Episode53 User Roles and Permissions Management

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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