You can set default permissions for each user role. Each user of the TELUS Collaborative Health Record (CHR) belongs to a role and inherits the permissions of that role. However, if a user requires permissions beyond what is standard for their role or requires permission restrictions that are unique for their role, you can customize permission options for a user (see Modifying a user's permissions).

The following table describes the permission options available.

πŸ“Œ Note: Permission options that are not described below are for TELUS Health team member use only.

Permission option



Allows users to access the Inbox area of the CHR.

From the Inbox, users can access inbox messages for themselves and other users including internal communications, messages from patients, incoming faxes, emails and Qnaire responses.


Allows users to access the Outbox area of the CHR.

From the Outbox, users can view a log of all outgoing messages and other communications sent by themselves and other users.


Allows users to access the Schedules area of the CHR.

From the Schedule area, users can view provider appointment schedules.


Allows users to access the Patients area of the CHR and to search for and open patient charts.

Staff Patient Settings

If users need the ability to book appointments, update patient demographic information and view admin notes, but should not be able to view patient clinical data, clear the Patients (above option) checkbox, and then select this checkbox. This limits users' patient chart access, allowing them to view only the demographics and admin notes.

Archive Patients

Allows users to archive (inactivate) patients who should no longer display in the patient list or in patient searches.

Merge Patients

Allows users to combine duplicated patient charts.

Export Patient Chart

Allows users to export part or all of patient charts as a PDF file for printing, faxing, or sending to those requesting it.

Edit Qnaires

Allows users to build and modify Qnaires.


Allows users to add and modify contacts and facilities.


Allows users to access the Referrals area of the CHR.

Also allows users to view, manage and add new referrals.


Allows users to organize and group Qnaires, forms and templates for providers.

Unlock Encounter

Allows users to unlock and edit signed encounters.

Unlock Referral Letters

If your clinic enabled the ability for users to sign/lock letters they create, this permission allows users to unlock any of their signed letters.

πŸ“Œ Note: Only the user who created a letter can unlock the letter.

Edit unlocked answer sheets

Allows users to review and change patients' Qnaire responses.

Point of Care app access

Allows users to login and access the Point of Care (POC) app.

Edit Other Users

Allows users to manage CHR user accounts. This includes deactivating accounts and modifying account settings.

πŸ“Œ Note: To allow users to also add user accounts and modify user permissions they must also have the User Settings checkbox selected.

Edit Roles

Allows users to add roles, modify role settings, and assign roles to users.

Create Prescriptions

Allows users to generate prescriptions.

Create Encounters

Allows users to create and view encounters.

Billing Dashboard

Allows users to access the Billing area of the CHR.

Public Billing

Allows users to create, update and delete claims for provincial insurance (the "ministry") billing.

Private Billing

Allows users to create, update and delete bills for produces and services billed directly to patients and third parties.

Presenting Issues

Allows users to create and modify presenting issues (reasons that patients come in for visits).

Edit/Delete Admin Notes

Allows users to modify or delete existing admin notes in patient charts.

Patient Chart/Encounter Accessibility Controls

Allows users to be able to set who has access to specific patient charts or to specific encounters.


Allows user to access the Analytics area of the CHR.

View Embedded Views

Allows users to view the Embedded Views widget Summary view of patient charts. From here users can perform a number of calculations and view patient-specific analytic dashboards.

Import Patients

Allows users to use the background import tool to import patient data.

Settings Permissions

Scheduling Settings

Allows users to manage schedule settings (provider hours, etc.), appointment types, locations and rooms.

Scheduling: Vacation

Allows users to add vacation and off time to schedules via the Vacations tab of Schedule Settings.

Notification Settings

Allows users to set and modify outgoing email and SMS (text message) notifications for appointments, Qnaires and portal messaging.

Case Settings

Allows users to create case dashboards and statuses for patient cases.

Custom Text Settings

Allows users to create, modify and delete custom text for online booking and for the patient portal (i.e. for your patient-facing web sites).

User Settings

Allows users add user accounts (invite users) and to to view and manage user permissions.

πŸ“Œ Note: For this option to work, the user must also have the Edit Other Users checkbox selected.

Patient Settings

Allows users to add and modify patient identification options, status tags, patient groups, and other patient settings.

Care Team Settings

Allows users to add and modify care teams for patients.

πŸ“Œ Note: The user must also have the Patient Settings checkbox selected for this option to work.

Patient Settings: Summary View

Allows users to customize their summary view when viewing patient chats. This includes adding, moving, modifying and removing widgets.

Disclaimer Settings

Allows users to modify the disclaimer that appears to patients at the beginning of Qnaires.

Tablet Settings

Allows users to customize how Qnaires are seen and managed on Tablet devices. For the POC app, this includes branding and passcode.

Smartphone Settings

Allows users to customize how Qnaires and other communications appear on smartphones. For the POC app, this include branding and passcode.

Product Settings

Allows users to add or modify products and inventory billed through third party and private billing.

Billing Settings

Allows users to modify billing status options, to manage billing integrations and bill defaults, and to modify public and private billing settings.

User Contents Settings

Allows users to modify their profile settings. This includes their credentials and billing number.

Data Export

Allows users to export data from the CHR as .CSV files.

Data Import

Allows users to import data into the CHR using . CSV files.

Setup Lab Integration

Allows users to setup lab integrations such as Excelleris and Dynacare in BC, MB and ON.

πŸ“Œ Note: For this option to work, the User Contents Settings checkbox must also be selected.

Formulary Updates

Allows users to manually add medications and treatments to the clinic wide formulary database. Items in the formulary can be prescribed.

Workflows Setting

Allows users to view and modify workflow phases, transitions, tags and patient and staff actions.

Template: Encounters

Allows users to create, modify, clone and delete encounter templates.

Template: Letter

Allows users to create, modify, clone and delete letter templates.

Template: Forms

Allows users to create, modify, clone and archive form templates.

Template: Custom Header

Allows users to upload a custom header to their profile, without updating any other user's custom header settings.

Template: Cases

Allows users to Create and modify case templates, including case data properties.

Template: Data Slice

Allows users to create, modify and delete data slice templates.

Template: Messages

Allows users to create, modify and delete their own message templates. Message templates are used for internal messages and for messaging patients via the patient portal.

Modify Embedded Views

Allows users to modify some patient analytic dashboards if your clinic has been enabled to do this (and has a user ID).

Inbox Mass Actions

Allows users to perform mass actions on messages/tasks in their inbox.

Updated June 2021

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