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SmartFlow permissions roles

A SmartFlow permissions role is a set of user account permissions. The set of user account permissions is usually related to the work that a staff member does.

A practice manager uses a permissions role to give a staff member access to different features and functions of SmartFlow. The access that they give is applicable to the work that the staff member does.

SmartFlow has six permissions roles with these names:
  • Level 6
  • Level 5
  • Level 4
  • Level 3
  • Level 2
  • Level 1
The types of work tasks that permissions roles are applicable to are:
  • Administration tasks
  • Flowsheet tasks
  • Anesthetic tasks

Permissions roles: Administration tasks

This table shows each permissions role and the administration tasks that each a user account with the permissions role can do:

TasksPermissions role
  • Get access and make changes to their user account information
  • Make changes to system settings
  • Get access to information of discharged patients
  • Use SmartFlow analytics
Level 6
  • Get access to their user account information
  • Get access to information of discharged patients
    Note: Changes to the information is not possible with permissions roles of Level 5 thru Level 1.
Level 5
Level 4
Level 3
Level 2
Level 1

Permissions roles: Flowsheet tasks

This table shows each permissions role and the tasks related to flowsheets that each a user account with the permissions role can do:

TaskPermissions role
  • Admit patients
  • Make changes to patient information
  • Get access to flowsheets
  • Schedule, remove, record, and make changes to treatments
  • Schedule, remove, record, and make changes to tasks
  • Make, remove, and make changes to notes
  • Record a patient's IV catheter information
  • Save and make changes to templates
  • Add 24 hours to a patient's flowsheet
  • Discharge patients
  • Make and get access to estimates
Level 6
Level 5
Level 4
  • Admit patients
  • Make changes to patient information
  • Get access to flowsheets
  • Record treatments
  • Record tasks
  • Make, remove, and make changes to notes
  • Record a patient's IV catheter information
  • Discharge patients
Level 3
  • Admit patients
  • Make changes to patient information
  • Get access to flowsheets
  • Record treatments
  • Record tasks
  • Make, remove, and make changes to notes
  • Discharge patients
Level 2
  • Admit patients
  • Make changes to patient information
  • Get access to flowsheets
  • Record tasks
  • Make, remove, and make changes to notes
  • Discharge patients
Level 1

Permissions roles: Anesthetic tasks

This table shows each permissions role and the tasks related to anesthetic that each a user account with the permissions role can do:

TaskPermissions role
  • Record and make changes to treatments
  • Make and get access to estimates
Level 6
Level 5
Level 4
Level 3
User accounts with permissions roles of Level 2 thru Level 1 do not have access to anesthetic sheets.Level 2
Level 1