Security Role Configuration

Security roles in MediRecords are used to manage and assign access levels for users within your subscription. These roles determine what each user can see and do, including which areas of MediRecords they can access and what administrative changes they can make.

When you first register your account, your user name is automatically assigned the role of Practice Owner. This role carries the highest level of access, allowing you to create new users, configure the appointment calendar, and complete other key administrative tasks included in the Practice Setup Guide. Every tenancy must have at least one user with the Practice Owner role.

When new users are registered, they are assigned a default security role based on their user category. This ensures they have the access required for their day-to-day tasks. If needed, you can adjust a user’s access by assigning them a new role. Changing a user’s security role does not affect their category but simply updates what they can access.

For example, it is common for a Practice Owner to grant their Practice Manager full administrative rights by changing their role from Practice Manager to Practice Owner. This adjustment is made by updating the user’s security profile within User Settings.

Contents:

1. Access Denied Errors
2. Assigning/Changing a User's Security Role
3. Changing a Security Role's Access
4. Accounts Privileges
5. Appointments Privileges
6. Billing Privileges
7. Clinical Privileges
8. Patient Privileges
9. Resources Privileges
10. Settings Privileges
11. Granting Privileges

Access Denied Errors

An 'access denied' error usually means you don't have the security clearance to access this part of MediRecords. You should contact your Practice Owner and they can update your access if needed. The instructions to do so are found in this article.

Assigning/Changing a User's Security Role

1. Click More
2. Click Settings
3. Click Subscription Details
4. Click Users
5. Click the Tick-box next to the name of the user that is having their security role changed
6. Click Edit
7. Click Security
8. Clicking in the Security Role field will allow you to change the Role of the user.
9. Click Save when you're finished and the user's Role will have updated.

Changing a Security Role's Access

Note: The security role of the Practice Owner cannot be altered. It is mandatory to have at least one user assigned the Practice Owner role in your MediRecords Subscription. Please adjust and modify another security role to align with your requirements.

1. Click More tab and select Settings
2. Click Security
3. Select the role that is being modified and click View
4. Update the required privileges for the role
5. Click Save to apply the changes
6. The Security Role has now been updated.

Accounts Privileges

Expense: Allows access to logging your expenses against outgoing payments 

GL Account : 

Accounting Transaction :

Journal Entry: Allows access to a log of all the changes around finance within MediRecords 

Schedule Assignment: Who can assign a schedule to other users for billing 

Appointments Privileges

Appointment: Allows access to appointment area where you are able to book appointments for providers from specific practices and notify providers of upcoming patients

Room: Allows the ability to specify which location an appointment will be held within a specific practice 

Session: Allows access to the ability to schedule practice hours, individual working hours, meal breaks and off-site work.

Holidays: This allows users to access and edit a provider's holidays. Is an extended feature of Session. 

Hide Appointment Type: Removes the Appointment Type area where users can change/add how long certain appointments last and what common appointment types a clinic undertakes. 

Billing Privileges

Adjustment: Allows access to the Adjustment area in clinical 

Bulk Bill Claim: Allows access to bulk bill claiming on the invoice section of patients files 

Bulk Bill Payment Report: 

Bulk Bill Process Report: 

Invoice: Regards access to patient invoices 

Patient Claim: Regards access to an online patient claiming ability in invoices 

Payment: Regards access to the payment section in invoices 

Cancel Bulk Bill Claim: 

Disable Adjustment: Disables the ability to create new adjustments whilst still having access to the adjustment area

Disable Payment: Disables the ability to perform any sort of payment whilst still having access to invoices 

Hide Claiming: Hides the claiming section from accounts 

Hide Claiming > Claims Completed View: Hides Claim completed, one of the three views in the claiming section 

Hide Claiming > In Progress View: Hides in progress, one of the three views in the claiming section

Hide Reconciliation: Hides reconciliation section from accounts 

Hide Sales: Hide the sales section from accounts 

Remove Adjustment - Write Off: Removes the ability to adjust or write off an invoice 

Clinical Privileges

Measures: Refers to Observations where patient height, weight and other relevant information is recorded

Allergy: Any allergies and the severity of the patients reaction

Antenatal: Any pre-birth details surrounding a pregnancy

Birth: Any post-birth details surrounding a pregnancy

Clinical Drawer: Where editable templates and saved and accessed

Consult: Where todays clinic notes and past consultations are located

Consult Reason: Allows access to consult reason function

Hospitalization: If the patient has had a hospital visit related to their care

Immunization: Where immunization records are created and located

InBox: Secure messaging where corrospondence between medical staff origionally arrive (not feeling this one)

Investigation Results: Where the results of conducted investigations such as pathology and radiology are located and entered

Investigation request: Where requests are made for pathology or radiology are made

Correspondence Inbound: Where inbound correspondence is located  

Correspondence Outbound: Where outbound correspondence is located

Medical History: Patients previous and/or current medical conditions

Pap smear Result: The creation and viewing of Pap smear results

Pregnancy: A resource for any obstetrics details

Pregnancy result: New pregnancy details and results

Procedure: Where medical procedures can be recorded and viewed

Past Scripts: A list of all past medications prescribed to the patient

Current Rx: A list of all current medications prescribed to the patient

Extended Care: Access to health assessments and reviews such as the K-10 assessment

Patient Privileges

Here you can set the privileges for creating, reading, updating and deleting patient areas, as well as exporting patient records.

*Please note that Consent cannot be deleted.

Resources Privileges

Service Provider: Allows access to where clinics and health funds are located 

Health Professionals: Allows access to where medical practitioners are located 

Drug Protocols: No longer a funciton 

Drug Recipe: Allows access to drug recipe creation 

Clinical Drawings: Allows access to the management of clinical drawings 

Letter Templates: To create and maintain letter templates 

Patient Education: To upload and manage patient education documents 

Settings Privileges

Bank Account: Allows access to bank account features 

Item: Allows access to items to add to schedules 

Role: Allows access to security 

Role Entity Privilege: Needed to update security settings and to avoid unforeseen issues 

Role Execute Privilege: Needed to update security settings and to avoid unforeseen issues

Role Execute Report: Allows Access to Report

Hide Configuration: Allows and disallows configuration settings adjustments

Granting Privileges

All - provides access to Create, Read, Update, & Delete functions for that feature

None - prevents access to Create, Read, Update, & Delete functions for that feature.

Create - allows a user to Create a record of that type.

Update - allows a user to Update a record of that type.

Delete - allows a user to Delete a record of that type.