User permissions | CHR Help centre

🎞️ View video tutorial: Configuring user permissions and roles

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.

📌 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 patient charts as a PDF file that can be printed, faxed, or sent to those who request 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. 📌 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. 📌 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). 📌 Note: For this option to work, the user must also have the Templates: Encounters permission.
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.
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.
Account Level Alert Settings	Enables users to create, edit or manage alerts for the entire domain's patient data reference ranges and expiry dates.
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 to add user accounts (invite users) and to view and manage user permissions. 📌 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. 📌 Note: For this option to work, the user must also have the Patient Settings permission.
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. 📌 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.
Injection Settings	Provide additional control over which users can access, create or edit injection or immunization templates.
Workflows Setting	Enables users to view and modify workflow phases, transitions, tags and patient and staff actions.
Templates: Encounters	Enables users to create, modify, clone and delete encounter templates.
Templates: Letter	Enables users to create, modify, clone and delete letter templates.
Templates: Forms	Enables users to create, modify, clone and archive form templates.
Templates: Labels	Enables users to create, modify, clone and archive label templates.
Templates: Custom Header	Enables users to upload a custom header to their profile, without updating any other user's custom header settings.
Templates: Cases	Enables users to Create and modify case templates, including case data properties.
Templates: Data Slice	Enables users to create, modify and delete data slice templates.
Templates: 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.
Templates: Cover Pages	Enables users to create, modify, clone and delete cover page templates.
Templates: Flowsheets	Enables users to create, modify, and delete flowsheet templates.
Templates: Schedules	Enables users to create, modify, and delete flexible schedule and vacation schedule templates.
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 March 21, 2023