Skilled Nursing Facilities

Security for Progress Notes

The following are security permissions related to Progress Notes of the Clinical application. Two Clinical Setup Role (system) roles are available or you can create a custom role with the following permissions.

Security Permission

Access Level

Major Module = Clinical

Setup - Progress Notes

N - No access to Progress Notes section of Setup.

R - Access to view Progress Notes section of Setup.

A - Access to add to Progress Notes section of Setup.

E - Access to edit Progress Notes section of Setup.

D - Access to delete/retire Progress Notes section of Setup.

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 setup could be required to see other sections of Setup.

Clinical Tabs (parent)

Access to the Clinical tabs of resident chart.

Notes - Progress Notes

Determines user access to the Progress Notes (Prog Note) tab in the chart.

N - Tab does not appear and user does not see progress notes (pn, prog note) links in any screen. Can see progress notes attached to care plan H Links.

R - Can view notes from the tab and all screens and View All button appears on the tab.

A - New button appears and can add new notes through the tab, care plan and pn and prog notes links and follow-up button appears on view of any note.

E - Same as above plus on view, see the Strike-out button.

D - Same as above.

Draft Progress Notes

Y - User can save and see progress notes in draft format. Best practice: set to No (Yes allows the progress note to be saved as a draft, to be completed at a later time).

Clinical Dashboard (parent)

Access to the Clinical Dashboard.

High Risk Progress Notes

Y - Access to High Risk Progress Notes in last X days pane.

Shift Reports

Y - Access to Shift Reports in Clinical Dashboard.

Summary Reports

Y - Access to 24 Hour and 72 Hour Reports in Clinical Dashboard.

Resident Dashboard Portal (parent)

Access to the Resident Dashboard.

High Risk Progress Notes

Y - Access to High Risk Progress Notes in last X days pane.

PN in Last 30 Days

Y - Access to Progress Notes in last 30 days pane.

Communication Board (parent)

Access to Communication Board.

Shift Reports

Y - Access to Shift Reports.

Summary Reports

Y - Access to Summary Reports.

Documentation Reports (parent)

Access to Documentation Reports

Progress Notes

Y - Access to Progress Note report.

Historical Records (parent)

Access to Historical Records in the resident chart.

View Progress Notes

Y - Access to view record.

Print Progress Notes

Y - Access to print record.

Major Module = Admin

Security (parent)

Access to Security Module

Users

N - No access to user setup.

R - Access to view list of users.

A - Same as above.

E - Access to edit User Role.

D - Access to edit, delete and disable User role.

Setup - Organization Setup (parent)

Access to all functions under Organization Setup.

Department/Position

N - Cannot view Departments/Positions.

R - Access to view Departments/Positions.

A - Same as above.

E - Access to assign/unassign and Save Departments/Positions.

D - Same as above.

Major Module = EMC Multi-facility Organization only

Clinical Transfers (Historical Records)

Controls access to MPI Clinical Documentation Settings.

N - No access to MPI Clinical Documentation (Historical Records).

R - Access to edit link to view settings.

A - Access to amend settings and save and create new.

E - Same as above.

D - Access to delete.