NOTE - Starting February 2024, role management in ScriptSure can be requested through support@dawsystems.com. Access to roles in the settings has been limited for end user administrators. To be clear, roles are still integrated and a part of ScriptSure and users can be assigned roles to limit access to features, but this must be requested by and end user to ScriptSure support. Over the coming months, ScriptSure v3.0 will be released and in the new release of ScriptSure, admins will be able to manage these roles from within the settings once again.
The Permissions List below shows the options that can be enabled or disabled for a particular role. After a role is established with the appropriate permissions, users can then be added to that role.
Administrators:
Only administrators with permissions to access the role setup window can configure the settings shown below for each role.
Administrators can be set as a Basic Administrators or Full Administrators. The administrator type is set when adding a user or by editing the user from the platform management site.
- Basic Administrators: can control all settings, except adding and modifying users.
- Full Administrators: can control all settings including adding and modifying users and creating roles and permissions. An unlimited number of roles can be created and configured by Full Administrators.
Rules for Administrators:
1. There must be at least one Full Administrator per account
2. Both Basic and Full Administrators can access Practice Settings
3. Only Full Administrators have permissions to add and modify users.
Important Note: Both Basic and Full Administrator designated users can also be assigned to a role that LIMITS their privileges.
Permission List:
Access the permission list by going to Settings>Security>Security for Users/Roles. At the Security for Users/Roles screen, click Edit Security Role and then configure the roles permissions by Role Type and save any changes. Changes to Roles take immediate effect when the user logs in after the changes.
Allergy: Cannot Add Allergy Cannot Archive Allergy | Automated Measures: Cannot Run Automated Measure |
Audit Log: Cannot View Audit Log Cannot Clear Audit Log | Comment: Cannot Add Prescription Comment Cannot Add Pharmacy Comment Pick List Cannot Add Internal Comment Pick List Cannot Archive Prescription Comment Cannot Modify Prescription Comment |
Condition: Cannot Add Medical Condition Cannot Archive Medical Condition | Note: Cannot Add Note Cannot Archive Note Cannot Delete Note Cannot Print Note Cannot Sign Note Cannot Add Note Addendum |
Diagnosis: Cannot Add Diagnosis Code Cannot Archive Diagnosis Code Cannot Delete Diagnosis Code | Patient Cannot Add Patient Cannot Perform Patient Search |
Drug: Cannot Add Drug Format Cannot Add Favorites Cannot Perform Drug Search Cannot Change Drug Tolerance Setting Cannot Change Drug Check Setting Cannot Add Current Medication Cannot Archive Current Medication Cannot Edit Favorite Cannot Download Drug History Cannot Delete Drug Format | Report: Cannot Run Report |
EPCS: Cannot Approve EPCS Request Cannot View EPCS Request Cannot Request EPCS | Setup (user’s personal settings): Cannot Alter Setting Cannot View Setting |
Information: Cannot Add Patient Drug Information Cannot Archive Patient Drug Information | Users: Cannot Add User Cannot Alter Setting Cannot Modify User Cannot Register Electronic Prescription (Prevents user from registering themselves for electronic prescribing) |
Vitals: Cannot Add Vital Sign Cannot Archive Vital Sign |
CREATE USER ROLES & ASSIGN USERS
Notes: All users begin permissions to execute all functions in ScriptSure until they are assigned to a role that limits any abilities.
1. Login to ScriptSure (https://www.scriptsure.com/) as an Administrator
Note: Only administrators can add users, create or modify roles and assign users to roles.
2. Click your name in the top right of ScriptSure and select Settings:
3. Locate the Security section on the left (scroll down) and click Security For Users/Roles:
4. When the Roles windows opens, click Edit Security Role:
5. Click Add OR Select the Role from the drop down:
Role Security screen:
- If Adding a new role, give the role a title and then click Save.
- Roles can be Deleted at any time. Deleting a role removes any users added to that role, but it will not delete the user.
- You can Review roles by selecting the role then click the REVIEW tab above.
- You can view the Users that are assigned to each role and add or remove users from the role but clicking the User tab.
6. In either case of adding a Role or modifying an existing one, simple scroll through each of the application screen categories on the left and check off the options and privileges to REMOVE from this role. In the image below, you can select the drug screen on the left and then check off on the right the functions users assigned to this Role will not be able to perform. After establishing settings, click SAVE:
7. Review the Roles definitions by clicking the Review tab:
- You will see the functions the Role does not allow:
8. After configuring a Role, add users to the role but clicking the User tab:
- You can then see the users in the Role (bottom of Screen) and ADD or REMOVE users from the Role. Click Add User to view a list of ScriptSure users that can be added to the Role and click Save and Close when done.
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