Understanding Provider and Staff Security Permissions

This section describes the security permissions available in Provider Security and Staff Security.

Users with this security permission...	Have access to...
Grant All Access	Use all areas of the system
Front Office	All the permissions listed under Front Office
Delete Appointments	Delete appointments from the Scheduler
Inactivate Patient	Mark patients as inactive in Demographics
Merge Patients	Merge patient records
Patient Order Remakes	Process a remake order
Rx Outside Provider Setup	Add a new outside provider from the Rx screen
Schedule Exceptions	Add a schedule exception in the Scheduler
Edit Patient Insurance	Edit patient insurance information after it has been used on an invoiced order or claim
Inventory	All the permissions listed under Inventory
Adjustments	Enter inventory adjustments
Claims Management	All the permissions listed under Claims Management
Batch Adjustments	Perform batch adjustments in Claims Management
Process Claims	Process claims in Claims Management
Process Payments	Process carrier and patient payments in Claims Management (including electronic remittance payments)
Edit Carrier/Patient Checks	Edit carrier and patient checks
Transactions	All the permissions listed under Transactions
Allow Expired Rx	Allows expired prescriptions on eyeglass and contact lens orders. Also allows copying of orders with expired prescriptions and includes the prescription on the new order. If this check box is not selected, the provider or staff member must select an unexpired prescription for all orders.
Apply Discounts	Apply discounts to orders
Apply Pricing Option	Apply pricing options to orders
Change Order Dates	Change the dates on orders
Change Patient Payments	Change payment types for patient payment amounts in the Change Payments screen
Change Payment Types	Change payment types for patient payments in the Change Payments screen
Collections	Select Collections from the Actions drop-down list in Material Orders (writes off the patient balance)
Daily Closing	Perform Daily Closing
Edit Sales Tax	Edit the sales tax on orders
Delete Exam from Order	Delete exam items from orders
Delete Pending EHR Exam	Delete exams from the Pending Exam list in the Exams screen
Edit Exam	Edit exam orders
Manual Insurance Calculations	Perform a manual insurance calculation when pricing orders
Merchandise Drop	Apply or reinstate a Merchandise Drop
Old System Return	Return orders that were placed using a previous practice management system
Override Default Deposit	Override the default minimum percentage that a patient must pay that is set up in Material Orders Preferences
Override VSP Calculation	Override the automatic VSP calculation when pricing orders
Patient Returns	Return an order
Patient Order Void	Void an order.
Price Adjustments	Perform a price adjustment in Material Orders
Print Lab Order	Print lab orders
Print Rx	Print prescriptions
Process Refunds	Complete a patient refund
Reopen Daily Close	Reopen the current day once it has been closed
Administration	All the permissions listed under Administration
Company Setup	Set up and edit company information
Credit Card Processing	Set up the Worldpay credit card processing integration
Outside Provider Setup	Add a new outside provider in Administration
Recall Setup	Set up and edit recall types and templates
Resource Schedule Setup	Create and modify calendar schedules for resources.
Resource Setup	View the login names for all other providers and staff, reset any other user’s password, and then log in as other users
Security	All the permissions listed under Security
Reset Resource Password	Change the passwords of other users
Security Setup	Change his or her own user security settings and that of other providers and staff
Reports	All the permissions listed under Reports
Billing Reports	Generate Billing Reports
Marketing Reports	Generate Marketing Reports
Sales Reports	Generate Sales Reports
Dashboards	All the permissions listed under Dashboards
Billing	View the Billing Dashboard
Operations	View the Patient Demographics, Patient Marketing, and Appointment Status Dashboards
Sales	View the Sales Revenue and Sales Productivity Dashboards
VSP Premier	View the VSP Premier Dashboard