Permissions and what it enables

This list explains what each permission enables a user to perform.

Note: Some permissions may not work independently on their own when enabled. If this happen, please contact us via Redmine.

Patient Details
PermissionWhat it enables?
Can view patient detailsThis allows users to view dashboard search, patients, notices, current assessments index, HSP vouchers
Can edit patient detailsThis allows users to create / edit patients, notices, allergies, alerts, relationships, 
Can archive patientPermission is not used
Can merge patientThis allows users to merge / unmerge patients
Can print patient detailsThis allows users to print patient labels
Can view patient appointmentsThis allows users to view patient appointments, reservations and theatre lists
Can edit patient appointmentsThis allows users to edit appointments, search and book for next available appointments and create appointment correspondence
Can edit appointment reservationsThis allows users to create reservations in the appointment book
Can view patient operationsThis allows users to print operation reports
Can edit patient operationsThis allows users to create / edit operation reports
Can read Clinical NoteThis allows users to view clinical notes on the patient
Can create new Clinical NoteThis allows users to create / edit clinical notes on the patient
Can strike Clinical NoteThis allows users to create, edit, strike, unstrike a clinical note
Can approve Clinical NoteThis allows users to create, edit, strike, unstrike and approve a clinical note
Can edit approved Clinical noteThis allows users to edit approved Clinical notes
Can view medicationsThis allows users to view patient medications
Can edit medicationsThis allows users to create, edit and archive medications
Can view prescriptionThis allows users to view prescriptions created for patients both MIMS and custom drugs
Can edit prescriptionThis allows users to view and create prescriptions for patients both MIMS and custom drugs
View & Print Merge FormsThis allows users to print forms with patients details merged into pdf form
Administer Merge FormsThis allows users to setup merge forms in the admin area. Note: Administration role required
Can view care plansPermission is not used
Can edit care plansPermission is not used
Can view workflowsThis allows users to view any workflows defined
Can view discharge planningThis allows users to view a discharge plan for an Admission
Can perform discharge planningThis allows users to create a discharge plan
Can view ATS detailsATS: Admissions/Transfers/Separations
This allows the user to view admissions, episodes and all subsidiary records. It also allows conversion pre-admissions to admissions. Users can also view It allows user to print pc21 forms users can delete admission categories if user also has admin role, 
Can edit ATS detailsATS: Admissions/Transfers/Separations
This allows the user to edit admissions, episodes and all subsidiary records.
Can clinical code ATS detailsATS: Admissions/Transfers/Separations
This allows user to use grouper software to code admissions, and create, edit and delete diagnosis for admissions
Can delete ATS detailsATS: Admissions/Transfers/Separations
This allows user to delete admission transfers and edit admissions, episodes and all subsidiary records.
Can cancel ATS detailsATS: Admissions/Transfers/Separations
This allows user to cancel and admission
Can edit Pre-admission detailsThis allows user to edit pre admissions. In order to cancel the admission, users must enable "Can cancel ATS details" at first.
Can modify patient information while Patient API is activeIf patient data is populated through the careright HL7 interface this permission allows users to modify the patient data in careright. 
Can view Diagnosis & History detailsThis allows users to view diagnosis, working diagnosis and problems of a patient
Can edit Diagnosis & History detailsThis allows users to edit, reorder, strike and close diagnosis, working diagnosis and problems of a patient
Can create and view cancer notificationsThis allows user to manage all cancer notification functionality
Can view patient imagesThis allows user to see the patient image button (images controller should limit who can do what)
Can edit patient imagesThis allows user to see edit patient image button (images controller should limit who can do what)
Can use patient authorised forms
This allows user to see signature on a patient page and can print with the signature.
Case
Can view cases
This allows users to see the case buttons (should allow viewing of cases)
Can edit cases
This allows user to see the case buttons (should allow editing of cases) must also checked the following:
  • Can view location allocated providers
  • Can view all providers 
Can administer cases
This allows user to setup cases and case categories in admin section.
Can assign cases to self
This allows the provider picker only includes your name in the options (plus existing provider if present)
Can assign cases to others
This allows the provider picker will include others' name in the options (plus existing provider if present)
Set up
Can create/edit forms/assessmentsThis allows users to build assessments, merge forms from assessments. NOTE It does not let user publish assessments.
Can publish forms/assessmentsThis allows users to build, publish, enable and disable assessments and merge forms from assessments
Can view standardsPermission is not used
Can edit standardsPermission is not used
Can edit wiki pagesPermission is not used
Can create page commentsPermission is not used
Can create medication listPermission is not used
Can setup requests / resultsThis allows users to setup pathology radiology and medical tests. This also allows user to match results to doctors and patients
Can manage Diagnosis & History groupsThis allows users to manage diagnosis groups in administration area. NOTE user must also have admin_role
Contacts 
Can manage contact recordsThis allows the user to view, edit and delete contacts (linked to enquiries)
Can view professional contactThis allows users to view professional contacts and practices
Can edit professional contactThis allows users to edit professional contacts and practices.
Correspondence 
Can view SMS MessagesThis allows users to view sms correspondence 
Can view Email MessagesThis allows users to view email correspondence
Can view LettersThis allows users to view Letter correspondence
Can create and send SMS message from templateThis allows users to send appointment and correspondence sms messages from templates. This also allows user to modify address records. 
Can create and send custom SMS messagesThis allows users to send appointment and correspondence sms messages from templates and custom messages. This also allows user to modify address records. 
Can create and send Email message from templateThis allows users to send appointment and correspondence email messages from templates.
Can edit lettersThis allows users to create, edit, delete - patient, professional contact and discharge letters. This also allows user to modify address records. 
Can configure SMS templatesThis allows user to create sms templates in the admin section. NOTE must have admin_role
Can configure Email templatesThis allows user to create email templates including attaching documents to emails in the admin section. NOTE must have admin_role
Can configure Letter templatesThis allows user to create letter templates, letter print templates and adding letterheads in system images. NOTE must have admin_role. This also allows user to modify address records. 
Can view enquiriesThis allows user to view enquiries and assessment equiries NOTE must have assessment viewer
Can edit own enquiriesThis allows user to create and edit an enquiry created by them and assessment enquiries. NOTE must have assessment runner and assessment_approver
Can edit all enquiriesThis allows user to create enquiries and edit anyone's enquiries and assessment enquiries. NOTE must have assessment_runner and assessment_approver
System Administration

System Administration RoleThis allows user into the administration section. 
MIMS AdministratorThis allows user to create / modify prescription instructions. NOTE must have admin_role 
can edit custom drugsThis allows users to create modify custom drugs and prescriptions instructions. NOTE must have admin_role
Rostering
Has full Master Roster/Shifts controlpermission is not used
Can edit worksheets for Rosterspermission is not used
Can view own rosterpermission is not used
Referrals 
Can view referralThis allows user to view patient referrals. It will also warn users in appointments if referral is required if appointment setting has been enabled.
Can edit referralThis allows user to create / modify patient referrals. It will also allow users to access referrals in assessments if user has assessment_runner
Assessments 
Can view assessmentsThis allows users to view assessments. NOTE must have If user has enquiries_viewer to view enquiry assessments.
Can perform assessmentsThis allows users to create / modify assessments. NOTE must have If user has enquiries_editor to change enquiry assessments.
Can approve assessmentsThis allows users to approve an assessment
Notices 
Can create noticespermission is not used
Can delete noticespermission is not used
Pathology / Radiology 
Can view requests / resultsThis allows users to view pathology / radiology requests and results
Can match results to Patients / ProvidersThis allows users to match pathology / radiology results to patients and providers if a match is not automatically made
Can edit requests / resultsThis allows users to create / modify requests and mark results normal / abnormal / archived
Location Details 
Can view location detailsThis allows users to view locations users have been granted access to through Allowed Locations
Can assign bedsThis allows users to view locations users have been granted access to through Allowed Locations
Can override claim processingThis allows users to override failed medicare claims NOTE This should only be done in conjunction with medicare direction
Can edit batches & claimsThis allows users to manage medicare claiming sending and receiving information through eclipse 
Can onboard In-hospital Claims (IHC)
This allow the system operates the same as if the mode was set to "Paper Based" for all existing functionality.
Can perform bankingThis allows users to bank transactions
Can edit HSP batches & claimsThis allows users to manage HSP batch claims

Can run statutory reports


This allow user to run statutory report without Admin role
Providers 
Can view location allocated providersThis allows users to view only providers registered at locations granted access to through Allowed Locations
Can view all providersThis allows users to view all providers 
Can edit all providerThis allows users to create / update any staff members that have been promoted to providers / medical providers
Can edit provider schedulespermission is not used
Can edit staff allocationsThis allows user to see the edit staff allocation button 
Documents 
Can view documentsThis allows users to view / print documents
Can match documentThis allows users to create / edit / mark status and match documents to patients and providers
Can edit documentThis allows users to create / edit documents and mark status of documents
Patient Accounts 
Can view accountThis allows users to view batches, medicare claims, invoices, medicare online requests and Reconciliation. NOTE It will also provide account warnings in appointments if appointment settings has been enabled.
Can edit account transactions (restricted)This allows users to view batches, medicare claims, invoices, medicare online requests and Reconciliation as well as create receipts dated with the current date only
Can reverse receipts and invoices older than the current date

Users can reverse statements and invoices older than the current date and can refund receipts older than the current date.

Can alter transactions and receipts dates older than the current date
Can alter general ledger codes older than the current date
Can overpay invoices and reallocate combined payments

User can overpay invoices that are already paid when allocating receipts manually and user can reallocate combined payments.

Can alter guarantor on used patient accounts

User can alter a patient account guarantor, location or provider after transactions have already been recorded.

Unbank banked transactionsThis allows users to remove a transaction from the banking NOTE This will alter previous accounting reports.
Can edit Provider / Service Location after Invoice createdThis permission relates to whether or not users have the ability to edit a medical provider and/or a service location directly within an invoice. For some companies, this capability is highly useful while, for others, it creates operational challenges. We now offer these capabilities as a role-based permission that can be toggled on or off depending on business/operational requirements.
Can edit account adjustmentsThis allows users to view batches, medicare claims, invoices, medicare online requests and Reconciliation as well as create receipts dated on any day create refunds and adjust invoices.
Can edit account opening balancesThis allows users to create and reverse opening balances. 
Can add transaction typesThis allows user to add new predictions in transaction types for bank, branch and card 
Can view OEC and IFCThis allows users to create out-of-pocket hospital expenses for an admission NOTE must have medicare_online_user
Can create OEC and IFCThis allows users to view / create out-of-pocket hospital expenses for an admission NOTE must have medicare_online_user
Other
Can use Online ServicesThis allows users to send medicare eclipse requests
Can view CIM sync logpermission is not used
Can send information to Medicare OnlineThis allows users to send medicare eclipse requests
Can create and edit datasetsThis allows users to edit datasets NOTE must have admin_role
Can run dataset reportsThis allows users to run dataset reports NOTE must have Can run reports
Can edit Calendar SessionsThis allows user to modify calendar sessions NOTE must have admin_role
Reports 
Can run reportsThis allows users to run reports NOTE only html reports
Can save reportsThis allows the user to save a report and or make a public report
Can manage public reports
If enabled, a public report, that is not a my report, will have a gear drop down button with the action [Remove From Public] if the user has the "Can manage public reports" permission.
Can export report dataCan export report data
Can run admissions reportThis allows users to run admission or midnight admission reports
Can run admissions/separations reportpermission is not used
Can run appointment reportThis allows user to run the appointments reports
Can run bed summary reportpermission is not used
Can run pending transfers reportpermission is not used
Can run Patient labelspermission is not used
Can run clinical note reportThis allows users to run the Clinical Notes Report
Can run Patient reportThis allows users to run the Patient Report
Can run incident reportpermission is not used
Can run providers reportpermission is not used
Can run assessment reportThis allows users to run the Assessment or Enquiry Report
Can run audit items reportThis allows users to run the Audit Report
Can run statutory reportsThis allow users to run run Statutory Reports
Can access detailed financial records and summariesThis allows users to access the Account Balance for all locations button
Events - are a series of services linked to a staff member, service location and a time. 
Can view own eventscan view an event that is attached to the user
Can edit own eventscan edit events that are attached to the user allowing them to create general or item services
Can view all eventscan see all events and services performed within the event
Can edit all eventscan see and edit all events allowing them to create general or item services 
Can lock eventscan lock the event stopping any future changes to the event being made
Can unlock eventscan unlock the event allowing changes to be made to the event again.
Can bulk delete events
This will allow user to delete multiple events at the same time, and also the system  does not want to allow users to select non-item services for invoicing,
Imports 
Can create and edit import processesallows the user to define a dataset to be imported into careright and import trigger class for processing imported data
Can view and run import processesallows user to run a predefined input trigger class importing data from a third party
Exports
Can view and run export processescan export data using export trigger classes for assessments and invoices
Tasks
Can create new tasksThis allows users to create new tasks 
Can view and assign unassigned tasksThis allows users to view tasks that have not been assigned to a user.
Can view all tasksThis allows users to view all tasks
Can manage task typesThis allows user to modify task types under Admin (must have admin_role) 
Can Edit all taskThis will allow user to Edit all task