Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

User Permissions

Version 20.0

The following table is a detailed list of active user permission and their definitions in OP versions 14.19.6 and higher. 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 ease of use, use CTRL + F on your keyboard to prompt a search box in your browser to easily search the table. For a simple way to see what permissions each staff member is assigned, click here.

User Permission CodeDefinition
AA_AccessSecurity_miAllows 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_miAllows users to access e-Labs Administration functions, EPCS Access Control, and Global Preferences.
Account_ViewAllows users to access the Account Group and the Account Summary in the Patient Chart.
AddressBook_ModifyAllows users to modify Address Book entries.
AddressBook_ViewAllows users to view the Address Book.
Admin_Archive_RecordsAllows users to archive medical records.
Admin_CDA_Export_BatchAllows 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_SingleAllows users to create a CDA for a single patient from a finalized visit note or from a patient's medical records.
Admin_Audit_RecordsAllows 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_ConnectionsAllows users to manage Correspondents.
Admin_Manage_DocumentsAllows users to access the Administrative Document Repository.
Admin_Manage_WorkstationsAllows users to configure, modify and disable workstations.
Billing_Admin_miAllows users to access Coding Substitution Rules (Blocked and Substituted Codes).
Billing_BasicUserAllows users to access the Billing Center button.
Billing_Contracts_ModifyAllows users to add and modify Insurance contracts in the Contracts window and from posting ERA payments.
Billing_Contracts_ViewAllows users to view Insurance contracts.
Billing_Delete_ChargesAllows users to delete current charges
Billing_Delete_CreditsAllows users to delete current credits.
Billing_Facilities_ModifyAllows users to add, edit, and delete facilities in the Laboratories and Hospitals window.  
Billing_Facilities_ViewAllows users to view facilities in the Laboratories and Hospital window.
Billing_FeeSched_ModifyAllows users to use the Modify Fee Schedules button and edit the fee fields in the CPT Code table.
Billing_Insurance_ModifyAllows users to add, edit, and delete patient insurance information.
Billing_InsurancePatRecAllows users to access and view the Insurance record in the Patient Chart.
Billing_Manage_QueueAllows 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_OverviewAllows users to access the Billing Group in the Main Navigation Panel and to see the Billing Overview in Billing Center.
Billing_Payers_ModifyAllows 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 block and substitute coding rules.
Billing_Payers_ViewAllows users to view and print the Insurance Payers List.
Billing_Post_AdjudicationsAllows users to post adjudications in the Billing Center and fetch adjudication reports from the clearinghouse.
Billing_Post_ChargesAllows users to post and edit charges in the Billing Center, Patient Chart, and Tracking.
Billing_Post_PaymentsAllows 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_RefundsAllows users to create refunds in a Patient Chart.
Billing_RunDaysheetAllows users to process the daysheet.
Billing_Send_QueueAllows users to see the Billing Transmit Queue in the Billing Center, create claim files, and transmit claims to the clearinghouse.
Billing_Send_StatementsAllows users to manage the statements in the Statement queue of the Billing Center. Including: creating statement files, printing statements, and transmitting statement files.
Billing_SuperBillAllows users access to the Superbill button.
Billing_View_AdjudicationsAllows users to access Remits in the Main Navigation Panel and see Adjudications in the Billing Center.
Billing_View_ChargesAllows users to access and view unposted charges in a Patient Chart.
Billing_View_ClaimsAllows 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_CreditsAllows users to view credits in the Billing Center and in the Patient Chart.
Billing_View_ERA_PaymentsAllows users to view ERA payments in the Billing Center.
Billing_View_PaymentsAllows users to view Receipts in the Billing Center and Payments in the Patient Chart.
Billing_View_QueueAllows users to access Queue in the Main Navigation Panel and view the Queue in the Billing Center.
Billing_View_RCM_PerformanceAllows users to access the RCM Performance report.
Billing_View_StatementsAllows 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_SuperbillsAllows users to access Superbills in the Main Navigation Panel and view Superbills in the Billing Center and Patient Chart.
Care_Plan_Global_ManageAllows users to create custom Care Plans including triggers, actions, and CQM lists.
Care_Plan_Global_ViewAllows users to view Care Plans.
Care_Plan_Item_ManageAllows users to manage Care Plan items and item types.
Care_Plan_Patient_CustomizeAllows users to customize Care Plans for a patient from within the Patient Chart.
Care_Plan_Patient_ViewAllows users to see Care Plan/Due Items in the Overview of the Patient Chart.
Chart_ViewAllows 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_modifyAllows users to change the payer on a claim.
Clinical_Templates_ModifyAllows 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, and edit the Risk Assessment Editor.
Clinical_Templates_ViewAllows 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, and Risk Assessment Editor.
CPTCodes_ModifyRecordsAllows users to access the CPT Code table.
Encounter_CodingAllows users to access Coding from within an Encounter or Well Visit.
Encounter_CounselingAllows users to access Counseling from within an Encounter or Well Visit.
Encounter_ExamAllows users to access Exam from within an Encounter or Well Visit.
Encounter_GraphicAllows users to access Graphics from within an Encounter or Well Visit.
Encounter_PlanAllows users to access the Assessment and Plan from within an Encounter or Well Visit.
EventChronologyAllows users to access the Medical Records button and Medical Records Reports in the Patient Chart.
F8_AsthmaPlanAllows users to access and maintain Asthma Plans in a Patient Chart.
F8_ChartAllows users to see the Clinical Group on the Main Navigation Panel and the Clinical Group including Clinical Overview in the Patient Chart.
F8_ConsentsAllows users to access and maintain Consent Forms in the Patient Chart.
F8_DevelopmentAllows users to access and maintain Developmental Milestones in the Patient Chart.
F8_DiagnosticTestsAllows users to access Received and Reviewed Diagnostic Tests in the Main Navigation Panel and all tests in the Patient Chart.
F8_GeneralNotesAllows users to access and maintain General Notes in the Patient Chart.
F8_Medications_btnAllows users to access and maintain Medications in the Patient Chart.
F8_Peds_Allergies_ModifyAllows users to access and maintain Allergies in the Patient Chart.
F8_Peds_BirthHx_btnAllows users to access and maintain History in the Patient Chart, change contact relationships, and set genetic parents.
F8_Peds_ChartNotes_btnAllows users to access and maintain the Problem List in the Patient Chart.
F8_Peds_Imm_gridAllows users to access and maintain Immunizations in the Patient Chart and view the Immunizations Queue and Transmittal Log.
F8_Peds_PE_btnAllows 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_btnAllows 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_ReferralsAllows users to access Referrals in the Main Navigation Panel and in a Patient Chart and manage General Letters.
F8_Risk_AssessmentAllows users to access and maintain Risk Assessment in the Patient Chart.
F8_Surveys_btnAllows users to access Surveys in the Main Navigation Panel and in the Patent Chart.
F8_VitalSignsAllows users to access and maintain Vitals and Growth Measurements in the Patient Chart.
ICDCode_ModifyRecordsAllows users to access the ICD Code Table.
Instant_Messaging_AllowAllows users to access Instant in the Message Group of the Main Navigation Panel and send and receive instant messages.
MainMenu_DT_Lab_ImportAllows users to access the Lab Importer button.
Manage_Codes_miAllows users to access and Allergy Codes, HIPAA Codes, Place of Service Codes, and Zip Codes.
Manage_Form_RPT_OptionsAllows users to edit Report Criteria in Event Chronology (Medical Records) and Encounter Summaries.
Message_Distribution_CreateAllows users to create and distribute Patient Message eXchange (PMX) messages.
Message_Distribution_ViewAllows users to use the Send Message button located in the Demographic Analysis and Recall report and Schedule
Messaging_Allow_View_All_MessagesAllows users to view all messages by changing the scope to be another staff member or everyone.
Messaging_SendAllows users to send messages.
Messaging_ViewAllows 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_CodesAllows users to edit Coded Values (only those of which allow edits), the HIPAA Code Table, Place of Service Codes, and Zip Codes.
OP_Rpts_ARAllows users to access A/R Aging Analysis, Historical A/R Analysis, and Proof Patient Accounts.
OP_Rpts_BasicUserAllows users to access OP Reports via the OP Reports button.
OP_Rpts_Billing_ProtectedAllows users access to Daysheet Log, Standard Billing Reports, Transaction Analysis, Reimbursement Analysis
OP_Rpts_DesignerAllows users to access the Report Share button and modify and customize OP Reports.
OP_Rpts_Medical_ProtectedAllows users to access the School/Camp Forms button, Demographic Analysis and Recall report, and VFC Immunization Records.
PhraseConstruction_modifyAllows users to access and modify Phrase Construction.
PM_Appt_Types_ModifyAllows users to edit information in all tabs of the Appointment Types and Zones window.
PM_Appt_Types_ViewAllows users to view all tabs in the Appointment Types and Zones window.
PM_Contacts_ModifyAllows users to create a new contact or merge contacts.
PM_Contacts_ViewAllows users to access the Contact Manager button and view entries.
PM_Departments_ModifyAllows users to edit Departments, Teams, and Default Task Assignments.
PM_Departments_ViewAllows users to view Departments, Teams, and Default Task Assignments.
PM_Locations_ModifyAllows users to modify Practice, Location, or Data Visibility information in the Practices/Locations window.
PM_Locations_ViewAllows users to view information in the Practices/Locations window.
PM_Provider_ModifyAllows users to modify the Provider Info, Practice Info, Lab Links, IIS, and e-Prescribing tabs of the Staff/Provider Directory.
PM_Specialties_ModifyAllows users to edit specialties in the Address Book.
PM_Specialties_ViewAllows users to view specialties in the Address Book.
PM_Staff_ModifyAllows users to modify the Basic Info and Data Visibility tabs of the Staff/Provider Directory.
PM_Staff_ViewAllows users to view staff records in the Staff/Provider Directory.
Prescriptions_ERx_CancelAllows users to use the Cancel button in the Medications List of a patient's chart and access the Cancelled tab of the e-Prescribing Center.
Prescriptions_ERx_CenterAllows users to access e-Prescribing and Refill Requests in the Main Navigation Panel.
Prescriptions_Modify_InteractionsAllows users to set levels of Medication Interactions and utilize interaction features within the Medication Finder.
Prescriptions_ModifyRecordsAllows users to add, edit, delete, and refill medications.
Presciptions_PrintAllows users to print prescriptions.
QIC_Database_AdministrationAllows users to access the Database Administration tab on the QIC.
QIC_Export_XMLAllows users to create .XML files for submission of Interoperability (Meaningful Use) measures.
QIC_Full_Practice_ModeAllows users to access the QIC button and use the Quality Improvement Calculator for the entire practice.
QIC_Save_ResultsAllows users to save results after running QIC reports.
QIC_Single_Patient_ModeAllows use of QIC calculator in the Clinical Overview of the Patient Chart.
Register_ModifyAllows 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_ViewAllows 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_ViewAllows users to see the Admin tab in the ribbon.
Ribbon_Billing_ViewAllows users to see the Billing tab in the ribbon.
Billing_Clinical_ViewAllows users to see the Clinical tab in the ribbon.
Ribbon_PM_ViewAllows users to see the Practice Management tab in the ribbon.
Ribbon_Tools_ViewAllows users to see the Tools tab in the ribbon.
Scanned_Items_ViewAllows 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_SlotsAllows users to access and manage slot mode for all calendars.
Schedule_Manage_Own_SlotsAllows users to access and manage slot mode for their calendar.
Schedule_Manage_TemplatesAllows users to access and manage Schedule Templates.
Schedule_Overwrite_OwnerProtectedTemplatesAllows users to schedule appointments in an owner-protected time slot for another user.
Schedule_Properties_modifyAllows users to access schedule properties.
Schedule_Properties_SaveAsDefaultBtnAllows users to save schedule properties as default.
Schedule_ViewAllows users to access the Schedule button to view the schedule and schedule appointments.
Show Logged In   Users_miAllows users to access a list of all of the logged in users and force log out.
Tasks_ViewAllows users to see the Tasks button and view Tasks in a Patient Chart.
Tools_DBViewerAllows users to access and utilize Database Viewer (DB Viewer).
VaccineInventory_miAllows users to access Vaccine Inventory Forecast and to access and manage Vaccine Inventory.
Vacnames_AdministrationAllows 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.
ViewAllLocationsAllows users to view all locations for Billing and A/R report purposes.
ViewBackupLogs_miAllows users to view Backup Logs.
Version 14.19

The following table is a detailed list of active user permission and their definitions in OP versions 14.19.6 and higher. 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 ease of use, use CTRL + F on your keyboard to prompt a search box in your browser to easily search the table. For a simple way to see what permissions each staff member is assigned, click here.

User Permission CodeDefinition
AA_AccessSecurity_miAllows 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_miAllows users to access e-Labs Administration functions, EPCS Access Control, and Global Preferences.
Account_ViewAllows users to access the Account Group and the Account Summary in the Patient Chart.
AddressBook_ModifyAllows users to modify Address Book entries.
AddressBook_ViewAllows users to view the Address Book.
Admin_Archive_RecordsAllows users to archive medical records.
Admin_Audit_RecordsAllows 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_ConnectionsAllows users to manage Correspondents.
Admin_Manage_DocumentsAllows users to access the Administrative Document Repository.
Admin_Manage_WorkstationsAllows users to configure, modify and disable workstations.
Billing_Admin_miAllows users to access Coding Substitution Rules (Blocked and Substituted Codes).
Billing_BasicUserAllows users to access the Billing Center button.
Billing_Contracts_ModifyAllows users to add and modify Insurance contracts in the Contracts window and from posting ERA payments.
Billing_Contracts_ViewAllows users to view Insurance contracts.
Billing_Delete_ChargesAllows users to delete current charges
Billing_Delete_CreditsAllows users to delete current credits.
Billing_Facilities_ModifyAllows users to add, edit, and delete facilities in the Laboratories and Hospitals window.  
Billing_Facilities_ViewAllows users to view facilities in the Laboratories and Hospital window.
Billing_FeeSched_ModifyAllows users to use the Modify Fee Schedules button and edit the fee fields in the CPT Code table.
Billing_Insurance_ModifyAllows users to add, edit, and delete patient insurance information.
Billing_InsurancePatRecAllows users to access and view the Insurance record in the Patient Chart.
Billing_Manage_QueueAllows 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_OverviewAllows users to access the Billing Group in the Main Navigation Panel and to see the Billing Overview in Billing Center.
Billing_Payers_ModifyAllows 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 block and substitute coding rules.
Billing_Payers_ViewAllows users to view and print the Insurance Payers List.
Billing_Post_AdjudicationsAllows users to post adjudications in the Billing Center and fetch adjudication reports from the clearinghouse.
Billing_Post_ChargesAllows users to post and edit charges in the Billing Center, Patient Chart, and Tracking.
Billing_Post_PaymentsAllows 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_RefundsAllows users to create refunds in a Patient Chart.
Billing_RunDaysheetAllows users to process the daysheet.
Billing_Send_QueueAllows users to see the Billing Transmit Queue in the Billing Center, create claim files, and transmit claims to the clearinghouse.
Billing_Send_StatementsAllows users to manage the statements in the Statement queue of the Billing Center. Including: creating statement files, printing statements, and transmitting statement files.
Billing_SuperBillAllows users access to the Superbill button.
Billing_View_AdjudicationsAllows users to access Remits in the Main Navigation Panel and see Adjudications in the Billing Center.
Billing_View_ChargesAllows users to access and view unposted charges in a Patient Chart.
Billing_View_ClaimsAllows 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_CreditsAllows users to view credits in the Billing Center and in the Patient Chart.
Billing_View_ERA_PaymentsAllows users to view ERA payments in the Billing Center.
Billing_View_PaymentsAllows users to view Receipts in the Billing Center and Payments in the Patient Chart.
Billing_View_QueueAllows users to access Queue in the Main Navigation Panel and view the Queue in the Billing Center.
Billing_View_RCM_PerformanceAllows users to access the RCM Performance report.
Billing_View_StatementsAllows 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_SuperbillsAllows users to access Superbills in the Main Navigation Panel and view Superbills in the Billing Center and Patient Chart.
Care_Plan_Global_ManageAllows users to create custom Care Plans including triggers, actions, and CQM lists.
Care_Plan_Global_ViewAllows users to view Care Plans.
Care_Plan_Item_ManageAllows users to manage Care Plan items and item types.
Care_Plan_Patient_CustomizeAllows users to customize Care Plans for a patient from within the Patient Chart.
Care_Plan_Patient_ViewAllows users to see Care Plan/Due Items in the Overview of the Patient Chart.
Chart_ViewAllows 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_modifyAllows users to change the payer on a claim.
Clinical_Templates_ModifyAllows 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, and edit the Risk Assessment Editor.
Clinical_Templates_ViewAllows 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, and Risk Assessment Editor.
CPTCodes_ModifyRecordsAllows users to access the CPT Code table.
Encounter_CodingAllows users to access Coding from within an Encounter or Well Visit.
Encounter_CounselingAllows users to access Counseling from within an Encounter or Well Visit.
Encounter_ExamAllows users to access Exam from within an Encounter or Well Visit.
Encounter_GraphicAllows users to access Graphics from within an Encounter or Well Visit.
Encounter_PlanAllows users to access the Assessment and Plan from within an Encounter or Well Visit.
EventChronologyAllows users to access the Medical Records button and Medical Records Reports in the Patient Chart.
F8_AsthmaPlanAllows users to access and maintain Asthma Plans in a Patient Chart.
F8_ChartAllows users to see the Clinical Group on the Main Navigation Panel and the Clinical Group including Clinical Overview in the Patient Chart.
F8_ConsentsAllows users to access and maintain Consent Forms in the Patient Chart.
F8_DevelopmentAllows users to access and maintain Developmental Milestones in the Patient Chart.
F8_DiagnosticTestsAllows users to access Received and Reviewed Diagnostic Tests in the Main Navigation Panel and all tests in the Patient Chart.
F8_GeneralNotesAllows users to access and maintain General Notes in the Patient Chart.
F8_Medications_btnAllows users to access and maintain Medications in the Patient Chart.
F8_Peds_Allergies_ModifyAllows users to access and maintain Allergies in the Patient Chart.
F8_Peds_BirthHx_btnAllows users to access and maintain History in the Patient Chart, change contact relationships, and set genetic parents.
F8_Peds_ChartNotes_btnAllows users to access and maintain the Problem List in the Patient Chart.
F8_Peds_Imm_gridAllows users to access and maintain Immunizations in the Patient Chart and view the Immunizations Queue and Transmittal Log.
F8_Peds_PE_btnAllows 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_btnAllows 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_ReferralsAllows users to access Referrals in the Main Navigation Panel and in a Patient Chart and manage General Letters.
F8_Risk_AssessmentAllows users to access and maintain Risk Assessment in the Patient Chart.
F8_Surveys_btnAllows users to access Surveys in the Main Navigation Panel and in the Patent Chart.
F8_VitalSignsAllows users to access and maintain Vitals and Growth Measurements in the Patient Chart.
ICDCode_ModifyRecordsAllows users to access the ICD Code Table.
Instant_Messaging_AllowAllows users to access Instant in the Message Group of the Main Navigation Panel and send and receive instant messages.
MainMenu_DT_Lab_ImportAllows users to access the Lab Importer button.
Manage_Codes_miAllows users to access and Allergy Codes, HIPAA Codes, Place of Service Codes, and Zip Codes.
Manage_Form_RPT_OptionsAllows users to edit Report Criteria in Event Chronology (Medical Records) and Encounter Summaries.
Message_Distribution_CreateAllows users to create and distribute Patient Message eXchange (PMX) messages.
Message_Distribution_ViewAllows users to use the Send Message button located in the Demographic Analysis and Recall report and Schedule
Messaging_Allow_View_All_MessagesAllows users to view all messages by changing the scope to be another staff member or everyone.
Messaging_SendAllows users to send messages.
Messaging_ViewAllows 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_CodesAllows users to edit Coded Values (only those of which allow edits), the HIPAA Code Table, Place of Service Codes, and Zip Codes.
OP_Rpts_ARAllows users to access A/R Aging Analysis, Historical A/R Analysis, and Proof Patient Accounts.
OP_Rpts_BasicUserAllows users to access OP Reports via the OP Reports button.
OP_Rpts_Billing_ProtectedAllows users access to Daysheet Log, Standard Billing Reports, Transaction Analysis, Reimbursement Analysis
OP_Rpts_DesignerAllows users to access the Report Share button and modify and customize OP Reports.
OP_Rpts_Medical_ProtectedAllows users to access the School/Camp Forms button, Demographic Analysis and Recall report, and VFC Immunization Records.
PhraseConstruction_modifyAllows users to access and modify Phrase Construction.
PM_Appt_Types_ModifyAllows users to edit information in all tabs of the Appointment Types and Zones window.
PM_Appt_Types_ViewAllows users to view all tabs in the Appointment Types and Zones window.
PM_Contacts_ModifyAllows users to create a new contact or merge contacts.
PM_Contacts_ViewAllows users to access the Contact Manager button and view entries.
PM_Departments_ModifyAllows users to edit Departments, Teams, and Default Task Assignments.
PM_Departments_ViewAllows users to view Departments, Teams, and Default Task Assignments.
PM_Locations_ModifyAllows users to modify Practice, Location, or Data Visibility information in the Practices/Locations window.
PM_Locations_ViewAllows users to view information in the Practices/Locations window.
PM_Provider_ModifyAllows users to modify the Provider Info, Practice Info, Lab Links, IIS, and e-Prescribing tabs of the Staff/Provider Directory.
PM_Specialties_ModifyAllows users to edit specialties in the Address Book.
PM_Specialties_ViewAllows users to view specialties in the Address Book.
PM_Staff_ModifyAllows users to modify the Basic Info and Data Visibility tabs of the Staff/Provider Directory.
PM_Staff_ViewAllows users to view staff records in the Staff/Provider Directory.
Prescriptions_ERx_CenterAllows users to access e-Prescribing and Refill Requests in the Main Navigation Panel.
Prescriptions_Modify_InteractionsAllows users to set levels of Medication Interactions and utilize interaction features within the Medication Finder.
Prescriptions_ModifyRecordsAllows users to add, edit, delete, and refill medications.
Presciptions_PrintAllows users to print prescriptions.
QIC_Database_AdministrationAllows users to access the Database Administration tab on the QIC.
QIC_Export_XMLAllows users to create .XML files for submission of Interoperability (Meaningful Use) measures.
QIC_Full_Practice_ModeAllows users to access the QIC button and use the Quality Improvement Calculator for the entire practice.
QIC_Save_ResultsAllows users to save results after running QIC reports.
QIC_Single_Patient_ModeAllows use of QIC calculator in the Clinical Overview of the Patient Chart.
Register_ModifyAllows 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_ViewAllows 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_ViewAllows users to see the Admin tab in the ribbon.
Ribbon_Billing_ViewAllows users to see the Billing tab in the ribbon.
Billing_Clinical_ViewAllows users to see the Clinical tab in the ribbon.
Ribbon_PM_ViewAllows users to see the Practice Management tab in the ribbon.
Ribbon_Tools_ViewAllows users to see the Tools tab in the ribbon.
Scanned_Items_ViewAllows 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_SlotsAllows users to access and manage slot mode for all calendars.
Schedule_Manage_Own_SlotsAllows users to access and manage slot mode for their calendar.
Schedule_Manage_TemplatesAllows users to access and manage Schedule Templates.
Schedule_Overwrite_OwnerProtectedTemplatesAllows users to schedule appointments in an owner-protected time slot for another user.
Schedule_Properties_modifyAllows users to access schedule properties.
Schedule_Properties_SaveAsDefaultBtnAllows users to save schedule properties as default.
Schedule_ViewAllows users to access the Schedule button to view the schedule and schedule appointments.
Show Logged In   Users_miAllows users to access a list of all of the logged in users and force log out.
Tasks_ViewAllows users to see the Tasks button and view Tasks in a Patient Chart.
Tools_DBViewerAllows users to access and utilize Database Viewer (DB Viewer).
VaccineInventory_miAllows users to access Vaccine Inventory Forecast and to access and manage Vaccine Inventory.
Vacnames_AdministrationAllows 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.
ViewAllLocationsAllows users to view all locations for Billing and A/R report purposes.
ViewBackupLogs_miAllows users to view Backup Logs.