There is an extensive list of available permissions that can be selected in User Roles. See the full list below. Each permission is listed under it's section. 



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PATIENT PERMISSIONS

Patient Information

View Patients Tab

View Patient Dashboard

Update Consent Obtained Details

View Patient Information

Fix Patient Information

Add New Patient Information

Print Patient Information

View Patient Financial Information

Add Patient Payer

Edit Patient Payer

Remove Patient Payer

View Patient Contact

Edit Patient Contact

Add Patient Contact

Print Patient Information Face sheet

Fix Patient Information Face sheet

View Patient Information Face sheet

View Patient Referral Information

View Patient Profile

Fix Patient Location

View Patient Medication

View Patient Supplies


Patient Alerts

Add Patient Alert

Close Patient Alert


Patient Tasks

View Patient Tasks

Add Patient Tasks

Edit Patient Tasks

Patient Task List

Patient Task Edit

Complete Follow-Up Tasks


Patient Care Plans

View Patient Plan Of Care

Fix Patient Care Plan


Patient Documents

View Patient Documentation

View Patient Document Uploaded

Upload Patient Documentation

Delete Uploaded Patient Documentation

Edit Public Patient Document

Print Public Patient Document

Print Private Patient Document


Patient Care Level

View Patient Care Levels

Discharge Patient

Admit Pre Care Level


OTHER PATIENT DOCUMENTS PERMISSIONS

Hospice Plan Of Care

Create Hospice Plan Of Care Document

Edit Hospice Plan Of Care Document

View Hospice Plan Of Care Document

Therapy Visit Note

Create Therapy Visit Note Document

Edit Therapy Visit Note Document

View Therapy Visit Note Document


Coordination Of Care

Create Coordination Of Care Document

Edit Coordination Of Care Document

View Coordination Of Care Document

Face To Face

Create Face to Face Document

Edit Face to Face Document

View Face to Face Document

Wound And Skin Assessment

Create Wound And Skin Document

Edit Wound And Skin Document

View Wound And Skin Document

Post-Mortem Visit

Create Post Mortem Visit Document

Edit Post Mortem Visit Document

View Post Mortem Visit Document

Incident Report

Create Patient Incident Report Document

Edit Patient Incident Report Document

View Patient Incident Report Document

Infection Report

Create Infection Report Document

Edit Infection Report Document

View Infection Report Document

Patient Notification Of Hospice Non Covered (NOMNC)

Create Patient Notification Of Hospice Non Covered

Edit Patient Notification Of Hospice Non Covered

View Patient Notification Of Hospice Non Covered



USER PERMISSIONS

User Management

View Users

Change Password For Other Users

Create Invitations

View Invitations

Resend Invitations

Edit Invitations

Remove Invitations

Block Users

Edit User Profiles

Approve Users


User Profile

View Own Profile

Edit Own Profile

Change Own Password


User Roles

View User Roles

Edit User Role

Create Custom User Role

User Supervision

Supervise Private Documents

Sign On Behalf


CARE PROVIDERS PERMISSIONS

Care Providers General

View Care Providers

Facility Care Provider

View Facility Provider

Edit Facility Provider

Create Facility Provider

Physician Care Provider

View Physician Provider

Edit Physician Provider

Create Physician Provider

Referral Care Provider

View Referral Provider

Edit Referral Provider

Create Referral Provider

Pharmacy Care Provider

View Pharmacy Provider

Edit Pharmacy Provider

Create Pharmacy Provider

DME Care Provider

View DME Provider

Edit DME Provider

Create DME Provider

Funeral Care Provider

View Funeral Provider

Edit Funeral Provider

Create Funeral Provider


HOSPICE PERMISSIONS

Hospice Data

View Hospice Information

Edit Hospice Information

Edit Hospice Counties

Hospice Care Plans

Change Care Plans

Create Hospice Care Plan Template

View Hospice Care Plan Template

Edit Hospice Care Plan Template


Bereavement Care Plans

Create Bereavement Care Plan Template

View Bereavement Care Plan Template

Edit Bereavement Care Plan Template

Communication Notes

Create Communication Note

Edit Communication Note

View Communication Note



NURSING DOCUMENTS PERMISSIONS

Initial Nursing Assessment

Create Nursing Assessment

Edit Nursing Assessment

View Nursing Assessment


Nursing Assessment Update

Create Nursing Assessment Update

Edit Nursing Assessment Update

View Nursing Assessment Update


Nursing Visit Note

Create Nursing Visit Note Document

Edit Nursing Visit Note Document

View Nursing Visit Note Document

Continuous Care Nursing Visit Note

Create Continuous Care Nursing Visit Note Document

Edit Continuous Care Nursing Visit Note Document

View Continuous Care Nursing Visit Note Document

SOAP Visit Note

Create SOAP Note Document

Edit SOAP Note Document

View SOAP Note Document


BEREAVEMENT PERMISSIONS

Bereaved

Access the Bereavement section

Bereavement Risk Assessment Document

Create Bereavement Assessment Document

Edit Bereavement Assessment Document

View Bereavement Assessment Document

Bereavement Risk Assessment Update Document

Create Bereavement Risk Assessment Update Document

Edit Bereavement Risk Assessment Update Document

View Bereavement Risk Assessment Update Document

Bereavement Assessment Post-Death Document

Create Post Bereavement Assessment Document

Edit Post Bereavement Assessment Document

View Post Bereavement Assessment Document


REFERRAL PERMISSIONS

Referral Tab View

Create Referral

Edit Referral

Cancel Referral

Activate Referral

Add Payer to Referral

Remove Payer to Referral

Add Referral Contact

Remove Referral Contact

Edit Queue Tasks


REPORTS PERMISSIONS

Access Reports Section

Admissions Report

Aging Report

AR Adjustments Report

Bereavement Report

Bereavement Weekly Follow Up Report

Billing And Adjustments Report

Hospice Care Levels Report

Certifications Report

Consent Report

Continuous Care (CC) Report

Patient Covid Screening Report

Census - Daily Report

Days Without Nursing Visits Report

Discharges Report

Face to Face Report

IDG Report

Incidents Report

Infections Report

Census - Length of Stay

Notice of Election (NOE) Report

Notice of Termination/Revocation (NOTR) Report

On Call Visit Report

Pain Quality Measure Report

Patient Allergies Report

Patient Demographics Report

Payment Remittance Report

Physician Orders Report

Referral Report

Scheduled Visits Report

Service Intensity Add On (SIA) Tracking Report

Staff Licensing Report

Supplies Report

Census - Unduplicated Report

Visits Report

Wound Tracking Report

Frequency Report


HOSPICE ITEM SET (HIS) PERMISSIONS

HIS General

View HIS Dashboard

HIS Admission

Print HIS Admission

Batch Selected HIS Admission

Edit HIS Admission

View HIS Admission

HIS Discharge

Print HIS Discharge

Batch Selected HIS Discharge

Edit HIS Discharge

View HIS Discharge


CERTIFICATION PERMISSIONS

View Patient Certifications

Patient Certification Initial Benefit Period

Create Patient Certification

Mark Certification as Ready to Review

Mark Certification as Ready to Sign

Edit Patient Certification

Edit Non-Hospice Patient Certification Dates

Patient Certification Physician Narrative


DYNAMIC VIEWS PERMISSIONS

Access Dynamic Views Section

View Unsigned Physician Orders (Dynamic Views)

View Certifications (Dynamic Views)

View Face to Face (Dynamic Views)

View Supervisory (Dynamic Views)

View Census (Dynamic Views)

View Pain Quality Measure (Dynamic Views)


HOSPICE AIDE DOCUMENTS PERMISSIONS

Create Aide Assignment Document

Edit Aide Assignment Document

View Aide Assignment Document

Create Aide Visit Note Document

Edit Aide Visit Note Document

View Aide Visit Note Document


PHYSICIAN DOCUMENTS PERMISSIONS

Create Physician Order Document

Edit Physician Order Document

View Physician Order Document

Create Physician Visit Note Document

Edit Physician Visit Note Document

View Physician Visit Note Document


VOLUNTEER DOCUMENTS PERMISSIONS

Create Volunteer Services Document

Edit Volunteer Services Document

View Volunteer Services Document

Create Volunteer Visit Note Document

Edit Volunteer Visit Note Document

View Volunteer Visit Note Document


SPIRITUAL DOCUMENTS PERMISSIONS

Create Spiritual Assessment Document

Edit Spiritual Assessment Document

View Spiritual Assessment Document

Create Spiritual Assessment Update Document

Edit Spiritual Assessment Update Document

view Spiritual Assessment Update Document


PSYCHOSOCIAL DOCUMENTS PERMISSIONS

Create Psychosocial Assessment Document

Edit Psychosocial Assessment Document

View Psychosocial Assessment Document

Create Social Services Assessment Update Document

Edit Social Services Assessment Update Document

View Social Services Assessment Update Document


MEDICATION DOCUMENTS PERMISSIONS

Create Medication Refill Document

Edit Medication Refill Document

View Medication Refill Document

Create Medication Evaluation and Review Document

Edit Medication Evaluation and Review Document

View Medication Evaluation and Review Document



CUSTOM MEDICATIONS PERMISSIONS

View Custom Medications

Edit Custom Medications

Create Custom Medications

View Medications Template

Edit Medications Template

Create Medications Template


CALENDAR PERMISSIONS

View Visit Types

Create Visit Types

Edit Visit Types

Access and Manage Hospice Calendar


IDG PERMISSIONS

View IDG List

Create IDG

Edit IDG


PAYER PERMISSIONS

View Payers

Create Payer

Edit Payer


ASSIGNMENT PERMISSIONS

View User Assignments

Assign User to Patient

Edit User Assignment


CARE TAB PERMISSIONS

View Care