User Permissions
Addresses, Address Notes, Address Groups:
The Address permissions control the users ability to view, edit, delete, and print/export address information that is found at Lists --> Addresses and address groups found at List --> Misc --> Address Groups. The Address Notes permission will control the users ability to see the "Notes" tab within an Address, where they can add, view, or delete specific notes that pertain to that address.
Adjustment Reason List, Adjustment Remark List:
The Adjustment Reason and Remark List permissions allow you to view, create, and edit selections that are added under Billing --> Native --> Adjustment Reason List and Billing --> Native --> Adjustment Remark List. These options will be displayed under a patient's Claim tab when selecting "Adjustment" on a claim item. When the Adjustment modal opens, you can select "Reason" or "Remark" where you will then see that list populate for selection.
Bill Batch Management, Bill CCI Edits:
The Bill Batch Management permission allow a user to view all of the documentation and charges that are ready for export under Documentation --> Batch Management. The "Edit" permission allows the user to change the status of the records and either mark as exported or unmark exported claims. The Print/Export checkbox will allow or not allow a user to print or export the claims within Batch Management by selecting "Print Charges".
The Bill CCI Edits permission allows the user to view the CCI, or Correct Coding Initiative, list under Billing --> CCI Edits. The Add/Edit permission will allow the user to add new CCI edits or make changes to a preexisting CCI edit. This permission will also allow the user to mark existing edits as "active" or "inactive". The Print/Export permission allows the user to print or export the list of CCI edits.
Billing Classification List:
The Bill Classification List permission allows the user to View, Add, or Edit your list of Billing Classifications, which can be found under Billing -->
Lists --> Billing Classifications. This selection can be found as a drop down list on the patient's file within the Case tab.
Billing Provider List:
The Billing Provider List permission controls whether the user is allowed to view, add, edit, or export the Billing Provider List that is located under Settings --> Billing --> Billing Providers. This is where the practices tax ID and NPI number are stored, along with other information about the practice. This permissions should only be given to specific users who need access to the Billing Provider List to make changes or view current information.
Billing Provider Note:
The Billing Provider Note permission controls whether the user is able to view, add, edit, or print/export the notes that are associated with a specific provider on the Billing Provider Lists. Once in the Billing Providers, the Note tab can be seen on the left hand side after selecting a billing provider.
Call Type:
The Call Type permission controls a users ability to view, add, edit new call types. This list can be found by navigating to List --> Misc --> Phone Log Call Type.
Case/Patients:
The Case/Patients permissions controls the users ability to add new patients, edit or delete existing patients, and Print/Export cases.
Discharge:
Within the Case/Patients permissions, you will notice a seperate permission for "Discharge". This permission checkbox allows a user to Discharge a patient from the system. This also includes the ability to create and complete a discharge summary, in which the patient will be discharged from the system once completed.
**Deleting an entire case is a separate action from simply discharging the patient. To delete a case, navigate to the case, select the Case tab, and press the Delete Case button.
Case Insurance:
The Case Insurance permission controls the users ability to view, add, edit, delete, or export the case insurance information. If this permission is removed, the entire Insurance menu within the case is removed from the left-hand navigation menu.
Case Attached Documents:
This permission controls the users ability to View, Add, Edit, Delete, or Export the attachments within a patient's case. Like the Case Insurance permission, removing these permissions will also remove the entire navigation tab all together.
Case Permissions:
Case Permissions controls a users ability to View, Add, or Edit the list of users that are able to access a specific case. This can be found by navigating to a Case, selecting the Case tab, and pressing the Permissions button.
Case Auth/Script:
This permission controls the users ability to View, Add, Edit, Delete, or Export authorizations or scripts within a patient's case. Like the Case Insurance permission, removing these permissions will also remove the entire navigation tab all together.
**To edit the Auth Assignment report, the user will also need the Reports permissions enabled.
Case Contact Log:
This permission controls the users ability to View, Delete, or Print/Export the attachments within a patient's case. Like the Case Auth/Script permission, removing these permissions will also remove the entire navigation tab all together.
Case Contact Email:
The Case Contact Email permission allows the user to send an email to the patient from with the patients case. Removing this permission will remove the E-Mail button from the Contact Log page.
Case Contact Fax:
The Case Contact Fax permission allows the user to send a fax to the patient from with the patients case. Removing this permission will remove the Fax button from the Contact Log page.
Case Contact Phone - All Entries:
This permission allows the user to record a phone call interaction within the Case Contact Log. Removing this permissions will remove the users ability to Add a new entry or edit an entry made by another user.
Case Contact Phone - Own Entries:
This permission allows the user to record a phone call interaction or edit an existing recorded interaction within the Case Contact Log. Removing this permissions will remove the users ability to add a new entry or edit an entry made only by the user that is currently logged into the system.
Case Insurance Benefits:
This permission controls the users ability to Add, Edit, Delete, or Print/Export the Benefits from the patient's insurance information. This is a permission that is tied to an additional feature for checking insurance Eligibility Benefits. More on that feature can be found here. That feature can be found under Settings --> Add-Ons.
Case Notes:
The Case Notes permission allows a user to Add, Edit, Delete, or Export a Case Note. Removing this permission will remove the navigation menu labeled Other Notes.
Case Reminders:
The Case Reminders permission allows the user to View, Add, Edit, Delete, or Print/Export the case reminders. Once this permission is enabled, the user will then see the Reminders modal on the Case Overview tab.
Case Outcomes:
The Case Outcomes permissions allows the user to View, Add, Edit, Delete, or Print/Export the case outcomes. Removing this permission will remove the navigation menu option all together. Case Outcomes can be enabled system-wide by navigating to Settings --> Add-Ons. More information on Case Outcomes can be found here.
Case Insurance Benefit:
The Case Insurance Benefit permission allows a user to View, Add, Edit, Delete, or Print/Export a patients benefits information. Once enabled, the user would be able to view and utilize the Benefits button next to the Edit button on the patient's insurance. This is in conjunction with an additional Insurance Benefits feature that can be enabled under Settings --> Add-Ons. More information can be found on this feature in an article found here.
Case Manager/ Case Manager Note:
This permission will dictate the users ability to view, add, and edit the Case Manager list, which can be found under Lists --> Case Manager. Within the Case Manager list, each entry has a seperate tab, where notes can be stored regarding that specific case manager. The Case Manager Note permissions controls the users ability to add, edit, delete, or print/export those notes.
Chat / Chat Log:
The Chat permission allows the user to view the chat feature as well as print/export the chat conversation, once enabled under Settings --> Company. If a user does not want to have the chat window open while using the system, they can turn off View under the Chat permission, allowing everyone else to still utilize the chat feature.
The Chat Log permission allows the user to view either their own chats or other users chats within the Chat Log. The log can be accessed under Reports --> Logs --> Chat Log.
Claim:
The Claims permission controls the users ability to access the Claims tab within a patient's case. This feature will only show up if you enable QuickEMR Native for Self Pay. Within the Claims tab, the user can apply payments to specific Dates of Service, as well as view and print out the Patient Statement and HCFA form for that visit. More information can be found on that in our Help Desk article here.
Case Color Code:
The Case Color Code permission allows a user to View, Add, or Edit the Color Code list, which can be found under Schedule --> Lists --> Color Codes. These codes can be applied to a patients case to help distinguish them on the appointment book for any select reason. By selecting a color code in the patients Case tab, the scheduled appointment will have a color text change to what has been selected.
Department:
The Department permission controls the users ability to View, Add, or Edit entries in the Departments list, which can be found under Billing --> Lists --> Departments. The items on this list can then be applied to the Departments drop down menu within the Procedure Codes general tab, which can be accessed under Billing --> Procedure Codes.
Diagnosis Code List / Bulk Update:
The Diagnosis Code List permission controls the users ability to View, Add, or Edit the list of Diagnosis within a patient's case or active documentation. The user will still be able to view what diagnosis has been selected for that patient, though they are unable to access and view the complete list by pressing the Add/Edit button.
The Bulk Update permissions allows a user to update all diagnosis on all previous documentation for that patient by clicking the Bulk button. This feature needs to be requested by calling our support team, where we can turn on the Bulk Update ability. This is a special use case feature.
Email Message:
The Email Message permission allows the user to View, Add, or Edit the list of Email Message Templates. These templates can be accessed by opening the Email window, press the paper icon above the message box, and select Edit This List. A new window will open where you can add or edit your Email message templates.
Email Subject:
The Email Subject permission allows the user to View, Add, or Edit the list of Email subject Templates. These templates can be accessed by opening the Email window, press the paper icon above the subject line, and select Edit This List. A new window will open where you can add or edit your Email message templates.
Employer:
This permission controls the users ability to View, Add, Edit, or Print/Export the Employers list. This can be found by navigating to Lists --> Employers. The Employer can then be set in the Case tab of a patient's case. A report can also be run for Employer statistics by navigating to Reports --> Connect --> Employers.
Employer Note:
The Employer Note permission allows a user to View, Add, Edit, Delete, or Export the notes within the Employers information. After navigating to Lists --> Employers, select an employer and then click the Notes tab on the left side of the screen.
Treatment Exercise Description List:
This permission controls the users ability to View, Add, Edit, or Export the Treatment Exercise list. This can be found under Lists --> General --> Treatment Exercise Descriptions. These exercises can then be applied to the patients note within the Charges tab in the Treatment Exercises modal.
Facility / Facility Note:
The Facility permission allows a user to view, add, edit, or print/export the Facilities list, found under Lists --> Facilities. When a facility is selected, there is also a tab for Notes. The Facility Notes permission allows the user to view the notes, add new notes, or edit current notes.
Fee Schedules:
The Fee Scheduled permission controls the users ability to View, Add, or Edit, the Fee Schedule list. This can be found by navigating to Billing --> Fee Schedules.
Fee Schedule Category:
The Fee Scheduled Category permission controls the users ability to View, Add, or Edit, the Fee Schedule Group list. This can be found by navigating to Billing --> Lists --> Fee Schedule Groups. The Fee Schedule Groups can help distinguish different charge amounts in different fee schedules by creating new groups, such as Standard, Medicare, or Self Pay.
File Type:
The File Type permissions controls the users ability to View, Add, or Edit file types, which can be found under Lists --> Misc --> File Types. This list of file types can then be applied to new uploaded files in places such as case and note attachments, or company documents.
Pick Lists:
The Pick List permission allows a user to either View, Add, Edit, or Delete entries in the pick list. This is the list of possible entries (similar to templates) that can be added to different text box fields within the documentation General and Details tabs. This list can be found by either navigating to Documentation --> Manage Note Detail Choices, or by navigating to a note, pressing the paper/pencil icon above a text field, and select New Option. Once the entry is created, simply press the paper/pencil icon above the text field, choose the appropriate entry, and press Insert.
Company Files:
The Company Files permission allows a user to View, Add, Edit, or Delete the company files list, which can be found under Lists --> Company Documents.
Goal:
The Goal permission controls the users ability to View, Add, or Edit the Goals list. This can be found under Documentation --> Customize Note Goal Choices.
Guarantor / Guarantor Notes:
The Guarantor permission allows a user to View, Add, Edit, or Print/Export the Guarantor list, which can be found under Lists --> Guarantors. The Guarantor Notes permission allows a user to Add, Edit, or Delete a note within a specific guarantor. To access this, simply select a guarantor and click the Notes tab on the left side of the screen.
Insurance:
The Insurance permission allows a user to View, Add, Edit, or Print/Export the Insurance list, which can be found under Lists --> Insurance Companies.
Insurance Note:
The Insurance Notes permission allows a user to Add, Edit, or Delete a note within a specific insurance company. To access this, simply select an insurance and click the Notes tab on the left side of the screen.
Insurance Rules:
The Insurance Rules permission allows a user to View, Add/Edit, or Print/Export the Billing Rules within an insurance company. This can be accessed by clicking on the insurance company, and selecting the Billing Rules tab on the left side of the screen. From here, you can exclude specific codes that are not covered under that insurance.
Insurance Type:
This permission allows a user to view the insurance type list, as well as Add, Edit, or Delete existing entries. To access this, you will need to navigate to Lists --> Misc --> Insurance Types. These can then be applied to the insurance companies under the General tab.
Job Class List:
The Job Class List permission allows a user to View, Add, or Edit entries under the job classes list. This can be found under Lists --> general --> Job Classes. These options can then be selected within the Job CLasses drop down menu within a patient's case, located on the Case tab.
Log:
The Log permission can either allow or not allow a user to View the Transaction Logs. These logs keep a detailed recording of all movement within the system for all users. This also includes the users ability to view the Record Info tab within a note, which also keeps a detailed report of any and all changes that have been made to that note. This includes the user that made the change, the time the change was made, as well as what had been changed.
Test and Measure Setup:
This permission controls the users ability to View, Add, Edit, Delete, or Print/Export the Test and Measure Setup. This list can be accessed by navigating to Documentation --> Test/Measurement Setup. This is where you can add to your list of tests and measures that can utilized within the Objective section inside a patient's note.
Medication List:
The Medications List permission allows a user to View, Add, or Edit entries within the Medications section, which can be found under Lists --> general --> Medications. These entries are then utilized in the Medications section on the Case tab within a patient's case file.
Notes:
The Notes permission controls the users ability to View, Add, Edit, Delete, or Print/Export a patients documentation. Taking away the View permission will completely remove the Notes modal within the Overview tab of a patient's case, essentially removing all other abilities to Add, Edit, and Delete documentation.
Note Goals:
The Note Goal permission will control a users ability to View, Add, Edit, or Delete goals within a patients documentation under the Goals tab. If the View permission is removed, the tab will no longer be visible and the user will not be able to Add, Edit, or Delete as well.
Note Charge & Treatments:
The Note Charge & Treatments permission is similar to the Goals permission, whereas it controls the user ability to View, Add, Edit, or Delete entries within the Charges tab. This includes any charges as well as any treatments. Removing the View permission will remove the tab completely, meaning that if View is unchecked, then the user also can not add new entries, or edit and delete existing entries.
Note Objective Measurements:
The Note Objective Measurements permission is similar to the Goals permission, whereas it controls the user ability to View, Add, Edit, or Delete entries within the Objective tab within a patients documentation. Removing the View permission will remove the tab completely, meaning that if View is unchecked, then the user also can not add new entries, or edit and delete existing entries.
*Please Note: This permission also controls the Objective Prior tab, meaning all actions taken in this permission will also reflect on the Objective Prior tab. The Objective Prior tab allows the user to view tests and measures that were performed in a previous documentation.
Note Functional Reporting:
The Note Functional Reporting permission controls the users ability to View, Add, Edit, or Delete entries in the Functional tab within the patient's documentation.
*Note: Functional reporting is no longer required and may result in claim denial if present on the claim.
Notes PQRS Measures:
The Notes PQRS Measures permission will control the users ability to View, Add, Edit, Delete, or Print/Export the measures recorded in the MIPS/PQRS tab within the patient's documentation. PQRS (Physician Quality Reporting System) was a Medicare program used to report on healthcare quality measures for incentives or to avoid payment penalties. PQRS has since been replaced with MIPS (Merit-Based Incentive Payment System), which aims to improve care for Medicare patients. There are certain requirements that need to be met in order to qualify for MIPS. To read more about MIPS and to check participation status, you can check out the CMS website found here. You can also read more about it in our Knowledge Base article.
Note Addendums:
The Note Addendum permission will control the users ability to either View and/or Add addendums to a patient's documentation. Removing the View permission will remove the Addendum tab altogether.
*Please Note: Once an addendum has been added to a note, it can not be removed. A new addendum will need to be created, instructing the reader to disregard the previous addendum.
Note Lock Override:
The Note Lock Override permission allows a user to override the lock-out when editing their own documentation. This means that once a note has been marked completed, the user can go back to their note and make edits, add charges, etc. For this permission to be relevant, the system will need to have the Lock setting initialized. To turn this on, you will need to navigate to Settings --> Documentation. Once there, check the box off for Lock Completed Notes, and press the Save button. This permission will still not allow the user to edit any other providers documentation, only their own.
Note Attachments:
The Note Attachments permission is similar to the Note Goals and Note Objective Measurements permissions. It controls the users ability to View, Add, Edit, Delete, or Print/Export attachments within the patients note. Removing the View permission will remove the Attachments tab altogether, meaning the user can also not Add, Edit, or Delete attachments either.
Note Customization:
This permission will control the users ability to View, Add, Edit, Delete, or Print/Export the systems documentation customization. This is where Patient Types and Document Types are created. Inside of the documentation, the user can then further customize the documentations Sections and text Fields. Here, the user can also dictate what is required for validation, as well as what prints on the completed note when printed or exported. More on this can be found in our Knowledge Base article about customizing documentation.
Note/Documentation Templates:
The Note Documentation Templates permission dicates the users ability to View, Add, Edit, Delete, or Print/Export Templates for the documentation. These templates can be found by navigating to Documentation --> Templates. From there, the user can Add, Edit, or Delete templates related to Charges, Exercises, Problems, or Short and Long Term Goals. These templates can then be utilized within the patient's documentation by pressing the Load Template button on each respective tab. More information on templates can be found in our Knowledge Base Article.
Patient Type List:
The Patient Type permission allows a user to View the Patient Type list, as well as Add or Edit different patient types. This list can be found by navigating to Lists --> General --> Patient Types. Once there, the user can either Create a new patient type, or Edit an existing patient type by simply clicking on the name. If the user has the Edit permission enabled, they will also be able to make an entry inactive. New Patient Types can also be created by navigating to Documentation --> Customize Note Details, followed by pressing the "+" icon next to the Patient Type header.
Patient Portal:
This permission controls the users ability to View, Add, Edit, Delete, or Print/Export the patient portal. The patient portal can be sent to patients by first navigating to their case, then selecting Actions --> Patient Portal. If the View permission is removed, then this option will not show for that user, nor will they be able to Print prior completed patient portals or access the Patient Portal tab under Connect --> Patient Portal. More information can be found about the Patient Portal feature by visiting our Knowledge Base Article.
Patient Portal Consent Forms:
The Patient Portal Consent Forms permission will allow a user to View, Add, Edit, Delete, or Print/Export consent forms within the system. These consent forms can be accessed by navigating to Connect --> Patient Portal --> Consent Forms. Once the Consent Form permission is enabled, the user can create new consent forms within that page. Those forms can then be sent to the patient, via email or by scanning a QR code, by navigating to the patients case, and selecting the Attachments tab on the left side of the screen. Once signed, the completed consent forms will then stay within the Attachments tab under "Signed Consent Forms". These forms can also be signed through the patient portal when sent before their initial visit. To do this, you will first need to navigate to Connect --> Patient Portal --> Settings and turn on "Display Consent Forms". More information about the consent forms and how they work can be found here.
*Note: Case Attachments permission will need to be enabled to view the consent forms within the patients case.
Patient Portal Settings:
The Patient Portal Settings permission controls the users ability to View, Add, Edit, Delete, or Print/Export the patient portal settings. To access this, you will need to navigate to Connect --> Patient Portal --> Settings. Here, the user can change what is included in the patient portal, as well as the Terms of Service and then messages that are sent with the patient portal invite email. More information can be found on this in our Patient Portal article found here.
Payment:
This permission will allow a user to View, Add, Edit, Delete, or Print/Export payments within the patients case. If the View permission is removed, then the entire Payment tab will not show for that user. If the View permission is removed, then the user will also not be able to Add, Edit, or Delete payments as well. If the Edit permission is removed, the user will also not be able to Delete a payment. More information on Payments and processing credit cards internally with Gravity Payments can be found in our knowledge base article here.
Please Note: If the View permission is removed, the user can still see payments that have been made if they have the Claims permission enabled.
Payment Method:
This permission will allow a user to View, Add, Edit, or Delete payment methods, which can be found by navigating to Billing --> Lists --> Payment Methods. These payment methods can then be used under the Payments tab and the Claims tab when adding a new payment. Statistics on Payment Methods can be generated by navigating to Reports --> Billing --> Payments.
Payment Type:
This permission will allow a user to View, Add, Edit, or Delete payment types, which can be found by navigating to Billing --> Lists --> Payment Type. These payment types can then be used under the Payments tab and the Claims tab when adding a new payment. Statistics on Payment Types can be generated by navigating to Reports --> Billing --> Payments.
Payment Device:
The Payment Device permission will controls the users ability to View, Add, Edit, or Delete payment devices. This feature is used in conjunction with Gravity Payments, allowing the practice to process cards directly through QuickEMR. Payment Devices can be found under Settings --> Add-Ons. More information on how the payment devices work and how Gravity Payments integrated with QuickEMR can be found in our Knowledge Base.
Physicians / Physicians Notes:
The Physician permission controls the users ability to View, Add, Edit, or Print/Export physicians under Lists --> Physicians. This is a list of all referring physicians within your system. For a referring physician to be listed in a patient's case or within a patient's documentation, they must first be added to this list The Physician Notes permission allows the user to Add, Edit, or Delete notes under a physician's information. This can be done by opening the physician and selecting the Notes tab on the left side of the screen. More information on the Physicians list can be found in our Knowledge Base.
Procedure Codes:
The Procedure Code permission controls a users ability to View, Add, Edit, or Export the Procedure Code list, which can be found by navigating to Billing --> Procedure Codes. This is where you can create new codes or adjust existing codes, as well as add codes to your fee schedules and adjust the service amount. More information on Procedure Codes and how to adjust them within your system can be found in our Knowledge Base.
Procedure Code Category:
The Procedure Code Category permission controls a users ability to View, Add, or Edit procedure code categories, which can be found by navigating to Billing --> Lists --> Procedure Code categories. These categories can then be applied to a procedure code, under the Procedure Category drop down menu under the General tab. More information on Procedure Codes and how to adjust them within your system can be found in our Knowledge Base.
Referral Source List:
The Referral Source List permission will either allow a user to VIew, Add, or Edit referral sources within your QuickEMR system. This list can be found by navigating to Lists --> General --> Referral Sources. Any referral source that is added to this list can then be applied to a patient's case file under the Case tab. Once a referral source is created and set within a case, multiple reports can be ran to view statistics about referrals under Reports --> Connect --> Referrals and Reports --> Connect --> Referral Details. More information on Referrals can be found in our Knowledge Base.
Reminders Daily/Case/Visit:
The Reminders permission controls a users ability to View, Add, Edit, Delete, or Print/Export daily, case, or visit reminders. These reminders can be created within a patient case or on the Dashboard, which can be accessed by clicking on the logo at the top of your QuickEMR screen. To create a reminder within a case, navigate to a case and select the Overview tab. Press the plus icon in the Reminders modal, where you can then select to create a Daily or Visit reminder. These reminders will display both in the case and on the Dashboard for the selected user.
Reminder Calls:
The reminder calls permission will allow a user to View, Add, Edit, Delete, or Print/Export the Reminder Calls information. This can be found under Schedule --> Reminder Calls. This will limit the users ability to see, create, and edit reminder templates, manually send appointment reminders, as well as view the Reminder Call Log. The user will still be able to see Call Details within a patients case under the Call Log tab. More information on Reminder Calls can be found in our Knowledge Base.
The user will still be able to view Call Details within the Patients Case.
Reminder Emails:
The Reminder Emails permission will control the users ability to View, Add, Edit, Delete, or Print/Export reminder emails, which can be found under Schedule --> Email Reminders. The user will still be able to view and edit the Schedule Email Reminder template, if they have the Settings permission enabled. This template can be found under Settings --> Email/Fax. More information on E-Mail Reminders can be found within our Knowledge Base Article.
Reports:
The Reports permission will control a users ability to View, Add, Edit, Delete, or Print/Export reports within the system. Removing these permissions will remove all reports, though they will still be able to view certain Logs, if those permissions are still granted. The Reports permission will also control the users ability to see other generated reports, such as the Quick Find report, which will show all of the patients upcoming visits. More information on all Reports can be found within our Knowledge Base.
Schedule / Appointments:
The Schedule Appointments permission controls the users ability to View, Add, Edit, Delete, or Print/Export the appointment book, which can be found under Schedule --> Appointment Book. Permission can be granted to view the appointment book, though if the Add or Edit permission is removed, the user will not be able to click on an appointment to open the window, or add a new appointment to the scheduler. More information on the schedule appointment book can be found within our Knowledge Base.
Schedule Templates:
The Schedule Template permission will control the users ability to View, Add, Edit, or Delete templates for the systems appointment book, which can be found by navigating to Schedule --> Templates. This is where the user would add or remove therapists from the schedule, add and remove recurring permanent blocked times from the appointment book, or change the hours in which the facility is open. More information on how to use Schedule Templates can be found in our Knowledge Base Article.
Schedule Views:
The Schedule Views permission controls the users ability to View, Add, Edit, or Delete any appointment book views, which can be found by navigating to Schedule --> Lists --> Views. These views can be customized to give the user a unique view of the schedule, based on specific providers, rooms, or resources. More information on Views can be found within our Knowledge Base.
Appointment Block Reason:
This permission controls the users ability to View, Add, Edit, or Delete any appointment book block reasons, which can be found by navigating to Schedule --> Lists --> Blocked Reasons. The blocked reasons can then be applied to the appointment book when creating a new blocked time. More information on this can be found within our Knowledge Base.
Schedule / Appointment Resource List:
The Schedule Appointment Resource List permission controls the users ability to View, Add, Edit, or Delete any appointment book resources, which can be found by navigating to Schedule --> Lists --> Resource. These can then be applied to a patient's schedule appointment upon creation. You can then use Appointment Book Views to filter the schedule by Resources. More information on Appointment Book Resources can be found within our Knowledge Base.
Schedule / Appointment Room List:
The Schedule Appointment Room List permission controls the users ability to View, Add, Edit, or Delete any appointment book rooms, which can be found by navigating to Schedule --> Lists --> Rooms. These can then be applied to a patient's schedule appointment upon creation. You can then use Appointment Book Rooms to filter the schedule by specific Rooms. More information on Appointment Book Rooms can be found within our Knowledge Base.
Schedule Waitlist:
The Schedule Waitlist permission will allow a user to View, Add, Edit, Delete, or Print/Export waitlist information within the appointment book. This can be found by navigating to Schedule --> Appointment Book, and selecting the Waitlist button at the top right corner of the scheduler. The Schedule Waitlist allows the practice to save patients preferred dates and times for when future appointments open up. More information on the Schedule Waitlist can be found within our Knowledge Base.
Place of Service List:
The Place of Service List permission will allow a user to View, Add, Edit, or Delete a place of service from within the system, which can be found by navigating to Lists --> General --> Place of Service. These can then be applied to a patients case within the Case tab. Place of service should contain a unique identifier that is pertinent for accurate billing. A default place of service can be set by navigating to Settings --> Defaults. This will then auto apply a place of service, such as Clinic, when creating a new patient or creating a new note. More information on Places of Service can be found by visiting our Knowledge Base.
Service Type List:
This permission will allow a user to View, Add, Edit, or Delete different tpyes of service, which can be found by navigating to Lists --> General --> Types of Service. These types of service entries can then be applied to procedure codes within Billing --> Procedure Codes. More information on Types of Service list can be found within our Knowledge Base.
Practice Settings:
This permission controls a users ability to View the Settings tab, as Edit any existing settings within the system. The Settings list can be found at the top of your QuickEMR screen, within the navigation menu. This permission should only be granted to administrative users, as this permission would allow a user to add additional paid features. More information on all Settings and what they do can be found by visiting our Knowledge Base.
Schedule Settings:
The Schedule Settings permission will control the users ability to View or Edit the Schedule settings under Settings --> Scheduler. This is where the user can change things such as the status and workflow colors that appear on the appointment book, as well as other important settings that will affect the way the scheduler functions. More information on the schedule appointment book settings can be found in our Knowledge Base.
White/Black List IP Addresses:
This permission controls the users ability to
Shorthand:
The Shorthand permission will control the users ability to View, Add, Edit, Delete, or Print/Export the Shorthand list. This list can be found by navigating to Lists --> General --> Shorthand. This is where a user can create different shorthand abbreviations that can be used during documentation to speed up note completion. They can add things like "LTH" for Left Hand, which when typed, will replace the LTH for the full text. More information on the Shorthand list and how it can be utilized can be found in our Knowledge Base.
Patient Check-In:
The Patient Check-In permission allows a user to access the Check-In Kiosk, which can be found by navigating to Connect --> Check-In Kiosk. The kiosk can be set up within a practice to allow patients to self check-in using a tablet or mobile device that is on the property. More information on how the Check-In Kiosk works and how to set it up can be found within our Knowledge Base.
Site Email/Site Fax:
The Site Email and Site Fax permissions controls the users ability to send an email or fax from within QuickEMR. To send a fax or email from within the system, the user can either navigate to Connect --> Send E-Mail or Connect --> Send Fax, or utilize the Email or Fax links within a patients Case Contact Log. This ability is also often found in any report or documentation. For more information on sending fax and emails, please visit our Knowledge Base.
Message Templates & Schedule:
This permission controls a users ability to View, Add, Edit, or Delete the reminder call Message Templates. These can be found by navigating to Schedule --> Reminder Calls --> Message Templates. For this feature to be available, you will first need to set up and activate your QuickEMR system appointment reminders. The message templates dictate what messages are sent to the patients for their appointment reminder text or call, as well as other message templates for things such as weather cancellations or a provider being sick or unavailable. More information on setting on appointment reminders and the message templates can be found within our Knowledge Base.
Appointment Status:
The Appointment Status permission will control the users ability to View, Add, Edit, or Delete entries from the Appointment Status list, which can be found by navigating to LSchedule --> Lists --> Appointment Statuses. This is where you can create new appointment statuses that can be applied to patient visits within the appointment book, such as Show, No Show, or Patient Reschedule. More information on how to create and use appointment statuses can be found within our Knowledge Base.
Notifications:
The Notifications permission controls the users ability to View, Add, Edit, or Delete system notifications. This can be found by navigating to Connect --> System Notifications. This is where the user can create system wide notifications that can be applied to specific cases to reminder a user(s) that a task needs to be done. For instance, a system notification can be created to remind the front office staff to collect a copay for a specific patient when they come in for their next visit. More information on System Notifications can be found by visiting our Knowledge Base.
Ticket:
The Ticket permission will control the user's ability to View, Add, or Edit tickets within the system. This permission is only applicable if your practice is utilizing QuickEMR for billing services. Once set up, our billing team is able to communicate with your practice regarding specific items that need to be taken care of for accurate billing. For instance, if a claim is missing the patient's gender, or the incorrect modifier was selected on a charge code. To learn more about QuickEMR billing services, please contact our support team at 305-394-6197 (opt. 3).
Time Log:
This permission controls the users ability to View, Add, Edit, or Print/Export the systems Time Log. To view the time log, the time log feature must first be turned on within the system. This can be done by navigating to Settings --> Company, and checking off the box for "Enable Time Log". Once turned on, the user can access the Time Log by navigating to Reports --> Users --> Timesheet Totals or Reports --> Users --> Timesheet Details. These reports allow the user to view and adjust the times in which a user logs into QuickEMR, takes their lunch break, and logs out. To learn more about the Time Log, please feel free to check out our article within the Knowledge Base.
Scan Titles:
This permission allows a user to either View, Add, or Edit entries under Lists --> Misc --> Scan Titles. This is where a user can create different titles for attachments that have been scanned into the system. For instance, MRI, Referral, or X-Ray Report. To utilize the scan titles, you must first utilize the Scan feature within QuickEMR. This can be set up by pressing the Scan button within the Attachments window and following the on-screen prompts. If you would like assistance with this process, please feel free to contact our support team at 305-394-6197 (opt. 3).
Users Settings:
These permissions allows the user to View, Add, or Edit any user's settings or permissions within the system. While user's are able to edit their own account settings, this permission will allow the user to edit any other user's settings under Lists --> Users. These permissions should only be granted to trusted users or administrators. More information on User Settings and Permissions can be found by visiting our Knowledge Base.
User Time Log:
This permission allows a user to View, Add, or Edit their Time Log, which can be found in their User account under Lists --> Users.
User Notes:
The User Notes permission allows a user to View, Add, Edit, Delete, or Print/Export the Notes within a users account. This can be found by navigating to Lists --> Users, and selecting a user. More information on setting up a user can be found in our Knowledge Base.
Work Status List:
The Work Status permission controls the users ability to View, Add, or Edit the work status list, which can be found by navigating to Lists --> General --> Work Status. These statuses can then be applied to a patient's case to show their current work status. To learn more about work statuses and how to apply them within the patient's chart, please visit our article within our Knowledge Base.
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