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User Roles and Permissions Guide
Print

User Roles and Permissions Guide

Learn how to manage User Roles, and what each Permission can grant you.


Table of Contents

Roles

Permissions Available

Roles and Permissions Quiz


Roles are a way to create access for a group of users, and Permissions are assigned within those Roles to grant access. Anyone with Admin access is able to create additional roles and assign permissions to those roles. You can create new Roles or utilize existing Roles by navigating to the Admin > Staff > Manage > Manage Roles section.

👥 Roles

By default, all hospitals will have the following Roles already available in their Instinct:

  • Auditor – Allows editing and voiding on Invoice
  • Cashier – Allows managing payments
  • Admin – Admin User Role
  • Doctor – Doctor User Role
  • Staff – Staff User Role

EMR hospitals will have all of the above, including the following Role if they have our Appointment Calendar feature enabled:

  • Calendar Scheduler – Allows users to create and manage appointments, events, and dropoffs

Anyone with admin access is able to create additional roles and assign permissions to those roles. Role permissions can be reviewed, edited, and created by clicking on the Manage button at the top in Admin > Staff. The orange check mark indicates which permissions are enabled for each role.

Steps to create additional Roles:

  1. Select New at the bottom of the Roles list
  2. Create a label and description for the new Role
  3. Select the Permissions you want that Role to have
  4. Select Save

Now you can assign the new Role to the appropriate users

🔐 Permissions Available

admin_account_alertsAllows access to manage account alerts
admin_account_mergeAllows access to merge client accounts (EMR only)
admin_account_typesAllows access to manage account types
admin_alertsAllows access to manage alerts in admin
admin_calendarsAllows access to manage calendars in admin (EMR only)
admin_categoriesAllows access to manage categories in admin
admin_chartsAllows access to manage charts in admin (EMR only)
admin_code_statusAllows access to manage code status in admin
admin_discountsAllows access to manage discounts in admin (EMR only)
admin_dymoAllows user to administer DYMO printers (EMR only)
admin_estimatesAllows access to manage estimates in admin (EMR only)
admin_examsAllows access to manage exams in admin
admin_hospitalizationsAllows access to manage hospitalizations in admin
admin_integrationsAllow access to manage integrations and integration credentials (EMR only)
admin_invoice_tagsAllows access to manage invoice tags in admin (EMR only)
admin_payment_devicesAllows access to manage payment devices in admin (EMR only)
admin_product_groupsAllows access to manage product groups in admin
admin_productsAllows access to manage products in admin
admin_servicesAllows access to manage services in admin
admin_staffAllows access to manage staff in admin
admin_taxesAllows access to manage tax classes in admin (EMR only)
admin_wardsAllows access to manage wards in admin
admin_workflow_tagsAllows access to manage workflow tags in admin
analytics_accounts_receivable_summary_reportAllows access to the Account Receivable Summary Report in Analytics (EMR only)
analytics_controlled_substance_reportAllows access to the Controlled Substance Report in Analytics (EMR only)
analytics_deceased_patients_reportAllows access to Deceased Patients Report (EMR only)
analytics_incomplete_charts_reportAllows access to the Incomplete Charts Report in Analytics (EMR only)
analytics_open_invoices_reportAllows access to Open Invoice Report in Analytics (EMR only)
analytics_order_summary_reportAllows access to the Order Summary Report in Analytics (EMR only)
analytics_patient_census_reportAllows access to the Patient Census Report in Analytics (EMR only)
analytics_practice_summary_reportAllows access to the Practice Summary Report in Analytics (EMR only)
analytics_provider_summary_details_collected_reportAllows access to the Provider Summary Details – Collected Invoicing Report in Analytics (EMR only)
analytics_provider_summary_details_invoiced_reportAllows access to the Provider Summary Details Invoiced Report in Analytics (EMR only)
analytics_referrer_details_reportAllows access to the Referrer Details Report in Analytics (EMR only)
analytics_revenue_details_reportAllows access to the Revenue Details Report in Analytics (EMR only)
analytics_taxes_discount_reportAllows access to the Taxes and Discount Report in Analytics (EMR only)
analytics_transaction_details_reportAllows access to the Transaction Details Report in Analytics (EMR only)
analytics_transaction_summary_reportAllows access to the Transaction Summary Report in Analytics (EMR only)
apply_discountsAllows users to apply discounts to patients, accounts, and invoices (EMR only)
approve_draft_ordersAllows users to approve draft orders
business_office_manage_accounts_and_patients*Allows access to business office accounts and patients
business_office_manage_referrers*Allows access to business office referrers (EMR only)
business_office_read_only*Allows read only access to business office
calendar_manage_appointmentsAllows users to create/edit calendar entities (EMR only)
close_invoiceAllow users to close an invoice (EMR only)
comm_log_outbound_messagesAllows access to send outbound email messages in comm log (EMR only)
create_draft_ordersUsers can only create draft orders for medications, infusions, diagnostics, & misc. treatments
financial_ledgerAllows access to financial screen and accounts ledger (EMR only)
invoice_create_line_itemAllows users to create new line items on an invoice (EMR only)
invoice_edit_line_itemAllows users to edit items on an invoice (EMR only)
invoice_void_line_itemAllows users to void items on an invoice (EMR only)
is_doctorUser will be displayed as a doctor in the app
payment_recordAllows users to record a new payment (EMR only)
payment_refundAllows users to record a new refund (EMR only)
payment_voidAllows users to void payments (EMR only)
transaction_updateAllow users to update transactions (EMR only)
payment_unapply Allows users to unapply payments

📓 Please Note: Although visible in your Permissions list, some Permissions are only available for our Instinct EMR product.

* Important Note: If a user has none of the business_office permissions, the Business Office icon does not display in the left navigation bar and is not accessible via any other path in the app.


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