Roles & Permissions
Navigation to creating a custom user role.
What is Settings>Practice>Roles>"Add"?
A user wants to edit the calendar for that day only.
What is, edit calendar partially?
Sharing custom forms with another agency.
What is, via template library?
This user can unsign e-superbills and delete them.
What is, any user assigned the permissions to unsign and delete ESB and these are two different permissions?
The process to document refusals.
What is, select the vaccine category cell and select to record refusal OR select "record refusal" and search vaccine?
Enforcing permissions is used for this reason.
What is to enforce users assigned to the role to a specific set of uniformed permissions?
A customizable color scheme on the scheduler.
What is, cannot be customized and users can access the summary icon?
Deleting a custom form from within our database.
What is, can be deleted if it has no referenced data?
Navigation to ensure auto-population of vaccine admin code on e-superbill.
What is, Settings>Billing>Vaccine Administration Codes>Add primary and additional code?
The reason a combo vaccine would have an admin code of 90471.
What is, "group by units" enabled?
The navigation to enforce permissions.
What is Settings>Practice>Roles>Select Role> check "enforce permissions"?
Navigation to creating a custom view for multiple calendars.
What is, select multiple view>add calendars based on resource/provider?
Editing a custom form is a permission for this role.
What is, any user allowed the permission to access the back end Settings Module?
Navigation to auto-populate program code on e-superbill.
What is, will automatically show if there is only one program the CPT code belongs in. If there are multiple programs the user will have to select the drop-down menu to choose.
Reasons to see "immunization not found" error message.
What is: No charge code, incorrect NDC, no inventory?
This is the difference between Settings and EHR Settings.
What is, Settings having access to all back end categories and EHR Settings allows a user to have access to the clinical data entry?
This action ensures updated custom forms display on a newly created provider note.
What is, no action is required and are automatically updated as long as the name of the forms haven't changed?
Navigation to add a custom form into a provider note.
What is, select the "custom form" component>insert>select custom form>accept custom form on provider note?
The ability to pull history and forecast into a provider note.
What is, the system has the ability to allow "view only" format of history and forecast?
Requirements to print a patient label.
What is, Client Utility Download and Scan & Print Preferences set?
Auto-population of information in a custom form while charting on a provider note.
What is, can be set on the back end with defaults by super users?
The ability to make a provider note confidential.
What is, exists when creating or editing the provider note by checking the box beside confidential?