Features give your users more access in addition to their base role (or set of roles). Ensure that each user has at least one user role assigned before adding features or they won't be able to log into the Kipu EMR. Exceptions include the Manage Shift Reports and Manage Group Sessions features, these can be assigned to users without a base role assigned.
Note: Kipu does not recommend giving the user features that are already included in their base role(s). The table below contains the description of each feature Kipu offers, as well as what roles (or features) this feature is already included in. We also do not recommend giving any features with "manage" in the name to external users.
| Feature | Description | Included In Role/Feature |
|
Allow protected tabs |
Gives the user access to the selected Protected tabs. | None |
| Edit treatment plans | Allows the user to edit Treatment Plans in In Use status, update goals and statuses, and close Tx Plans. | Therapist |
| Log medications brought in | Allows the user to add/log medications brought in by the patient on admission, and collect the patient's signature. Opens access to the Doctor's Orders tab. |
Verify medication brought in Tech Nurse Doctor Records Admin Super Admin |
| Manage chart transfers | Allows the user to move/clone patients' live data (facesheet, photos, completed forms) from one location to another within Master Instance. Provides access to the Transfer History area. | Records Admin Super Admin |
| Manage contacts | Allows the user to create, edit, or delete Contacts. | Admin UR Internal Records Admin Super Admin |
| Manage faxes | Allows the user to view and manage all outgoing faxes to the pharmacy. | Manage pharmacy orders Super Admin |
| Manage golden thread | Allows the user to manage Golden Thread content in Settings. | Super Admin |
| Manage group sessions |
Allows the user to be a Group Session facilitator (to start and edit unassigned or own group sessions) and provides access to the Group Sessions tab in the chart. This feature has been retired with the new Scheduler and will not appear once the scheduler is enabled. |
Therapist Case Manager Other Therapist Records Admin Super Admin |
| Manage incoming transfers | Allows the user to manage incoming transfers of the facesheets and casefiles from other facilities, and other sites within one Master Instance, CRM, or via API. | Super Admin |
| Manage ledger | Allows users to process payments, create charges, apply credits, generate statements, and collect signatures directly from the Patient Chart using the Patient Ledger feature. |
Super Admin Records Admin |
| Manage medication inventory | Allows the user to manage the facility and patient medication inventory. | Review Medication Inventory Records Admin Super Admin |
| Manage outgoing transfers | Allows the user to send the facesheet (with or without casefile/PDF package) to another facility or another location under Master Instance. | Super Admin |
| Manage PDF packages | Allows the user to generate, create, edit selected, and delete partial casefiles (PDF packages). | Records Admin Super Admin |
| Manage pharmacy orders | Allows the user to fax doctor's orders to pharmacies. | None |
| Manage PHI | Allows the user to create and edit PHI logs in the patient's chart. | Records Admin Super Admin |
| Manage Pump | Allows users at MAT facilities to access Liquid Dispensing Pumps in Settings > Konnectors. | Super Admin |
| Manage Quick Text | Allows users to create and use Quick Text when the Quick Text feature is enabled. | None |
| Manage reports | Allows the user to view, create, edit, and delete Reports. This does not include BI Dashboards. | Records Admin Super Admin |
| Manage rooms | Allows the user to create, edit, and delete beds, rooms, and buildings for the Occupancy functionality in Settings. | Super Admin |
| Manage rounds | Allows the user to view and log all Rounds and to assign/drop rounds on the patient chart. | Records Admin Super Admin |
| Manage schedule |
Allows the user to create, edit, and delete Calendar appointments. This feature is no longer relevant for organizations on the new Scheduler. |
Provider Records Admin Super Admin |
| Manage shift report | Allows the user to edit any Shift reports created by other users. | Records Admin Super Admin |
| Manage target body weight | Allows the user to enter and modify a patient's target body weight if Use Target Body Weight is enabled under Settings > Instance. | None |
| Manage templates | Allows the user to create, edit, and delete templates for consents, evaluations, Chart✓, orders, group sessions, schedules, and rounds. | Super Admin |
| Manage templates - chart check | Allows the user to create, edit, and delete the lists for Chart✓. | Manage Templates Super Admin |
| Manage templates - consents and evaluations | Allows the user to create, edit, and delete the templates for consents and evaluations. | Manage Templates Super Admin |
| Manage templates - group sessions | Allows the user to create, edit, and delete the templates for group sessions, topics, and schedules. | Manage Templates Super Admin |
| Manage templates - orders | Allows the user to create, edit, and delete the templates for quick orders. | Manage Templates Super Admin |
| Manage transfer packages | Allows the user to create, edit, and delete readmit/transfer packages for Chart Tracker feature. | Records Admin Super Admin |
| Manage users |
Allows the user to manage users, assign roles, features, locations, and protected tabs in bulk. Exception: Non-Super-Admin users cannot assign Super Admin role, manage restricted patients, or security settings. |
Super Admin |
| Manage utilization review | Allows the user to clear charts for UR External users. Allows the user to view and send the facesheet to Avea or Collaborate MD. Allows the user to manage the Payors list under Settings. | None |
| Rendering Provider | Allows the user to be selected as a Rendering Provider for billable services/forms (Integrated Billing feature). | None |
| Requires group session review | Requires all group sessions this user signed to be reviewed by different user who has the Review Group Sessions feature. | None |
| Restrict device access | Restricts the user from logging in to Kipu from non-authorized devices, or unauthorized IP addresses. | None |
| Restrict patient contact info | Restricts the user from viewing patients' address, phone number, and email. | None |
| Review group sessions | Allows the user to add reviewer signature for group sessions in the Pending Review status (i.e. led and signed by the user with Require Review Group Sessions feature). | None |
| Review medication inventory | Allows the user to sign off on facility and patient medication inventory. | None |
| Review rounds | Allows the user to sign off on rounds in the Completed status. | Super Admin |
| Verify medications brought in | Allows the user to verify medications brought in by the patient on admission. Opens access to Doctor's Orders tab. |
Nurse Doctor Records Admin Super Admin |
| View PDF packages | Allows the user to generate and view PDF packages. | Records Admin Super Admin |
| View reports | Allows the user to run and view (export) Reports. | Manage Reports Records Admin Super Admin |
| View user stamps | Allows the user to see timestamps that include: when and by whom charts, forms, consent templates, and evaluation templates have been created and last edited. | None |
| View utilization review | Allows the user to view Concurrent Reviews. | UR External UR Internal Records Admin Super Admin |