Users: Internal Roles

  • Updated

Internal Roles are the base permissions for your facility's staff members. Roles determine the areas, features, and patients the user can access and which data can be updated.

All internal roles can be augmented using Features or Special Roles.

Internal Roles Table

You can combine multiple roles and features in one user profile, however, follow the guidelines for each group below. 

Admin Roles

 

  • Super Admin*
  • Records Admin
  • Admin
  • Patient Coordinator

*The Super Admin is your organization's system administrator and has full system access. This role should be reserved for a limited number of users who have the ability to make decisions and/or work closely with your decision-makers to implement, customize, and maintain your Kipu EMR instance.

Note: We recommend the user profile has only one role from this group.

Medical Roles

  • Doctor
  • Nurse
  • Tech

Note: We recommend the user profile has only one role from this group.

Clinical Roles

  • Therapist
  • Other Therapist**
  • Case Manager

**Other Therapist users typically perform ancillary functions in your organization, like yoga instructors, massage therapists, acupuncturists, etc. The main difference between Therapist and Other Therapist roles is the former can be assigned as the patient's Primary Therapist and close treatment plans.

Note: We recommend assigning either Therapist or Other Therapist to the user.

Billing/UR and Supporting Roles
  • Utilization Review Internal
  • Biller***
  • Chart Auditor
  • Provider

***Biller users are specifically for integrated billing users (CMD or Avea).

Administrative Roles

 

Super Admin

Records Admin

Admin

Patient Coordinator

What Dashboard items the user can access?

  • Orders, Actions, Med Pass
  • Physician Review
  • Care Team caseload
  • Current Census, Discharged
  • Chart✓
  • Orders, Actions, Med Pass
  • Physician Review
  • Care Team caseload
  • Current Census, Discharged
  • Chart✓
  • Med Pass, Actions
  • Current Census, Discharged
  • Chart✓

[No access to Dashboard]

What charts the user can access and manage on the landing page?

View

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage charts:

View:

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage charts:

View:

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage charts:

  • Create, edit
  • View and edit full SSN in the first 24 hours after admission (view last 4 digits after that)
  • Readmit, Chart Tracker Hx
  • Close

View:

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage charts:

What tabs the user has access to in the patient's chart, and what information the user can view or modify there?

Full Access to all tabs and items including External Apps

 

Full Access to all tabs and items including External Apps

Forms:

  • Manage consents
  • Manage evaluations according to function

Rounds
Appointments
Chart Summary

External Apps

Forms:

  • Manage pre-admission evaluations according to function

Rounds
Appointments
Chart Summary

External Apps

Occupancy

View and manage bed assignment

View and manage bed assignment

View and manage bed assignment

[No access to Occupancy]

Group Sessions

Start, edit, delete all

Start, edit, delete all

[no access to Group Sessions]

[No access to Group Sessions]

Calendar

Create, edit, delete all

Create, edit, delete all

View

View

Shifts

Create, edit, delete all

Create, edit, delete all

Create own

Create own

Rounds

Start and log all, delete intervals

Start and log all, delete intervals

Start and log assigned rounds

Start and log assigned rounds

Contacts

Create, edit, delete all

Create, edit, delete all

Create, edit, delete all

View without persons

Labs 

  • Orders: Create, Discontinue
  • Requisitions: Create, edit, delete unsent
  • Results: Assign/unassign, delete
  • Orders: Create, discontinue
  • Requisitions: Create, edit, delete unsent
  • Results: Assign/unassign, delete

[No access to Labs]

[No access to Labs]

Settings

Full access to the Settings.

No Access

No Access

No Access

Other Areas

Full Access:

  • Reports
  • Templates
  • Inventory
  • Users
  • Reports: Public Reports, Billing, Outcomes
  • Inventory: Full Access

 

 

Medical Roles

 

Doctor

Nurse

Tech

What Dashboard Items the user can access?

  • Orders, Actions, Med Pass
  • Physician Review
  • Primary Physician Caseload
  • Current Census, Discharged
  • Chart✓
  • Orders, Actions, Med Pass
  • Primary Nurse Caseload
  • Current Census, Discharged
  • Chart✓
  • Actions, Med Pass
  • Current Census, Discharged
  • Chart✓

What charts the user can access and manage on the landing page?

View:

  • Current Census

View:

  • Current Census
  • Chart Audit

Manage chart:

  • Edit allergies, diets, occupancy
  • Readmit

View:

  • Current Census

What tabs the user has access to in the patient's chart, and what information the user can view or modify there?

Forms:

  • Manage consents
  • Manage evaluations according to function

Doctor’s orders:

  • Create orders
  • Discontinue orders
  • Sign orders
  • Log medications brought in
  • Verify medications brought in

Med Log:

  • Administer

Labs:

  • Orders: Create, Discontinue, Sign own
  • Requisitions: View
  • Results: Assign/unassign, Sign

Rounds
Appointments
Chart Summary

Forms:

  • Manage consents
  • Manage evaluations according to function

Doctor’s orders:

  • Create orders
  • Discontinue orders
  • Log medications brought in
  • Verify medications brought in

Med Log:

  • Administer

Labs:

  • Orders: Create, Discontinue
  • Requisitions: View
  • Results: Assign/unassign

Rounds
Appointments
Chart Summary

Forms:

  • Manage consents
  • Manage allowed evaluations according to function
  • Must have "Allow Tech Access" in the Template

Doctor’s orders:

  • View orders
  • Log medications brought in

Med Log:

  • Observe

Rounds
Appointments
Chart Summary

External Apps

Occupancy

View bed assignment

View and manage bed assignment

View and manage bed assignment

Contacts

View without persons

View without persons

View without persons

Calendar

View

View

View

Shifts

Create own

Create own

Create own

Rounds

Start and log assigned rounds

Start and log assigned rounds

Start and log assigned rounds

Labs 

  • Orders: Create, discontinue, sign own
  • Requisitions: View
  • Results: Assign/unassign, sign
  • Orders: Create, discontinue
  • Requisitions: View
  • Results: Assign/unassign

[No access to Labs]

Clinical Roles

 

Therapist

Other Therapist

Case Manager

What Dashboard items the user can access?

  • Actions, Med Pass
  • Primary Therapist caseload
  • Current Census, Discharged
  • Chart✓
  • Actions, Med Pass
  • Current Census, Discharged
  • Chart✓
  • Actions, Med Pass
  • Primary Case Manager caseload
  • Current Census, Discharged
  • Chart✓

What charts can the user access and manage on the landing page?

View:

  • Current Census

View:

  • Current Census

View:

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage chart:

  • Create, edit
  • Re-admit, Chart Tracker
  • Close

What tabs the user has access to in the patient's chart, and what information the user can view or modify there?

Forms:

  • Manage consents
  • Manage evaluations according to function
  • Close treatment plans
  • Assign and drop schedules

Other areas:

  • Doctor’s orders
  • Med Log
  • Group Sessions
  • Rounds
  • Appointments
  • Chart Summary
  • External Apps

Forms:

  • Manage consents
  • Manage evaluations according to function
  • Assign and drop schedules

Other areas:

  • Doctor’s orders
  • Med Log
  • Group Sessions
  • Rounds
  • Appointments
  • Chart Summary

Forms:

  • Manage consents
  • Manage evaluations according to function
  • Assign and drop schedules

Other areas:

  • Doctor’s orders
  • Med Log
  • Group Sessions
  • Rounds
  • Appointments
  • Chart Summary
  • External Apps

Occupancy

View and manage bed assignment

View and manage bed assignment

View bed assignment

Contacts

View without persons

View without persons

View without persons

Group Sessions

  • Start own/unassigned
  • Edit own incomplete
  • Start own/unassigned
  • Edit own incomplete
  • Start own/unassigned
  • Edit own incomplete

Calendar

View

View

View

Shifts

Create own

Create own

Create own

Rounds

Start and log assigned rounds

Start and log assigned rounds

Start and log assigned rounds

Billing/UR and Supporting Roles

 

UR Internal

Biller

Chart Auditor

Provider

What Dashboard Items the user can access?

[No access to Dashboard]

  • Care Team caseload
  • Current Census, Discharged
  • Chart✓

[No access to Dashboard]

What charts can the user access and manage on the landing page?

View:

  • Current Census
  • Pre-Admission
  • Chart Audit

Manage chart:

  • Create, edit w/out allergies and diets
  • View and edit full SSN
  • Readmit, Chart Tracker Hx
  • Close
  • View, create and edit concurrent reviews

View:

  • Current Census

View:

  • Current Census

View:

  • Current Census

What tabs the user has access to in the patient's chart, and what information the user can view or modify there?

Forms:

  • Manage consents
  • Manage evaluations according to function

Doctor’s orders
Med Log
Rounds
Appointments
Chart Summary
External Apps

Billing

  • View and submit claims to CollaborateMD

Chart Summary

Forms:

  • Manage consents
  • Manage evaluations according to function
  • Mark consents and evaluations as completed

Rounds
Chart Summary

Appointments

  • View
  • Edit

Chart Summary

Other Areas

  • Occupancy: View and manage bed assignment
  • Contacts: Create, edit. delete
  • Group Sessions: View
  • Calendar: View
  • Shifts: Create own
  • Rounds: Start and log assigned rounds

Reports: Billing

Rounds: Start and log assigned rounds

Calendar:

  • Create, edit, delete
  • Be assigned to appointments as Provider

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