Staff and Provider Permissions

A user that does not have this permission will not see the add new patient, edit patient or send OnPatient invite icons () in the appointment window. 

While the New Patient check box is visible, if a user, without this permission enabled, tries to add a patient, they will receive an error message.  They will also receive a permission denied message if they try to click on a patient's name in the message center, nor will they be able to attach documents to a patient chart. 

If this permission is disabled for a user, they will not be able to see or access any appointments for the patient. 

Note: Staff accounts will need to land on the Dashboard screen when they log in. Otherwise, the user will not be able to access DrChrono after logging in because they are unable to access the schedule. 

To set this up, navigate to Account > Account Settings > General tab and make sure the Use new dashboard home screen is checked. 

Grants the user access to the Message Center () along with faxing/messaging capabilities from the patient chart and clinical note, allowing them to: 

• view messages
• fax documents
• send referrals 

Allows the user to add contacts to the account in the Message Center () > Contacts and the Create New Contact option when sending a referral. 

Users will receive a Permission Denied message when trying to view clinical notes in:

• The appointment window (both on the schedule and in the patient's chart)
• Clinical > Clinical Notes
• Live Claims Feed

Allows the user to sign and lock clinical notes. The Sign & Lock button will appear when the note is previewed. 

The user will not have a Sign & Lock button available to them when they preview a note.  

Allows access to the user to archive signed consent forms.  

Archiving Signed Consent Forms

Allows access to the Send eRx function in the patient's chart.  Grants the ability to prescribe medications.  

This setting also provides access to the eRx Settings under the account menu. 

Access to the Send eRx and eRx Settings feature is restricted, and a Permission Denied message will be displayed. 

Access to Patient Payments is denied when both Access Billing and Access Patient Payments are BOTH disabled. Users will receive a Permission Denied message or an error that states Cash Create Modal Component is Broken (see below). 

Restricts users from accessing the Practice Reports under the Reports menu.  A permission denied message is displayed.  

Allows access to the Provider Settings and Offices under Practice Settings under the Account menu in addition to Patient Flags under the Patients menu. 

Note: eRx Settings is controlled by the Access to eRx permission. 

Does not allow users to access Provider Settings and Offices under Practice Settings under the Account menu. Restricts access to Patient Flags under the Patients menu.

Allows the user to export patient data in bulk in a CSV or bulk export C-CDA files under Patients > Patients List. 

Allows the user to add or remove permissions to staff or provider accounts under Account > Staff Permissions. 

Allows the user to access the Form Tools to create and edit clinical forms under the  Clinical menu. 

Allows the user access to Account > Staff Members: giving the user the ability to create, edit, and inactivate accounts for staff members.

Displays the patient's balance in the appointment window and provides access to the Balance tab in the patient's chart. 

Allows the user to access the Billing tab in the Appointment window and Clinical Note.

Allows the user to access the Billing Summary report in the Billing menu. 

Allows the user to add referring/ordering provider information to a patient's chart. 

If your account has Institutional Billing enabled, this permission allows you to enter information for institutional UB04 forms. 

The user is unable to enter information for UB04 forms.  They will still see the switch for Institutional Claims on the Billing Details screen. However, if they try to activate the Institutional Claim switch, they will receive an Access Denied message. 

Allows the user to delete patient payments and unallocate line item payments in the Patient Payments section by selecting the lock icon (). 

Additionally, the Billing Administrator permission allows the user to access Square setup and settings under Account > Account Settings > Patient Payments.

The user will not have the ability to delete payments or unallocate line item payments.  The lock icon () will not appear on their screen when they are in the Patient Payments menu. 

Users will be unable to complete any Square functions under Account > Account Settings > Patient Payments. They will receive an error message. 

Allow the user to temporarily request emergency access to Create and Update Patients, Access Scheduling, and Access Clinical Notes system permissions. 

Allows the user to review and approve Break the Glass Requests.

Allows the user to view the SAML SSO Dashboard to review and approve SSO Requests.

The user cannot access Billing > Enrollment to see, modify, submit, and/or delete EDI, ERA, and RTE requests with ePS.