Account Permissions Overview

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).

In most cases, when the permission is not turned on, you receive a Permission Denied message when trying to access a page or feature for which you don't have the permission.

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Access All Messages for Practice Group

Turned on	Turned off
View and interact with messages in the practice group whose primary provider differs from the primary provider selected on their staff account settings.	Only view and interact with messages whose provider is the same as the primary provider selected in their staff account settings.

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 to the Billing menu	No access to the Billing menu. You can still enter codes on the Billing tab in the appointment and clinical notes.

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

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 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 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 Reports

Turned on	Turned off
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.

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.

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.

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.

Appointment Provider Selection

Turned on	Turned off
Schedule appointments for all providers in the practice group.	Can only schedule appointments for the primary provider listed on their staff account settings.

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.

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.

Billing Administrator

Turned on	Turned off
Delete patient payments and unallocate line item payments in the Patient Payments section by selecting the lock icon. Access Square setup and settings in Account > Account Settings > Patient Payments tab.	Can't delete payments or unallocate line item payments. The lock icon doesn't appear on the Patient Payments tab. Can't access Square setup and settings. You receive an error message.

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 has been released.

Turned on	Turned off
Review and approve break-the-glass requests	Cannot 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.

Create and Update Contacts

Turned on	Turned off
Add contacts to the account in the Message Center > Contacts and the Create New Contact option when sending a referral.	No access to the Contacts section in Message Center, and receives a Permission Denied error message. Can't add contacts when sending a referral using the Create New Contact option. The window to enter contact information doesn't open.

Create and Update Patients

Turned on	Turned off
Create patients and grant access to patient charts. Without this permission, you 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 in the Schedule Appointment window. The New Patient checkbox appears, but if you try to add a patient, you receive an error message. Receive a Permission Denied message if you try to select a patient's name in the Message Center. Can't attach documents to a patient chart.

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.

Emergency Access

Turned on	Turned off
Request emergency access on the login page to temporarily have the Create and Update Patients, Access Scheduling, and Access Clinical Notes system permissions.	Can't request emergency access. The Permission Denied message appears.

ePS Enrollment (Edit)

Turned on	Turned off
Access Billing > Enrollment to see, modify, submit, and/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 cannot make any changes or updates	No access to Billing > Enrollment

Export Patients

When Enabled	When Disabled
Export patient data in bulk in a CSV or bulk export C-CDA files from the Patient List page.	No Export (CSV) or the Export (C-CDA XML) buttons appear in the Patient List page.

Manage Accounts

Turned on	Turned off
Access Account > Staff Members to create, edit, and deactivate accounts for staff members	No access to Account > Staff Members and receives a Permission Denied message

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 and receives a Permission Denied message.

Provider Dropdown


Access multiple providers in a practice group.	Only access information for the primary provider selected on the user's staff account settings.

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 to review and approve SSO requests.

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.	Can't access the Account Settings page and receives the Permission Denied message.

Custom Field Settings

Turned on + Settings Turned on	Turned off
Access the Custom Manage Data page. Required: Settings permissions turned on.	Can't access the Custom Manage Data page and receives the Permission Denied message.

Office Settings

Turned on + Settings Turned on	Turned off
Access the Manage offices page. Required: Settings permissions turned on.	Can't access the Manage offices page and receives the Permission Denied message.

OnPatient Settings

Turned on + Settings Turned on	Turned off
Access the onpatient Settings page. Required: Settings permissions turned on.	Can't access the onpatient Settings page and receives the Permission Denied message.

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 in their staff account settings.

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 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.

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.

Use iPad EHR

Turned on	Turned off
You can log in and use the DrChrono EHR app for iPhone and iPad.	You receive an error when you try to log in to the DrChrono EHR app.

View Practice Group

Turned on	Turned off
View information for all providers in the practice. Learn more about the practice group dropdown.	You can only see the information for the individual providers you have access to.

Access All Messages for Practice Group

Access Balance/Ledger

Access Billing

Access Clinical Notes

Access Institutional Billing

Access Patient Analytics

Access Patient Payments

Access Patient Statements

Access Reports

Access Scheduling

Access to eRx

Access to Message Center

Access Patient Statements

Add New Referring Sources

Appointment Provider Selection

Archive Signed Consent Forms

Billing Administrator

Break the Glass Review

Create and Update Contacts

Create and Update Patients

Drug Interactions Check

Emergency Access

ePS Enrollment (Edit)

ePS Enrollment (Read Only)

Export Patients

Manage Accounts

Manage Permissions

Manage Templates

Provider Dropdown

SAML SSO Admin Dashboard

Settings

Account Settings

Custom Field Settings

Office Settings

OnPatient Settings

Share Patients

Show Billing Summary

Show Billing Tab

Show Patient Balance

Sign/Lock Clinical Notes

Use iPad EHR

View Practice Group

View Practice Group Turned on

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