Account Permissions Overview

Last modified on 05/30/2025 2:51 pm EDT

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DrChrono has permissions that can grant or restrict access to different areas of the system. Permissions and their descriptions are listed on the Permissions Administration page (Account > Staff Permissions > Permissions tab).

When the permission is turned off, you often receive a "permission denied" message when trying to access a page or feature for which you don't have the permission.

Access All Messages for Practice Group

Turned On Turned Off
Staff can view and manage messages for multiple providers in the practice group. Staff can only view and manage messages for their associated primary provider selected on the Edit Office Staff page (Account > Staff Members > Staff tab > select Edit > Primary Provider dropdown).

Access Balance/Ledger

Turned On Turned Off
Access Billing > Patient Balance Ledger. No access to Billing > Patient Balance Ledger.

Access Billing

Turned On  Turned Off
Access the Billing menu.
  • No access to the Billing menu.
  • You can still enter codes in appointments and clinical notes on the Billing tab.

Access Clinical Notes

Turned On Turned Off
Access and view clinical notes in various areas of DrChrono. Receive a "permission denied" message when trying to view clinical notes in:
  • The appointment (both on the schedule and in the patient chart)
  • Clinical > Clinical Notes
  • Live Claims Feed
 

Clinical_Note_Options.png

Access Institutional Billing

Turned On Turned Off
Enter information for institutional UB04 forms. Can't enter information for institutional UB04 forms.
You see the  Institutional Claim toggle switch on the Billing Details screen; however, if you try to turn the toggle switch on, you receive an "access denied" message.

Access_Institutional_Claim_Side_by_Side.png

Access Patient Analytics

Turned On Turned Off
Access to Reports > Patient Report. No access to Reports > Patient Report.

Access Patient Payments

Turned On Turned Off
Enter and process payments in the appointment, patient's chart/patient payments, the Live Claims Feed, and the DrChrono EHR app. Access to Patient Payments is denied when Access Billing and Access Patient Payments permissions are turned off. You receive the "permission denied" message or the "Cash create modal component is broken" error.

Access Patient Statements

Turned on Turned Off
Access Billing > Patient Statements. No access to Billing > Patient Statements.

Access RecordSync

Turned On Turned Off
Access to the RecordSync feature. No access to the RecordSync feature.

Access Reports

Turned On Turned oOf
Access Reports > Practice Reports. No access to Reports > Practice Reports.

Access Scheduling

Turned On Turned Off
Access the schedule as well as view and schedule appointments. Can't see or access any of the patient's appointments.
Note: Staff accounts must land on the Dashboard when they log in; otherwise, they won't be able to access DrChrono after logging in because they cannot access the schedule.
To set this up, go to Account > Account Settings > General tab and select the Use new dashboard home screen checkbox.

Access to eRx

Turned On Turned Off
  • Access to the Send eRx function in the patient's chart. 
  • You can prescribe medications. 
If Send eRx is turned on for a staff user, they can send prescriptions; however, only the provider's name appears on the prescription, not the user's.
  • Access to Account > eRxSettings.
 No access to the Send eRx and eRx Settings features.

Access to Message Center 

Turned On  Turned Off
Access the Message Center along with faxing/messaging capabilities from the patient chart and clinical note, allowing you to:
  • View messages
  • Fax documents
  • Send referrals 
 Can't access the Message Center or perform any tasks in the Turned on description while in the message and/or the patient chart. 

Message_Center.png

Access Patient Statements

Turned On Turned Off
Access Billing > Patient Statements. No access to Billing > Patient Statements.

Add New Referring Sources

Turned On Turned Off
Add referring/ordering provider information to a patient chart. Can't add referring/ordering provider information to a patient chart.

Chart_Referring_Provider.png

Appointment Provider Selection

Turned On Turned Off
Staff can schedule appointments for all providers in the practice group. Staff can only schedule appointments for their associated primary provider selected on the Edit Office Staff page (Account > Staff Members > Staff tab > select Edit > Primary Provider dropdown).

Appointment_Provider_Selection_Permission.png

Archive Signed Consent Forms

Turned On Turned Off
Archive signed consent forms.
In a patient chart > Documents section > Signed Consent Forms tab, the Archive Consent Form button appears. Archiving Signed Consent Forms		 Can't archive signed consent forms.

Archive Signed Consent Forms Permission Enabled Disabled Side by Side.png

Billing Administrator

Turned On Turned Off
  • Delete patient payments and unallocate line item payments in the Patient Payments section by selecting the lock iconPatient_Payments_Lock_Icon.png.
  • Access Square setup and settings in Account > Account Settings > Patient Payments tab.
  • Can't delete payments or unallocate line item payments. The lock icon Patient_Payments_Lock_Icon.png doesn't appear on the Patient Payments tab.
  • Can't access Square setup and settings. 

Billing_Admin_Side_By_Side.png

Break the Glass Review

This permission is part of a significant feature enhancement not yet available to users. We will have more information about how to use this permission and the best practices when it is released. 

Turned On Turned Off
Review and approve break-the-glass requests Can't view or approve break-the-glass requests

Break the glass refers to a security feature implemented in Electronic Health Record (EHR) systems. This feature is designed to protect sensitive patient information by requiring additional authentication steps before access is granted to certain highly confidential or restricted parts of a patient's medical records. The term break the glass metaphorically represents an emergency, similar to breaking the glass to access a fire extinguisher in case of fire. In the context of EHR systems, a user (usually a healthcare provider) must take extra, deliberate actions to access the information, acknowledging the sensitivity and agreeing to the terms of accessing such data.

Bulk Patient EHI Export

Turned On Turned Off
Export data for all patients in the practice or for one patient.
Creating a New Request: EHI Export		 Can't export data for all patients in the practice or for one patient.

Configure Decision Support Intervention

Turned On Turned Off
View, create, edit, or deactivate decision support intervention (DSI) rules. Can't view, create, edit, or deactivate DSI rules.

Create and Update Contacts

Turned On Turned Off
Add contacts to the account in the Message Center > Contacts > Create New Contact option when sending a referral. 

Create_New_Conact_with_disabled_permission_.png
  • No access to the Contacts section in Message Center. 
  • Can't add contacts when sending a referral using the Create New Contact option. The window to enter contact information doesn't open. 

Message_Center_Contacts.png

Create and Update Patients 

Turned On Turned Off
Create patients and grant access to patient charts. 
  • Can't access patient charts or add patients to appointments. 
  • Can't see the Add a New Patient, Edit Patient, or Invite to OnPatient icons Add_Patient__Edit_patient_Send_Onpatient_icons.png in the Schedule Appointment window.
  • The New Patient checkbox appears, but if you try to add a patient, you receive an error message.
  • If you try to select a patient's name in the Message Center, you receive a "permission denied" message. 
  • Can't attach documents to a patient chart. 

Side_By_Side_With_and_without_Create_Patients.png

Disable Send to All Patients Option
The option to send to all patients on the Email your patients page (Patients > Send Email) is turned off. The option to send to all patients on the Email your patients page (Patients > Send Email) is turned on.

Drug Interactions Check

Turned On Turned Off
Access the Drug Interactions section in the patient chart or clinical note. No access to the Drug Interactions section in the patient chart or clinical note.

Drug_Interactions_Check_Chart.png

Emergency Access

Turned On Turned Off
Select Emergency Access on the login page to temporarily request the Create and Update Patients, Access Scheduling, and Access Clinical Notes system permissions. Can't request emergency access.

ePS Enrollment (Edit)

Turned On Turned Off
Access Billing > Enrollment to see, modify, submit, or delete EDI, ERA, and RTE requests with ePS. No access to Billing > Enrollment.

ePS Enrollment (Read Only)

Turned On Turned Off
Access Billing > Enrollment to see EDI, ERA, and RTE requests with ePS and their current status, but can't make any changes or updates. No access to Billing > Enrollment.

Export Patients

Turned On Turned Off
Export patient data in bulk in a CSV or bulk export C-CDA files from the Patient List page. No Export (CSV) or Export (C-CDA XML) buttons appear on the Patient List page.

Export_Patients_Permission_Side_By_Side.png

Manage Accounts

Turned On Turned Off
Access Account > Staff Members to create, edit, or  deactivate accounts for staff members No access to Account > Staff Members.

Manage App Directory

Turned On Turned Off
Manage authorized apps in the App Directory. Can't manage authorized apps in the App Directory.

Manage Permissions

Turned On Turned Off
Access Account > Staff Permissions to add or remove permissions to staff or provider accounts. No access to Account > Staff Permissions.

Manage Templates

Turned On Turned Off
Access Clinical > Form Tools to create and edit clinical forms. No access to Clinical > Form Tools to create and edit clinical forms.

MIPS Decision Support Intervention 

Turned On Turned Off
Manage MIPS decision support intervention. Can't manage MIPS decision support intervention.

Practice Patient Chart Header Settings

Turned On Turned Off
Customize the patient chart header settings for the practice at the administrative level. Can't customize the patient chart header settings for the practice at the administrative level.

Practice Patient Chart Sidebar Nav Settings 

Turned On Turned Off
Customize the patient chart sidebar settings for the practice at the administrative level. Can't customize the patient chart sidebar settings for the practice at the administrative level.

Provider Dropdown

Turned On Turned Off
Can access multiple providers in a practice group.
 
Can only access information for their associated primary provider selected on the Edit Office Staff page (Account > Staff Members > Staff tab > select Edit > Primary Provider dropdown).

SAML SSO Admin Dashboard

Turned On  Turned Off
View the SAML SSO Dashboard to review and approve SSO requests. Can't view the SAML SSO Dashboard.

Settings

Turned On Turned Off
View and edit multiple setting profiles as well as APIs. Can't view and edit multiple setting profiles or APIs.

Account Settings

Turned on + Settings Turned On Turned Off
Access the Account Settings page.
Required: Settings permissions turned on.		 No access to the Account Settings page.

Custom Field Settings

Turned on + Settings Turned On Turned Off
Access the Custom Manage Data page.
Required: Settings permissions turned on.		 No access to the Custom Manage Data page.

Office Settings

Turned on + Settings Turned On Turned Off
Access the Manage offices page.
Required: Settings permissions turned on.		 No access to the Manage offices page.

OnPatient Settings

Turned on + Settings Turned On Turned Off
Access the onpatient Settings page.
Required: Settings permissions turned on.		 No access to the onpatient Settings page.

Share Patients

Turned On Turned Off
View and interact with patients in the practice group whose primary provider differs from the primary provider selected on their staff account settings. Only view and interact with patients whose provider is the same as the primary provider selected on the Edit Office Staff page (Account > Staff Members > Staff tab > select Edit > Primary Provider dropdown).

Show Billing Summary

Turned On Turned Off
Access Billing > Billing Summary. No access to Billing > Billing Summary.

Show Billing Tab

Turned On Turned Off
Access the Billing tab in the appointment window and clinical note. No access to the Billing tab in the appointment and clinical note.

Show_Billing_Tab_side_by_side_v3.png

Show Patient Balance 

Turned On Turned Off
  • The patient's balance is shown in the appointment. 
  • Provides access to the Balance tab in the patient chart.
  • The patient's balance doesn't appear in the appointment. 
  • The Balance tab isn't available in the patient chart.

PT_Statement_Balance_Side_By_Side_Enlarged_Balance.png

Sign/Lock Clinical Notes

Turned On Turned Off
Sign and lock clinical notes. The Sign & Lock button appears when the note is previewed. 
If turned on for a staff user, they can sign and lock clinical notes; however, the provider's name will appear on the note, not the user's.
 No Sign & Lock button when you preview a note. 

Sign_and_Lock_Notes_Side_By_Side.png

Single Patient EHI Export

Turned On Turned Off
Export data for a single patient.
Creating a New Request: EHI Export		 Can't export data for a single patient.

Use iPad EHR

Turned On Turned Off
Log in and use the DrChrono EHR app for iPhone and iPad. The DrChrono EHR app shows an error when you attempt to log in to the app.
If this permission is turned off while you're logged in, an error message appears, and you are logged out of the EHR app. When you try to log in again, you're alerted that you don't have access to the EHR app.

User Patient Chart Header Settings

Turned On Turned Off
Customize the patient chart header settings at the user level. Can't customize the patient chart header settings at the user level.

User Patient Chart Sidebar Nav Settings

Turned On Turned Off
Customize the patient chart sidebar settings at the user level. Can't customize the patient chart sidebar settings at the user level.

View Practice Group

Turned On Turned Off
View the collective information for all providers in the practice.

Can only see the information for the individual providers you have access to.

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