Edit Permission Group

Updated 11 months ago by Steven Garand

Permissions allow setting restrictions to system features.
A permission group has a list of system functions (Types) which allow user access of that type to 1.) all, 2.) some, or 3.) none.
A Type of 'some' can be further broken down to allow the user to 1.) View, 2.) Edit, 3.) Add, 4.) Delete, or access a list of values (Filter).
Restricting Order Delete, Team Members Delete, and Security are recommended in most cases.

Options

  1. Database: Not used. For future feature allowing multiple databases. Leave Allowed setting to 'all'
  2. Order: Patient orders
    1. all: User can edit, add, or delete any order
    2. some:
      1. Edit: User can edit any information on an existing order including edit basic info, modifying form data, editing line items, etc.
      2. Add: User can add a new order
      3. Delete: User can delete an existing order
    3. none: User can't edit, add, or delete orders
  3. Location: Company location or branch
    1. all: User can access orders from any company location
    2. some:
      1. Filter (funnel icon): Company locations
      2. Filter Type:
        1. allow listed items only: User can access orders only from selected (checked) company locations
        2. allow all except listed items: User can access all orders except from selected (checked) company locations
    3. none: User can't access order from any company location. Note: Use Order and none instead of this option.
  4. Security: User options and permissions
    1. all: User can create, edit and delete other users and their permissions
    2. none: User can't create, edit or delete other users and can't change their permissions
  5. Basic Info: Basic Info page which includes selecting team members, insurance, notes, ICD codes, and current equipment for the order.
    1. all: User can access Basic Info page
    2. none: User can't access Basic Info page
  6. Team Members: Company locations, physicians, RTS, patient, subscriber, therapist, referral source, facility, and custom team members.
    1. all: User can edit, add, and delete team members
    2. some:
      1. Edit: User can edit team members
      2. Add: User can add team members
      3. Delete: User can delete team members
    3. none: User can't edit, add, or delete team members
  7. Remote: Offline application when the internet is unavailable
    1. all: User can use offline application
    2. none: User can't use offline application
  8. Data Form: System data forms
    1. all: User can access any data form for an order
    2. some:
      1. Filter (funnel icon): Data form list
      2. Filter Type:
        1. allow listed items only: User can only access selected (checked) data forms
        2. allow all except listed items: User can access all data forms except selected (checked) data forms
    3. none: User can't access any data form for an order
  9. Order Form: System order forms (from vendors)
    1. all: User can access any order form for an order
    2. some:
      1. Filter (funnel icon): Order form list
      2. Filter Type:
        1. allow listed items only: User can only access selected (checked) order forms
        2. allow all except listed items: User can access all order forms except selected (checked) data forms
    3. none: User can't access any order form for an order
  10. Form Builder: Building custom order forms and data forms. Note: Permission for advanced layout feature to create data forms can only be granted by ARTSCO. Contact ARTSCO for details.
    1. all: User can build custom forms
    2. none: User can't build custom forms
  11. Tracking: Using the tracking system
    1. all: User can use the tracking system
    2. none: User can't use the tracking system
  12. Tracking Setup: Designing the tracking system
    1. all: User can design the tracking system
    2. none: User can't design the tracking system
  13. Tracking Cancel Pending: Ability to cancel pending tasks in the tracking system
    1. all: User can cancel pending tasks in the tracking system
    2. none: User can't cancel pending tasks in the tracking system
  14. Purchase Order: Purchase order system
    1. all: User can use the purchase order system
    2. none: User can't design the purchase order system
  15. Insurance Setup: Insurance payers, plans, and fee schedules
    1. all: User can add, edit, and delete insurance payers, plans, and fee schedules
    2. none: User can't add, edit, and delete insurance payers, plans, and fee schedules
  16. Cost Setup: Vendor discounts, vendor account number, and item overrides
    1. all: User can modify vendor discounts, vendor account number, and item overrides
    2. none: User can't modify vendor discounts, vendor account number, and item overrides
  17. System Options: System default billing multiplier, Medicare miscellaneous code percent off of retail, company locations, and third party application settings.
    1. all: User can modify system default billing multiplier, Medicare miscellaneous code percent off of retail, company locations, and third party application settings
    2. none: User can't modify system default billing multiplier, Medicare miscellaneous code percent off of retail, company locations, and third party application settings
  18. AdHoc Query: SQL query report feature
    1. all: User can generate ad hock SQL queries against the database
    2. none: User can generate ad hock SQL queries against the database
  19. Max Profit: Generate sorted profit margins for vendor items which contain a set of HCPCS codes
    1. all: User can generate sorted profit margins for vendor items which contain a set of HCPCS codes
    2. none: User can generate sorted profit margins for vendor items which contain a set of HCPCS codes
  20. Documents and LMN: Document management and LMN generator
    1. all: User has full access to document management and LMN generator
    2. some: All features available to the user with the following restrictions if edit, add, or delete NOT selected
      1. Edit Not Selected: User can't rename or edit files
      2. Add Not Selected: User can't upload, copy, create, or edit files
      3. Delete Not Selected: User can't delete files
    3. none: user has no access to document management and LMN generator
  21. Other App: Third party application, example: billing software
    1. all: User can send or receive from third party application
    2. none: User can't send or receive from third party application
  22. Obsolete Forms: Obsolete order forms
    1. all: User can open obsolete order forms.
    2. none: User can't open obsolete order forms.
  23. Apps: Access to setup application (RxAdminV2), the user application (RxWebV2), document and LMN management (RxDocV2), and reports (RxMsReports)
    1. all: User can access the setup application (RxAdminV2), the user application (RxWebV2), document and LMN management (RxDocV2), and reports (RxMsReports)
    2. some:
      1. Filter (funnel icon): Application list
      2. Filter Type:
        1. allow listed items only: User can only access selected (checked) applications
        2. allow all except listed items: Do not use
    3. none: User can't access the setup application (RxAdminV2), the user application (RxWebV2), document and LMN management (RxDocV2), and reports (RxMsReports)
  24. Tracking Change Responsible: Change who is responsible on a task
    1. all: User can change who is responsible on a task if the responsible person is already defined - Allows user to change responsible person set by rules.
    2. none: User can't change who is responsible on a task if the responsible person is already defined - Prevents user from changing responsible person set by rules.
  25. Tracking Random Pending: Adding a pending task outside of the specified workflow.
    1. all: User can add a pending task outside of the specified workflow, including tasks not ready and tasks not in the workflow.
    2. none: User can't add a pending task outside of the specified workflow, including tasks not ready and tasks not in the workflow.


How did we do?