Roles

Roles are the 'jobs' that staff in your office undertake. Some of these roles are standard to Accuro but you can create roles to suit your specific office requirements.

Within each role it is defined what level of access staff members performing that role have within areas of Accuro. The access options available are:

Read/Write
Read Only
No Access

The Roles window is divided into two. The left-hand column lists all the roles in your clinic. When you select a role, the right-hand side displays the level of access that your clinic has agreed on for that specific role.

Role Management Definitions


Accuro EMR Feature:		Feature Definitions
Accuro EMR Feature:		Feature Definitions
Billing	General	Determines if a user/role sees the Claims section.
Billing	Private & 3rd Party	Determines if a user/role has access to Private Billing tab in Patient section.
Documents		Determines if a user/role has access to the Documents section. "Read-Only" will leave the Document button in the Encounter Notes tab, but will not allow user to file or send documents. "No Access" will remove the Document button from the Encounter Notes tab, but still allow user to view scanned documents in Virtual Chart.
EMR	Chronic Conditions	Determines if a user/role has access to the Chronic Conditions tab.
	Clinical Notes	Determines if a user/role has access to the Clinical Notes area in the Encounter Notes tab.
	Day Sheet	Determines if a user/role has access to the Day Sheet tab.
	Forms	Determines if a user/role has access to the forms within the dropdown in the Encounter Notes section, but the user can still see forms that have been "saved" within the Virtual Chart.
	Labs	Determines if a user/role has access to the Labs area in the Encounter Notes tab, but the user can still see labs that have been "saved" within the Virtual Chart.
	Medical History	Determines if a user/role has access to ALL Medical History bands.
	Medications & Allergies	Determines if a user/role has access to the Medications bands (Active & External) and Allergy band.
	Virtual Chart	Determines if a user/role has access to the Virtual Chart tab and F3.
Messaging		Determines if a user/role has access to the Home section (Mail & Tasks). If no access, user can still send task via F7 and within the Virtual Chart (right-click, send task).
Patient Demographics		Determines if a user/role has access to the Patient section.
Patient Diagnostics		Determines if a user/role has access to all Medical History bands EXCEPT Medications, Allergies & Immunizations.
Reporting - Billing		Determines if a user/role has access to Billing Reports within the Reporting menu.
Reporting - Clinical		Determines if a user/role has access to Clinical Reports within the Reporting menu.
Reporting - Scheduling		Determines if a user/role has access to Scheduling Reports within the Reporting menu.
Scheduling		Determines if a user/role has access to the Scheduler section.
Traffic Manager		Determines if a user/role has access to the Traffic Manager section.
Waitlist		Determines if a user/role has access to the Waitlist section.

Add a Role

Press and release the Alt button on the keyboard, click Users and select Manage Security from the list displayed. The Manage Security window is displayed.
Click the Add button .
Type in the name of the new security role and click OK.
The Manage Security window is now displaying the access levels for the role you created. Until you modify this role, it has no access to any area of Accuro.
To give access to different areas of Accuro, click under the level of access you want this role to have. The is replaced with a in either the Read Only or Read/Write column depending upon what was selected.
Once you have finished giving access to the new role, click Save Role. This role has now been saved and a message is displayed beside the Save button:

The role is ready to be assigned to your appropriate office users.

Edit a Role

Press and release the Alt button on the keyboard, click Users and select Manage Security from the list displayed. The Manage Security window is displayed.
Click to select the role being edited.
To change access to different areas of Accuro, click under the level off access you want this role to have. The and change depending upon whether you select No Access, Read Only or the Read/Write column.
Once you have finished modifying access to the role, click Save Role. This role has now been updated and a message is displayed beside the Save button:

Remove a Role

Note: Take care when deleting a role as no warning message is given before the role is deleted.

Press and release the Alt button on the keyboard, click Users and select Manage Security from the list displayed. The Manage Security window is displayed.
Click to select the role being deleted.
Click the Remove button . The role is deleted and the following message is displayed: