Episode53 User Roles and Permissions Management

Important access and permission definitions are as follows:


 * KEYS: are tied to menu option access.
 * PERSON CLASS and USR CLASS: is tied to Business Rules which are tied to progress note types. Person Class and USR Class is the same.
 * PROVIDER CLASS: is tied to Business Rules.

Changing Provider Class is done from:

--- User Class Management Menu ---

1     User Class Definition 2     List Membership by User 3     List Membership by Class 5     Manage Business Rules

Select User Class Management Option:

Believe it or not item 2 List Membership by User is how the user is selected, then do Add the provider class/usr class from the menu.


 * REQUIRES COSIGNER: is a business rule.
 * CPRS tab: access to CPRS tabs COR(write notes, write orders except for medication orders see below) REPORT(read-only, may only be able to see clinical notes) are the only options.
 * PRIMARY MENU OPTION: What the user sees first in text based.
 * Authorized to Write Medication Orders -- Yes or No.

Business Rules

Can be by PROVIDER CLASS which can be the following roles: ALLERGIST Allergy & IMMUNOLOGY ANESTHESIOLOGIST ASSOCIATE CHIEF OF STAFF Attending Physician AUDIOLOGIST CARDIOLOGIST CHAPLAIN CHIEF RESIDENT CHIEF, MEDICAL SERVICE CHIEF, MIS CHIEF, PSYCHIATRY SERVICE CHIEF, SURGICAL SERVICE CLINICAL CLERK CLINICAL COORDINATOR CLINICAL DIETITIAN CLINICAL PHARMACIST CLINICAL SERVICE CHIEF DENTAL ASSISTANT DENTAL INTERN DENTAL RESIDENT DENTIST DERMATOLOGIST DGPF PATIENT Record FLAGS MGR DIALYSIS TECHNICIAN DIETETIC INTERN DIETITIAN DISTINGUISHED PHYSICIAN ENDOCRINOLOGIST GASTROENTEROLOGIST GERIATRIC INTERNAL MEDICINE HEAD NURSE HEALTH CARE TECHNICIAN HEMODIALYSIS TECHNICIAN INFECTION CONTROL NURSE INFECTIOUS DISEASE FELLOW INFECTIOUS DISEASE INTERNIST INTERN KINESIOTHERAPIST LABORATORY TECHNICIAN LR ANATOMIC PATH EMPTY CLASS MEDICAL CLERK MEDICAL INFORMATION SECTION MEDICAL Record ADMINISTRATOR MEDICAL Record SUPERVISOR MEDICAL RecordS TECHNICIAN MEDICAL STUDENT MEDICAL STUDENT III MEDICAL STUDENT IV  MEDICAL TECHNICIAN MEDICAL TECHNOLOGIST NURSE NURSE ANESTHETIST NURSE CLINICAL SPECIALIST NURSE LICENSED PRACTICAL NURSE PRACTITIONER NURSE STUDENT NURSING ASSISTANT NURSING SUPERVISOR OCCUPATIONAL THERAPIST OCCUPATIONAL THERAPY ASSISTANT OCCUPATIONAL THERAPY STUDENT OPERATING ROOM TECHNICIAN OPHTHALMOLOGIST OPTOMETRIST ORAL SURGERY RESIDENT ORTHOTIST/PROSTHETIST OTOLARYNGOLOGY PATHOLOGIST PATHOLOGY RESIDENT PHARMACIST PHARMACY STUDENT PHARMACY TECHNICIAN PHLEBOTOMIST PHYSICAL THERAPIST PHYSICAL THERAPY AID PHYSICIAN PHYSICIAN ASSISTANT PODIATRIST POST GRADUATE YEAR 1 RESIDENT POST GRADUATE YEAR 2 RESIDENT POST GRADUATE YEAR 3 RESIDENT POST GRADUATE YEAR 4 RESIDENT PRIVACY ACT OFFICER PROCTOLOGIST PROSTHETICS CLERK PROVIDER PSYCHIATRIST PSYCHIATRY RESIDENT PSYCHOLOGY INTERN PULMONARY FELLOW PULMONARY FUNCTION TECH PULMONARY TECHNICIAN PULMONOLOGIST RADIOLOGIST RADIOLOGY RESIDENT RADIOLOGY TECHNICIAN RECREATION THERAPIST RECREATIONAL THERAPY ASSISTANT REMOTE USER RENAL FELLOW RESIDENT PHYSICIAN RESPIRATORY THERAPIST RHEUMATOLOGIST SENIOR RESIDENT SOCIAL WORK INTERN SOCIAL WORKER SPEECH PATHOLOGIST STAFF PHYSICIAN STAFF PSYCHIATRIST STAFF PSYCHOLOGIST STAFF SURGEON STUDENT TRANSCRIPTIONIST USER VOCATIONAL REHABILITATION SPEC

Can be by document type with qualifiers/State:

USR Record STATUS List: AMENDED COMPLETED DELETED PURGED RETRACTED UNCOSIGNED UNDICTATED UNRELEASED UNSIGNED UNTRANSCRIBED UNVERIFIED

USR Action AMENDMENT ATTACH ID ENTRY       Rule applies to interdisciplinary PARENT notes ATTACH TO ID NOTE       Rule applies to individual ID CHILD entries CHANGE TITLE COPY Record COSIGNATURE DELETE Record DICTATION EDIT COSIGNER EDIT Record ENTRY IDENTIFY SIGNERS LINK TO FLAG LINK WITH REQUEST MAKE ADDENDUM PRINT Record REASSIGN RELEASE FROM TRANSCRIPTION SEND BACK SIGNATURE UNCOSIGNED NOTIFICATION UNSIGNED NOTIFICATION Verification VIEW

User Class AND FLAG can be: Indicate whether the User Class and User Role should be "AND'ed" Choose from: &       AND !       OR USER ROLE Can be: Identify the role of the user with respect to the documents. Answer with USR ROLE USER ROLE Choose from: ADDITIONAL SIGNER Attending Physician AUTHOR/DICTATOR COMPLETER EXPECTED COSIGNER EXPECTED SIGNER INTERPRETER SURROGATE TRANSCRIBER