Understanding User Roles

The role controls which sections of Encompass the user can access and what actions they can perform.

The table below outlines the permissions available to each of the four recommended user roles you can assign in Encompass EHR.

Tier

These roles...

Have access to…

1
  • Biller
  • Lab Technician
  • Medical Student
  • Office Assistant
  • Office Manager
  • Receptionist
  • Surgical Coordinator
  • Practice Administrator
  • Use Office Flow
  • Search for patients
  • Send and receive intramail
  • View patient overview
  • Create patients (standalone only)
  • Edit patient practice data
  • Edit patient portal settings
  • Manage schedules
  • Edit patient demographics (standalone only)
  • Manage patient insurance data
  • Manage patient pharmacy data
  • View and edit clinical data
  • Create prescriptions
  • Create lab orders

2
  • Certified Ophthalmic Technician
  • Ophthalmic Technician
  • Vision Therapist
  • All Tier 1 access
  • Override billing
  • Direct mail

3
  • Doctor
  • Optometrist
  • Physician Assistant
  • Resident
  • All Tier 1 and Tier 2 access
  • Finalize notes
  • Cosign notes
  • Amend chart notes

—

Administrator
  • No patient data
  • Manage users, including creating, deactivating, and unlocking accounts
  • Manage locations
  • View audit logs
  • Upload logos
  • Manage ROS categories and alerts
  • Set welcome message
  • Set autologout interval
  • Set up Office Flow
  • Manage consents
  • Manage category tabs
  • Manage consent forms, autoletters, and interactive PDFs
  • Manage practice settings
  • Manage intramail accounts
  • Register SureScripts users
  • Manage PMS integration
  • Manage practice settings
  • Manage password settings
  • View attachment storage
  • View system event logs
  • Manage referral contacts
— Junior Administrator
  • Create and edit Tier 1 and Junior Administrator user accounts
  • Use Office Flow
  • Search for patients
  • Send and receive intramail
  • View patient overview
  • Create patients (standalone only)
  • Edit patient practice data
  • Edit patient portal settings
  • Manage schedules
  • Edit patient demographics (standalone only)
  • Manage patient insurance data
  • Manage patient pharmacy data

The doctor role is a billable role and can only be assigned by Eyefinity. To add a new doctor to your practice call Eyefinity at 800.269.3666 option 2.