User Permissions Table
User Permissions | UI Name | Definition | Permission Override by Admin | Not used (no code to use it) |
encounters.delete | Delete encounters | Allows users to delete encounters | Yes | |
medications.prescribe | Prescribe medications | Allows users to start the process of prescribing medication. The line item on the invoice must be a veterinarian before the invoice can be finalized. | Yes | |
lab_results.delete | Delete lab results | Allows users to delete lab results. | No on UI, yes in API | |
medications.refill | Refill medications | Allows users to start the refill process on a medication. | No | |
medications.delete | Delete medications | Allows users to delete historic medications. | No | |
immunizations.delete | Delete immunizations | Allows users to delete vaccine (immunization) records. | No on UI, yes in API | |
problems.custom | Create/use custom problems | Allows users to create custom problems on the patient account. | Yes | |
appointments.delete | Delete appointments | Allows users to delete previously scheduled appointments. | No | |
reports.view_production | View one's own production | Allows the user to view their own production information. | No | |
immunization.vendors.create | Create new immunization manufacturers/vendors outside of the product page | Allows users to create new immunization manufacturers/vendors outside of the product page. | No | |
billing.refund | Ability to process refunds | Allows users to issue a payment refund. | No | |
payments.void | Void payments | Allows users to void a payment. | No | |
purchase_orders.delete | Delete purchase orders | Allows users to delete purchase orders | Yes | |
purchase_orders.approve | Approve purchase orders | Allows users to approve purchase orders | Yes | |
inventory_update | Adjust inventory | Allows users to update inventory values. | Yes in both UI and API | |
purchase_orders.create | Create purchase orders | Allows users to create purchase orders | Yes | |
product.update_price | Edit products' prices | Allows users to edit products' prices | No | |
product_read | View products | Allows users to view products (not edit). | No | |
product.view_cost | View products' cost history | Allows users to view products' cost history | Yes | |
patient.merge | Merge Patients | Allows users to merge patients (used when there are duplicates). | No | |
client.merge | Merge Clients | Allows users to merge client records (used when there are duplicates). | Yes | |
admin.macros | Credit/edit/delete macros | Allows users to create macros (shortcuts) for medical records and other fields within the system. | No in API, not used in the UI | |
patient.transfer | Transfer patients to different clients | Allows users to transfer a patient from one client to another. | No | |
patient.subscription.cancel | Cancel Subscriptions | Allows the cancelation of subscriptions (we do not use this feature). | Yes | |
billing.discount | Add manual discounts to an invoice | Allows users to add additional discounts to an invoice. | No | |
order_items.tax | Change the taxable status of a line item | Allows users to change the tax rate on a line item of an invoice. | No | |
package_create | Create packages | Allows users to create packages | Yes | |
package_read | View packages | Allows users to view packages (not edit). | Yes | |
package_update | Update packages | Allows users to update packages | Yes | |
package_delete | Delete packages | Allows users to delete packages | Yes | |
purchase_orders.view | View purchase orders | Allows users to view purchase orders | Yes | |
admin.manage_locations | Manage location settings | Allows users to manage location settings (all locations not just theirs) | No | |
admin.edit.schedule.location | Edit location schedules | Allows users to edit their location's schedule. | No | |
tags.apply_client_and_patient | Apply client and patient tags | Allows users to add client & patient tags. Tags drive coupons (discounts). | No | |
admin.appointment_types | Manage appointment types | Allows users to manage appointment types | Yes | |
product.disable | Enable/disable products | Allows users to enable/disable products | No | |
reports.view_controlled_drugs | View Controlled Drugs Report | Allows users to view controlled drug reports. | No | |
documents.delete | Delete patient documents | Allows users to delete documents. | Yes | |
admin.view.rdvm | View rDVM's | Allows users to view the referral veterinarian list. | Yes | |
admin.edit.basic.rdvm | Edit basic rDVM information | Allows users to edit basic rDVM information. | No | |
admin.edit.advanced.rdvm | Edit basic and advanced rDVM information | Allows users to edit basic & advanced rDVM information. | No | |
admin.create.rdvm | Create rDVM | Allows the user to create an rDVM (referring DVM) | No | |
admin.analytics | Access to Analytics | Allows users to view analytics (financial reporting). | Yes | |
client.assign_employee | Mark users as employees | Allows users to set a client as an employee. In the Pathway instance, this does nothing as our discounts are driven off by a patient tag. | Yes | |
patient_plans.cancel | Cancel Patient Wellness Plans | Allows users to cancel wellness plans | Yes | |
patient.subscription.complimentary | Give complimentary subscriptions | We do not use subscriptions but I believe this one allows a user to remove the subscription fee. | No | |
newsletters.send | Send newsletters to all clients | Allows users to send newsletters. | Yes | |
payroll.view_punches | View Provider Punches | Allows users to view provider punches. We do not use this function. | Yes | |
payroll.delete_punches | Delete Provider Punch Times & Edit Provider Punch Times | Edit and delete employee time cards. We do not use this function. | No | |
clients.download_all | Download all clients | Allows users to download the full client list. | No | |
conversations.view_all | Ability to view Centralized inbox acrosss all locations | Allows the user to view a Centralized inbox across all locations | No | |
encounter.always_reopen | Able to override encounter and re-open lockdown period | Allows the user to able to override encounters and re-open the lockdown period | No | |
encounter.update_date | Change encounter's Dates | Allows the user to change encounter's Dates | No | |
billing.manual_price | Ability to manually alter line items' prices | Allow users to manually change the selling price on an invoice. | Yes | |
billing.credit_account | Ability to manually credit accounts | Allows users to add a credit to an account. | No | |
billing.change_provider | Ability to change the provider on closed invoices | Allows users to change the provider on a line item of an invoice after the invoice is finalized. | No | |
billing.change_provider_15_days | Ability to change the provider on closed invoices up to the 15th of the next calendar month. | Allows users to change the provider within 15 days of the start of the month on a finalized invoice. | No | |
invoice.reopen_error | Able to re-open posted invoices if they have a $0 balance | Able to re-open posted invoices if they have a $0 balance | No | |
billing.invoice.invoice_date.edit | Edit the date of invoices | Allows users to change the invoice date. | No | |
payments.edit | Edit the dates of historical payments | Allows users to change date on historic payments. | Yes | |
billing.unable.create.billing.charges | Disallow the ability to create billing charges (N.B. Negative Permission) | Negative permission. Prevents users from creating charges on an invoice. | No | |
billing.invoice.uncollectible | Able to mark invoices as uncollectable | Allows users to mark invoices as uncollectable. | Yes | |
billing.invoice.collections | Able to mark invoices as in collections | Allows users to set an invoice as in collections. | Yes | |
product_types.manage | Manage product types/tags/revenue centers | Allows users to manage product types/tags/revenue centers | Yes | |
manage_plans | Manage Wellness Plan Setup | 0 | No | |
patient_plans.edit | Edit Patient Wellness Plans (e.g. change dates) | Allows users to edit wellness plans | Yes | |
accounts.manage_users | Add new users and edit user's information | Add new users and edit user's information | No | |
accounts.edit_users | Edit user information | Allows users to edit users. | No | |
accounts.manage_licenses | Add new user licenses, view report and modify existing licenses | Allows users to add/edit/delete licenses on user accounts. | No | |
accounts.manage_api_key_users | Manage API keys and associated API users | Manage API keys and associated API users | No | |
admin.edit.marketing.location | Edit marketing location settings | Allows users to edit marketing-specific settings for a location. | No in the UI, yes in the API | |
admin.manage.schedule.location | Create and Delete location schedules | Allows the user to manage their location schedule. | No in the UI, yes in the API | |
admin.edit.cages.location | Edit cages for location | Allows users to edit cage locations. | No in the UI, yes in the API | |
accounts.edit_comissions | Edit commissions % of users | Allows users to edit commissions % of users. We do not use this function. | Yes | |
accounts.manage_users_active_status | Ability to modify a user's active status | Allows users to toggle a user as active/inactive. | Yes | |
accounts.view_users | View the organization's users | Allows users to view users. | No in the UI, yes in the API | |
accounts.providers.constraints | Edit the scheduling constraints of providers | Allows users to add constraints (appointment counts) on providers. | Yes | |
accounts.providers.limits | Edit the appt type limits of providers | Allows the user to edit the appt type limits of providers | Yes | |
assign.any.location.to.user | Ability to assign any location to a User | Allows users to assign any location to a user. | Yes | |
admin.edit_labs | Not on the UI | Yes | ||
admin.encounter_types | Manage encounter templates | Allows users to manage encounter templates | Yes | |
cadences.manage | Manage cadences | Allows users to manage reminder/communication cadences. | No | |
admin.delete.rdvm | Delete an rDVM | Allows the user to delete an rDVM | No in the UI, yes in the API | |
admin.merge.rdvm | Merge rDVMs | Allows user to merge rDVMs | No | |
admin.full.access.rdvm.marketing | Full access to rDVM marketing tools | Allows users to fully access the rDVM marketing tools. | No | |
product_create | Create products | Allows user to create products | No in the UI, yes in the API | |
product_update | Edit products' details | Allows users to edit products details | No in the UI, yes in the API | |
products.import | Import products | Allows users to import products | Yes | |
product_delete | Delete products | Allows users to delete products | Yes in the API, not used in the UI | |
billing.invoice.finalize | Not on the UI | Yes (no search matches at all) | ||
admin.edit.printing.location | Edit print location settings | Allows user to edit which printer to use for each document type. | No | |
admin.edit.basic.location | Edit basic location settings | Allows users to edit the base location details (name, address, phone, etc). | No | |
datasync | Perform DataSync operations (data import, conversions, etc.) | Allows users to use the Data Sync screen to sync new data into the system. | Yes | |
admin.mass_upload.rdvms | Ability to use mass upload for rDVM's | Allows users to use mass upload for rDVM's | No | |
billing.invoice.unable_finalize | Disallow the ability to finalize invoices (N.B. Negative Permission) | Negative permission. Prevents a user from finalizing an invoice. | No | |
financials.hide | Hide financials (N.B. Negative Permission) | Negative permission. This removes the ability of the user to access financials on the site. | Yes | |
support.off | Hide Support Chat (N.B. NEGATIVE Permission) | Negative permission. Removes the support chat bubble. | No | |
disable_schedule_editing | Disables Editing of the Schedule Page (N.B. Negative Permission) | Negative permission. Removes the ability of the user to edit the schedule. | No | |
billing.invoice.delete_undeletable | Override the setting on a product that prevents it from being altered when on an invoice, estimate, or encounter | Allows the user to override the setting on a product that prevents it from being altered when on an invoice, estimate, or encounter | No | |
conversations.delete_message | Not on the UI | No | ||
packages.lock | Lock packages from being edited | Allows users to lock packages from being edited. | No | |
admin.species | Manage species list | Allows users to manage species list | Yes | |
admin.breeds | Manage breeds list | Allows users to manage breeds list | Yes | |
admin.colors | Manage colors list | Allows users to manage colors list | Yes | |
admin.alerts | Manage patient alerts list | Allows users to manage patient alerts list | Yes | |
admin.problem_list | Manage master problem list | Allows the user to manage master problem list | Yes | |
org.edit.location.attributes | Edit custom location atributes | Allows users to edit custom location attributes | No on UI, yes in API | |
admin.configure | Configure admin's configuration settings | Allows the user to configure admin's configuration settings | Yes | |
admin.marketing | Manage reminders/marketing setup | Allows users to manage reminders/marketing setup | Yes | |
admin.payments | Manage available payment methods and settings | Allows users to manage available payment methods and settings | Yes | |
admin.financials | Manage financial settings | Allows users to manage financial settings | Yes | |
configure.ringcentral | Configure RingCentral *requires work on RingCentral platform for the integration to work | Allows users to set up and manage the RingCentral integration. | No | |
treatment_templates.manage | Manage treatment templates | Allows users to edit/create Nova Treatment Sheets | Yes | |
admin.integrations | Manage Integrations | Allows user to | Yes | |
accounts.manage_roles | Manage the organization's roles | Allows users to edit user roles. | Yes | |
org.editPreferences | Edit the organization's preferences/settings | Edit the organization's preferences/settings | Yes | |
admin.edit.integration.location | Edit integration location settings | Allows users to edit location-specific integrations. | No on UI, yes in API | |
targeted_messages.send | Send targeted messages to clients | Allows users to send targeted messages to clients. | Yes | |
scheduling.hide | Hide Schedule Tab (N.B. Negative Permission) | Negative permission. Removes the schedule tab from the UI. | Yes |