Open Provider Permissions

Open Provider permissions allows providers to choose individually whether their patient chart records should be available to other users (who have EMR access) without requiring an explicit permission to be setup on a per user basis. On a Provider basis, access can be opened up to users within certain roles.

The open Provider permissions do not affect any areas of Accuro that are used for administration purposes.  

The aim of the open chart policy is to make it simpler for clients in large environments to reduce the overhead required for setting user and role permissions for each Provider. Using open providers providers with enabled roles will give read only access to users in all offices (if they are assigned to the enabled roles). This allows users to view appointments, labs and EMR information for patients with other providers.

The information made available by the open providers feature is only visible in Encounter Notes (EMR > Encounter Notes tab) and the Appointment History window (F4)

Note: The open Provider permissions work in conjunction with other permissions in Accuro i.e. if a user does not have EMR permissions, they cannot see any EMR information (even if a Provider is set up as being an open Provider).

Access Open Provider Permissions

1. Press and release the Alt button on the keyboard, click Users and select Manage Security.
2. Click the Open Providers tab.

Note: If you cannot see the Open Providers tab then your clinic does not have the Open Provider Permissions Module enabled.

Create Open Provider Permissions Based on Role

Note: This procedure assumes that your clinic has the Open Provider Permissions module enabled.

1. Press and release the Alt button on the keyboard, click Users and select Manage Security.
2. Click the Open Providers tab.
3. Click the Role radio button.
   
   A list of clinic roles are displayed.
   
4. Click to select the role being given open Provider permissions and then click the names of the areas they are being given access to.
   
5. Click Save.
6. Repeat step 5 for any other roles that require open Provider permissions.
7. Click Close to exit the window.

Create Open Provider Permissions Based on Physician

Note: This procedure assumes that your clinic has the Open Provider Permissions module enabled.

1. Press and release the Alt button on the keyboard, click Users and select Manage Security.
2. Click the Open Providers tab.
3. Click the Physician radio button.
   
4. Click the Add button towards the bottom left of the window.
   
5. Select the Provider in the list displayed and click OK.
   
   Permissions to certain areas of Accuro are now displayed. The default is they are all blank (i.e. disabled).
   
6. Click to select the permissions the Provider wants made open. Permissions that can be made open are Scheduling, EMR and Labs. Each of these areas of Accuro has to be selected for each role that a clinic has.
   
7. Repeat steps 6 and 7 for any other physicians whose are to have open Provider permissions.
8. Click Save to save any changes.
9. Click Close to exit the window.