Note that any given user may have multiple roles. Each set of privileges is the minimum amount of access needed to do the most common workflows associated with this position.

Chief Pharmacist

The head of your pharmacy. You may have multiple chief pharmacists if you have more than one major pharmacy in your organization. This role should have all available Pharmacy privileges.
In addition to the privileges, the role of your Chief Pharmacist must also be designated as an Issuer under your Pharmacy. See Pharmacy Role Link for more information.
Pharmacists who are not in the role of Chief Pharmacists may have as many of these privileges as you choose to grant them. You may omit certain administrative privileges as desired.
Recommended privileges:
Hospital Access

• Admissions: Add Client to Admission, Add Patient to Admission, Create Admissions, Edit Admissions
• Cashier Screen: Create Refund
• Communication Worklist
• Exception Log: Access Exception Log
• Hospital Client: Access Hospital Client, Create Client Alerts, Edit Client Account Status, Modify Hospital Client, Open Order without a Patient
• Hospital Orders: Add Order Item, Approve All Order Items, Approve Order Item, Bill from Pick List, Cashier Screen Access, Create Orders, Delete Order Item, Edit Item Amount, Edit Item Date, Edit Item Qty Amount, Edit Order Item, Edit Order Item Comment, Edit Order Type, Open Order, Unapprove Order Item, Unapproved Delete Order Item, Undelete Order Item
• Hospital Request: Access Hospital Request
• Inventory Receiving
• Inventory Request: Create Inventory Transfer Request, Edit Inventory Transfer Request, Process Inventory Transfer Request
• Medical Record Tracking: Manage Medical Records
• Patient Census: Access Patient Census
• Patient List: Access Patient List
• Patient Record: Access Patient Record, Create Episode, Create Patient Alerts, Open Episodes, Prescription Approver Non-DVM, Prescription Refill, Prescription Transfer, Prescription Renewal, Set Bill Party
• Patient Reminders: View Reminders, Edit Reminders, Receive Reminders (Note that if you do not wish for only your Chief Pharmacist to have control rights over reminders associated with prescriptions, you can create a separate Reminders role and designate someone else in the department to also have this privilege set)
• Pharmacy: Access CDM Search, Access Pharmacy, Edit CDM Records, Send Remainder Home (Optional), Un-Issue Prescription (optional)
• Purchase Orders
• Schedule: Access Schedule
• Vendor Screen

Common Roles

• Common Access
• Common Setup Data: Price Level Setup
• Mail: Compose Mail, Search Mail (allows for viewing of system pharmacy notices). "Admin Search Mail" should be reserved for your highest level administrators and HR, as it allows for viewing of private messages.
• Navigation: Access Navigation
• User Management: Access User Rights, Update User, User Privileges
• User Profile: Access Profile Rights, Default Pharmacy, Default Service Selection, Default Unit, Edit Default Home, Edit Display Home, Edit Display Name, Edit Email, Edit Signature, Enable Email Messages, Enable Text Messages, Modify Notifications, Update Profile

Pharmacy Technician / Staff

Hospital Access

• Admissions: Add Client to Admission, Add Patient to Admission, Create Admissions, Edit Admissions, Search Admissions
• Exception Log: Access Exception Log
• Hospital Client: Access Hospital Client, Create Client Alerts, Open Order Without Patient
• Hospital Orders: Add Order Item, Approve All Order Items, Approve Order Item, Bill From Pick List, Cashier Screen Access, Create Orders, Delete Order Item, Edit Item Amount, Edit Item Date, Edit Item Qty Amount, Edit Order Item, Edit Order Item Comment, Edit Order Type, Open order, Unapprove Order Item
• Hospital request: Access Hospital Request
• Inventory Request: Create Inventory Transfer Request, Edit Inventory Transfer Request, Process Inventory Transfer Request
• Patient Census: Access Patient Census
• Patient List: Access Patient List
• Patient Record: Access Patient Record, Create Patient Alerts, Open Episodes
• Patient Reminders: Add Reminder, View Reminder, Receive Reminder
• Pharmacy: Access Pharmacy, Send Remainder Home (Optional)
• Schedule: Access Schedule

Common Roles

• Common Access
• Mail: Compose Mail
• Navigation: Access Navigation
• User Profile: Access Profile Rights, Default Pharmacy, Default Service/Section, Default Unit, Edit Default Home, Edit Display Home, Edit Display Name, Edit Email, Edit Signature, Enable Email Messages, Enable Text Messages, Modify Notifications, Update Profile

Faculty Access

Intended for clinicians and research doctors working within your hospital who are not necessarily clinicians
Hospital Access

• Admissions: Edit Admissions, Search Admissions
• Hospital Client: A/R Hospital Client, Access Hospital Client
• Hospital Orders: Add Order Item, Bill from Pick List, Edit Item Date, Edit Item Qty Amount, Edit Order Item Comment
• Hospital Request: Access Hospital Request (further privileges depending on the workflows of the Request area)
• Patient Census: Access Patient Census
• Patient List: Access Patient List
• Patient Record: Access Patient Record, Add New Contact, Admit Patients, Approve Transfers, Create Patient Alerts, Create SOAPs, Manage SOAPs, Review SOAPs, Discharge Patients, Modify Existing Contacts, Prescription Approver, Prescription Refill, Prescription Renewal, Print Patient Comm Log, Request Transfers, Access Schedule
• Pharmacy:

Senior Student (Clinical Rotations)

This is the role you should give to senior students who are completing their year of clinical rotations. This is also a suggested access for students in a junior surgery class.
Hospital Access:

• Admissions: Search Admissions
• Hospital Client: Access Hospital Client
• Hospital Orders (Search/View Only)
• Hospital Request: Access Hospital Request
• Patient List: Access Patient List
• Patient Record: Access Patient Record, Add New Contact, Approve Transfers, Create SOAPs, Manage SOAPs, Review SOAPS, Discharge Patients, Request Transfers, Add Rx (if you wish for students to be able to request prescriptions)
• Patient Reminders: Add Reminder, View Reminder, Receive Reminder
• Schedule: Access Schedule

Common Access:

• Common Setup Data
• Mail: Compose Mail
• Navigation: Access Navigation
• User Profile: Access Profile Rights, Default Pharmacy, Default Service/Section, Default Unit, Edit Default Home, Edit Display Home, Edit Display Name, Edit Email, Edit Signature, Enable Email Messages, Enable Text Messages, Modify Notifications, Update Profile