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Registration Module Permissions

Registration_Module

ptsee

Allows the display of the button to review patient data in the patient search screen

ptsave

Allows the User to save patient information by enabling the Save button in the patient demographic screen

ptnew

Allows the User to create new patients

ptdeltoday

Allows User to delete a patient created today only

ptdelany

Allows User to delete any patient

exportpt

See Export Demographics Button and allow transfer to fast reg screen and HL7 interfaces

seeallptdemo

Allows User to access all patients in the system. Absence means the User can only see assigned patients by entry group code

addinsadds

Add New Insurance Addresses. Allows the addition of a new insurance address in the demographic screen

addins

Add New Insurance Plans. Primarily for lab use to add new ins using + button in pt demographics screen

clientanyassign

Assign any client as patient responsible party in the patient demographic screen

skipaddressline2

Allow Skipping Address Line 2 in patient demographic entry

addmiscins

Allow addition of miscellaneous insurance in patient demographics screen using + add button for client use

verifypatient

Turns on the Verify button on the patient info screen and allows for patient verification fields on FO_Patients table to be filled

setfidtodefault

Set the facility id of a patient to the default facilityid value from FO_LabInfo. Must have default id defined for User

setfidtoUserfid

Set the facilityid of a patient to the facility id defined for the User. Must have single facility id for User

facilityidedit

Allow User to edit facility id field. User must have the facilities they are expected to access defined in FO_Users.Userfacilityid field

facilityidinvisible

Make facility id field on patient reg screen invisible

defaultspecies

Set species code and name in patient reg screen to the defaults set on lab info table

esrdinvisible

Make ESRD field on patient reg screen invisible

setrptoselfifnull

Default responsible party to self if no responsible party name is present

rpinvisible

Turn off responsible party fields

rpdisabled

Disable editing of responsible party fields on patient reg screen. Allow display of field contents without edit

allinsinvisible

Turn off display of all insurance related fields in patient reg screen

altptidinvisibleTurn off display of the ALTPtID field in patient reg screen.

Turn off display of the ALTPtID filed in patient reg screen

allinsdisable

Disable editing of insurance fields in patient reg screen

insaddressdisable

Disable editing of insurance address fields

altptiddisable

Disable editing of ALTPtID field in patient reg screen

dupptcheckdob

Enable duplicate patient checking by name and DOB. Turns on buttons and appropriate functionality at field exits on pt reg and other screens.

dupptcheckssn

Enable duplicate patient checking by SSN only at SSN field exit. Use instead of dupptcheckssndob. Turns on buttons and appropriate functionality at field exits on pt reg and other screens.

dupptcheckssnname

Enable duplicate patient checking by name and SSN at SSN field exit. Use instead of dupptcheckssn. Turns on buttons and appropriate functionality at field exits on pt reg and other screens.

ptmrnumrequired

Make the patient MR number field in the patient demographic screen a required field

generatemrnum

Allow User to generate MR Numbers. Turns on button on patient demographics screen if there is no mr num assigned to the patient. Requires MR numgenerationroutine to be filled in lab info with either ALPHA4Number4 or NUMBER.

recentptdeactivate

Stop storing of recent patient data on UserLocPt table. The Recent Patient search type will not work with this rule. Meant for lab Users not clients

akanameinvisible

Make aka name field invisible in patient demographic screen

speciesvetonly

Mandate veterinary species selection only in demographics screen species dropdown. Selects for species records with veterinary defined to 1

ptdiagchangesee

Allows the display of the Diagnosis button on the bottom of the patient demographics screen. Allows for display of the diagnosis change screen mainly to be used by billing staff. (Patient/Order level diagnosis)

ptmrnumnoedit

Disables editing of the medical record number field in the patient demographics screen but allows the User to assign a medical record number by clicking on the MR# button

autoverifypt

The system will automatically stamp a patient as verified each time the save button is clicked in the demographic screen. This will cause all patients to qualify for the billing interface to transmit as long as there is an order with a lisordx value.

saveorderentrygrp

The system will associate and store the User EntryGroupCode for that patient when an order is placed in the order screen.

saveorderinqgrp

The system will associate and store the InquiryGroupCode of the User and the physicians on the order screen during a test order in the order screen.

exitordtomain

The system will cause the User to return to a blank patient search state or integrated search screen after exiting the episode transmit to host screen bypassing the accession history screen.

autoverifyptprompt

The system will automatically stamp a patient as verified each time the save button is clicked in the demographic screen and the User confirms the verification prompt. This will cause all patients to qualify for the billing interface to transmit.

forceepihostupd

The system will create an A08 or A04 transaction to be sent to the host system when a User updates episode critical data in the order screen. Ord. Physician, Client and Collect date.

promptverifyexit

The system will prompt the User to verify a patient when the User presses the Exit button on the patient demographic screen.

ptlabelbtnsee

Allows printing patient demographic labels from the patient demographic screen and activates patient label printing environment

ptlabelatsave

Automatically queues a patient demographic label to print when a User presses the Save button in the demographic screen.

autoverbyins1

Stamps the patient verification date/time/User fields when a primary insurance with an autoverify flag is picked. Action taken at the time the patient is saved.

forceepionaddon

The system will trigger an episode critical data update and send an A08 or A04 to the host when tests are added to an order previously exported. One transaction per add-on test. Occurs on order exit. Does not require order export if previously done.

forcesendepiord

The system, when the export button is pressed after a new order, will trigger an A08 or A04 to be sent to the host for each new order created even if the episode was sent before.

insrank

The system will allow the User to search for insurances in patient demographic screen by primary, secondary or null rank. Primary rank to be used for primary insurance, secondary for secondary only and null for either one.

insUsergroup

The system will limit the insurances displayed when a User searches for insurance in the patient demographic screen to those assigned to a group matching the INS_Group field in the FO_Users table.

ptsaveexit

System will press the Exit button automatically to allow the User to exit the demographic screen when the save button action is successful

genmrnptsave

System will automatically generate an MRN number when the Save button is pressed in the demographic screen. Depends on the presence of an MRN generation routine.

autoupdptonsave

System will automatically update the patient name, gender, and DOB in the guarantor and insurance fields if the relationship is set to SELF. This will occur in the patient demographic screen when the save button is clicked.

nospacesinins

System will check for the presence of spaces in the Insurance Code at the time of selecting one in the demographic screen and blank the entry if spaces are found.

accsrchnomrn

System will check to see if MRN is present in the accession search screen from the barcode tool bar icon. If not it will inform the User and continue with the pt demographics screen.

ptnotesinvisible

System will make the Notes/Memo field at the bottom of the patient demographic screen invisible.

disableautoinsrel

System will not automatically set the last name of the insured in the demographic insurance entry to be the last name of the patient if child or spouse is chosen

relmandatoryifpol

System will make the relationship field and insured name field in the insurance entry portions of the demographic screen mandatory if a policy number is entered.

exportbtnturnoff

System will turn off the Export button in the demographic screen if this permission is used and the permission exportordertoif is not present.

ptverifyordsave

System will auto verify the patient after an order has been created and saved. The Patient table Verify Time Stamp will be updated.

policymaskreset

System will set the policy field value to blank if it fails the edit mask check for multiple edit masks. This occurs in the patient demographic screen.

workersrequired

System will verify that the User filled the workers comp date and cause fields. If not the Workers Comp button in the task list at the order screen will be made mandatory requiring the User to fill it before exiting the order.

warninsrank

System will inform the User with a message when an insurance search did not result in a match because the insurance was not found or the Rank did not match

wcnomandatory

System will not treat any fields on order workman's comp screen as mandatory. System will store any fields that have data.

ptclntdisable

The system will disable the client id related responsible party fields in the patient demographic screen

racesee

The system will enable the Race drop down field in the patient demographic screen

ethnicitysee

The system will enable the ethnicity drop down field in the patient demographic screen.

pthometelrequired

The system will make the patient home telephone field a required field in the patient demographic screen

detectnoprimins

The system will detect if User defined a secondary insurance with no primary insurance. Prompts User to define primary insurance. Rule fires when hit SAVE button.

setrptoselfifnull18

The system will default the responsible party to SELF if there is no responsible party name and the patient age at the time is >=18. Rule fires when the save button is pressed in the patient demographic screen.

pteligibilitysee

The system will enable the eligibility buttons and logic in the patient demographics screen

ptaddr30

The system will check to see if the patient and responsible party address fields are more than 30 characters and will not allow the User to save the patient until they are corrected to 30. Rule applied at time of save

ptcentrallinesee

The system will display the Central Line Expiration Date Field in the patient screen.

exdemogsee

The system will turn on the Exception button in the patient demographic screen so the User can create exception reports

forceptrevaccauto

The system will force the User to view the demographic screen when searching by Accession, ReqID or Lab Acc from the main tool bar search option list

dupcheckadv

The system will use the multi-query advanced duplicate check routine when a User clicks on the Duplicate patient check button on the demographics screen. Replaces all other related permissions.

ptdeletemrnno

The system will prevent the User from deleting a patient that has an MRN value when the User presses the delete button on the order screen.

ptdemshist

The system will display the history button on the patient demographics screen

ptdemsreport

The system will display the report button on the patient demographics screen

ptshowinvalidins

The system will show the insurance code and name in the patient demographics screen even if it does not exist in the fo_ins table

nopromptptchange

The system will not prompt the User to ask if they want to save data if to changes in the demographics screen. The system will auto store the data.

ptverifyprompt

The system will prompt the User for the patient verification date value in the demographics screen when the Verify button is pressed

ptsrchmyactive

The system will show the Show My Active Patients button on the patient search screen

emailinvisible

The system will make the email field on the patient demographics screen invisible

pttelinvisible

The system will make the patient telephone fields in the patient demographic screen invisible

foidinvisible

The system will make the FOID field in the patient demographic screen invisible

chkinsdirectord

The system will indicate to the User that there is no insurance and branch to the demographics screen when the patient search Order History button is pressed

ptvennotes

The system will turn on the venipuncture notes field on the patient demographics screen.

ptdiagbtn

The system will turn on the patient diagnosis button on the patient demographics screen. Patient Level Diagnosis

ordptdiagload

The system will load the patient diagnosis form the FO_Patient_Diagnosis table in the order diagnosis list when a new order is created.

ptnsoverridesee

The system will allow the User to see the full name override button in the patient name screen and allow for manual full name editing, bypassing rules.

rpnodefnameself

The system will not default the patient name in the responsible party name when self is chosen as the relationship in the patient demographic screen.

mpiskipnonh

The system will skip patient duplicate checking when the species code is not H (Human) or it is a blank value

insevalpolmsg

The system will evaluate policy based insurance messages for an insurance code in the FO_INS_Policy_Messages table when a User tabs out of a policy number field in demographics screen

Screen: Census

ptcensusbtn

The system will display the Census button on the patient demographic screen.

clmultitype

The system will allow for the creation of multiple patient collect location entries with the same location type code in the census and order collection screens

cldeletebtn

The system will show the Delete button on the Census and Order Collection List screens

cleditbtn

The system will show the Edit button on the Census Screen

Screen: Employer

ptempsee

The system will display the employer button in the demographic screen so the User may access the Employer Data Entry screen

ptempedit

The system will allow the User to change data in the patient employer entry screen

Screen: Expiration_Lock

ptinsexprules

The system will execute the insurance expiration date based rules on opening the patient demographic screen to block insurance entry if the expiration date is in the future

ptpersonexprules

The system will execute the person info expiration date block rules on opening the patient demographic screen to block person data entry if the PersonDataUpdateExpiration expiration date is in the future

ptdemexpblockoff

The system will NOT check the expiration based locks in the patient demographics screen and allow the User to edit fields available to them by other permissions.

ptfieldexplockbtn

The system will activate the patient demographic screen's Exp. Lock button to allow the User to access the Demographics Field Expiration Lock screen

ptfieldexplockmod

The system will allow the User to edit the field expiration lock settings in the Demographic Field Expiration Lock screen

demblockoverride

The system will allow the User to override the demographics expiration block rules by using Override button in the field expiration lock screen

demblocksave

The system will allow the User to see the Save button on the demographic field expiration lock screen

Screen: Insurance_History

ptinshistorysee

Allows the display of the Ins.Hist button on the demographic screen that turns on the Insurance History Screen

inshistimport

Allows the use of the Insurance Import buttons on the insurance history form to copy insurances defined for the patient into the insurance history screen

inshistexport

Allows the use of the export buttons in the insurance history screen to export history records to the patient demographics screen.

inshistdelete

Allows activation of the delete button in the insurance history screen so the User may delete history records

inshistverify

Allows activation of the verification and expiration buttons in the insurance history screen so the User can verify and expire insurance records.

Screen: Name_Detail

nmrmvprefx

The system will detect name prefixes and remove them from the last name when the save button is pressed on the demographic screen

nmrmvsufx

The system will detect name suffixes and remove them from the last name when the save button is pressed on the demographics screen

nmprefixstore

The system will detect the Pt name prefix and store it when the save button is pressed on the demographic screen

nmsuffixstore

The system will detect Pt name suffixes and store them when the save button is pressed on the demographic screen

ptnamebuttonsee

The system will display the patient name change button on the demographics screen so the User may interact with name detail fields.

ptnameeditdisable

The system will disable data entry on the patient name of the patient demographic screen. To edit the name a User must use the pt name change button

ptnsstoredata

The System will allow the User to see the Store button on the patient name change screen and to store data when it’s changed.

ptnsallowallprfx

The system will allow the User to type name prefixes that are not in the Lab Info recognized list in the patient name change screen

ptnsallowallsfx

The system will allow the User to type name suffixes that are not in the Lab Info recognized list in the patient name change screen

ptnsblocksfx

The system will lock the suffix field and not allow User entry for that field in the patient name change screen

ptnblockprfx

The system will lock the name prefix field and prevent User from entering the patient name change screen.

Screen: Next_Of_Kin

nextofkinsee

The system will turn on the next of kin button in the demographic screen so the Next Of Kin screen can be accessed by the User

nextofkinedit

The system will allow the User to create or edit next of kin entries in the next of kin screen

nextofkindelete

The system will allow the User to delete next of kin entries in the next of kin screen