schedule properties as default. |
Schedule_View | Allows users to access the Schedule button to view the schedule and schedule appointments. |
Show Logged In Users_mi | Allows users to access a list of all of the logged-in users and force log out. |
Tasks_ModifyStaff | The ability to change department and assigned staff on any task. |
Tasks_View | Allows users to see the Tasks button and view Tasks in a Patient Chart. |
Tools_ClinicalDashboards | Allows users to access the OP Clinical Analytics if enabled. |
Tools_DBViewer | Allows users to access and utilize Database Viewer (DB Viewer). |
Tools_FinancialDashboards | Allows users to access the OP Financial Analytics if enabled. |
VaccineInventory_expir | Allows users to edit a vaccine lot's expiration date, within Vaccine Inventory, where doses have been administered. This permission is specific to COVID19 vaccines. Previous functionality remains the same to edit the expiration date on vaccine lots where no doses have been administered. |
VaccineInventory_mi | Allows users to access Vaccine Inventory Forecast and to access and manage Vaccine Inventory. |
Vacnames_Administration | Allows users to add and edit vaccines in the Vaccine Codes table. NOTE: This permission should only be given to individuals who participate in vaccine trials/research or deliver non-standard vaccines. Edits to vaccine names are seldom needed. |
ViewAllLocations | Allows users to view all locations for Billing and A/R report purposes. |
ViewBackupLogs_mi | Allows users to view Backup Logs. |
DTI_UnmatchedResults | Allows users to access the Unmatched Received Results sub-tab in the Diagnostic Tests tab of the Clinical Work window and provides the Unmatched option in the Main Navigation Panel for eLabs users. |
Messaging_Send_eFax | Allows users to view and access the Fax button if enabled. Note: eFax is a contracted feature. |
Version 20.18
The following table is a detailed list of available user permissions and their definitions. Permissions that do not appear in this table but are displayed in the Security Settings window in OP have been deprecated or replaced with a permission in this table. For a simple way to see what permissions each staff member is assigned, an SQL query can be used. To access the SQL, click here.
Tip: To quickly search this table, use the Filter and Sort options. Java must be enabled in order to use these capabilities.
|
User Permission Code | Description |
AA_AccessSecurity_mi | Allows users to access Security Administration to manage Security Settings, see who is logged in, and allow force correspondence to sync in the Correspondent table. |
AA_SystemAdmin_mi | Allows users to access e-Labs Administration functions, EPCS Access Control, and Global Preferences. |
Account_View | Allows users to access the Account Group and the Account Summary in the Patient Chart. |
AddressBook_Modify | Allows users to modify Address Book entries. |
AddressBook_View | Allows users to view the Address Book. |
Admin_Archive_Records | Allows users to archive medical records. |
Admin_CDA_Export_Batch | Allows users to create a recurring or one-time CDA export job from the Demographic Analysis and Recall report or from the CDA Export window. |
Admin_CDA_Export_Single | Allows users to create a CDA for a single patient from a finalized visit note or from a patient's medical records. |
Admin_Audit_Records | Allows users to view audit logs including, who has accessed, added, changed, or deleted patient records and who has printed medical information from a patient record. |
Admin_Manage_Connections | Allows users to manage Correspondents. |
Admin_Manage_Documents | Allows users to access the Administrative Document Repository. |
Admin_Manage_Workstations | Allows users to configure, modify and disable workstations. |
Billing_Admin_mi | Allows users to access Advanced Workflow Rules and Billing Groups. |
Billing_BasicUser | Allows users to access the Billing Center button. |
Billing_Contracts_Modify | Allows users to add and modify Insurance contracts in the Contracts window and from posting ERA payments. |
Billing_Contracts_View | Allows users to view Insurance contracts. |
Billing_Delete_Charges | Allows users to delete current charges |
Billing_Delete_Credits | Allows users to delete current credits. |
Billing_Facilities_Modify | Allows users to add, edit, and delete facilities in the Laboratories and Hospitals window. |
Billing_Facilities_View | Allows users to view facilities in the Laboratories and Hospital window. |
Billing_FeeSched_Modify | Allows users to use the Modify Fee Schedules button and edit the fee fields in the CPT Code table. |
Billing_Insurance_Modify | Allows users to add, edit, and delete patient insurance information. |
Billing_InsurancePatRec | Allows users to access and view the Insurance record in the Patient Chart. |
Billing_Manage_Queue | Allows users to manage the claims in the Transmit Queue of the Billing Center. Includes: queuing claims, printing CMS-1500s, editing claims, deleting from the queue, fetching payer reports, adding a status to a claim, checking claim status (when supported), and creating follow-up tasks. |
Billing_Overview | Allows users to access the Billing Group in the Main Navigation Panel and to see the Billing Overview in Billing Center. |
Billing_Payers_Modify | Allows users to add, edit, and delete an insurance payer, copy credential and eligibility check information, connect providers to insurances, edit provider insurance records, and create Advanced Workflow rules. |
Billing_Payers_View | Allows users to view and print the Insurance Payers List. |
Billing_Payment_Supervisor | Allows users to access the Override Out of Balance checkbox in the ERA Transactions window and the Payment Confirmed checkbox in the ERA Payments window. |
Billing_Post_Adjudications | Allows users to post adjudications in the Billing Center and fetch adjudication reports from the clearinghouse. |
Billing_Post_Charges | Allows users to post and edit charges in the Billing Center, Patient Chart, and Tracking. |
Billing_Post_Payments | Allows users to access the Bulk Payments button, capitation entry buttons, to post payments and apply copayments to claims, delete unmatched adjudications, and add a credit or payment. |
Billing_Post_Refunds | Allows users to create refunds in a Patient Chart. |
Billing_RCMLibrary_RuleScope | *For use by OP's RCM team only* |
Billing_RunDaysheet | Allows users to process the daysheet. |
Billing_Send_Queue | Allows users to see the Billing Transmit Queue in the Billing Center, create claim files, and transmit claims to the clearinghouse. |
Billing_Send_Statements | Allows users to manage the statements in the Statement queue of the Billing Center. Including: creating statement files, printing statements, and transmitting statement files. |
Billing_SuperBill | Allows users access to the Superbill button. |
Billing_View_Adjudications | Allows users to access Remits in the Main Navigation Panel and see Adjudications in the Billing Center. |
Billing_View_Charges | Allows users to access and view unposted charges in a Patient Chart. |
Billing_View_Claims | Allows users to access Claims, Rejected, and Not Ack in the Main Navigation Panel and view claims in the Billing Center and Patient Chart. |
Billing_View_Credits | Allows users to view credits in the Billing Center and in the Patient Chart. |
Billing_View_ERA_Payments | Allows users to view ERA payments in the Billing Center. |
Billing_View_Payments | Allows users to view Receipts in the Billing Center and Payments in the Patient Chart. |
Billing_View_Queue | Allows users to access Queue in the Main Navigation Panel and view the Queue in the Billing Center. |
Billing_View_RCM_Performance | Allows users to access the RCM Performance report. |
Billing_View_Statements | Allows users to view Disclosures in the Patient Chart as well as patient statements, insurance statements, and CMS-1500s in the Billing Center and Patient Chart. |
Billing_View_Superbills | Allows users to access Superbills in the Main Navigation Panel and view Superbills in the Billing Center and Patient Chart. |
Care_Plan_Global_Manage | Allows users to create custom Care Plans including triggers, actions, and CQM lists. |
Care_Plan_Global_View | Allows users to view Care Plans. |
Care_Plan_Item_Manage | Allows users to manage Care Plan items and item types. |
Care_Plan_Patient_Customize | Allows users to customize Care Plans for a patient from within the Patient Chart. |
Care_Plan_Patient_View | Allows users to see Care Plan/Due Items in the Overview of the Patient Chart. |
Chart_View | Allows users to access the Patient Chart button. |
Claims_Archive_modify | Allows users to edit and delete claims in the Billing Center and Patient Chart, rebuild, and proof claims. |
Claims_ChangeInsuranceBtn_modify | Allows users to change the payer on a claim. |
Clinical_Templates_Modify | Allows users to add, edit, delete, import, export, and set default Visit Templates, access the Encounter Builder questions, validate NDCs from the Medication Finder, change the master list of Developmental Milestones, add to the Vital Signs table, change details of Med Favorites, edit Pharmacy Favorites, Previously Used Pharmacies, and Master Pharmacies, edit Report Criteria, add Diagnostic Tests, and edit the Risk Assessment Editor. |
Clinical_Templates_View | Allows users to view Encounter Templates, Well Visit templates, Med Favorites, Pharmacy Favorites, Vital Signs Codes, Map Diagnosis Codes, Encounter Question Administrator, Report Criteria Editor, Survey Administrator, Developmental Milestones, Diagnostic Tests, and Risk Assessment Editor. |
CPTCodes_ModifyRecords | Allows users to access the CPT Code table. |
Encounter_Coding | Allows users to access Coding from within an Encounter or Well Visit. |
Encounter_Counseling | Allows users to access Counseling from within an Encounter or Well Visit. |
Encounter_Exam | Allows users to access Exam from within an Encounter or Well Visit. |
Encounter_Graphic | Allows users to access Graphics from within an Encounter or Well Visit. |
Encounter_Plan | Allows users to access the Assessment and Plan from within an Encounter or Well Visit. |
EventChronology | Allows users to access the Medical Records button and Medical Records Reports in the Patient Chart. |
F8_AsthmaPlan | Allows users to access and maintain Asthma Plans in a Patient Chart. |
F8_Chart | Allows users to see the Clinical Group on the Main Navigation Panel and the Clinical Group including Clinical Overview in the Patient Chart. |
F8_Consents | Allows users to access and maintain Consent Forms in the Patient Chart. |
F8_Development | Allows users to access and maintain Developmental Milestones in the Patient Chart. |
F8_DiagnosticTests | Allows users to access Received and Reviewed Diagnostic Tests in the Main Navigation Panel and all tests in the Patient Chart. |
F8_GeneralNotes | Allows users to access and maintain General Notes in the Patient Chart. |
F8_Medications_btn | Allows users to access and maintain Medications in the Patient Chart. |
F8_Peds_Allergies_Modify | Allows users to access and maintain Allergies in the Patient Chart. |
F8_Peds_BirthHx_btn | Allows users to access and maintain History in the Patient Chart, change contact relationships, and set genetic parents. |
F8_Peds_ChartNotes_btn | Allows users to access and maintain the Problem List in the Patient Chart. |
F8_Peds_Imm_grid | Allows users to access and maintain Immunizations in the Patient Chart and view the Immunizations Queue and Transmittal Log. |
F8_Peds_PE_btn | Allows users to access Encounters in the Main Navigation Panel and in the Patient Chart and begin an Encounter note from the Calendar (or Tracking). |
F8_Peds_PEx_btn | Allows users to access Well Visits in the Main Navigation panel and in the Patient Chart and begin a Well Visit note from the Calendar (or Tracking). |
F8_Referrals | Allows users to access Referrals in the Main Navigation Panel and in a Patient Chart and manage General Letters. |
F8_Risk_Assessment | Allows users to access and maintain Risk Assessment in the Patient Chart. |
F8_Surveys_btn | Allows users to access Surveys in the Main Navigation Panel and in the Patent Chart. |
F8_VitalSigns | Allows users to access and maintain Vitals and Growth Measurements in the Patient Chart. |
ICDCode_ModifyRecords | Allows users to access the ICD Code Table. |
Instant_Messaging_Allow | Allows users to access Instant in the Message Group of the Main Navigation Panel and send and receive instant messages. |
MainMenu_DT_Lab_Import | Allows users to access the Lab Importer button. |
Manage_Codes_mi | Allows users to access and Allergy Codes, HIPAA Codes, Place of Service Codes, and Zip Codes. |
Manage_Form_RPT_Options | Allows users to edit Report Criteria in Event Chronology (Medical Records) and Encounter Summaries. |
Message_Distribution_Create | Allows users to create and distribute Patient Message eXchange (PMX) messages. |
Message_Distribution_View | Allows users to use the Send Message button located in the Demographic Analysis and Recall report and Schedule |
Messaging_Allow_View_All_Messages | Allows users to view all messages by changing the scope to be another staff member or everyone. |
Messaging_Send | Allows users to send messages. |
Messaging_View | Allows users to access the Messages Group in the Main Navigation Panel (Phone, Portal, External, and Need Action) and to view messages in the Patient Chart. |
Modify_Codes | Allows users to edit Coded Values (only those of which allow edits), the HIPAA Code Table, Place of Service Codes, and Zip Codes. |
OP_Rpts_AR | Allows users to access A/R Aging Analysis, Historical A/R Analysis, and Proof Patient Accounts. |
OP_Rpts_BasicUser | Allows users to access OP Reports via the OP Reports button. |
OP_Rpts_Billing_Protected | Allows users access to Daysheet Log, Standard Billing Reports, Transaction Analysis, Reimbursement Analysis |
OP_Rpts_Designer | Allows users to access the Report Share button and modify and customize OP Reports. |
OP_Rpts_Medical_Protected | Allows users to access the School/Camp Forms button, Demographic Analysis and Recall report, and VFC Immunization Records. |
PhraseConstruction_modify | Allows users to access and modify Phrase Construction. |
PM_Appt_Types_Modify | Allows users to edit information in all tabs of the Appointment Types and Zones window. |
PM_Appt_Types_View | Allows users to view all tabs in the Appointment Types and Zones window. |
PM_Contacts_Modify | Allows users to create a new contact or merge contacts. |
PM_Contacts_View | Allows users to access the Contact Manager button and view entries. |
PM_Departments_Modify | Allows users to edit Departments, Teams, and Default Task Assignments. |
PM_Departments_View | Allows users to view Departments, Teams, and Default Task Assignments. |
PM_Locations_Modify | Allows users to modify Practice, Location, or Data Visibility information in the Practices/Locations window. |
PM_Locations_View | Allows users to view information in the Practices/Locations window. |
PM_Provider_Modify | Allows users to modify the Provider Info, Practice Info, Lab Links, IIS, and e-Prescribing tabs of the Staff/Provider Directory. |
PM_Specialties_Modify | Allows users to edit specialties in the Address Book. |
PM_Specialties_View | Allows users to view specialties in the Address Book. |
PM_Staff_Modify | Allows users to modify the Basic Info and Data Visibility tabs of the Staff/Provider Directory. |
PM_Staff_View | Allows users to view staff records in the Staff/Provider Directory. |
Prescriptions_ERx_Cancel | Allows users to use the e-Cancel button in the Medications List of a patient's chart, cancel an electronic prescription, and access the Cancelled/Denied Cancel tab of the e-Prescribing Center. |
Prescriptions_ERx_Center | Allows users to access e-Prescribing and Refill Requests in the Main Navigation Panel. |
Prescriptions_Modify_Interactions | Allows users to set levels of Medication Interactions and utilize interaction features within the Medication Finder. |
Prescriptions_ModifyRecords | Allows users to add, edit, delete and refill medications. |
Presciptions_Print | Allows users to print prescriptions. |
QIC_Database_Administration | Allows users to access the Database Administration tab on the QIC. |
QIC_Export_XML | Allows users to create .XML files for submission of Interoperability (Meaningful Use) measures. |
QIC_Full_Practice_Mode | Allows users to access the QIC button and use the Quality Improvement Calculator for the entire practice. |
QIC_Save_Results | Allows users to save results after running QIC reports. |
QIC_Single_Patient_Mode | Allows use of QIC calculator in the Clinical Overview of the Patient Chart. |
Register_Modify | Allows users to have access to the control buttons at the top of the Demographics window, create a new contact, merge contacts, and create a new patient from the Patient Directory. |
Register_View | Allows users to access the Demographics Group in the Patient Chart including Basic Information, Miscellaneous Notes, Family Contacts, Clinical Contacts, and Privacy/Data Sharing. |
Ribbon_Admin_View | Allows users to see the Admin tab in the ribbon. |
Ribbon_Billing_View | Allows users to see the Billing tab in the ribbon. |
Ribbon_Clinical_View | Allows users to see the Clinical tab in the ribbon. |
Ribbon_PM_View | Allows users to see the Practice Management tab in the ribbon. |
Ribbon_Tools_View | Allows users to see the Tools tab in the ribbon. |
Scanned_Items_View | Allows users to access Documents in the Main Navigation Panel to review scanned items in the Clinical Work window and in the Patient Chart. |
Schedule_Manage_All_Slots | Allows users to access and manage slot mode for all calendars. |
Schedule_Manage_Own_Slots | Allows users to access and manage slot mode for their calendar. |
Schedule_Manage_Templates | Allows users to access and manage Schedule Templates. |
Schedule_Overwrite_OwnerProtectedTemplates | Allows users to schedule appointments in an owner-protected time slot for another user. |
Schedule_Properties_modify | Allows users to access schedule properties. |
Schedule_Properties_SaveAsDefaultBtn | Allows users to save schedule properties as default. |
Schedule_View | Allows users to access the Schedule button to view the schedule and schedule appointments. |
Show Logged In Users_mi | Allows users to access a list of all of the logged-in users and force log out. |
Tasks_View | Allows users to see the Tasks button and view Tasks in a Patient Chart. |
Tools_DBViewer | Allows users to access and utilize Database Viewer (DB Viewer). |
Tools_FinancialDashboards | Allows users to access the OP Financial Dashboards if enabled. |
VaccineInventory_expir | Allows users to edit a vaccine lot's expiration date, within Vaccine Inventory, where doses have been administered. This permission is specific to COVID19 vaccines. Previous functionality remains the same to edit the expiration date on vaccine lots where no doses have been administered. |
VaccineInventory_mi | Allows users to access Vaccine Inventory Forecast and to access and manage Vaccine Inventory. |
Vacnames_Administration | Allows users to add and edit vaccines in the Vaccine Codes table. NOTE: This permission should only be given to individuals who participate in vaccine trials/research or deliver non-standard vaccines. Edits to vaccine names are seldom needed. |
ViewAllLocations | Allows users to view all locations for Billing and A/R report purposes. |
ViewBackupLogs_mi | Allows users to view Backup Logs. |
DTI_UnmatchedResults | Allows users to access the Unmatched Received Results sub-tab in the Diagnostic Tests tab of the Clinical Work window and provides the Unmatched option in the Main Navigation Panel for eLabs users. |
Messaging_Send_eFax | Allows users to view and access the Fax button if enabled. Note: eFax is a contracted feature. |