Role permission options (role-based access control)

When using role-based access control, you set default permissions for each user role and then assign that role, along with a resource set, to users. The role permissions define the operations allowed on the data specified in a resource set. For more information, see Managing user roles and Defining a resource set.

The following table describes the role permission options.

📌 Note: Permission options that are not described below are for TELUS Health use only.

Permission option	Description
Patients	Allows users to access the Patients area of the CHR and to search for and open patient charts. Available selections: All — provides permission for all of the items listed below Create — add new patients List — search for and return a list of patients. If this is not selected, the Patients icon does not appear in the main menu. Read — view patient charts Update — make changes to patient charts Destroy — archive patient charts Merge — merge patient charts Reactivate — reactivate archived charts Print — print chart information
Appointments	Allows users to access the Schedules area of the CHR. Available selections: All — provides permission for all of the items listed below Create — book appointments List — search for and return a list of appointments. If this is not selected, the Schedules icon does not appear in the main menu. Read — view appointment details Update — make changes to booked appointments Destroy — delete appointments Logs — view appointment logs
Encounters	Allows users to access the Encounters area of a patient's chart. Available selections: All — provides permission for all of the items listed below Create — add new encounter notes List — view the list of a patient's encounters Read — view encounter details Update — make changes to encounters Destroy — delete encounter notes Unlock — unlock and edit signed encounters
Billing	Allows users to access the Billing dashboard. Available selection: List — view the list of bills in the Billing dashboard. If this is not selected, the Billing dashboard icon does not appear in the main menu. 📌 Note: this does not affect a user's ability to create bills. That is set through the Public Billing and Private Billing permissions, below.
Referrals	Allows users to access the Referrals area of the CHR. Available selections: All — provides permission for all of the items listed below. List — view a list of referrals. If this is not selected, the Referrals icon does not appear in the main menu. Read — view referral details Create — add new referrals Update — make changes to referrals Archive — archive referrals Print — print referrals
Inbox	Allows users to access the Inbox area of the CHR. All — provides permission for all of the items listed below Create — create a new inbox message List — view a list of inbox messages. If this is not selected, the Inbox icon does not appear in the main menu. Read — view an inbox item Update — make changes to an inbox message (such as marking as done)

Feature permissions

Permission option	Description
Outbox	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.
Edit Qnaires	Allows users to build and modify Qnaires.
Export Patient Chart	Allows users to export part or all of a patient's patient chart as a PDF file for printing, faxing, or sending to those requesting it.
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. 📌 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.
Contacts	Allows users to add and modify contacts and facilities.
Folders	Allows users to organize and group Qnaires, forms and templates for providers.
Public Billing	Allows users to create, update and delete claims for provincial insurance ("ministry") billing.
Batch public billings status update	Allows users to change the status of multiple selected insured claims at once from the Billing dashboard.
Private Billing	Allows users to create, update and delete bills for products 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 set who has access to specific patient charts or to specific encounters. Users who have this permission can "break the glass" and view restricted patient encounters or entire charts.
Analytics	Allows users to access the Analytics area of the CHR.
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. 📌 Note: Only the user who created a letter can unlock the letter.
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.
Provider Mobile App	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.

Settings permissions

Permission option	Description
Scheduling settings	Allows users to manage schedule settings (provider hours, etc.), appointment types, locations and rooms.
Notification settings	Allows users to set and modify outgoing email and SMS (text message) notifications for appointments, Qnaires and portal messaging.
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 settings	Allows 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 checkbox selected.
Patient settings	Allows users to add and modify patient identification options, status tags, patient groups, and other patient settings.
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.
Data export	Allows users to export data from the CHR as .CSV files.
Products settings	Allows users to add or modify products and inventory billed through third-party and private billing.
Setup Lab Integration	Allows 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.
User contents settings	Allows users to modify their profile settings. This includes their credentials and billing number.
Data import	Allows users to import data into the CHR using . CSV files.
Formulary updates	Allows users to manually add medications and treatments to the clinic-wide formulary database. Items in the formulary can be prescribed.
Patient Settings: Summary View	Allows users to customize their summary view when viewing patient charts. This includes adding, moving, modifying and removing widgets.
Scheduling: Vacation	Allows users to add vacation and off time to schedules via the Vacations tab of Settings > Schedule.
Case settings	Allows users to create case dashboards and statuses for patient cases.
Care team settings	Allows users to add and modify care teams for patients. 📌 Note: The user must also have the Patient Settings checkbox selected for this option to work.
Templates: Encounters	Allows users to create, modify, duplicate and delete encounter templates.
Templates: Letter	Allows users to create, modify, duplicate and delete letter templates.
Template: Forms	Allows users to create, modify, duplicate and archive form templates.
Templates: Cases	Allows users to Create and modify case templates, including case data properties.
Templates: 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.
Templates: Custom Header	Allows users to upload a custom header to their profile, without updating any other user's custom header settings.
Templates: Data Slice	Allows users to create, modify and delete data slice templates.
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.
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).
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).
Integration Settings	Allows 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	Allows 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).
Referral Settings	Allows users to configure referral waitlists, priorities, statuses etc.
QHR	If QHR (Quebec Health Record) is enabled, allows users to register the clinic for QHR.

Updated March 29, 2023