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 in the CHR.

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

Permission

Description

Inbox

Enables users to access the Inbox area of the CHR.

From the Inbox, users can access their and others' inbox messages, including internal communications, messages from patients, incoming faxes, emails and Qnaire responses.

Outbox

Enables 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.

Schedules

Enables users to access the Schedules area of the CHR.

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

Patients

Enables 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 permission and select this permission instead. This limits the user's access to patient chart while allowing them to view only the demographics and admin notes.

Archive Patients

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

Merge Patients

Enables users to combine duplicated patient charts.

Export Patient Chart

Enables users to export part or all of a patient's chart as a PDF file for printing, faxing, or sending to those requesting it.

Edit Qnaires

Enables users to build and modify Qnaires.

Contacts

Enables users to add and modify contacts and facilities.

Referrals

Enables users to access the Referrals area of the CHR.

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

Folders

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

Unlock Encounter

Enables 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 enables 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

Enables users to review and change patients' Qnaire responses.

Point of Care App Access

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

Providers who send their patients Qnaires via the app must have this permission.

Edit Other Users

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

πŸ“Œ Note: To enable users to also add user accounts and modify user permissions, they must also have the User Settings permission.

Edit Roles

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

Create Prescriptions

Enables users to generate prescriptions.

Create Encounters

Enables users to create and view encounters.

Billing Dashboard

Enables users to access the Billing area of the CHR.

Public Billings

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

Batch Public Billing Status Update

Enables users to change the status of multiple selected insured claims at once from the clinic's billing dashboard.

Private Billings

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

Presenting Issues

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

Edit/Delete Admin Notes

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

Patient Chart/Encounter Accessibility Controls

Enables users to set who has access to specific patient charts or to specific encounters.

Users who have this permission can "break the glass" and view patient encounters or entire charts.

Analytics

Enables users to access the Analytics area of the CHR.

View Embedded Views

Enables 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

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

Settings Permissions

Scheduling Settings

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

Scheduling: Vacation

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

Notification Settings

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

Case Settings

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

Custom Texts Settings

Enables 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

Enables 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 permission.

Patient Settings

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

Care Team Settings

Enables users to add and modify care teams for patients.

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

Patient Settings: Summary View

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

Disclaimer (privacy and consent terms) Settings

Enables users to modify the disclaimer / privacy and consent terms that appears to patients at the beginning of Qnaires.

Tablet Settings

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

Smartphone Settings

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

Products Settings

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

Billing Settings

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

User Contents Settings

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

Data Export

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

Data Import

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

Setup Lab Integration

Enables users to set up 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

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

Workflows Setting

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

Template: Encounters

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

Template: Letter

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

Template: Forms

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

Template: Custom Header

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

Template: Cases

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

Template: Data Slice

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

Template: Messages

Enables 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

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

Inbox Mass Actions

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

Integration Settings

Enables users to access the Integrations > My Integrations setting. This setting allows a user to configure an integration for their own CHR account (for example, a provincial eHealth viewer).

Integration Admin

Enables users to access the Integrations > Admin setting. This setting allows a user to configure an integration for the entire clinic (for example, a provincial eHealth viewer).

TELUS CHR Mobile

Enables users to access the TELUS CHR Mobile setting and see a QR code. This is used to pair a user's device with the TELUS CHR Mobile application.

Updated April 20, 2022

Did this answer your question?