Difference between revisions of "Episode53 User Roles and Permissions Management"
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(Added a glossary link to Business Rules~) |
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* KEYS: are tied to menu option access. | * 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. | + | * PERSON CLASS and USR CLASS: is tied to [[business rules~|Business Rules]] which are tied to progress note types. Person Class and USR Class is the same. |
| − | * PROVIDER CLASS: is tied to business rules. | + | * PROVIDER CLASS: is tied to [[business rules~|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~|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. | * 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. | * Authorized to Write Medication Orders -- Yes or No. | ||
| − | Business Rules | + | [[Business Rules~|Business Rules]] |
Can be by PROVIDER CLASS which can be the following roles: | Can be by PROVIDER CLASS which can be the following roles: | ||
ALLERGIST | ALLERGIST | ||
| − | ALLERGY & IMMUNOLOGY | + | [[ALLERGY~|Allergy]] & IMMUNOLOGY |
ANESTHESIOLOGIST | ANESTHESIOLOGIST | ||
ASSOCIATE CHIEF OF STAFF | ASSOCIATE CHIEF OF STAFF | ||
| − | ATTENDING PHYSICIAN | + | [[ATTENDING PHYSICIAN~|Attending Physician]] |
AUDIOLOGIST | AUDIOLOGIST | ||
CARDIOLOGIST | CARDIOLOGIST | ||
| Line 35: | Line 50: | ||
DENTIST | DENTIST | ||
DERMATOLOGIST | DERMATOLOGIST | ||
| − | DGPF PATIENT RECORD FLAGS MGR | + | DGPF PATIENT [[RECORD~|Record]] FLAGS MGR |
DIALYSIS TECHNICIAN | DIALYSIS TECHNICIAN | ||
DIETETIC INTERN | DIETETIC INTERN | ||
| Line 55: | Line 70: | ||
MEDICAL CLERK | MEDICAL CLERK | ||
MEDICAL INFORMATION SECTION | MEDICAL INFORMATION SECTION | ||
| − | MEDICAL RECORD ADMINISTRATOR | + | MEDICAL [[RECORD~|Record]] ADMINISTRATOR |
| − | MEDICAL RECORD SUPERVISOR | + | MEDICAL [[RECORD~|Record]] SUPERVISOR |
| − | MEDICAL | + | MEDICAL [[RECORD~|Record]]S TECHNICIAN |
MEDICAL STUDENT | MEDICAL STUDENT | ||
MEDICAL STUDENT III | MEDICAL STUDENT III | ||
| Line 131: | Line 146: | ||
Can be by document type with qualifiers/State: | Can be by document type with qualifiers/State: | ||
| − | USR RECORD STATUS List: | + | USR [[RECORD~|Record]] STATUS List: |
AMENDED | AMENDED | ||
COMPLETED | COMPLETED | ||
| Line 144: | Line 159: | ||
UNVERIFIED | UNVERIFIED | ||
| − | USR ACTION | + | USR [[ACTION~|Action]] |
AMENDMENT | AMENDMENT | ||
ATTACH ID ENTRY Rule applies to interdisciplinary PARENT notes | ATTACH ID ENTRY Rule applies to interdisciplinary PARENT notes | ||
ATTACH TO ID NOTE Rule applies to individual ID CHILD entries | ATTACH TO ID NOTE Rule applies to individual ID CHILD entries | ||
CHANGE TITLE | CHANGE TITLE | ||
| − | COPY RECORD | + | COPY [[RECORD~|Record]] |
COSIGNATURE | COSIGNATURE | ||
| − | DELETE RECORD | + | DELETE [[RECORD~|Record]] |
DICTATION | DICTATION | ||
EDIT COSIGNER | EDIT COSIGNER | ||
| − | EDIT RECORD | + | EDIT [[RECORD~~|Record]] |
ENTRY | ENTRY | ||
IDENTIFY SIGNERS | IDENTIFY SIGNERS | ||
| Line 160: | Line 175: | ||
LINK WITH REQUEST | LINK WITH REQUEST | ||
MAKE ADDENDUM | MAKE ADDENDUM | ||
| − | PRINT RECORD | + | PRINT [[RECORD~|Record]] |
REASSIGN | REASSIGN | ||
RELEASE FROM TRANSCRIPTION | RELEASE FROM TRANSCRIPTION | ||
| Line 167: | Line 182: | ||
UNCOSIGNED NOTIFICATION | UNCOSIGNED NOTIFICATION | ||
UNSIGNED NOTIFICATION | UNSIGNED NOTIFICATION | ||
| − | VERIFICATION | + | [[VERIFICATION~|Verification]] |
VIEW | VIEW | ||
| Line 180: | Line 195: | ||
Choose from: | Choose from: | ||
ADDITIONAL SIGNER | ADDITIONAL SIGNER | ||
| − | ATTENDING PHYSICIAN | + | [[ATTENDING PHYSICIAN~|Attending Physician]] |
AUTHOR/DICTATOR | AUTHOR/DICTATOR | ||
COMPLETER | COMPLETER | ||
Latest revision as of 09:45, 4 August 2012
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.
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
