In Instinct EMR and Instinct Treatment Plan (ITP), permissions control what each user can see and do. Use this article to find the permission behind a task, or to see why a staff member can't do something. Assign permissions to a role in Admin → Practice → Staff → Manage → Manage Roles. For steps on creating a role, see Create and Assign User Roles.
Note: Some permissions appear in the Permissions list but only work in Instinct EMR. They are marked "EMR only." |
Find the permission for a task
Find the task in the first column, then add the permission in the second column to the user's role.
Task | Permission |
Apply a discount to a patient, account, or invoice | apply_discounts (EMR only) |
Close an invoice | close_invoice (EMR only) |
Reopen an invoice | reopen_invoice (EMR only) |
Add a line item to an invoice | invoice_create_line_item (EMR only) |
Edit a line item on an invoice | invoice_edit_line_item |
Edit the price of an invoice line item | edit_invoice_line_item_price (EMR only) |
Void a line item on an invoice | invoice_void_line_item |
Record a payment | payment_record (EMR only) |
Record a refund | payment_refund (EMR only) |
Void a payment | payment_void (EMR only) |
Unapply a payment | payment_unapply (EMR only) |
Merge patients | admin_patient_merge |
Merge client accounts | admin_account_merge (EMR only) |
Manage staff and roles, or clear a user's context | admin_staff |
View the financial screen and account ledger | financial_ledger (EMR only) |
Order or refill controlled substances | order_controlled_substances |
Access Batch Statements | batch_statements (EMR only) |
Manage an account's tax-exempt status | manage_tax_exempt (EMR only) |
Send outbound email from the comm log | comm_log_outbound_messages (EMR only) |
Manage products in Admin | admin_products |
Manage discounts in Admin | admin_discounts (EMR only) |
Frequently asked questions
Where do I assign these permissions to a role?
Go to Admin → Practice → Staff → Manage → Manage Roles, select a role, and check the permissions you want to enable. See Create and Assign User Roles for full steps.
Why can't a staff member see the Business Office icon?
Their role needs at least one business_office permission. Without one, the icon does not display in the left navigation bar.
Why doesn't a staff member see the Merge Patients button?
Their role does not include admin_patient_merge. Turning this permission off for a role removes the Merge Patients button from the Patient Registration page for that role.
Why can't a staff member close an invoice?
Check that their role includes close_invoice. The Close Invoice button is also unavailable while the patient is still checked in.
Why can't a staff member clear another user's context?
Clearing context requires the admin_staff permission. See Clear a User's Context.
A permission isn't in the table. Where can I find it?
See the full permission list in Available Permissions, grouped by General, Admin, and Analytics permissions.
Still need help?
Contact support via live chat or email [email protected].