What is the context?
Security Policies govern different aspects of data security in Meddbase. Each policy type (or certificate) governs a set of user permissions.
These permissions determine if or how users will be able to interact with data protected by a given policy or certificate, e.g. Company record protected by a Company Policy; Patient record protected by a Patient Policy.
What is the purpose of the article?
This article provides a detailed description of user permissions governed by the Non-Medical Person Certificate(s).
Permissions
|
Permission |
Description |
|---|---|
| View Demographic |
Allows users to search for non-medical person records and navigate to the Non-Medical Staff Member Details page, browse the record activity, write in the clinician's message feed and view the non-medical person's public profile. |
| Modify Demographic |
Adds users' ability to view and edit the non-medical person's Personal Details, delete the clinician's record and create non-medical person's site sessions in Site Scheduler. (Please note - Creating sessions requires the Can View Company Sites permission granted on the Company Policy. Furthermore, re-assigning one non-medical person's sessions and/or appointments to another professional requires granting the Can Bulk Re-assign Sessions/Appointments.) |
| View Documents |
Adds users' ability to navigate to the Documents section on the non-medical person's record and interact with individual files. The user can also attach new documents to the record or create new documents from templates. (Please note - Attaching new documents and viewing and interacting with individual documents also requires permissions on the Document Policy assigned to respective documents e.g.View document- to view document list; Download document- to see document preview, Assign Policy - to add a document to the record etc.) |
| Modify Documents |
Adds users' ability to delete a document from the non-medical person's document record. (Please note - This also requires granting the Delete Document permission on the relevant Document Policy.) |
| View Accounts | Adds users' ability to access the Accounts section of the clinician's record page and view invoices, billing items, payments and debt items.(Please note - To view debt, the user needs to be a member of the Debt Chase Admin role group in Admin > User Management.) |
| Modify Accounts | Adds users' ability to add payments, mark invoices as 'sent' in bulk, modify billing items (for un-sent invoices only) and match payments to invoices. |
| Can View Contacts |
Adds users' ability to view the non-medical person's contacts. |
| Can Modify Contacts | Adds users' ability to add, edit or remove the non-medical person's contacts. |
| Edit Settings |
Adds users' ability to access and edit the non-medical person's settings, including but not limited to: default site and location, default start page layout, out of office settings, notification behaviour settings, and more. (Please note - Every Meddbase user has access to their own settings directly from the upper bar on the Start Page.) |
| Can Assign Policy |
Adds users' ability to assign this policy to a Non-Medical Person's record. |
| Can Un-assign Policy |
Adds users' ability to un-assign this policy on a Non-Medical Person's record. (Please note - In case of having multiple Non-Medical Person policies in your chamber, changing one policy to another on a non-medical person record requires the user to have Assign/Un-assign Policy permissions granted on both/all non-medical person policies.) |
Review date
This article was last updated on 2nd December 2024