Assign a screen to a role

The first step in managing roles is assigning a screen to a role and granting that role a specific access level for that screen

Steps

  1. Login to OfficeEMR as an administrator.

  2. Navigate to Setup.

  3. Select Roles.

  4. Search for or select a group and screen from the list.

  5. Assign the role a level of access.   Please note, your list of 'Roles' may vary.  You can add new roles as needed for your practice.
    • Off = No access to the screen at all.
    • Read = Screen can usually be seen, but not edited.
    • Update = Items on the screen can usually be changed, but no new items can be added.
    • Write = Full access to the screen and all features.
  6. Click Save.