Skilled Nursing Facilities

Major Module = Clinical

Clinical Tabs (parent)

Access to the Clinical tabs of the resident chart.

Care Plans

Access to the Care Plan tab on the resident chart.

N - Care Plan tab does not appear in chart.

R/A/E/D - Care Plan tab appears, must have access to Care Plan sub task below to see/make changes to the care plan.

R - Can see the edit link and read items on the screen.

A - New button shows so new care plan can be created.

E - Can edit the existing care plan based on access to items.

D - Same as above.

Task

Y - Access to the Tasks tab on resident chart views.

Setup - Tasks (parent)

C - Read only access to Task Configuration, Task Library Setup (restricts access to Task Library Report), and Standard Documentation Frequencies.

Y - Allows editing of Task Configuration, Task Library (allows access to generate Task Library Report in Task Library) and Standard Documentation Frequencies.

N - No access to Task Configuration, Task Library Setup and Standard Documentation Frequencies.

Task Library Report

Y - Access to this Report.

Task Operations (parent)

Access to Task Operations.

Tasks

N - No access to create tasks.

R - Read only access to the tasks.

A - Access to create tasks.

E - Access to edit tasks.

D - Access to delete tasks.

Custom Tasks

N - No access to create custom tasks.

R - Read only access to the custom tasks.

A - Access to create custom tasks.

E - Access to edit custom tasks.

D - Access to delete custom tasks.

Setup - Care Plan Library

N - No access to Care Plan section of Setup.

R - Access to view Care Plan section of Setup.

A - Access to add to Care Plan section of Setup.

E - Access to edit Care Plan section of Setup.

D - Access to delete Care Plan Section of Setup.

Setup - MDS Configuration (parent)

Y - Access to MDS Configuration.

Care Plan Triggers

N - No access Care Plan Trigger configuration.

R - Read only access to Care Plan Trigger configuration.

A - Access to add Care Plan Triggers to the MDS.

E - Access to edit Care Plan Triggers to the MDS.

D - Access to delete Care Plan Triggers to the MDS.

Look Back Report Setup

Y - Access to Look Back Report Setup.

Historical Records (parent)

Access to the Historical Records in the resident chart.

View Tasks

Y - Access to view record.

Print Tasks

Y - Access to print record.

Clinical Dashboard (parent)

Access to the Clinical Dashboard.

Alerts View

Y - Access to Clinical Alerts pane.

POC Unscheduled Task Alerts

Y - Access to POC Unscheduled Task Alerts pane.

POC Assignment Status

Y - Access to POC Assignment Status pane.

Documentation Reports (parent)

Access to Documentation Reports.

Intervention/Task Schedule

N - No access to this report.

R - View access to this report.

A - Access to add Tasks to this report.

E - Access to add/edit Tasks, Interventions and Groups to this report.

D - Access to remove Tasks, Interventions and Groups from this report.

Care Plan Item Listing

Y - Access to the Care Plan Item/Task Listing report.

Task List Report

Y - Access to this report.

Setup - General Clinical Configuration

N - No access to General Configuration section of Setup.

R - Access to view General Configuration section of Setup.

A - Same as above.

E - Access to Save General Configuration section of Setup.

D - Same as above. This security could be required to see other sections of Setup.

Task Manager (parent)

Access to Task Manager.

Task Manager Portal

N - No access to Task Manager Portal.

R - Access to Filters, Review Assignments button, Read only access in Assignment Editor window.

A - Same as above.

E - Access to reassign tasks.

D - Same as above.

Service Tracking Reports (parent)

Access to Service Tracking Reports.

Planned Service Time by Discipline and Shift

Y - Access to this report.

Actual vs. Planned Utilization by Discipline and Shift

Y - Access to this report.

Actual vs. Planned Utilization by Discipline for a Res.

Y - Access to this report.

Actual vs. Planned Utilization by Task for a Res.

Y - Access to this report.

Planned Service Time by Task and Shift

Y - Access to this report.

Modify Planned Time

Y - Access to modify planned time at resident task and intervention level.

Major Module = POC

POC Configuration (parent)

Access to POC General configuration.

General Configuration

N - No access to POC General Configuration.

R - Access to POC General Configuration.

A - Same as above.

E - Access to edit POC General Configuration and save.

POC Setup (parent)

Access to POC Setup.

Follow Up Question Library

N - No access to the Follow-up Question Library.

R - Access to view the Follow-up Question Library.

A - Access to add new pick lists and Follow-up Questions and save.

E - Access to edit a pick list and Follow-up Questions.

D - Access to delete pick lists and Follow-up Questions.

*No ability to delete any questions related to the MDS and edit ability is limited to adding or removing icons.

Standard Alert Library

N - No access to the Standard Alert Library.

R - Access to view the Standard Alert Library.

A - Access to add new alerts in the Standard Alert Library.

E - Access to edit alerts in the Standard Alert Library.

D - Access to delete alerts in the Standard Alert Library.

POC Quick Entry Setup

N – No access to POC Quick Entry Group Setup.

R – Access to view POC Quick Entry Groups.

A – Access to add new Quick Entry Group.

E – Access to edit Quick Entry Groups and save.

D – Access to delete Quick Entry Groups.

Standard Assignment Group Setup

N - No access to Standard Assignment Groups.

R - Access to view Standard Assignment Groups.

A - Access to add new Standard Assignment Group.

E - Access to edit Standard Assignment Groups and save.

D - Access to delete Standard Assignment Groups.

POC Assignment Setup

N - No access to POC Assignment Setup.

R - Access to print POC Assignments.

A - Access to add new POC Assignment.

E - Access to edit POC Assignments and save.

D - Access to delete POC Assignments.

Assignment Management

Y - Access to the Manage Assignments button on the POC Assignment Status pane on the Clinical Dashboard.

*If Task Manager is enabled, there is no access to this button.

POC Icon Library

Access to the Icon Library used on tasks.

N - No access to the Icon Library Link.

R - Access to the Icon Library link, can view the icons and their descriptions.

A - Access to the New button in the Icon Library and can upload icons to the library.

E - Access to the Edit links in the Icon Library.

D - Access to the delete link in the Icon Library.

POC (parent)

Access to POC functionality.

POC Application (Touch Screen Interface)

Access to the kiosk screens.

N - No access to POC.

R - Access to log into POC from web or kiosk. Access to view dashboard, Kardex, client list and documentation including View History and View Details buttons.

A - Access to document all tasks and strike-out documentation on completed tasks.

E - Same as above.

Create Manual Alerts

Access to creating manual alerts from the dashboards.

N - New Alert button does not show on resident documentation list on POC.

R - Same as above.

A - New Alert button shows on resident documentation screens.

E - Same as above.

D - Same as above.

Create Custom Alerts

Y - Access to create custom alerts in POC.

Resident Not Available Batch Update

Y - Access to the Resident Not Available button in POC.

POC Home Tab (parent)

Access to Home tab in POC.

Bulletin Board Panel

Y - Access to see the Facility Bulletin Board in the Home tab in POC.

Communications Panel

Y- Access to see the Communications in the Home tab in POC.

Allow user to change password

Y - Access to the change password button.

Clear POC Alerts

Y - Access to clear POC alerts.

POC Reports (parent)

Y - Access to the report.

POC Audit

Y - Access to this report.

Follow Up Question Response

Y - Access to this report.

Signature List

Y - Access to this report.

Look Back Report

Y - Access to this report.

POC Response Rate Report

Y - Access to this report.

Kardex Report

Y - Access to this report.

Assignment Bed List Report

Y - Access to this report.

Survey Report

Y - Access to this report.

Complex Alert Documentation Report

Y - Access to this report.

Alert Listing Report

Y - Access to this report.

ADL Index Report

Y - Access to this report.

ADL Significant Change Analysis Report

Y - Access to this report.

Documentation Compliance Report

Y - Access to this report.

RUG Analysis Report

Y - Access to this report.

Intervention/Task schedule

Y - Access to this report.

Advanced POC Report (parent)

Access to Advanced Reports.

Behaviour/Behavior Report

Y - Access to this report.

Priority Report

Y - Access to this report.

Trigger Summary Report

Y - Access to this report.

Nutrition Report

Y - Access to this report.

Standard Resident Header (parent)

Access to information in the resident header.

Vitals

Y - Access to see Vitals information.

Allergies

Y - Access to see Allergies information.

Code Status

Y - Access to see Code Status from orders.

Special Instructions

Y - Access to see Special Instructions information from the Care Profile.

Diet

Y - Access to see Diet information from Orders.

Diagnosis

Y - Access to see Primary Diagnosis.

Major Module = Admin

Security (parent)

Access to Security.

Users

N - No access to Security Users.

R - Access to view Security Users.

A - Same as above.

E - Access to edit Security Users.

D - Same as above.

Reset Passwords

Access to Reset Passwords.

Change Password

Access to Change Password.