User Roles, Features, and Functions

  • Updated

There are three main items that provision user permissions with the Kipu EMR: Roles, Features, and Functions. These features can work in conjunction to provide the right level of access and oversight to your user base. 

  • Roles: Each user must be assigned at least one role. Roles are the primary driver of user access.
  • Features: Features allow you to provide additional access or permissions to a user that isn't already included in their role(s). Some features will also restrict access to ensure oversight can be provided.  
  • Functions: Functions determine which users can view, complete, and sign Evaluation forms and the Flags the user can assign to patients.


There are a few categories of roles available in the Kipu EMR. 

  • Internal roles: Designed for the staff members that work in your facility.
  • Special Roles: These are additional roles that are available for organizations using Labs, Outcomes, Kipu Messenger, VOBGetter, Enterprise Billing, Kipu Portal, and/or CRM.
  • External Roles: These roles are for external providers that perform services for your facility or for features that allow digital displays like Queues or Occupancy.


Each user role includes a suite of features; if the feature that you require for a user or group of users is not included in the role selected, you may add features from the column on the right side of the page.

Click here to learn about each feature. 



Functions are custom to your organization and are typically defined during the implementation process. 

Each user can only be assigned to one function. Click here to learn how to add or update functions. 


When working with Evaluations on the patient chart, each form displays the function of the user responsible for completing or reviewing the document.mceclip3.png

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