Overview
This step-by-step guide supports you in managing Security Role Privileges by outlining definitions for each privilege. Only users with the Practice Owner security role have the authority to make changes in this area.
Table of Contents
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🎓 Accessing Security Settings
- Navigate to view and manage security configurations
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🎓 Configuring Security Role Privileges
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Set access levels and permissions for each user role
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🎓 Accessing Security Settings
1. Access the submenu options by clicking on More in the Navigation Menu to expand the list.
2. Click on Settings.
3. Click on Security.
🎓 Configuring Security Role Privileges
4. Examine and make a note of the seven available Security Roles, which enable the assignment of distinct security privileges for each role.
ℹ️ The Security Roles displayed here dictate the Security Role Option you choose for each user within their Profile settings.
5. Hover your mouse over and select the View option corresponding to the Security Role you wish to customise privileges for.
ℹ️ It's important to understand that any settings configured under each Security Role will impact all users assigned to that particular Security Role in their Profiles. Unfortunately, there isn't an option available to set security privileges on an individual user basis.
6. The default view upon opening will be the Accounts section. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Expense: Record outgoing payments for organising your practice's financial transactions.
GL Account: Track financial transactions within specific accounts.
Accounting Transaction: Document financial changes within MediRecords.
Journal Entry: Log all financial alterations made within the system.
Schedule Assignment: Manage user permissions to assign schedules to others for billing purposes.
7. Select Appointments to access and view the available options for configuration.
8. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Appointment: Schedule Provider appointments and notify them about upcoming patient consultations.
Room: Specify appointment locations within a practice.
Session: Reflect practice hours, including breaks and off-site work, coordinating with the calendar for availability.
Holidays: Manage and indicate user holidays within MediRecords.
Hide Appointment Type: Configuration for Appointment Types in the Appointments settings.
9. Select Billing to access and view the available options for configuration.
10. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Adjustment: Access the adjustment area in the clinical system.
Bulk Bill Claim: Access bulk bill claiming within the patient files' invoice section.
Bulk Bill Payment Report: Access the report related to bulk bill payments.
Bulk Bill Process Report: Access the report concerning the bulk bill process.
Invoice: Access patient invoices.
Patient Claim: Access the ability to claim online for patients within invoices.
Payment: Access the payment section within invoices.
Cancel Bulk Bill Claim: Allows cancellation of bulk bill claims.
Disable Adjustment: Disables the creation of new adjustments while retaining access to the adjustment area.
Disable Payment: Prevents any payment actions while maintaining access to invoices.
Hide Claiming: Hides the claiming section from accounts.
Hide Claiming > Claims Completed View: Hides the Claims Completed view in the claiming section.
Hide Claiming > In-progress View: Hides the In-progress view in the claiming section.
Hide Reconciliation: Conceals the Reconciliation section from accounts.
Hide Sales: Hides the Sales section from accounts.
Remove Adjustment - Write Off: Provides the ability to remove adjustments by writing them off.
11. Select Clinical to access and view the available options for configuration.
12. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Measures: Records patient data like height, weight, and other relevant observations.
Allergy: Records patient allergies and the severity of their reactions.
Antenatal: Records pre-birth details related to pregnancies.
Birth: Records post-birth details concerning pregnancies.
Clinical Drawer: Area for creating, saving, and accessing editable templates.
Consult: Stores today's clinic notes and past consultations.
Consult Reason: Grants access to the function for specifying consultation reasons.
Hospitalisation: Indicates if the patient has had hospital visits related to their care.
Immunisation: Records and stores immunisation details.
Inbox: Secure messaging for communication among medical staff.
Investigation Results: Stores results from conducted investigations like pathology and radiology.
Investigation Request: Area for making requests for pathology or radiology tests.
Correspondence Inbound: Location for incoming correspondence.
Correspondence Outbound: Location for outgoing correspondence.
Medical History: Records patient's previous and current medical conditions.
Pap Smear Result: Records and views Pap smear results.
Pregnancy: Resource for obstetric details related to pregnancies.
Pregnancy Result: Records new pregnancy details and results.
Procedure: Records and views medical procedures.
Past Scripts: Lists all past prescribed medications for the patient.
Current Rx: Lists all current prescribed medications for the patient.
Extended Care: Access to health assessments and reviews such as the K-10 assessment.
Attachments: Area for attaching documents or additional files.
13. Select Patients to access and view the available options for configuration.
14. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Patient: Location for patient information.
Alcohol: Records patient's alcohol consumption frequency.
Patient Family: Indicates if the patient has family at the same practice.
Family History Detail: Captures relevant details about family medical history.
Patient Settings: Contains patient details like Medicare and private health insurance information.
Patient Relationship: Records patient relationships.
Patient Smoking: Records patient smoking habits, including frequency and intentions to quit.
Social: Contains patient information regarding work, lifestyle, and personal situation.
Referrer: Area for referrals and their linkage.
Patient OPV: Patient verification for Medicare.
Interested Parties: Additional medical providers interested in the patient.
Consent: Area for recording and uploading patient consents.
Export Patient Roles: Ability to export patient information to an external location.
15. Select Resources to access and view the available options for configuration.
16. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Service Provider: Grants access to service providers, including clinics and health funds information in Contacts.
Health Professionals: Allows access to health professionals and other medical practitioners' details in Contacts.
Drug Protocols: No longer a functional feature.
Drug Recipe: Grants access to create drug recipes.
Clinical Drawings: Allows access to manage clinical drawings.
Letter Templates: Provides access to create and manage letter templates.
Patient Education: Allows access to upload and manage patient education documents.
17. Select Settings to access and view the available options for configuration.
18. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Bank Account: Grants access to bank account features.
Item: Allows access to items to add to schedules.
Role: Provides access to security settings.
Role Entity Privilege: Required along with Role Execute Privilege to update security settings.
Role Execute Privilege: Required along with Role Entity Privilege to update security settings.
RoleExecuteReport: Allows access to reporting.
Hide Configuration: Allows or disallows configuration settings.
19. Select Subscription to access and view the available options for configuration.
20. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Practice: Grants access to the practice database.
User: Allows access to the user database, facilitating actions like selecting a User (Provider) for SMS on Demand.
Module: Grants access to subscribe roles and allocation to practices.
User Practice Allocation: Enables the allocation of users to specific practices.
Hide Subscription Billing: Hides the subscription billing section.
21. Select Reporting to access and view the available options for configuration.
22. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Hide Reporting: Hides the reporting section if Role Execute Report is allowed
23. Select Module-Configure to access and view the available options for configuration.
24. Please review this section and adjust settings as needed to tailor them according to your Practice's requirements.
ℹ️ Please note that availability might vary, and not all modules may be enabled in every practice as they aren't standard features available universally.
Usetag: Enables the use of the tagging feature.
UseEmailOnDemand: Grants access to utilise the email on demand feature.
UseAllowCustomFields: Enables the use of Custom Fields.
UseCustomFields: Allows access to the Custom Fields feature.
UseInPatientWard: Grants permission to utilise the Admissions Grid feature for inpatient management.
UseInvestigationsRequestPriorityAndRemoveUrgent: Provides privileges for managing Investigation request priorities. UseInvestigationCheckedWorkflowEnhancements: Allows the utilisation of workflow enhancements for checked investigations.
25. Select Save to confirm and save any modifications made.
ℹ️ When a user encounters a red pop-up in MediRecords, it indicates denied access to specific areas or features. This denial is due to the privileges configured for the Security Role assigned to the user.
26. Press Ok to exit the current screen.
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