Permissions | iKnowMed

The General permission section under User Permissions

The Patient Chart permission section under User Permissions

The Worklist Queues permission section under User Permissions

The Advanced Permissions section under User Permissions

The Admin Menu permission section under User Permissions

The Manage Menu permission section under User Permissions

The Reports permission section under User Permissions

General Permissions

Permission	None	View	Full
Create New Patient	Disable the Patient Search widget NEW PATIENT button.	N/A	Enable the Patient Search widget NEW PATIENT button.
Dashboard Library	Hide the Dashboard widget LIBRARY. Allow using configured Dashboard widgets.		Show the Dashboard widget LIBRARY.
Practice Messages	Hide the Practice Messages area.	N/A	Show the Practice Messages area.
External Messages	Hide the External Messages area.	N/A	Show the External Messages area.
My Tasks	Hide the My Tasks pane.	N/A	Show the My Tasks pane.
Print/Fax/Download	Disable iKnowMed’s REPORTS, Print and Fax buttons. Adobe’s Print and Download buttons remain when previewing PDFs.	N/A	Enable the REPORTS, Print and Fax buttons found throughout iKnowMed.
Reports Link	Hide the TotalView℠ option on the Links menu.	N/A	Show the TotalView℠ option on the Links menu.
Scheduler	Hide the Scheduler area in the chart.	N/A	Show the Scheduler area in the chart.
Visit List	Hide Visit List info.	Enable viewing Visit List info.	Enable modifying Visit List info.
Unfinished Charting	Hide Unfinished Charting info.	N/A	Enable modifying Unfinished Charting info.
VBC Task Management	Hide all Task Management Patient Banner icons.	Show only the Enrolled Task Management Patient Banner icon and enable viewing the Task Management tab.	Enable modifying entries in the Task Management tab.
VBC Task Enrollment	Hide all Task Management Patient Banner icons.	Show all Task Management Patient Banner icons and enable viewing the Enrollment Management tab.	Enable modifying entries in the Enrollment Management tab and show the Task & Time Capture Report in the Reports tab.

Patient Chart Permissions

These permissions affect which tabs appear in the Patient Chart, except where noted.

Permission	None	View	Full
Admix	Hide Admix.	N/A	Show Admix.
AI Scribe	Hide Documents > note > AI Scribe sub-tab	Show Documents > note > AI Scribe sub-tab as the second tab, after Last Note sub-tab	Show Documents > note > AI Scribe sub-tab as the second tab, after Last Note sub-tab
Care Management	Hide the Care Management chart tab.	N/A	Show the Care Management chart tab.
CDS Tools	Hide the Decision Tools button.	N/A	Show the Decision Tools button. Requires Practice Preferences CDS Tools enabled.
Chart Summary Library	Hide Chart Summary.	Show Chart Summary. Allow using configured widgets. Demographics must be View or Full.	Show the Chart Summary widget LIBRARY.
Clinical Profile	Hide Clinical Profile.	Show Clinical Profile. Demographics must be View or Full.	Enable modifying Clinical Profile.
Demographics	Hide Demographics.	Show Demographics.	Enable modifying Demographics.
Documents	Hide Documents.	Show Documents.	Enable modifying Documents.
External Records	Hide Documents > External Records sub-tab	N/A	Show Documents > External Records sub-tab when records are imported.
Flowsheet	Hide Flowsheet.	Show Flowsheet.	Enable modifying Flowsheet.
Medication Orders	Hide Orders.	Show Order History under Orders.	Show Medications, Order Review, and Drafts under Orders.
Messages	Unchecks and disables Messages under User Preferences > Patient Chart > Chart Tabs.	N/A	Enables Messages under User Preferences > Patient Chart > Chart Tabs.
New Orders Redesign	Hide the New Orders Redesign toggle.	N/A	Show the New Orders Redesign toggle.
New Problem List	Deprecated. (Hide Clinical Profile > Problems.)	N/A	Deprecated. (Show Clinical Profile > Problems.)
Non-Medication Orders	Hide Orders.	Show Order History under Orders.	Show New Orders, Order Review, and Drafts under Orders.
Nursing Care	Hide Nursing Care.	N/A	Show Nursing Care.
Regimen Orders	Hide Regimens under Orders.	Open Regimen Management menu and access Print Scheduled Orders, Print treatment day approval, View regimen properties, and Audit History	Show Regimens under Orders.
Results	Hide Results.	Show Results.	Enable modifying Results.
Results, Interface	Hide the Edit and Remove options for results.	N/A	Show the Edit and Remove options for results.
Vitals	Disable the Vitals SAVE button.	N/A	Enable the Vitals SAVE button.

Worklist Queues Permissions

These permissions affect which queues appear on the Worklist Queues menu, except where noted.

Permission	None	View	Full
Admix	Hide Admix.	N/A	Show Admix.
Attach Documents	Hide Attach Documents.	N/A	Show Attach Documents.
eRx Message	Hide eRx Message.	N/A	Show eRx Message.
Imaging	Hide Imaging.	N/A	Show Imaging.
Ins. Auth/Fin. Counseling	Hide Ins. Auth/Fin. Counseling.	N/A	Show Ins. Auth/Fin. Counseling.
Interface Orders Queue	Hide Interface Orders Queue.	N/A	Show Interface Orders Queue.
Lab	Hide Lab.	N/A	Show Lab.
Notes Review	Hide Notes Review.	N/A	Show Notes Review.
OCM Patient List	Hide OCM Patient List.	N/A	Show OCM Patient List.
Oncology Care Model	Deprecated.
Orders Queue	Hide Orders Queue.	N/A	Show Orders Queue.
Other Documents	Hide Other Documents.	N/A	Show Other Documents.
Outbound Fax	Hide Outbound Fax.	N/A	Show Outbound Fax.
Scheduler	Hide Scheduler.	N/A	Show Scheduler.
Sign Orders	Hide Sign Orders.	N/A	Show Sign Orders.
Transcription	Hide Transcription.	N/A	Show Transcription.
Unified Sign Queue	Hide Unified Sign Queue.	Show Unified Sign Queue.	Enable signing Unified Sign Queue items.

Advanced Permissions

Permission	None	View	Full
Bill Independently	Exclude user in Rendering Provider and Incident to lists.	N/A	Include user in Rendering Provider and Incident to lists.
Act as Seen By Provider	Exclude user in Billing Seen By list.	N/A	Include user in Billing Seen By list. When user charts Billing, set Seen By to this user.
Act as Attending Provider	Exclude user in Demographics Internal Provider list.	N/A	Include user in Demographics Internal Provider list. When user charts Billing, set Attending (and Seen By when no other Seen By provider) to this user.
Charge Capture	Hide the Charge Capture area in the chart.	N/A	Show the Charge Capture area in the chart.
Clinical Approval	Disable Regimen Management menu approval and scheduling options.	N/A	Enable Regimen Management menu approval and scheduling options.
EPCS Administration	Hide the EPCS Administration link in User Details.	N/A	Show the EPCS Administration link in User Details. Users permission must be Full.
Mark Restricted Patient	Disable the Restricted Chart checkbox in Demographics.	N/A	Enable the Restricted Chart checkbox in Demographics.
Restrict Patient Chart Access	Allow accessing unrestricted charts only.	N/A	Allow accessing Restricted Charts.

Admin Menu Permissions

These permissions affect which areas appear on the Admin menu, except where noted.

Permission	None	View	Full
Archive Clinical Note	Hide Archive/Unarchive Clinical Note options and Archived Notes sub-tab under Documents.	N/A	Show Archive/Unarchive Clinical Note options and Archived Notes sub-tab under Documents.
Billing Organization	Hide Billing Organizations.	N/A	Show Billing Organizations.
CCDA Batch	Hide CCDA Batch.	N/A	Show CCDA Batch.
Document Types	Hide Document Types.	N/A	Show Document Types.
Duplicate Therapy Alerts	Hide Duplicate Therapy Alerts.	N/A	Show Duplicate Therapy Alerts.
EHI Export	Hide EHI Export.	N/A	Show EHI Export.
External Providers	Hide External Providers.	Show External Providers.	Enable modifying External Providers.
Insurance Carriers	Hide Insurance Carriers.	N/A	Show Insurance Carriers.
Interface	Hide Interface.	N/A	Show Interface.
Locations	Hide Locations.	N/A	Show Locations.
Practice Preferences	Hide Practice Preferences.	N/A	Show Practice Preferences.
Resources	Hide Resources.	N/A	Show Resources.
User Groups	Hide User Groups.	N/A	Show User Groups.
User Groupings	Hide User Groupings.	N/A	Show User Groupings.
Terms Of Service	Disable the Carequality TERMS OF SERVICE button in Practice Preferences.	Enable the Carequality TERMS OF SERVICE button.	Enable the Carequality Terms of Service ACCEPT button.
Chart Merge	Exclude merged charts in Patient Search results.	N/A	Include merged charts in Patient Search results.
Users	Hide Users.	N/A	Show Users.
User Profiles	Hide User Profiles.	N/A	Show User Profiles.

Manage Permissions

These permissions affect which areas appear on the Manage menu, except where noted.

Permission	None	View	Full
Clinical Note Templates	Hide Clinical Note Templates.	N/A	Show Clinical Note Templates.
Clinical Trials	Hide Clinical Trials.	Show Clinical Trials.	Enable modifying Clinical Trials.
Dispensable (iKnowmed use)	Hide Dispensable.	N/A	Show Dispensable.
Inferences (iKnowmed use)	Hide Inferences.	N/A	Show Inferences.
Labs/Imaging & Services	Hide Labs/Imaging & Services.	N/A	Show Labs/Imaging & Services.
Medications	Hide Medications.	N/A	Show Medications.
Order Sets	Hide Order Sets.	N/A	Show Order Sets.
Orderable Groups	Hide Orderable Groups.	N/A	Show Orderable Groups.
Problem Groups (iKnowmed use)	Hide Problem Groups.	N/A	Show Problem Groups.
Problems (iKnowmed use)	Hide Problems.	N/A	Show Problems.
Regimen Templates	Hide Regimen Templates.	N/A	Show Regimen Templates.
Supplies (iKnowmed use)	Hide Supplies.	N/A	Show Supplies.

Reports Permissions

These permissions affect which reports appear on the Reports tab, except where noted.

Permission	None	View	Full
Administration	Hide: Attach Documents Worklist Queue Audit Report Attach Documents Worklist Queue Productivity Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Prescription Audit Report Regimen Orders Report Visit List Report	N/A	Show: Attach Documents Worklist Queue Audit Report Attach Documents Worklist Queue Productivity Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Prescription Audit Report Regimen Orders Report Visit List Report
Clinical	Hide: Diagnosis Report Ins Auth Fin Counseling Worklist Queue Report Orders Queue Worklist Queue Report Pain Scale and PDMP Evaluation Report Prescription Audit Report Regimen Orders Report Trending Pain Scores Report	N/A	Show: Diagnosis Report Ins Auth Fin Counseling Worklist Queue Report Orders Queue Worklist Queue Report Pain Scale and PDMP Evaluation Report Prescription Audit Report Regimen Orders Report Trending Pain Scores Report
Clinical Support Solution	Hide: Clinical Profile Chart Alert Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Pain Scale and PDMP Evaluation Report Prescription Audit Report Regimen Orders Report Trending Pain Scores Report	N/A	Show: Clinical Profile Chart Alert Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Pain Scale and PDMP Evaluation Report Prescription Audit Report Regimen Orders Report Trending Pain Scores Report
Financial Counselor	Hide: Charge Capture Report Ins Auth Fin Counseling Worklist Queue Report	N/A	Show: Charge Capture Report Ins Auth Fin Counseling Worklist Queue Report
Front Office	Hide: Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Visit List Report	N/A	Show: Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Visit List Report
Nursing	Hide: Orders History Report Orders Queue Worklist Queue Report Prescription Audit Report Regimen Orders Report	N/A	Show: Orders History Report Orders Queue Worklist Queue Report Prescription Audit Report Regimen Orders Report
Office Manager	Hide: Attach Documents Worklist Queue Audit Report Attach Documents Worklist Queue Productivity Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Visit List Report	N/A	Show: Attach Documents Worklist Queue Audit Report Attach Documents Worklist Queue Productivity Report Ins Auth Fin Counseling Worklist Queue Report Orders History Report Orders Queue Worklist Queue Report Patient List Report Practice User Audit: Permissions and Last Login Visit List Report
Ontada Health	Hide: Current User Permissions Report Data Integration Errors Form Completion Report Notification Audit Report Patient Enrollment Report User Permissions History Report	N/A	Show: Current User Permissions Report Data Integration Errors Form Completion Report Notification Audit Report Patient Enrollment Report User Permissions History Report
Pharmacy	Hide: Prescription Audit Report Regimen Orders Report	N/A	Show: Prescription Audit Report Regimen Orders Report
Practice Only	Hide Practice User Audit: Permissions and Last Login.	N/A	Show Practice User Audit: Permissions and Last Login.
Report Scheduler	Hide Report Scheduler feature.	N/A	Show Report Scheduler feature.