Patient privileges
Path: Administration>Configuration>Operators>Privileges [Scope Name]
The Patient component is divided into the following groups for which you can set up privileges:
- Patient – General
- Patient – Clinical
- Patient – Services
- Patient – Documents
- Patient – HL7
- Patient – Online Eligibility
Click Patient group above to jump to that section below.
Also, there are privileges that do not belong to any of the listed groups as they impact the entire component. These privileges are the following:
| Policy Name | Access Details |
|---|---|
|
May delete Patient |
Select whether the option to delete a patient (File>Delete Patient) is available. A patient may only be deleted if there are no services attached to the record. |
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Can view Patient Information panel |
Allows viewing the Patient Information panel that appears on the right side of the Patient component. |
Patient – General
The following privileges appear in the Patient>General group on the Privileges [Scope Name] tab for operators.
| Policy Name | Access Details |
|---|---|
|
Patient Basic |
Provides full, read, modify, or insert access to the Basic window. |
|
Demographics (Patient) |
Provides full, read, or modify access to the Demographics window. |
|
ICD-9 Diagnosis |
Provides access to the Diagnoses window in Host Mode. Provides full, read, modify, and insert access to the ICD-9 section in the Diagnoses window, the Select Diagnoses and Select Procedures dialogs. For Field Mode, the ICD-9 section is available depending on the effective date and regardless of privileges. Important: Diagnoses groups require sequence validation for all diagnoses, so all diagnoses (regardless of privileges) are shown to allow defining sequence. For example, a patient has both ICD-9 and ICD-10 groups, and you try to add a new group, but you have the privilege only for the ICD-9 codes. In this case, ICD-10 diagnoses will be shown so that you can define the sequence. The ICD-10 section will disappear after you define the sequence and save your changes. |
|
ICD-10 Diagnosis |
Provides access to the Diagnoses window in Host Mode. Provides full, read, modify, and insert access to the ICD-10 section in the Diagnoses window, the Select Diagnoses and Select Procedures dialogs. For Field Mode, the ICD-10 section is available depending on the effective date and regardless of privileges. Important: Diagnoses groups require sequence validation for all diagnoses, so all diagnoses (regardless of privileges) are shown to allow defining sequence. For example, a patient has both ICD-9 and ICD-10 groups, and you try to add a new group, but you have the privilege only for the ICD-10 codes. In this case, ICD-9 diagnoses will be shown so that you can define the sequence. The ICD-9 section will disappear after you define the sequence and save your changes. |
|
Free-Text Diagnoses |
Provides access to the Diagnoses window in Host Mode. Provides full, read, modify, and insert access to the Free Text section in the Diagnoses window. For Field Mode, the Free Text section is always available regardless of privileges. Important: Diagnoses groups require sequence validation for all diagnoses, so all diagnoses codes (regardless of privileges) will be shown to allow defining sequence. |
|
Family & Friends |
Provides full, read, modify, or insert access to the Family & Friends window. |
|
Notes (Patient) |
Provides full, read, or modify access to the Notes window. |
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Patient Tasks (Patient General) |
Provides full, read, modify, or insert access to the Patient Tasks window. You must also select the appropriate settings in the Operator Privileges category to enable the operator to create and assign tasks. |
|
Admissions & Status Screen |
Provides full, read, modify, or insert access to the Admissions & Status window. |
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Can view and edit "Orders Certification Override (For administrator use only)" field |
Provides access to the Orders Certification Override (For administrator use only) field in Patient>General>Admissions & Status. |
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May change current periods only |
Obsolete, do not use. |
|
Payers Screen |
Provides full, read, modify, or insert access to the Payers window. |
|
Authorizations |
Provides full, read, modify, or insert access to the Authorizations window. |
|
Negotiated Rates |
Provides full, read, modify, or insert access to the Negotiated Rates window. |
|
Claim Constants (Patient) |
Provides full, read, modify, or insert access to the Claim Constants window. |
|
Guarantors & Insured |
Provides full, read, modify, or insert access to the Guarantors & Insured window. Note: HL7-related windows are only enabled if your agency is contracted for an HL7 interface. For information regarding the purchase of an HL7 interface, contact Netsmart Homecare Client Support Services or your sales representative. |
|
Patient's account # |
Provides full or read access to the Account # field (Patient>General>Basic). |
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Patient's master id |
Provides full or read access to the Master ID field (Patient>General>Basic). |
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Can Create New Patient (Requires Patient Basic Screen Full Access) |
Allows creating new patients. |
|
Payers Denial Information |
Provides full, read, modify, or insert access to the Payers Denial Information window. Note: Functionality related to this window affects billing in Connecticut and Minnesota. |
|
Split Billing Rules |
Provides full, read, modify, or insert access to the Split Billing Rules window. |
|
Patient Limits |
Provides full, read, modify, or insert access to the Patient Limits window. |
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Can Establish Resource Address Rules |
Provides full access for establishing resource address rules in the Admissions & Status window. |
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May change PPS episode number on the PPS Start of Care line |
Provides full access for changing PPS episode number on the PPS Information tab of the Admissions & Status window. |
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May change number of Therapy Visits |
Provides full access for changing therapy visits number on the PPS Information tab of the Admissions & Status window. |
|
Diagnosis Groups |
Provides full, read, modify, or insert access to the Diagnosis Groups window. |
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Ability to enter a dx end date prior to start date of group where it is being edited |
Provides ability to enter the diagnosis end date prior to the start date of a group in the All diagnoses mode. |
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Allow code deletion or edit from the All Diagnoses screen |
Allows editing ICD codes, start and end dates, and deleting existing records in the All diagnoses mode when diagnoses group are defined. |
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Can Enter Requested Parameters |
Provides access for entering the requested parameters in the Define Visit Limit Parameter dialog (Patient>General>Authorizations). |
| Can Mark as Pending | Allow making authorization pending by selecting the Pending check box in the Authorization window |
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Assign Associations |
Provides ability to assign associations to particular patients (Patient>General). |
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Can Edit CTI Physician |
Provides access to the MD CTI field in the Admissions & Status window. |
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Can Edit Encounter Info |
Provides full or read access to the encounter face-to-face meeting information (scheduled date and the date when it was actually performed) on the Encounter Information tab. |
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Can Edit Encounter Info in Field Mode |
Provides additional access for editing the encounter face-to-face meeting information on the Encounter Information tab in Field Mode if Can Edit Encounter Info privilege is granted. |
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Can enter Future Dates for Admission |
Allows entering future dates for patient's admissions in the Admissions & Status window. |
|
Can Edit Effective Periods for Pay Source |
Allows editing effective periods for patient's pay sources in the Payers window. |
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Can Edit EPS HHRG |
Allows editing the EPS HHRG field on the EPS Information tab, which is used for New York EPS. |
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Can Edit Benefit Info |
Provides access to the Benefit Info button in the Admissions & Status window. When pressing this button, the Hospice Benefit Information dialog opens. |
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Can Edit Final Claim Only |
Allows editing the Final Claim Only field on the EPS Information tab, thus overriding insurance setup. This option is used for New York EPS. |
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Can Edit Synchronize Episodes |
Allows editing the Synchronize Episodes field on the EPS Information tab, thus overriding insurance setup. This option is used for New York EPS. |
|
Needs |
Provides full or read access to the Needs window in Patient>General. |
Patient – Clinical
The following privileges appear in the Patient>Clinical section on the Privileges tabs for operators, roles, and groups.
| Policy Name | Access Details |
|---|---|
|
General Clinical |
Provides full, read, modify, or insert access to the General Clinical window. |
|
Patient Clinical Care Team |
Provides full, read, modify, or insert access to the Care Team window. |
|
MAR (Patient) |
Provides full, read, modify, or insert access to the MAR window. |
|
Medications (Patient) |
Provides full, read, modify, or insert access to the Medications window. |
|
Visit Frequency (Patient Clinical) |
Provides full, read, modify, or insert access to the Visit Frequency window. |
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Patient Clinical 486 Info |
Provides full, read, or modify access to the 486 Info window. |
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Health Status Evaluation (Patient) |
Provides full, read, or modify access to the Health Status Evaluation window. |
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Care Plans (Patient) |
Provides full, read, modify, or insert access to the Care Plans window. |
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Patient Clinical Assessments |
Provides full, read, modify, or insert access to the Assessments window. |
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Care Plan Charting |
Provides full, read, or modify access to the Charting window. |
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Patient Clinical Charting History |
Provides full or read access to the Charting History window. |
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TMHP Info |
Provides full access to the TMHP Info window. |
|
View Clinical Data |
Provides full access to the View Clinical Data window (Patient>Clinical>Clinical Monitoring). |
|
Mark Data As Erroneous |
Establish Security for the Mark Data as Erroneous function for the operators that should be able to mark HL7 data records as invalid in Netsmart Homecare. This security privilege is located on the Administration>Configuration>Operators>Privileges tab under the Patient>Clinical>Clinical Monitoring category. This is only necessary if the HL7 Telemedicine Interface is being used. |
|
Revision History |
Provides full access to the Revision History window (Patient>Clinical>Clinical Monitoring). |
|
Add/Edit Clinical Data |
Provides full, read, modify, or insert access to the Add/Edit Clinical Data window (Patient>Clinical>Clinical Monitoring). |
|
Show Clinical Score, Functional Score, Service Utilization and NRS Score |
Defines whether Clinical Score, Functional Score, Service Utilization and NRS Score is shown in the Scores dialog of the Assessments window. |
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Show Therapy Threshold |
Defines whether Therapy Threshold is shown in the Scores dialog of the Assessments window. |
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Show OASIS Projected Therapy Visits |
Defines whether OASIS Projected Therapy Visits is shown in the Scores dialog of the Assessments window. |
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Show Episode |
Defines whether Episode is shown in the Scores dialog of the Assessments window. |
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Show HHRG Code |
Defines whether HHRG Code is shown in the Scores dialog of the Assessments window. |
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Show HHRG Case Mix |
Defines whether HHRG Case Mix is shown in the Scores dialog of the Assessments window. |
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Show NRS Severity |
Defines whether NRS Severity is shown in the Scores dialog of the Assessments window. |
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Show NRS Weight |
Defines whether NRS Weight is shown in the Scores dialog of the Assessments window. |
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Show HIPPS Code |
Defines whether HIPPS Code is shown in the Scores dialog of the Assessments window. |
|
Show Episode Amount |
Defines whether Episode Amount will be shown in the Scores dialog of the Assessments window. |
|
Imported Medications (Patient/Clinical/Imported Medications) |
Provides full, read, or modify access to the Imported Medications window. |
|
Imported Medications Deny (Patient) |
Denying imported medications in the Imported Medications window. |
|
Imported Medications (Patient/Clinical/Medications) |
Working with imported medications in the Medications window. |
|
Falls |
Provides full, read, modify, or insert access to the Falls window (Patient>Clinical>Adverse Events). |
|
Infections |
Provides full, read, modify, or insert access to the Infections window (Patient>Clinical>Adverse Events). |
|
Allow Discontinue Medications at Patient Discharge |
Controls the appearance of the Discontinue Medications dialog at patient discharge. This privilege works together with the End Medications as of Discharge Date setting in Administration>Configuration>Business Units>Medications. If both, the privilege and the setting are selected, then at patient discharge, the Discontinue Medications dialog opens where you can select which currently active medications to discontinue. |
|
Quality Measures |
Provides full, read, modify, or insert access to the Quality Measures window. |
|
Treatments |
Provides full, read, modify, or insert access to the Therapy Treatments window. Note: Operators with full and insert access types are required to document therapy treatments to synchronize the visit. |
|
Visit Notes |
Provides full, read, modify, or insert access to the Visit Notes window. Note: Operators with full and insert access types are required to document Visit Notes to synchronize the visit. |
|
Show Assessment Level |
Defines whether Assessment Level is shown in the Scores dialog under Scores - NYMA EPS (New York Medicaid) of the Assessments window. |
|
Show Age Group |
Defines whether Age Group is shown under Scores - NYMA EPS (New York Medicaid) in the Scores dialog of the Assessments window. |
|
Show Rate Code |
Defines whether Rate Code is shown under Scores - NYMA EPS (New York Medicaid) in the Scores dialog of the Assessments window. |
| Immunizations (Patient) | Provides full, read, modify, or insert access to the Immunizations window. |
Patient – Services
The following privileges appear in the Patient>Services section on the Privileges tabs for operators, roles, and groups.
| Policy Name | Access Details |
|---|---|
|
Supplies (Patient) |
Provides full or read access to the Supplies window. |
|
Contract Services (Patient) |
Provides full access to the Contract Services window. |
|
Staff Services (Patient) |
Provides full access to the Staff Services window. |
|
Collections |
Provides full or read access to the Collections window. |
Patient – Documents
This section contains a list of privileges for the reports available from the Patient>Documents menu. All these reports have only the Full Access type of security, so you may either allow or deny operator to access them.
Following is the list of the reports (corresponding to the policy names) you can grant privileges for:
| Report Names (by group) | Report Names Alphabetic |
|---|---|
|
Assessment History (Patient) Patient Documents Assessments Face Sheet (Patient) Medication Descriptions (Patient) Medication Lists (Patient) Patient Labels (Patient) Patient Tasks (Patient Documents) View Orders Visit Record (Patient) Patient Documents Care Team Discharge Summary (Patient) Patient Documents Charting History Charts/Clinical Notes (Patient) Care Plan (Patient) OASIS Due Alert (Patient) Medication Administration Actual vs. Scheduled Undocumented Medication Administration (Patient) Review Status PRN Medications Administered With and Without Response Recorded (Patient) Print MAR (Patient) Patient Signature (Patient) Visit Frequency (Patient Documents) Active Orders Report (Patient) Falls Report (Patient) Infections (Patient) |
Active Orders Report (Patient) Assessment History (Patient) Care Plan (Patient) Charts/Clinical Notes (Patient) Discharge Summary (Patient) Face Sheet (Patient) Falls Report (Patient) Infections (Patient) Medication Administration Actual vs. Scheduled Medication Descriptions (Patient) Medication Lists (Patient) OASIS Due Alert (Patient) Patient Documents Assessments Patient Documents Care Team Patient Documents Charting History Patient Labels (Patient) Patient Signature (Patient) Patient Tasks (Patient Documents) Print MAR (Patient) PRN Medications Administered With and Without Response Recorded (Patient) Review Status Undocumented Medication Administration (Patient) View Orders Visit Frequency (Patient Documents) Visit Record (Patient) |
| Policy Name | Access Details |
|---|---|
|
Inbound Patient Messages |
Provides full or read access to the Inbound Patient Messages window (Patient>Documents). |
|
Can View Original Message |
Enables to view the original content of the inbound message in the Inbound Patient Messages window (Patient>Documents). |
Patient – HL7
The following privileges appear in the Patient>HL7 section on the Privileges tabs for operators, roles, and groups.
| Policy Name | Access Details |
|---|---|
|
HL7 Z- Segment Data |
Provides full or read access to the HL7 Z-Segment Data window. Note: HL7-related windows are only enabled if your agency is contracted for an HL7 interface. For information regarding the purchase of an HL7 interface, contact Netsmart Homecare Client Support Services or your sales representative. |
|
HL7 Patient Additional Data |
Provides full or read access to the HL7 Patient Additional Data window. Note: HL7-related windows are only enabled if your agency is contracted for an HL7 interface. For information regarding the purchase of an HL7 interface, contact Netsmart Homecare Client Support Services or your sales representative. |
Patient – Online Eligibility
The following privileges appear in the Patient>Online Eligibility section on the Privileges tabs for operators, roles, and groups.
| Policy Name | Access Details |
|---|---|
|
Check Eligibility |
Provides access to the Check Eligibility icon the Patient component. |
|
Patient Eligibility |
Provides full, read, modify, or insert access to the information on the Eligibility tab (Patient>General>Payers). |
|
Can Add Service Type Requests (Patient) |
Adding service type requests using the Online Eligibility window. |
Associated pages
- About business unit security privileges
- Security access types
- Operator privileges
- My Day privileges
- Resource privileges
- Administration privileges
- Scheduler privileges
- Query privileges
- Interface privileges
- Reports privileges
- Claims privileges
- Alerts and Tasks privileges
- MAR privileges
- Orders privileges
- Transactions privileges
- Server Monitor privileges
- Pay Rates Calculator privileges
