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User Roles

A role is a group of permissions is to assign to providers. Each provider belongs to one role and can access all permissions granted to them by that role. Create roles and customize their permissions.

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To create a new user role, navigate to More > Admin> Users > User Roles.

Select CREATE ROLE and complete the fields granting the appropriate access for the new user.

This is a permissions-based feature or is managed in your organization’s Admin settings.

Permission

Description

Notes

GENERAL PERMISSIONS

Merge patients

Grants ability to merge patients together

 

Transfer patients to different clients

Grants ability to transfer patient from one client to another

 

Merge clients

Grants ability to merge clients together

 

Cancel subscriptions

*To be removed 

 

Give complementary subsriptions

*To be removed 

 

Send newsletters to all clients

Grants ability to send newsletters under More > Marketing & Reminders > Newsetters

 

View provider punches

Grants ability to view the More > Scheduling report

MUST HAVE ADMININSTRAION - YES IN USER PROFILE
If Enable Employee Time Tracking is toggled Yes in More > Organization

Edit proivider punch times

Grants ability to edit punches in More > Scheduling

*Must have View Provider Punches
If Enable Employee Time Tracking is toggled Yes in More > Organization

Delete Provider punch times

Grants ability to delete punches in More > Scheduling

*Must have View Provider Punches
If Enable Employee Time Tracking is toggled Yes in More > Organization

Download all clients

Grants ability to download a list of clients from the Clients tab

 

Ability to vew Centralized Inbox across all locations

Grants ability to view all messages for all locations across the organization in Inbox > Every

 

Ability to delete a message

Grants ability to delete a message from the Messages tab of the patient screen

 

Hide Support Chat (N.B. NEGATIVE PERMISSION)

Removes the ability to use the Support Chat

 

Disables Editing of the Schedule Page (N.B. NEGATIVE Permission)

Removes the ability to create or edit appointments or blocks on the Schedule

 

REPORTING PERMISSIONS

View one's own production

*To be removed 

 

View Controlled Drugs report

Grants ability to view the Controlled Drugs report under Financials > Inventory

 

CLINICAL PERMISSIONS

Delete encounters

Grants ability to delete encounters 

 

Able to override encounter re-open lockdown period

Grants ability to reopen enounters after lockdown period set in Admin > Preferences

 

Change encounter's dates

Grants ability to change the date of an encounter

 

Delete lab results

Grants ability to delete tab results from the Labs tab of the patient screen

 

Prescribe medications

Grants ability to order medications from the Orders bar of an encounter or invoice

(VC-3971) Does not work as intended

Refill medications

Grants ability to refill a medication from the Medications tab of the patient screen

 

Delete Medications

Grants ability to delete medications 

(VC-3972) Does not work as intended

Delete immunizations

Grants ability to delete immunizations from the Immunization tab of the patient screen

 

Delete patient documents

Grants ability to delete uploaded documents from the Chart

(VC-3975) Does not work as intended

Create/use custom problems

Grants ability to create custom problems in the patient's problem list

(VC-3976) Does not work as intended

Create/edit/delete macros

Grants ability to create/edit/delete macros in More > Macros

 

Create new immumization manufacturers/vendors outside of product page

Grants ability to enter custom Manufacturer when entering New Immunization information

 

BILLING PERMISSIONS

Add manual discounts to an invoice

Grants the ability to add line item disounts to an invoice

 

Ability to manually alter line items' prices

Grants ability to change the total price of a line item on an invoice

 

Ability to manually credit accounts

Grants ability to add credits on account using the pencil icon next to Credit on Account in the Billing tab

 

Ability to process refunds

Grants ability to refund through the Billing page

 

Ability to change the provider on closed invoices.

Grants ability to change the provider on an invoice that has already entered lockdown based on the settings in More > Preferences

 

Ability to change the provider on closed invoices up to the 15th of the next calendar month.

Grants ability to change the provider on an invoice that has already entered lockdown up to the 15th day of the following month based on the settings in More > Preferences

 

Able to re-open posted invoices if they have a $0 balance

Grants ability to reopen an invoice that has $0 balance even if the invoice lockdown set in More > Admin > Preferences

 

Edit the date of invoices

Grants the ability to change the date of an invoice

 

Edit the dates of historical payments.

*To be removed

 

Void payments.

Grants ability to void payments from the Billing tab

 

Change the taxable status of a line item

Grants the ability to add or remove sales tax from a line item on an invoice

 

Disallow the ability to create billing charges (N.B. Negative Permission)

Removes the ability to add items to an invoice

(VC-3977) Does not work as intended

Able to mark an invoice as uncollectible

Grants ability to mark an invoice as Uncollectable from the Billing tab

ONCE AN INVOICE IS MARKED UNCOLLECTABLE, IS IT IRREVERSABLE

Able to mark an invoice as in collections

Grants ability to mark an invoice as In Collections from the Billing tab

 

Disallow the ability to finalize invoices (N.B. Negative Permission)

Prevents the user from being able to finalize an invoice

 

Override the setting on a product that prevents it from being altered when on an invoice, estimate or encounter.

Grants to ability to override the "Prevent alteration from invoice, estimate or encounter" setting on a product from an invoice

 

FINANCIAL PERMISSIONS

Create products*

Grants ability to create new products under More > Inventory & Services > New Product

*Must have new_pricing feature flag turned on

View products*

Grants ability to see products in More > Inventroy & Services

*Must have new_pricing feature flag turned on

View products' cost history*

Coming Soon

*Must have new_pricing feature flag turned on

Edit products' details

Grants ability to Edit Details after selecting a product in More > Inventory & Services

*Must have new_pricing feature flag turned on

Edit products' prices*

Grants the ability to add and edit pricing under More > Inventory & Services

*Must have new_pricing feature flag turned on

Enable/disable products

Grants the ability to enable and disable products

 

Import products*

Grants ability to use the Product upload in Inventory & Services

*Must have new_pricing feature flag turned on

Delete products*

Grants the ability to delete products in Invetory & Services

*Must have new_pricing feature flag turned on

Create packages*

Grants the ability to create new packages

*Must have new_pricing feature flag turned on

View packages*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

Update packages*

Grants the ability to edit packages

*Must have new_pricing feature flag turned on

Delete packages*

Grants the ability to delete packages

*Must have new_pricing feature flag turned on

Lock packages from being edited

Grants the ability to lock and unlock packages to prevent editing

*Must have new_pricing feature flag turned on

Adjust inventory*

Grants the ability to adjust inventory under Finanacials > Inventory Counts

*Must have new_pricing feature flag turned on

Create purchase orders*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

Approve purchase orders*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

View purchase orders*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

Delete purchase orders*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

Manage product types/tags/revenue centers*

Coming Soon

Will only apply to orgs with New_Pricing turned on when created

Manage Wellness Plan Setup*

Grants the ability to create and edit Wellness Plans under Financials

*Must have new_pricing feature flag turned on

Edit Patient Wellness Plans (e.g. change dates)*

Grants ability to edit Wellness Plan information under the Plans section of the Patinet Bar

*Must have new_pricing feature flag turned on

Cancel Patient Wellness Plans*

Grants the ability to cancel Wellness Plans under the Plans section of the Patient Bar

*Must have new_pricing feature flag turned on

Hide financials (N.B. Negative Permission)

Removes ability see the Financials tab

 

SCHEDULING PERMISSIONS

Delete appointments

Grants abiliy to delete appointmetns from the schedule using the trash can icon. If not granted, user can only change the status of the appointment to Cancelled.

 

Hide Schedule Tab (N.B. Negative Permission)

Removes the Schedule tab from the UI

 

ADMIN PERSMISSIONS

Manage species list

*To be removed

 

Manage breeds list

*To be removed

 

Manage colors list

*To be removed

 

Manage patient alerts list

Grants the ability to create and manage patient alerts under More > Admin 

*Must have Adminministrator access in user profile 

Manage master problem list

To be removed

 

Edit the organization's preferences/settings

Grants the ability to see and manage Organization Settings and Preferences under More > Admin

*Must have Adminministrator access in user profile 

Manage the organization's roles

Grants the ability to see and manage User Roles under More > Admin

*Must have Adminministrator access in user profile 

Add new users and edit user's information

Grants the ability to add new users as well as edit user information

*Must have View the Organization's Users enabled

Edit user information

Grants the ability to edit all user information under the user's profile

*Must have View the Organization's Users enabled

Add new user licenses, view report and modify existing licenses

Grants the ability to see and manage all user licenses under the user's profile

*Must have View the Organization's Users enabled

Manage API keys and associated API users

Grants the ability to generate and delete API keys and the API user generated

*Must have Adminministrator access in user profile 

Manage location settings

Grants ability to see the Locations module under More > Admin

 

Edit basic location settings

Grants the ability to edit the Basic Info for assigned locations under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Edit integration location settings

Grants the ability to edit Integrations for assigned locations under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Edit marketing location settings

Grants the ability to edit Marketing for assigned locations under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Edit print location settings

Grants the ability to edit the Printing module  for assigned locations under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Edit location schedules

Grants the ability to see the Scheduling module  for assigned locations under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Create and Delete location schedules

Grants the abilty to create and delete the provider schedule  for assigned locations under More > Admin > Locations > Selected Location > Scheduling > Edit Schedule

*Must have Edit Location Schedule enabled
*Must have Manage Location Settings enabled

Edit cages for location

Grants the ability to create and manage cages for assigned locations daycare and boarding under More > Locations > Selected Location

*Must have Manage Location Settings enabled

Edit custom location attributes

Grants the ability to manage Location Attributes for assigned locations under More > Admin 

 

Edit commission % of users

Grants the ability to edit the commission rate of users under the user's profile settings

 

Ability to modify a user's active status

Grants the ability to change the status of another user to Active or Inactive under the user profile

 

View the organization's users

Grants the ability to see all users and thier settings under More > Admin > Users

 

Mark users as employees

Grants the ability to mark the user as an employee in the Client Information screen

 

Apply client and patient tags

Grants the ability to add and remove client and patient tags 

 

Edit the scheduling constraints of providers

Grants the ability to add and remove scheduling contraints in the user's profile setting

 

Edit the appt type limits of providers

Grants the ability to edit the appointment types the user can be scheduled for in the user profile settings 

 

Ability to assign any location to a User

Grants ability to assign any location to a user, not just the one's the current user has access to

*Must have View the Organization's Users enabled

Configure admin's configuration settings

*To be removed

 

Configure Labs

Grants ability to create and manage lab integrations under More > Admin > Labs

 

Manage reminders/marketing setup.

Grants ability to see the Marketing & Reminders module under the More tab of the Main Task Bar

 

Manage encounter templates

Grants ability to edit and manage encounter templates under More > Admin > Encounter Types

 

Manage available payment methods and settings

Grants ability to edit availabel payment types and payment integrations under More > Admin 

 

Manage financial settings

*To be removed

 

Manage appointment types

Grants ability to create and manage Appointment Types under More > Admin > Payment Processors

 

Access to Analytics

Grants access to the Analytics module under the More tab of the Main Task Bar

 

Configure RingCentral *requires work on RingCentral platform for the integration to work

Grants ability to manage the RingCentral integration under More > Admin

 

Manage cadences

Gants ability to manage candances found under More > Marketing & Reminders

 

Perform DataSync operations (data import, conversions, etc.)

ONLY TO BE USED BY VETSPIRE SUPPORT - Enabling this and using the DataSync feature may cause irreversable damage to your data

 

Manage treatment templates

Grants ability to create and manage NOVA treatment sheets under More > Admin > NOVASheet Types

NOVA will need to be enabled by Vetspire Support

Manage Integrations

Grants abililty to manage integrations located under More > Admin > Integrations

 

RDVM PERMISSIONS

View rDVM's

Grants the ability to see the rDVM module under More > Admin > Configure > rDVMs

 

Edit basic rDVM information

Grants the ability to edit rDVM information

Must have View rDVMs

Edit basic and advanced rDVM information

Grants the ability to edit rDVM information

Must have View rDVMs

Create an rDVM

Grants the abiltiy to add a new rDVM

Must have View rDVMs

Delete an rDVM

Grants the ability to delete an rDVM from the rDVM list

Must have View rDVMs

Merge rDVMs

Grants ability to merge one rDVM into another

Must have View rDVMs

Full access to rDVM marketing tools

Grants ability to view the rDVM Marketing Tool located under More

Must have View rDVMs

Ability to use mass upload for rDVM's

Grants ability to upload .csv files for rDVMs

Must have View rDVMs

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