User Permissions

Bp Premier provides fine-grain control of the functions a user can perform within the software. What you allow a user to do within Bp Premier is ultimately determined by your practice's policies. Some guidance on some of the necessary permissions that a user may need is provided below:

User Category

Allow Access

 

Practice Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Patient Demographics

Add/Edit/Delete

Merge Patients

Allowed

Practice Email

Allow access

Daily Message

Allow access

Contacts

Allow/Edit/Delete

Messages

Allowed

Export demographic data

Allow access

Configuration

Allow access

User preferences

Add/Edit/Delete

Accounts

Add/Edit/Delete

Payments

Add/Edit/Delete

Direct Billing

Add/Edit/Delete

Reports

Allowed

Setup sessions

Add/Edit/Delete

Banking

Allow access

Best Health Settings

Add/Edit/Delete

Front desk staff

 

 

 

 

 

 

Patient Demographics

Add/Edit/Delete

Messages

Allowed

Correspondence out

View only

Correspondence in

Add/Edit/Delete

Own preferences

Add/Edit/Delete

Bulk Document Import

Allow access

Waiting room

Allow access

Appointments

Add/Edit/Delete

Accounts

Add/Edit

Payments

Add/Edit

Send Bp Comms Messages

Allowed

Clinical staff

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Patient demographics

Add/Edit/Delete

Clinical record

Allow access

Clinical notes

Add/Edit/Delete

Prescriptions

Add/Edit/Delete

Past history

Add/Edit/Delete

Immunisations

Add/Edit/Delete

Observations

Add/Edit/Delete

Correspondence out

Add/Edit/Delete

Investigations reports

Add/Edit/Delete

Obstetric data

Add/Edit/Delete

Pap smears

Add/Edit/Delete

EPC items

Add/Edit/Delete

Family/Social history

Add/Edit/Delete

Export clinical data

Allow access

Import clinical data

Allow access

Word Processor

Allow clinical access

Send Bp Comms Messages

Allowed

I.T. Staff

 

 

 

Configuration

Allow access

Perform a backup

Allow access

Restore from a backup

Allow access

Printers

Allow access

Permission Types

When setting a user's permission, you select the type of access the user is allowed. The permission types are:

  • No Access — The function will not be visible from menus if the user is logged in. The user will be denied access through any other pathway.
  • View only — The user will be able to view data associated with the function (for example, view patient records, or contacts, the appointment book). The user will not be able to modify, add, or delete any records or any data.
  • Add/Edit/Delete — The user can view, add, edit, and delete records and data associated with the function.
  • Allow Access/Deny Access — Some functions allow only yes or no access to the user, for example, access to reports.

Set user permissions

  1. From the main screen, select SetupUsers. The Users screen will appear.
  2. Select the user from the list and click Edit. The Edit user details screen will appear.
  3. Click Set permissions. The Permissions screen will appear.
  4. User Permissions

  5. Set the permissions for the user.
  6. Click Save to save permissions and return to the Edit user details screen.

Inherit User Permissions

You can inherit permissions from one user to another if you already have a user set up with permissions that you would like another user to have.

  1. From the main screen, select SetupUsers. The Users screen appears.
  2. Select the user from the list and click Edit. The Edit user details screen displays.
  3. Click Set permissionsInherit. The Select user screen will appear.
  4. Select the user to inherit permissions from screen

  5. Select the user from the list that you want to inherit permissions from and click Select.

Available Permissions

Section

Permission

Activation

Prescriptions

No Access

Users cannot view details of past and current patient Rx in the patient record. Users also cannot view, add, or modify Medication Reviews.

 

View only

Users can view past and current patient Rx and view Medication Reviews.

Daily message

Allow access

Allows the user to be able to create a Daily Message that will appear at the top of the Appointment book.

 

Deny access

User will not be able to create a new Daily Message but will still be able to see the one created.

Appointments

No access

Appointments and Waiting room screens will not be available.

 

View only

Allows appointments to be viewed in both the Appointments and Waiting room screens, but not added or changed.

 

Add/Edit/Delete

Allows full use of the Appointments and Waiting room screens.

Double Book appointments

Not allowed

User will not be able to book two appointments for the same time for the one doctor.

 

Allowed

User can book two appointments for the same time for the one doctor.

Override ‘On the day' appointments

Not allowed

User cannot enter an appointment into an ‘on the day' time slot.

 

Allowed

User can override an ‘on the day' time slot and enter an appointment.

Waiting room

No access

Waiting room icons and menu options will not be visible.

 

View only

User can view patients in the Waiting room but cannot add new appointments.

 

Add/Edit/Delete

User can perform all actions related to the Waiting room.

Accounts

No access

Accounts will not be able to be created and patient's account histories will not be able to be viewed.

 

Add only

User can create new accounts but is unable to view account histories or change or cancel any accounts.

 

Add / View

User can create new accounts and view account histories but they are not able to change or cancel any accounts.

 

Add / Edit

User can create new accounts, view account history and change existing accounts but are not able to delete, cancel or write off accounts.

 

Add / Edit / Delete

Allows full use of the accounts functionality in the system.

Payments

No access

Payment will not be able to be entered.

 

Add only

User can enter new payments for accounts but is unable to view account histories or reverse or adjust any payments.

 

Add / View

User can create new accounts and view account histories but they are not able to change or cancel any accounts.

 

Add / Edit

User can create new accounts, view account history and change existing accounts but are not able to delete, cancel or write off accounts.

 

Add / Edit / Delete

Allows full use of the accounts functionality in the system.

Direct Billing

No access

User will not have access to the direct billing function

 

Add only

User can create new direct billing batches but cant modify existing batches or reconcile a batch.

 

Add / View

User can create new direct billing batches but is unable to modify existing batches or reconcile a batch.

 

Add / Edit

User can create new direct billing batches, modify existing batches or reconcile a batch – they cannot delete batches.

 

Add / Edit / Delete

User can perform all actions for direct bill batches.

Send Bp Comms

Not allowed

Users do not have access to send SMS messages from any Bp Premier function.

 

Allowed

User is able to send SMS messages.

Reports

Allow access

User can access all reports displayed under Management > Reports.

 

Deny access

User cannot access any reports displayed under Management > Reports.

Setup sessions

No access

User cannot access the Setup > Sessions function.

 

View only

User can view Sessions but not add new or modify existing ones.

 

Add / Edit / Delete

User can perform all actions for Sessions.

Setup fees

No access

User cannot access the Setup > Practice Fees function.

 

View only

User can view Practice Fees but not add new or modify existing ones.

 

Add / Edit / Delete

User can perform all actions for Practice Fees.

Banking

Allow access

User can perform all actions for the Banking function.

 

Deny access

User cannot access the Banking function.

Cheque details

Allow access

User can access cheque details function.

 

Deny access

User cannot access cheque details function.

User details

No access

Users won’t be able to see the Users option in the Setup tab.

 

View only

Users will be able to access the User list, but won’t be able to change the details

 

Add/Edit/Delete

Users will be able to access the User list and also change the user details

Patient demographics

No access

User won’t be able to access the Patient demographics

 

View only

User will be able to see the Patient demographics but won’t be able to update or change any information

 

Add/Edit/Delete

User will have full access and control to the Patient demographics

Merge patients

Deny Access

User won’t be able to merge patient records in View > Patients

 

Allow Access

User will be able to merge patient records View > Patients

Practice Email

Deny access

User won't be able to access the Practice email option in the View tab

 

Allow access

User will be able to access the Practice email option in the View tab

Clinical record

Deny access

User won’t be able to search or open any Patient clinical record

 

Allow access

User will be able to search and open any Patient clinical record

Clinical Notes

No access

User won’t be able to see any Clinical note in the Patient clinical record

 

View only

User will be able to see ANY Clinical note in the Patient clinical record

 

Add/Edit

User will be able to see ANY Clinical note, add new one and amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the clinical notes, add new ones, amend existing ones and delete them.

Past history

No access

User won’t be able to see Past history data in the Patient clinical record.

 

View only

User will be able to access the patient Past history in the Patient clinical record.

 

Add/Edit/Delete

User will be able to see the Past history, add a new condition, change or delete an existing condition.

Prescribe on behalf of

Deny access

User won’t be able to Prescribe on behalf of in Current Rx

 

Allow access

User will be able to Prescribe on behalf of in Current Rx

Immunisations

No access

User won’t be able to access the Immunisation section in the Patient clinical record.

 

View only

User will be able to access the Immunisations section in the Patient clinical record but won’t be able to add new one, amend or delete existing one

 

Add/Edit/Delete

User will be able to access the Immunisations section in the Patient clinical record, add new one, amend or delete existing immunisations.

Observations

No access

User won’t be able to see the Observations section in the Patient clinical record.

 

View only

User will be able to see Observations data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Obeservations history, add a new entry, amend and delete existing observations.

Correspondence out

No access

User won’t be able to see the Correspondence Out section in the Patient clinical data.

 

View only

User will be able to see Correspondence Out data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Correspondence Out, add a new entry, amend and delete existing one.

Correspondence in

No access

User won’t be able to see the Correspondence In in the Patient clinical record.

 

View only

User will be able to see Correspondence In data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Correspondence In history, add a new entry, amend and delete it.

Investigation reports

No access

User won’t be able to see the Investigation reports in the Patient clinical record

 

View only

User will be able to see Investigations reports data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Investigation reports, add a new entry, amend and delete it.

Obstetric data

No access

User won’t be able to see the Obstetric data section in the patient chart

 

View only

User will be able to see Obstetric data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Obstetric data, add a new entry, amend and delete it.

Pap smears

No access

User won’t be able to see the Cervical screening section in the patient chart

 

View only

User will be able to see Cervical screening data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Cervical screening history, add a new entry, amend and delete it.

EPC items

No access

User won’t be able to see the EPC section in the patient chart

 

View only

User will be able to see EPC data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient EPC history, add a new entry, amend and delete it.

Family/Social history

No access

User won’t be able to see the Family/Social history section in the patient chart

 

View only

User will be able to see Family/Social history data but won’t be able to add new one, amend or delete existing one.

 

Add/Edit/Delete

User will be able to see the patient Family/Social history, add a new entry, amend and delete it.

Setup Drug sheet

Deny access

User won’t be able to setup or print the patient drug sheet

 

Allow access

User will be able to setup or print the patient drug sheet.

Contacts

No Access

User won’t be able to see the Contact list in Main screen > View

 

View only

User will be able to see the Contact list in Main screen > View. Won’t be able to add a new contact, amend or delete an existing one.

 

Add/Edit/Delete

User will be able to see the Contact list in Main screen > View and will be able to add a new contact, amend or delete an existing one.

Messages

Allowed

User will be able to send, receive and manage the internal messages

 

Not allowed

User won’t be able to send, receive and manage the internal messages

Export demographical data

Allowed

User will be able to access the Export demographical data utility in BPS Utility.

 

Not allowed

User won’t be able to access the Export demographical data utility in BPS Utility.

Export clinical data

Deny access

User won’t be able to export clinical data from the patient file

 

Allow access

User will be able to export clinical data from the patient file

Import clinical data

Deny access

User won’t be able to import clinical data into BP.

 

Allow access

User will be able to import clinical data into BP.

Subpoena Tool

Deny access

User won’t be able to see the ’Subpoena tool’ in the utilities

 

Allow access

User will be able to access the ’Subpoena tool’ in the utilities

My Health Record Access

Not allowed

User won’t be able to access the patient My health record

 

Allowed

User will be able to access the patient My health record

My Health Record Registration

Not allowed

User won’t be able to register patients to My Health Record

 

Allowed

User will be able to register patients to My Health Record

Search clinical data

Deny access

User won’t be able to see the option ‘Search’ in the utilities

 

Allow access

User will be able to access the Search tool in the utilities

Change patient confidential status

Not allowed

User won’t be able to change the patient confidential status in the demographics

 

Allowed

User will be able to changed the patient confidential status in the demographics

Allocate investigation reports

Deny access

User won’t be able to allocate report in the Incoming reports screen

 

Allow access

User will be able to allocate report in the Incoming reports screen

Reminder list

Deny Access

User won’t be able to see the Reminder option in Clinical

 

Allow Access

User will have full access and control on the Reminder list

Word processor templates

No access

User will only be able to use the practice templates. It wont' be able to add a letterhead, add, amend or delete a template

 

Add/Edit/Delete

User will have full access to practice templates and letterhead.

Word processor

Deny Access

User won’t be able to see or access the word processor

 

Allow Access

User will be to access the world processor

 

Allow Clinical Access

User will be to access the world processor and clinical data

Setup/Configuration

No access

User won’t be able to access the configurations

 

Add/Edit/Delete

User will have full access and control of the bp configurations

Passwords

Deny Access

User is not allowed to change any password

 

Allow Access

User will be able to change ANY user password

Perform a backup

Deny Access

User won't be able to perform a manual backup

 

Allow Access

User will be able to perform a manual backup

Restore from a backup

Deny Access

User won't have access to restore a backup

 

Allow Access

User will be able to restore a backup

Printers

Deny Access

User won’t be able to see the option Printers in the setup tab

 

Allow Access

User will have full access on the printer settings

Own preferences

No access

User won’t be able to see or set its own preferences

 

Add/Edit/Delete

User will be able to see and set its own preferences

User preferences

Deny Access

User won’t be able to see the User preferences in the setup tab

 

Add/Edit/Delete

User will have full access on control on ANY user preferences

Immunisation batch numbers

Deny Access

User won’t be able to access the option in setup

 

Allow Access

User will have full access and control on the immunisation batch numbers

Investigation request list

Deny Access

User won’t be able to see the option Investigation request in the view tab

 

Allow Access

User will be able to access the Investigation request list in View

Reference databases

Deny Access

User won’t be able to see the MIMS icon

 

Allow access

User will be able to access the MIMS

Print stored scripts

Deny Access

User won't be able to access Stored prescription in the Utilities tab

 

Allow Access

User will be able to access Stored prescription in the Utilities tab

Script lookup

Deny Access

User won't be able to access Script lookup in the Utilities tab

 

Allow access

User will be able to access Script lookup in the Utilities tab

Patient educational material

No access

User won’t be able to see the option for educational material in the patient file

 

View only

User will be able to access the patient educational material

 

Add/Edit/Delete

User will have full access and control on the educational material. User can Add new material, Edit and Delete existing one.

Download data

Not allowed

User won't be able to access the Remote database function in the File tab

 

Allowed

User will be able to access the Remote database function in the File tab

HealthLink

Deny access

User won’t be able to access the HealthLink forms

 

Allow access

User will have access to HL forms

Bulk Document Import

Deny access

User won’t be able to open the Bulk Document Import utility

 

Allow access

User will be able to use the Bulk Document Import utility

Strata SSO

Deny access

User can not select Strata Health PRISM under the View menu

 

Allow access

User can select Strata Health PRISM under the View menu

Resend batches

Deny access

User can not view Resend batch button in Online claiming > File menu

 

Allow access

User cannot access cheque details function.

Why can't I ? Why cant I ? Why cant I access ? Why cant I go to ? Why can't I add a patient? Why cant I send a letter? Why cant I create an account? Why can't I create a script?