Users: External Roles

External Roles are intended for external providers or other users that are not part of your organization but still need access to the EMR. External roles limit access to only the information needed to perform the specified tasks. External users should not be assigned a function, this ensures they cannot open or edit documentation. 

The available external roles are listed below and described further in the following table. 

• Auditor: The Auditor role is intended for your accrediting agency’s inspector/surveyor and only allows access to patient charts.
• Display: The Display role is to be used for accounts intended to be used on a television or large screen for the purpose of providing information to facility users or visitors (like the Bed Board Display or Queue Display).
• Kiosk: This is a display role that allows MAT patients to check into the facility upon arrival via tablet or another device.  
• Pharmacist: The Pharmacist role is intended for your pharmacy vendor, allowing pharmacists to log into the EMR to review new orders, discontinued orders, newly admitted patients, and discharging patients.
• Utilization Review External: The UR External role is used to allow authorized representatives from insurance providers to review key patient chart information related to the insurance case(s). Click here to learn more about setting up the system for UR External users. 
• Lab Liaison: The Lab Liaison role is intended for external lab representative(s) to review requisitions, results, and orders related to the integration with the lab they represent.

	Auditor	Pharmacist	UR External	Lab Liaison
What charts can the user see once logged in to Kipu?	Current Census and Pre-Admission	Current Census	Cleared charts in Current Census and Pre-Admission	Charts that contain consent, orders, requisitions or results for a selected lab
What information can the user see or modify in the patient’s facesheet?	View: Demographics Preadmission details Urgent issues Last 4 digits of SSN Insurance details Contacts Allergies & Diets External Apps	View: Demographics Preadmission details Notes Last 4 digits of SSN Insurance details Contacts Allergies & Diets	View:  Demographics Preadmission details Notes Full SSN Insurance details VOB details Contacts Allergies & Diet Add and Edit: VOB form Concurrent Review External Apps	View: Demographics Preadmission details Last 4 digits of SSN Insurance details VOB details Contacts Allergies & Diet
What tabs in the patient’s chart the user can access?	Forms (consent, evaluations, schedules) Doctor’s orders (including Medications Brought in by the patient) Med Log Group Sessions PHI Logs Rounds	Doctor’s orders (including Medications Brought in by the patient) Med Log	Cleared: Forms (consents, evaluations, schedules) Doctor’s orders (including Medications Brought in by the patient) Med Log Group Sessions Appointments	Consents required by this lab Doctor's Orders Lab Orders Lab Requisitions Lab Reports
What information can the user see under Chart Summary?	Role has no access to the Chart Summary tab	Doctor’s Orders Notes	All cleared items Notes	Role has no access to the Chart Summary tab
What other areas of Kipu the user has access to?		Dashboard: Orders, Med Pass, Actions, Chart✓ tabs	Schedules: Calendar Landing Page: Next Review Date filter	Labs: Medical Test Orders, Lab Test Requisitions, Lab Reports

Note: When your facility uses the UR External feature, an internal user (Super Admin and a user with Manage Utilization Review) needs to set up the UR External user's access to the EMR and patient records. Click here to learn more.