Patient Record

The patient record has a large number of privileges. In order to make navigation on this page easier, privileges aese are broken out into workflows and functional areas.

Access Patient Record is the root level privilege for this page. Without any other privileges, this access privilege grants view only access to the patient records.

All other privileges below can be granted to users based on your hospital's policies regarding billing, prescriptions, and editing of medical records.

Episode and Patient Information

These privileges involve the creation and processing of episodes and the data of the patient.

Privilege	Type	Definition
Create Episode Button	Access	Allows the user to create a new episode from the patient record, instead of Admissions
Open/Check In Episodes	Function	Allows the user to check in a patient and change the episode status from New to Open
Add Episode Personnel	Function	Allows the user to add personnel to the episode
Edit Episode Personnel	Function	Allows the user to change information about the personnel, or delete them, from the episode
Update Episode Location	Function	Allows the user to change the patient location when the patient is relocated
Admit Patient	Function	Allows the user to change the patient from Outpatient to Inpatient (Admit status)
Discharge patient	Function	Allows the user to Discharge the patient (indicate the patient has been entrusted back to the client)
Readmit patient	Function	Allows the user to change the status of the patient from Discharge back to Admitted
Undo Discharge	Function	Allows the user to change the status of the episode from Discharge back to Open/Checked-in
Close Episode	Function	Allows the user to change the status of an episode from Discharged to Closed (all paperwork completed; episode cannot be modified)
Reopen Episodes	Function	Allows the user to change the status of an episode from Closed back to Discharged for further work
Request Transfers	Function	Allows the user to request that a patient's episode unit be transferred to another unit
Approve Transfers	Function	Allows the user to approve a transfer request from another unit
Create Patient Alerts	Function	Allows the user to add patient alerts to the patient record
Edit Patient Alerts	Function	Allows the user the ability to make changes to the Patient Alerts
Add Episode Alert	Function	Allows the user to add an alert to this episode only
Add patient Notes	Function	Allows the user to add notes onto the Patient Details tab
Edit Patient Notes	Function	Allows the user the ability to make changes to existing patient notes
Edit patient details	Function	Allows the user the ability to modify information about the patient, such as age, weight, breed, etc
Add Patient Tags	Function	Allows the user to add tag numbers to the patient (e.g. rabies tags)
Edit Patient Tags	Function	Allows the user to modify any existing tags
Update Episode ASAQ Status	Function	Allows the user the ability to change whether this episode qualifies for ASAQ

Documents, Requests, and Attachments

These privileges concern the digital documents that contain the reports and other content of the episode itself.

Privilege	Type	Definition
Add Episode Document	Function	Allows the user to add a document to the episode (reports filled out by the attending unit)
Add Episode Request	Function	Allows the user to submit a request on an episode (work to be performed by another unit during this episode)
Verify Episode Items	Function	Grants the ability to Verify documents and other items on the episode
Add/Edit Global Hospital Macro	Function	Allows the user to create a macro and then set it as a global macro for that document+document item, allowing users who utilize that same document to have access to the macro template as well
Resend Request Button	Function	Allows the user to resend a request that was rejected by the other unit
Add Attachments	Function	Allows the user to add attachments to the episode or request
Edit Request Attachments	Function	Allows the user to edit the meta information about an attachment on a request
Edit Episode Attachments	Function	Allows the user to edit the meta information about attachments on the episode
Edit Patient Attachments	Function	Allows the user to modify the meta information about attachments at the patient level
Delete Attachments	Function	Allows the user the ability to remove attachments from the episode

SOAPs, TPRS, and Diagnosis

These privileges revolve around the non-document content of the episode, aka "smart objects", which have their own workflows within the episode.

Privilege	Type	Definition
Add Episode Problem	Function	Allows the user to add a problem to the episode
Edit Episode Problem	Function	Allows the user to edit problems added to the episode
Merge Episode Problem	Function	Allows the user to Merge episode problems if they have been determined to have the same cause
Add Episode TPR	Function	Allows the user to ad a TPR to the episode
Edit Episode TPR	Function	Allows the user to edit an existing TPR an an episode
Create SOAPs	Function	Allows the user to add a SOAP to the episode
Manage SOAP	Function	Allows the user to add text for Subjective Objective Assessment Plan on the SOAP
Review SOAP	Function	Allows the user to review and approve Subjective Objective Assessment Plan that has been entered by a student
Add Diagnosis	Function	Allows the user to add a new diagnosis to the episode
Edit Diagnosis	Function	Allows the user to edit an existing diagnosis on the episode
Verify Diagnoses	Function	Grants the ability to Verify a diagnosis
Unapprove Diagnosis	Function	Allows the user to remove a verification from a diagnosis
Delete Unapproved Diagnosis	Function	Allows the user to remove a diagnosis that was not approved

Order Management

These privileges allow the user to add items to the bill. The Pick List option is the most restrictive minimum privilege, and will allow the user to add items only from a pre-established list.

Privilege	Type	Definition
Go to Order Management	Access	Allows the user to access the Order Management screen from the patient record
Go to Cashier Screen	Access	Allows the user to access the Cashier Screen from the patient record
Go to Pick List	Access	Allows the user to open a billing pick list from the patient record (minimum recommended access)
Add Open Order	Function	Grants the ability to open an order for the episode
Set Bill Party	Function	Grants the ability to change the bill party from the current designated to a different client
Create Estimate	Function	Grants the ability to generate a formal estimate and include it on the patient record

Prescriptions and Medications

These privileges allow users to request, approve, and modify prescriptions on the clinical side. Privileges on the pharmacy side are handled through Pharmacy Setup.

Privilege	Type	Definition	Verified
Add Rx	Function	Grants the ability to add a new prescription to the patient outside of the current episode
Add Episode Rx	Function	Grants the ability to add a new prescription to the patient within the current episode
Add Episode Medication	Function	Grants the ability to add a new medication or OTC item to the patient within the current episode
Prescription Transfer	Function	Grants the ability to transfer the prescription upon refill
Fill Outside Prescriptions	Access	Allows the user to fill an outside Rx from a different pharmacy	This is a pharmacy privilege and should not be on the patient record
Create External Prescriptions	Function	Allows the user the ability to generate a prescription for fill at a different pharmacy
Edit Episode Medication	Function	Allows the user to make changes to episode medication that was already entered
Edit/Print CDM Label	Function	Allows the user to edit or print the label generated by an item added via CDM for client use
Approve Rx	Function	Allows the user to approve an Rx that was requested by a student
Edit Rx	Function	Allows the user to edit an Rx that has not yet been approved
Prescription Approver	Function	Allows the user to approve an Rx that was requested by a student (duplicate)
Prescription Approver non-DVM	Function	Allows the user to approve an Rx requested by the student without being a DVM (e.g. pharmacists)
Prescription Refill	Function	Allows the user to refill a prescription from the patient record
Prescription Renewal	Function	Allows the user to Copy Rx

Communication Privileges

These privileges allow users to manage communications for a patient. These may be given to non-clinical personnel, such as client coordinators, who handle call backs and appointment reminders

Privilege	Type	Description
View Episode Communication Log	Access	Grants the ability to open and view the Comm Log pane
Add Episode Communication Log	Function	Allows the user to add a new entry to the communication log
Print Patient Comm Log	Function	Allows the user to open a PDF of the comm log and print it
Add Episode Contact	Function	Allows the user to create a new contact for the episode, allowing communications to be sent to them
Grant Release of Information	Function	Allows the user to set a contact as available to receive communications on the episode
Add New Contact	Function	Allows the user to add a new contact to the patient, not just this episode
Modify Existing Contacts	Function	Allows the user to make changes to existing contacts on an episode, such as address info

Admin Privileges

These privileges are elevated and recommended only for users at the administrative level. These allow you to fix mistakes made on medical records, such as duplicate clients or episodes.

Privilege	Type	Description
Set Patient Record Status	Admin Function	Allows the user to change the status of the episode outside of the normal workflow
Merge Patient	Admin Function	Allows the user to merge two patients, if it is determined the patients are in fact the same animal
Merge Episode	Admin Function	Allows the user to merge two episodes if an episode was created by mistake
Edit Episode Header	Admin Function	Allows the user to access the Episode Header (required for other admin functions)
Edit Admitting DVM/Unit	Admin Function	Allows the user to edit the admitting DVM and the admitting unit via the episode header
Edit Case No	Admin Function	Allows the user to change the patient on an episode
Edit Document Created Time	Admin Function	Allows the user to modify the time of document creation outside of the normal workflow
Delete New Episode	Admin Function	Allows the user to delete an episode in New status only
Admin Delete Episode	Admin Function	Allows the user to delete an episode, regardless of status. Warning: ALL DATA is destroyed in this Delete.
Remove Episode Hold	Admin Function	Allows the user the ability to change an episode from Hold status back to New or Open.
Undo Episode No Show	Admin Function	Allows the user to change an episode that was marked as No Show back to New status.