User permissions | CHR Help centre

🎞️ View video tutorial: Configuring user permissions and roles

The following table describes the permission options available in TELUS Collaborative Health Record (CHR).

Users receive permissions from their role(s). However, you can modify a user's permissions individually. To learn more, visit Managing user roles or Modifying user permissions. If you are using role-based access control, you must modify a user's permissions via the role. Visit Managing user roles (role-based access control) for more information.

📌 Note: Permission options that are not described below are only for the use of 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. 📌 Note: Granting the Patients permission also grants the Staff Patient Settings permission when you save your changes.
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. 📌 Note: Only users who have permissions for template creation can add to a folder.
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: You 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 encounters. 📌 Note: Users without this permission but with the Patients permission enabled, can view encounters.
Billing Dashboard	Enables users to access the Billing area of the CHR.
Quick Bill Entry	Enables users to quickly create insured or private bills from the billing dashboard. 📌 Note: For this option to work, the user must also have the Billing Dashboard permission.
AB WCB	Enables users to access the WCB processing window and the two tabs within: WCB Billing Batch List - displays submission file ready to be downloaded. File Upload - allows manual upload of the submission claims file and displays the history of the file uploads to the AB WCB portal. 📌 Note: For this option to work, the user must also have the Billing Dashboard permission.
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.
Delete patient data entries	Enables users to delete patient data from a chart.
Restrict access to a Patient Chart	Allows users to set who has access to specific patient charts.
Force access on a Patient Chart	Allows users to gain access to a chart that is restricted.
Restrict access to an Encounter	Allows users to set who has access to specific encounters in a patient chart.
Force access on an Encounter	Allows users to gain access to an encounter that is restricted.
Encounter: Owner Restricted Access	Prevents users from viewing and accessing all encounters for a patient, and see only encounters they created. This permission is off by default, meaning users with access to encounters can see all encounters for that patient. To limit access to only that user’s own encounters, enable this permission for that user. 📌Note: If this permission is enabled, the user is also prevented from attaching any encounters other than their own to messages, Cases etc.
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 Patient	Enables users to use the background import tool to import patient data.
Settings Permissions
User Profile Settings	Enables users to edit their profile settings. This includes their credentials and billing number. 📌 Note: Users can edit their own profile and update their profile picture with either the Edit Other Users or User Profile Settings permission.
Scheduling Settings	Enables users to manage schedule settings (provider hours, etc.), appointment types, locations and rooms. ⚠️ Important: CHR mobile users require this permission to enable access to their schedules on their device.
Scheduling: Vacation	Enables users to add vacation and off time to schedules via the Vacations tab of Schedule Settings.
Rooms Management Settings	Enables users to add, edit, and delete rooms.
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.
TELUS eClaims	Enables users to configure the TELUS Health eClaims integration for independent providers or multiple providers in the CHR. 📌Note: This is currently a beta feature, available to a few CHR beta users in order to test and provide feedback. It will be available to more users once the beta period is complete.
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 the list of users.
Patient Settings	Enables users to add and modify patient identification options, status tags, patient groups, file tags, 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.
Public Billing Settings	Enables users to modify billing status options, to manage billing integrations and bill defaults, and to modify public and private billing settings. Users can create, update and delete payment tags.
User Contents Settings	Enables users to modify their associated user folder contents.
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.
Referral Settings	Enables users to view the referral settings.
Pathway: Phase	Enables users to view and modify workflow phases.
Pathway: Transitions	Enables users to view and modify transitions.
Pathway: Tags	Enables users to view and modify tags.
Pathway: Staff Actions	Enables users to view and modify staff actions.
Pathway: Patient Actions	Enables users to view and modify patient actions.
Pathway: Patient Contents	Enables users to view and modify patient contents.
Templates: Encounters	Enables users to create, modify, duplicate and delete encounter templates.
Templates: Letter	Enables users to create, modify, duplicate and delete letter templates.
Templates: Forms	Enables users to create, modify, duplicate and archive form templates.
Templates: Labels	Enables users to create, modify, duplicate 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, duplicate 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.
Home Clinics (Manitoba)	Enables users access to manage home clinic enrolments and review relevant data submissions.
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).
Enterprise API	Enables users to access Enterprise API settings.
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.
Campaigns	Enables users to create and send CHR Connect Campaigns to paitents. 📌 Note: You must have CHR Connect Pro.
Prescription Settings	Enables users to set/update the prescription settings configuration for a domain.

Updated December 2, 2024