Access Right Definitions

Access Rights are normally set at the Role level so that you don't have to set each individual user.For additional information, check out Adding or Disabling a User.

 

Administration Section

Access Right Name	Definition
Administration	Displays the Administration section in the lower left hand corner; must be selected for any of the rights under Administration to display.
Administration - Clinical Admin	Displays the Clinical Admin Category. For additional information, check out Clinical Administration
Administration - Clinical Admin - Allergy Admin	Not Used
Administration - Clinical Admin - Medical History Admin	Allows configuration of fixed lists for Personal Medical History, Family Medical History, and Social History.
Administration - Clinical Admin - Pathology Admin	Allows configuration of Pathology Sites and Types
Administration - Clinical Admin Do Not Remind Alert	Turns OFF the ability to turn off clinical reminders by a user.
Administration - Data Point Templates	Allows the user to control how data points appear in document creation by allowing access to Administration | Quick Note Snippets, Data Point Snippets tab.
Administration - Coding Templates	Allows the user to manage ICD-10 and CPT templates using Procedure Categories tab in Administration | Financial Admin. For additional information, check out Configuring Coding Quick Picks.
Administration - Data Tables	Allows the user to configure and manage the schedule.
Administration - Data Tables - Patient Info	Allows the user to define which data elements display and are required, both in patientNOW and myPatientNOW.
Administration - Document Packages	Allows the user to create groups of documents to print, attach to emails or Pathway steps.
Administration - Document Templates	Allows the user to create, disable, or edit existing document templates
Administration - Standardized Tables	Allows the user to create, disable, or edit options for Patient Type and Occupation.
Administration - Financial Admin	Allows the user to create, disable, or edit financial configuration (e.g. Procedure Categories and Procedures, Sales Packages, Promotional Discounts)
Administration - Financial Admin - Memberships	Allows the user to create, disable, or edit Membership configuration.
Administration - Image Library	Allows the user to import, disable, or edit images in the image library.
Administration - Quick Note Snippets	Allows the user to create, edit, or disable snippets available in Document Creation (e.g. Chief Complaint Snippets, Document Template Snippets, and User Snippets
Administration - Roles	Allows the user access to create, edit or disable Roles and Role Access Rights.
Administration - Users	Allows the user access to create, edit or disable Users and User Access Rights.

 

Back Office Section (Financial, Inventory, Reporting)

Access Right Name	Definition
Back Office - Financial	Allows the user access to see Open Invoices, Unsent Charges, and Enter Batch Insurance Payments.
Back Office - Financial - Delete Batch Checks	Allows the user to delete a previously posted batch check.
Back Office - Financial - HL7 Errors	Allows the user to view any insurance claims sent to Optum that may have had errors. Only used with insurance billing.
Back Office - Financial - Open (Unsent) Charges	Allows the user to view and send a batch of unsent charges to an integrated 3rd party billing organization. Only used with insurance billing through an integrated billing service.
Back Office - Inventory	Makes the Inventory category in the Back Office section visible.
Back Office - Inventory - Configuration	Allows the user to add, edit, and disable products on the Back Office | Inventory, Products tab.
Back Office - Inventory - Consignments	Not Used.
Back Office - Inventory - Consignments Edit	Not Used.
Back Office - Inventory - Consignments Payments Edit	Not Used.
Back Office - Inventory - Dashboard	Not Used.
Back Office - Inventory - Inventory Management	Not Used.
Back Office - Inventory - Reorder	Allows the user to view products on the Back Office | Inventory, Product Reorder tab.
Back Office - Inventory - Reorder Edit	Allows the user to edit inventory counts and make adjustments on the Back Office | Inventory, Product Reorder tab.
Back Office - Inventory - Reports	Not Used.
Back Office - Inventory - Surgery Tray	Not Used.
Back Office - Marketing Dashboard	Allows the to run reports on the tabs in the Back Office | Marketing Dashboard section.
Back Office - People / Places	Allows the user to add, edit, disable on any of the tabs in the Back Office | People / Places section (e.g. Providers, Facilities, Coordinators)
Back Office - Referral Sources	Allows the user to add, edit, and disable Referral Sources from either the Patients | Registration / Billing, Patient Information tab or the Back Office | Marketing Dashboard, Referral Sources tab.
Back Office - reportNOW	Allows the user to run all of the reportNOW pivot tables on any of the 3 tabs.
Back Office - Reports/Analysis	Allows the user to see the Back Office | Reports / Analysis category (specific reports are controlled by user).
Back Office - Time Clock	Enables the Time Clock for this user.

 

MultiMedia Section

Access Right Name	Definition
MultiMedia	Displays the MultiMedia section on left side.
Multimedia - DICOM Viewer	Displays the DICOM viewer category in the MultiMedia section.
MultiMedia - Photo Management	Displays the Photo Management category in the MultiMedia section, allowing the user to import and tag photos.
MultiMedia - Photo Management - Photo Consent	Allows the user to change the patient's consent to share photos while importing photos.
MultiMedia - Photo Management - Photo Tags	Allows the user to add, edit, or disable tags on the main photo tags list.

 

Patients Section

Access Right Name	Definition
Patients	Displays the Patients section on the left side of the screen.
Patients - Access Rights	Displays the Access Rights Category under the patients section which allows the user to limit access to the patient's record to only specific user(s).
Patients - Allow Duplicate Patients	When checked, patientNOW will allow the user to create a patient with the exact same First Name, Last Name and Date of Birth of an existing patient.
Patients - Clinical Information	Displays the Patients | Clinical Information section.
Patients - Clinical Information - Clinical Decision Support	Enables Clinical Decision Support for this user.
Patients - Clinical Information - Patient Education	Allows the user to send patient education for specific diagnoses or medications in Patients | Clinical Information, Current Medical tab in the Problem List and Medications sections.
Patients - MyPatientNOW Sync	See Access Right - MyPatientNOW Sync
Patients - New Patient	Allows the user to create new patients.
Patients - Notes Creation	Allows the user to create documents in Patients | Document Creation.
Patients - Patient Communication	Displays the Patients | Patient Communications category.
Patients - Patient Delete	Allows the user to Delete patients on the Patients | Registration / Billing, Patient Information tab. Warning: This is a bad idea. Should be limited to management.
Patients - Patient Documents	Displays the Patients | Patient Documents category.
Patients - Patient Documents - All Documents	Displays the Patients | Patient Documents, All Documents tab. Used when the user is limited to viewing only specific documents (e.g. non-clinical or surgery center).
Patients - Patient Documents - Delete Documents	Allows users to Delete Documents in the Patients | Patient Documents section. Warning: This is a bad idea. Should be limited to management.
Patients - Patient Edit Lock Fields	Allows users to edit specific, identifying fields on the Patients | Registration / Billing, Patient Information tab (e.g. DOB, Name, Referral Source). This should be limited.
Patients - Patient Merge	Allows the user to Merge 2 patients on the Patients | Registration / Billing, Patient Information tab. Warning: Should be limited to management. For additional information, check out Merging Duplicate Patients
Patients - Patient Rolodex Card	Allows the user to see information on the Patient Rolodex card on the right-side of the Blue ID Bar.
Patients - Registration / Billing	Displays the Patients | Registration / Billing category.
Patients - Registration / Billing - Add Occupation	Allows the user to add an occupation to the system list.
Patients - Release of Information	Allows the user to see the Patients | Release of Information Category to release documents from the patient's chart.
Registration / Billing - Undelete Patients	Allows the user to Undelete patients on the Patients | Registration / Billing, Patient Information tab.

 

Patients | Registration / Billing - Financial Access

Access Right Name	Definition
Patients - Registration / Billing - Invoices - Edit Gift Cards	Displays the Patients | Registration / Billing, Invoices Tab - Gift Cards button and allows the user to Add Funds
Registration / Billing - Billing	Displays the Patients | Registration / Billing, Invoices Tab
Registration / Billing - Billing - Award Points	Displays the Patients | Registration / Billing, Invoices Tab - Award Points button and allows the user to add, edit or remove Award Points.
Registration / Billing - Claim Processing Tab	Displays the Patients | Registration / Billing, Invoices Tab - Claim Processing tab. Only enabled if insurance billing is enabled.
Registration / Billing - Clear Received	Enables the Patients | Registration / Billing, Invoices Tab - Clear Received button.
Registration / Billing - Delete Invoice	Displays the Patients | Registration / Billing, Invoices Tab - Delete Invoice button. Warning: This is a bad idea. Should be limited to management.
Registration / Billing - Delete Payments	Enables the Patients | Registration / Billing, Invoices Tab - Payments subtab - Delete Payment button.
Registration / Billing - Discounts	Allows the user to add manual discounts (not configured in Administration | Financial Admin, Promotional Discounts tab) to any line item on an invoice.
Registration / Billing - Edit Payments	Enables the Patients | Registration / Billing, Invoices Tab - Payments sub tab - Edit Payment button. Note: Clover payments cannot be edited.
Registration / Billing - Gold Key - Change Price	Displays the Patients | Registration / Billing, Invoices Tab - Add Procedure / Product - Gold Key button to change the base price of an item. Warning: This is a bad idea. Should be limited to management.
Registration / Billing - Refund	Displays the Patients | Registration / Billing, Invoices Tab - Payments sub tab - Refund Payment button.
Registration / Billing - Unlock	Allows the user to Unlock an invoice that was previously locked by the system or another user. Warning: This is a bad idea. Should be limited to management.
Registration / Billing - Charge Capture	Displays the Patients | Registration / Billing, Charge Capture tab, which allows the user to view and send an unsent chargesto an integrated 3rd party billing organization. Only used with insurance billing through an integrated billing service.
Registration / Billing - Financial Notes	Displays the Patients | Registration / Billing, Financial Notes tab and allows full add, edit, delete.
Registration / Billing - Insurance	Displays the Patients | Registration / Billing, Insurance tab and allows full add, edit, delete.
Registration / Billing - Insurance - Insurance Information	Displays the Patients | Registration / Billing, Insurance tab - Insurance Information sub tab and allows full add, edit, delete.
Registration / Billing - Insurance - Insured	Displays the Patients | Registration / Billing, Insurance tab - Insured sub tab and allows full add, edit, delete.
Registration / Billing - Quotes	Displays the Patients | Registration / Billing, Quotes tab.
Registration / Billing - Quotes - Discounts	Allows the user to add manual discounts to any line item on a Quote.
Registration / Billing - Quotes - Lock	Allows the user to lock a Quote.
Registration / Billing - Responsible Party	Displays the Patients | Registration / Billing, Responsible Party tab and allows full add, edit, delete.

 

RX / Orders Section

Access Right Name	Definition
Rx/Orders	Displays the RX / Orders section on left side of screen
Rx/Orders - Orders / Requisitions	Displays the Rx/Orders | Orders / Requisitions category.
Rx/Orders - Prescription Writer	Displays the Rx/Orders | Prescription Writer which allows the user to create prescriptions.
Rx/Orders - View Lab Results	Displays lab results from an integrated lab.

 

Treatment Pathways (Not Used)

Workflow Section

Access Right Name	Definition
Workflow	Displays the Workflow section.
Workflow - Any Date Views	Displays the Workflow | Daily Workflow, Any Date tab.
Workflow - Batch Processing	Displays the Workflow | Batch Processing category.
Workflow - Batch Processing - Batch Messages	Displays the Workflow | Batch Processing, Batch Messages tab which allows the user to send bulk texts or emails.
Workflow - Daily Workflow	Displays the Workflow | Daily Workflow category.
Workflow - Document Workflow	Displays the Workflow | Document Workflow category which is used to review completed documents and incoming faxes and scans.
Workflow - MyMedLeads	Launches the MyMedLeads system from inside patientNOW. Only available when the integration is enabled.
Workflow - Scheduling	Displays the Workflow | Scheduling category.
Workflow - Scheduling - Add Cancel Reason	Allows the user to add appointment cancellation reasons to the system list; can cause poor reporting if allowed.
Workflow - Scheduling - Add Confirm Reason	Allows the user to add appointment confirmation reasons to the system list; can cause poor reporting if allowed.
Workflow - Scheduling - Edit Resource Schedule	Displays the pencil at the top of each schedule resource in the schedule, allowing the user to change the resource to out of office or in office.
Workflow - Task List	Displays the Workflow | Task List category.
Workflow - Task List - All Secure Messaging	Displays the Workflow | Task List, Secure Messaging tab and displays any secure messages received for the practice.
Workflow - Task List - Incoming Text Messaging	Displays the Workflow | Task List, Incoming Text Messages tab and displays any text messages received for the practice.
Workflow - Task List - Memberships	Displays the Workflow | Task List, Memberships tab. Only available if the memberships are enabled.
Workflow - Task List - My Secure Messaging	Displays the Workflow | Task List, Secure Messaging tab and displays only secure messages directed to the logged on user.
Workflow - Task List - RAMP Lead Management	Displays the Workflow | Task List, RAMP Lead Management tab. Only available if the integration is enabled.