Senior Living Communities

Security for Forms

The following are security permissions related to Forms configuration of the Care Services application. System setup roles are available or you can create custom roles with the following permissions.

  1. Do one of the following:

    • Single Community: Billing >Setup > Security Roles.

    • Multi-Community: Management Console > Standards > Financial Management > Security Roles.

Security Permission

Access Level

Major Module = Clinical

Clinical Tabs: Assessments

Determines user access to reading/completing forms through the Forms tab in the resident chart.

N - tab does not appear.

R - can view/print in progress and completed forms.

A - can see the New button to add new forms and edit in progress forms, but not print them, can print incomplete and view completed forms.

E - same as above.

D - del link appears next to each in progress form.

Resident Dashboard Portal: UDA Scores

Y - access to UDA Scores in the last 6 months pane.

Resident Dashboard Portal: Alerts View

Y - access to Clinical Alerts pane.

Assessment Operations

Access to Form Operations.

Assessment Locking

Y - access to lock forms.

Assessment Unlocking

Y - access to unlock forms.

Assessment Copying

Y - access to copy forms.

Assessment Strike Out

Y - access to strike out forms.

Clear UDA Schedule

Y - access to clear link for form schedules in the UDA Portal and Edit Schedules button in Forms tab.

Close Assessment

Y - access to close forms.

UDA Portal

Y - access to UDA Portal.

Assessment Reports

Access to Form Reports.

Assessment History

Y - access to this report.

Response Analyzer

Y - access to this report.

Resident Response List

Y - access to this report.

Custom Assessments

Y - access to this report.

Blank Custom Assessments

Y - access to this report.

Response Comparison Report

Y - access to this report.

Audit Report

Y - access to this report.

Assessment Scoring

Y - access to this report.

Assessment Schedule Cancellations Report

Y - access to this report.

Assessment Schedule Audit Report

Y - access to this report.

Warnings Report

Y - access to this report.

Setup - Assessments

N - No access to Forms section of Setup.

R - Access to view Forms section of Setup.

A - Same as above + add scoring categories in Forms section of Setup.

E - Access to edit Forms section of setup + del triggers/lookbacks in forms.

D - Access to delete Forms section of Setup.

Assessment Scheduling

Access to Form Scheduling.

UDA Scheduling

Y - access to Next Form Due section of Forms tab.

Deactivate Schedules

Y - access to deactivate link from Edit Schedules button in Forms tab.

Clear Schedules

Y - access to clear link for Form schedules in the UDA portal and Edit Schedules button in Forms tab.

Clear UDA Triggered Alerts

N/A

Historical Records

Access to the Historical Records in the resident chart.

View UDAs

Y - access to view record.

Print UDAs

Y - access to print record.

Copy UDAs

Y - access to copy record.