Access Controls

For every organization member, patient, or caregiver specialization, you can set up different access controls. Note: there is only one type of specialization for patients called "Patient" and only one type of specialization for caregivers called "Caregiver."

For example, you can set billers to have view access to the patient's chart and edit access to only the billing module. Or if you don't want patients to be able to book appointments from their patient portal, you can set "Can book, reschedule, and cancel appointments" for patients to be false.

If an organization member is a global admin, all the access controls set for that member are overriden.

Modify access controls (EMR)

To modify access controls for organization members or patients:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Settings > Access Controls
• In the Specializations dropdown, select the organization member, patient, or caregiver specialization that you want to set access controls for
• Check/uncheck all of the functionality that you want to give to any user in that specialization
• A couple of notes:
  • If a user doesn't have view access to a module, they automatically don't have add, edit, or delete access to it
  • If a user doesn't have add or edit access to a module, they automatically don't have delete access to it
  • You can set more fine-grained access controls for each item in a module as well. For example, you may want some forms to be only visible to PCPs while some other forms are only visible to nurses. You can set these more fine-grained access controls in the module itself.

Organization member access controls (EMR)

The full list of access controls that you can set for different specializations of organization members on the EMR are:

Access Scope to Patients:

• Has access to all patients in their medical centers OR
• Has access to only patients in their care team

Access Scope to Organization Members:

• Has access to all organization members in their medical centers OR
• Has access to only organization members in the same care team

Registration:

• Can view patients list
• Can add, edit, and/or archive patients
• Can view organization members list
• Can add, edit, and/or archive organization members

Scheduling:

• Can view appointment types
• Can add, edit, archive, and/or archive appointment types
• Can delete appointment types
• Can view their calendar
• Can view other organization member's calendars
• Can schedule appointments
• Can host appointments

Messaging:

• Can view messages
• Can send messages

Forms:

• Can view forms
• Can add, edit, archive, and/or archive forms
• Can publish forms
• Can delete forms
• Can complete forms on behalf of patients
• Can assign forms to patients
• Can view form responses

Tasks:

• Can view tasks
• Can view other organization member's tasks
• Can add or edit tasks
• Can delete tasks

Care Plans:

• Can view care plan templates
• Can add, edit, or archive care plan templates
• Can publish care plan templates
• Can delete care plan templates
• Can view care plans
• Can add or edit care plans
• Can sign and lock care plans
• Can delete care plans

Documents:

• Can view document templates
• Can add, edit, or archive document templates
• Can publish document templates
• Can delete document templates
• Can view documents
• Can add or edit documents
• Can sign and lock documents
• Can delete documents

Notes:

• Can view note templates
• Can add, edit, or archive note templates
• Can publish note templates
• Can delete note templates
• Can view notes
• Can add or edit notes
• Can sign and lock notes
• Can delete notes

Courses:

• Can view courses
• Can add, edit, or archive courses
• Can delete courses

Prescriptions:

• Can view prescriptions

Labs:

• Can view labs

Imaging:

• Can view imaging

Requisitions:

• Can view requisitions
• Can add or edit requisitions
• Can delete requisitions

Eligibility Checks:

• Can view eligibility checks
• Can run eligibility checks

Faxes:

• Can view faxes
• Can send faxes

Invoices:

• Can view invoices
• Can add or edit invoices
• Can delete invoices
• Can send invoices

Superbills:

• Can view superbills
• Can add or edit superbills
• Can delete superbills
• Can send superbills

Revenue Cycle Management:

• Can view fee schedules
• Can add, edit, or archive fee schedules
• Can delete fee schedules
• Can view insurance claims
• Can add or edit insurance claims
• Can delete insurance claims
• Can submit insurance claims

Analytics:

• Can view aging report analytics
• Can view payments posted analytics
• Can view billing overview analytics
• Can view claim detail analytics
• Can view appointment analytics
• Can view form response analytics
• Can view course report analytics

Command Center:

• Can view appointment command center
• Can view user activity command center

Patient access controls (EMR)

The full list of access controls that you can set for patients on the patient platform are:

Registration:

• Can self-register

Insurance Details:

• Can view insurance details
• Can edit insurance details

Scheduling:

• Can view appointments
• Can book appointments
• Can reschedule appointments
• Can cancel appointments

Chat:

• Can message

Health Records:

• Can view health records
• Can upload health records

Forms:

• Can complete assigned forms
• Can view completed form responses

Bills:

• Can view superbills

Courses:

• Can complete courses

Caregiver access controls (EMR)

The full list of access controls that you can set for caregivers on the caregiver platform are:

Scheduling:

• Can view appointments
• Can book appointments
• Can reschedule appointments
• Can cancel appointments

Chat:

• Can message

Health Records:

• Can view health records
• Can upload health records

Forms:

• Can complete assigned forms
• Can view completed form responses

Bills:

• Can view superbills