Vetspire Permissions

Created by Bradley Ripple, Modified on Fri, 24 Feb 2023 at 09:59 AM by Phillip Brewer


User Permissions	UI Name	Definition	Admin overrides the need for permission	Currently, Not used permission (no code to use it)
encounters.delete	Delete encounters	Allows users to delete encounters	Yes
medications.prescribe	Prescribe medications	Allows users to start the process of prescribing medication. The line item on the invoice must be a veterinarian before the invoice can be finalized.		Yes
lab_results.delete	Delete lab results	Allows users to delete lab results.	No on UI, yes in API
medications.refill	Refill medications	Allows users to start the refill process on a medication.	No
medications.delete	Delete medications	Allows users to delete historic medications.	No
immunizations.delete	Delete immunizations	Allows users to delete vaccine (immunization) records.	No on UI, yes in API
problems.custom	Create/use custom problems	Allows users to create custom problems on the patient account.		Yes
appointments.delete	Delete appointments	Allows users to delete previously scheduled appointments.	No
reports.view_production	View one's own production	Allows the user to view their own production information.	No
immunization.vendors.create	Create new immunization manufacturers/vendors outside of the product page	Allows users to create new immunization manufacturers/vendors outside of the product page.	No
billing.refund	Ability to process refunds	Allows users to issue a payment refund.	No
payments.void	Void payments	Allows users to void a payment.	No
purchase_orders.delete	Delete purchase orders	Allows users to delete purchase orders		Yes
purchase_orders.approve	Approve purchase orders	Allows users to approve purchase orders		Yes
inventory_update	Adjust inventory	Allows users to update inventory values.	Yes in both UI and API
purchase_orders.create	Create purchase orders	Allows users to create purchase orders		Yes
product.update_price	Edit products' prices	Allows users to edit products' prices	No
product_read	View products	Allows users to view products (not edit).	No
product.view_cost	View products' cost history	Allows users to view products' cost history		Yes
patient.merge	Merge Patients	Allows users to merge patients (used when there are duplicates).	No
client.merge	Merge Clients	Allows users to merge client records (used when there are duplicates).		Yes
admin.macros	Credit/edit/delete macros	Allows users to create macros (shortcuts) for medical records and other fields within the system.	No in API, not used in the UI
patient.transfer	Transfer patients to different clients	Allows users to transfer a patient from one client to another.	No
patient.subscription.cancel	Cancel Subscriptions	Allows the cancelation of subscriptions (we do not use this feature).		Yes
billing.discount	Add manual discounts to an invoice	Allows users to add additional discounts to an invoice.	No
order_items.tax	Change the taxable status of a line item	Allows users to change the tax rate on a line item of an invoice.	No
package_create	Create packages	Allows users to create packages		Yes
package_read	View packages	Allows users to view packages (not edit).		Yes
package_update	Update packages	Allows users to update packages		Yes
package_delete	Delete packages	Allows users to delete packages		Yes
purchase_orders.view	View purchase orders	Allows users to view purchase orders		Yes
admin.manage_locations	Manage location settings	Allows users to manage location settings (all locations not just theirs)	No
admin.edit.schedule.location	Edit location schedules	Allows users to edit their location's schedule.	No
tags.apply_client_and_patient	Apply client and patient tags	Allows users to add client & patient tags. Tags drive coupons (discounts).	No
admin.appointment_types	Manage appointment types	Allows users to manage appointment types		Yes
product.disable	Enable/disable products	Allows users to enable/disable products	No
reports.view_controlled_drugs	View Controlled Drugs Report	Allows users to view controlled drug reports.	No
documents.delete	Delete patient documents	Allows users to delete documents.		Yes
admin.view.rdvm	View rDVM's	Allows users to view the referral veterinarian list.		Yes
admin.edit.basic.rdvm	Edit basic rDVM information	Allows users to edit basic rDVM information.	No
admin.edit.advanced.rdvm	Edit basic and advanced rDVM information	Allows users to edit basic & advanced rDVM information.	No
admin.create.rdvm	Create rDVM	Allows the user to create an rDVM (referring DVM)	No
admin.analytics	Access to Analytics	Allows users to view analytics (financial reporting).		Yes
client.assign_employee	Mark users as employees	Allows users to set a client as an employee. In the Pathway instance, this does nothing as our discounts are driven off by a patient tag.		Yes
patient_plans.cancel	Cancel Patient Wellness Plans	Allows users to cancel wellness plans		Yes
patient.subscription.complimentary	Give complimentary subscriptions	We do not use subscriptions but I believe this one allows a user to remove the subscription fee.	No
newsletters.send	Send newsletters to all clients	Allows users to send newsletters.	Yes
payroll.view_punches	View Provider Punches	Allows users to view provider punches. We do not use this function.		Yes
payroll.delete_punches	Delete Provider Punch Times & Edit Provider Punch Times	Edit and delete employee time cards. We do not use this function.	No
clients.download_all	Download all clients	Allows users to download the full client list.	No
conversations.view_all	Ability to view Centralized inbox acrosss all locations	Allows the user to view a Centralized inbox across all locations	No
encounter.always_reopen	Able to override encounter and re-open lockdown period	Allows the user to able to override encounters and re-open the lockdown period	No
encounter.update_date	Change encounter's Dates	Allows the user to change encounter's Dates	No
billing.manual_price	Ability to manually alter line items' prices	Allow users to manually change the selling price on an invoice.		Yes
billing.credit_account	Ability to manually credit accounts	Allows users to add a credit to an account.	Yes
billing.change_provider	Ability to change the provider on closed invoices	Allows users to change the provider on a line item of an invoice after the invoice is finalized.	No
billing.change_provider_15_days	Ability to change the provider on closed invoices up to the 15th of the next calendar month.	Allows users to change the provider within 15 days of the start of the month on a finalized invoice.	No
invoice.reopen_error	Able to re-open posted invoices if they have a $0 balance	Able to re-open posted invoices if they have a $0 balance	No
billing.invoice.invoice_date.edit	Edit the date of invoices	Allows users to change the invoice date.	No
payments.edit	Edit the dates of historical payments	Allows users to change date on historic payments.		Yes
billing.unable.create.billing.charges	Disallow the ability to create billing charges (N.B. Negative Permission)	Negative permission. Prevents users from creating charges on an invoice.	No
billing.invoice.uncollectible	Able to mark invoices as uncollectable	Allows users to mark invoices as uncollectable.		Yes
billing.invoice.collections	Able to mark invoices as in collections	Allows users to set an invoice as in collections.		Yes
product_types.manage	Manage product types/tags/revenue centers	Allows users to manage product types/tags/revenue centers		Yes
manage_plans	Manage Wellness Plan Setup	0	No
patient_plans.edit	Edit Patient Wellness Plans (e.g. change dates)	Allows users to edit wellness plans		Yes
accounts.manage_users	Add new users and edit user's information	Add new users and edit user's information	No
accounts.edit_users	Edit user information	Allows users to edit users.	No
accounts.manage_licenses	Add new user licenses, view report and modify existing licenses	Allows users to add/edit/delete licenses on user accounts.	No
accounts.manage_api_key_users	Manage API keys and associated API users	Manage API keys and associated API users	No
admin.edit.marketing.location	Edit marketing location settings	Allows users to edit marketing-specific settings for a location.	No in the UI, yes in the API
admin.manage.schedule.location	Create and Delete location schedules	Allows the user to manage their location schedule.	No in the UI, yes in the API
admin.edit.cages.location	Edit cages for location	Allows users to edit cage locations.	No in the UI, yes in the API
accounts.edit_comissions	Edit commissions % of users	Allows users to edit commissions % of users. We do not use this function.		Yes
accounts.manage_users_active_status	Ability to modify a user's active status	Allows users to toggle a user as active/inactive.		Yes
accounts.view_users	View the organization's users	Allows users to view users.	No in the UI, yes in the API
accounts.providers.constraints	Edit the scheduling constraints of providers	Allows users to add constraints (appointment counts) on providers.		Yes
accounts.providers.limits	Edit the appt type limits of providers	Allows the user to edit the appt type limits of providers		Yes
assign.any.location.to.user	Ability to assign any location to a User	Allows users to assign any location to a user.		Yes
admin.edit_labs		Not on the UI		Yes
admin.encounter_types	Manage encounter templates	Allows users to manage encounter templates	Yes
cadences.manage	Manage cadences	Allows users to manage reminder/communication cadences.	No
admin.delete.rdvm	Delete an rDVM	Allows the user to delete an rDVM	No in the UI, yes in the API
admin.merge.rdvm	Merge rDVMs	Allows user to merge rDVMs	No
admin.full.access.rdvm.marketing	Full access to rDVM marketing tools	Allows users to fully access the rDVM marketing tools.	No
product_create	Create products	Allows user to create products	No in the UI, yes in the API
product_update	Edit products' details	Allows users to edit products details	No in the UI, yes in the API
products.import	Import products	Allows users to import products		Yes
product_delete	Delete products	Allows users to delete products	Yes in the API, not used in the UI
billing.invoice.finalize		Not on the UI		Yes (no search matches at all)
admin.edit.printing.location	Edit print location settings	Allows user to edit which printer to use for each document type.	No
admin.edit.basic.location	Edit basic location settings	Allows users to edit the base location details (name, address, phone, etc).	No
datasync	Perform DataSync operations (data import, conversions, etc.)	Allows users to use the Data Sync screen to sync new data into the system.	Yes
admin.mass_upload.rdvms	Ability to use mass upload for rDVM's	Allows users to use mass upload for rDVM's	No
billing.invoice.unable_finalize	Disallow the ability to finalize invoices (N.B. Negative Permission)	Negative permission. Prevents a user from finalizing an invoice.	No
financials.hide	Hide financials (N.B. Negative Permission)	Negative permission. This removes the ability of the user to access financials on the site.	Yes
support.off	Hide Support Chat (N.B. NEGATIVE Permission)	Negative permission. Removes the support chat bubble.	No
disable_schedule_editing	Disables Editing of the Schedule Page (N.B. Negative Permission)	Negative permission. Removes the ability of the user to edit the schedule.	No
billing.invoice.delete_undeletable	Override the setting on a product that prevents it from being altered when on an invoice, estimate, or encounter	Allows the user to override the setting on a product that prevents it from being altered when on an invoice, estimate, or encounter	No
conversations.delete_message		Not on the UI	No
packages.lock	Lock packages from being edited	Allows users to lock packages from being edited.	No
admin.species	Manage species list	Allows users to manage species list		Yes
admin.breeds	Manage breeds list	Allows users to manage breeds list		Yes
admin.colors	Manage colors list	Allows users to manage colors list		Yes
admin.alerts	Manage patient alerts list	Allows users to manage patient alerts list		Yes
admin.problem_list	Manage master problem list	Allows the user to manage master problem list		Yes
org.edit.location.attributes	Edit custom location atributes	Allows users to edit custom location attributes	No on UI, yes in API
admin.configure	Configure admin's configuration settings	Allows the user to configure admin's configuration settings	Yes
admin.marketing	Manage reminders/marketing setup	Allows users to manage reminders/marketing setup		Yes
admin.payments	Manage available payment methods and settings	Allows users to manage available payment methods and settings		Yes
admin.financials	Manage financial settings	Allows users to manage financial settings		Yes
configure.ringcentral	Configure RingCentral *requires work on RingCentral platform for the integration to work	Allows users to set up and manage the RingCentral integration.	No
treatment_templates.manage	Manage treatment templates	Allows users to edit/create Nova Treatment Sheets	Yes
admin.integrations	Manage Integrations	Allows user to	Yes
accounts.manage_roles	Manage the organization's roles	Allows users to edit user roles.	Yes
org.editPreferences	Edit the organization's preferences/settings	Edit the organization's preferences/settings	Yes
admin.edit.integration.location	Edit integration location settings	Allows users to edit location-specific integrations.	No on UI, yes in API
targeted_messages.send	Send targeted messages to clients	Allows users to send targeted messages to clients.	Yes
scheduling.hide	Hide Schedule Tab (N.B. Negative Permission)	Negative permission. Removes the schedule tab from the UI.		Yes