Available Permissions

apply_discounts — Allows users to apply discounts to patients, accounts, and invoices. (EMR only)

approve_draft_orders — Allows users to approve draft orders.

approve_scripts — Allows approving and sending external prescriptions through the Mixlab integration. (EMR only)

batch_statements — Allows access to Batch Statements. (EMR only)

business_office_manage_accounts_and_patients — Allows access to manage business office accounts and patients.

business_office_manage_referrers — Allows access to manage business office referrers. (EMR only)

business_office_read_only — Allows read-only access to the business office.

calendar_manage_appointments — Allows users to edit notes and appointments. (EMR only)

calendar_manage_timeslots — Allows users to create and edit time slot templates, and add, edit, or delete availabilities (including drop-off availabilities) on the calendar. (EMR only)

client_chat_full_access — Allows full access to client chat. (EMR only)

close_invoice — Allows users to close an invoice. (EMR only)

comm_log_outbound_messages — Allows access to send outbound email messages in the comm log. (EMR only)

create_draft_orders — Allows users to create draft orders for medications, infusions, diagnostics, and miscellaneous treatments.

edit_invoice_line_item_price — Allows users to edit the price of an invoice line item. (EMR only)

financial_ledger — Allows access to the financial screen and accounts ledger. (EMR only)

invoice_create_line_item — Allows users to create new line items on an invoice. (EMR only)

invoice_edit_line_item — Allows users to edit line items on an invoice.

invoice_void_line_item — Allows users to void line items on an invoice.

is_doctor — Displays the user as a doctor in the app.

manage_tax_exempt — Allows users to manage an account's tax-exempt status. (EMR only)

manage_global_appointment_reminders — Allows users to view and update global appointment reminder configurations in Admin. (EMR only)

manage_practice_library — Allows uploading, editing, and deleting documents in the Practice Library.

order_controlled_substances — Allows ordering, prescribing, and refilling controlled substance products.

payment_record — Allows users to record a new payment. (EMR only)

payment_refund — Allows users to record a new refund. (EMR only)

payment_unapply — Allows users to unapply payments. (EMR only)

payment_void — Allows users to void payments. (EMR only)

product_override_default_provider — Allows users to change the provider field for products that have a default provider set.

reopen_invoice — Allows users to reopen standalone invoices. (EMR only)

transaction_update — Allows users to update transactions. (EMR only)

view_global_appointment_reminders — Allows users read-only access to view the current global appointment reminder configuration without making changes. (EMR only)

admin_account_alerts — Allows access to manage account alerts.

admin_account_merge — Allows access to merge client accounts. (EMR only)

admin_account_types — Allows access to manage account types.

admin_alerts — Allows access to manage alerts in Admin.

admin_automations — Allows access to manage Automations in Admin. (EMR only)

admin_axmode — Allows the user to modify the default Ax vitals content through the Ax Mode admin screen.

admin_breeds — Allows creating and editing breeds and associating them with species.

admin_calendars — Allows access to manage calendars in Admin. (EMR only)

admin_categories — Allows access to manage categories in Admin.

admin_charts — Allows access to manage charts in Admin. (EMR only)

admin_code_status — Allows access to manage code status in Admin.

admin_discounts — Allows access to manage discounts in Admin. (EMR only)

admin_dymo — Allows the user to administer DYMO printers. (EMR only)

admin_edit_fees — Allows editing fees. (EMR only)

admin_estimates — Allows access to manage estimates in Admin. (EMR only)

admin_exams — Allows access to manage exams in Admin.

admin_hospitalizations — Allows access to manage hospitalizations in Admin.

admin_integrations — Allows access to manage integrations and integration credentials. (EMR only)

admin_intelligence — Allows access to manage Instinct Intelligence in Admin. (EMR only)

admin_invoice_tags — Allows access to manage invoice tags in Admin. (EMR only)

admin_manage_digital_forms — Allows access to manage Digital Forms in the admin. (EMR only)

admin_manage_notifications — allows configuring notification actions in the automations workflow builder. (EMR only)

admin_manage_digital_forms — allows access to manage Digital Forms in the admin.

admin_manage_pet_owner_portal — allows access to manage the Pet Owner Portal in Admin. (EMR only)

admin_manage_preventive_care_reminders — allows access to manage preventive care reminders in Admin. (EMR only)

admin_manage_replytosettings — allows the user to update reply-to settings in Admin. (EMR only)

admin_monitoring_templates — allows access to manage procedure monitoring templates in the admin. (EMR only)

admin_patient_merge — allows access to merging patients

admin_payment_devices — allows access to manage payment devices in Admin. (EMR only)

admin_payment_methods — allows access to create and change payment methods. (EMR only)

admin_product_groups — allows access to manage product groups in Admin.

admin_products — allows access to manage products in Admin.

admin_reminder_labels — allows access to manage Reminder Labels in Admin. (EMR only)

admin_services — allows access to manage services in Admin.

admin_staff — allows access to manage staff and permissions in Admin.

admin_taxes — allows access to manage tax classes in Admin. (EMR only)

admin_view_pet_owner_portal — allows the user to view Pet Owner Portal settings in Admin. (EMR only)

admin_view_preventive_care_reminders — allows access to view preventive care reminders in Admin. (EMR only)

admin_wards — allows access to manage wards in Admin.

admin_workflow_tags — allows access to manage workflow tags in Admin.

analytics_accounts_receivable_summary_report — allows access to the Account Receivable Summary Report.

analytics_controlled_substance_report — allows access to the Controlled Substance Report.

analytics_dashboard_account_and_patient_alert_usage — allows access to the Account and Patient Alert Usage dashboard.

analytics_dashboard_accounts_and_patients — allows access to the Accounts and Patients dashboard.

analytics_dashboard_appointments_overview — allows access to the Appointments Overview dashboard.

analytics_dashboard_ar_for_closed_invoices — allows access to the AR for Closed Invoices dashboard.

analytics_dashboard_emr_billing — allows access to the EMR Billing dashboard.

analytics_dashboard_estimates_overview — allows access to the Estimates Overview dashboard.

analytics_dashboard_vaccine_and_service_reminders — allows access to the Vaccine and Service Reminders dashboard.

analytics_dashboard_patient_check_in_out_audit — allows access to the Patient Check In/Out Audit dashboard.

analytics_dashboard_prescriptions_change_log — allows access to the Prescriptions Change Log dashboard.

analytics_dashboard_product_usage — allows access to the Product Usage dashboard.

analytics_dashboard_task_list_status_audit — allows access to the Task List Status Audit dashboard.

analytics_dashboard_top_referring_practices — allows access to the Top Referring Practices dashboard.

analytics_dashboard_transactions_overview — allows access to the Transactions Overview dashboard.

analytics_dashboard_treatments_overview — allows access to the Treatments Overview dashboard.

analytics_dashboard_visits_overview — allows access to the Visits Overview dashboard.

analytics_dashboard_visits_without_referring_rvet — allows access to the Visits Without Referrers (rVet) dashboard.

analytics_dashboard_voided_invoice_line_items — allows access to the Voided Invoice Line Items dashboard.

analytics_deceased_patients_report — allows access to the Deceased Patients Report.

analytics_false_zero_balance_report — allows access to the False Zero Balance Report.

analytics_incomplete_charts_report — allows access to the Incomplete Charts Report.

analytics_open_invoices_report — allows access to the Open Invoices Report.

analytics_order_summary_report — allows access to the Order Summary Report.

analytics_patient_census_report — allows access to the Patient Census Report.

analytics_practice_summary_report — allows access to the Practice Summary Report.

analytics_provider_summary_details_collected_report — allows access to the Provider Summary Details – Collected Invoicing Report.

analytics_provider_summary_details_invoiced_report — allows access to the Provider Summary Details Invoiced Report.

analytics_provider_summary_report — allows access to the Provider Summary Report.

analytics_referrer_details_report — allows access to the Referrer Details Report.

analytics_revenue_details_report — allows access to the Revenue Details Report.

analytics_taxes_discount_report — allows access to the Taxes and Discount Report.

analytics_transaction_details_report — allows access to the Transaction Details Report.

analytics_transaction_summary_report — allows access to the Transaction Summary Report.

analytics_dashboard_provider_production — access to the Provider Production dashboard.

analytics_dashboard_referrals_overview — access to the Referrals Overview dashboard.

analytics_dashboard_revenue_by_product — access to the Revenue by Product dashboard.

analytics_dashboard_revenue_overview — access to the Revenue Overview dashboard.

analytics_general_ledger_report — allows access to General Ledger Batch Report.

analytics_query_builder — Allows access to the query builder.

general_ledger_accounts_create — allows creating general ledger accounts.

general_ledger_accounts_update — allows updating general ledger accounts, including deactivation.

general_ledger_accounts_view — allows browsing the general ledger accounts panel.

general_ledger_discounts_update — allows assigning general ledger accounts to discount classes.

general_ledger_payment_methods_update — allows assigning general ledger accounts to payment methods.

general_ledger_products_update — allows assigning general ledger accounts to products.