Permissions

Permission Details

Permissions are associated with groups, granting every user assigned to a role linked to that group the rights related to those permissions. Some permissions are dependent on others, meaning users must have additional permissions for certain functionalities to be effective. For example, transport supervisors need both the Priority Upgrade and Supervisor Workflow permissions to upgrade the priority of transport jobs and access the appropriate IVR menu.

Where you can find this feature: Admin Tool, BedTracking, PreAdmitTracking, and TransportTracking applications.

How Permission Details Work

Functionality

Permissions in the BedTracking, PreAdmitTracking, and TransportTracking applications often work together. Users may need additional permissions to access certain functions. For example, in the BedTracking application, a requester with the Change Bed Size permission must also have the Requester Workflow permission to access the IVR menu for changing bed sizes.

Admin Tool Dependencies

The Admin Tool menu or Admin > Settings > Capacity Management provides access to all features within these components. The Admin Tool Menu permission is required to access any feature in the Admin Tool or Admin > Settings > Capacity Management Menu, except for the Request RAC Code feature. Groups with the Admin Tool Menu permission must be associated with the ADMIN application on the Role Information page.

Permission Dependencies

BedTracking Application

With this permission…	This permission is also required…
Change Bed Size	Requester Workflow
Block Beds	Requester Workflow
Reason Code Required to Block Beds	Requester Workflow
Un-Block Beds	Requester Workflow
Cancel Cleaning Request	Requester Workflow
Reason Code Required to Cancel Cleaning Request	Requester Workflow
Notify New	Supervisor Workflow
Suspend a Bed Cleaning	Employee Workflow
Reason Code Required to Suspend Bed Cleaning	Employee Workflow
Place Bed Cleaning In Progress	Employee Workflow
Delay Bed Cleaning	Employee Workflow
Reason Code Required to Delay Bed Cleaning	Employee Workflow
Release Delayed Bed Cleaning	Employee Workflow
Cancel In Progress Bed Cleaning	Employee Workflow
Reason Code Required to Cancel In Progress Bed Cleaning	Employee Workflow
Create Voice Files	Maintenance Workflow
Review Voice Files	Maintenance Workflow
Modify Another User's Log In Assignment	Access Employee List View
Subscribe to Notifications	Permission to Modify Notification Settings

PreAdmitTracking Application

With this permission…	This permission is also required…
Edit Patient Name	Maintain Patient/Placement Details (Edit rights)
Edit Patient MRN	Maintain Patient/Placement Details (Edit rights)
Edit Patient Visit Number	Maintain Patient/Placement Details (Edit rights)
Edit Patient Social Security Number	Maintain Patient/Placement Details (Edit rights)
Edit Patient Associated Physicians	Maintain Patient/Placement Details (Edit rights)
Edit Patient Campus	Maintain Patient/Placement Details (Edit rights)
Edit a Placement Request Date and Time	Maintain Patient/Placement Details (Edit rights)
Set/Clear Patient Bedboard Flag	Maintain Patient/Placement Details (Edit rights)
Activate Placement	Access Placement List View
Deactivate Placement	Access Placement List View
Tag Patient as Ready to Move	Access Placement List View
Edit Target Unit on a Placement	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to change a status to Pending Transfer on the IVR)
Edit Origin Unit on a Placement	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to change a status to Pending Transfer on the IVR)
Set Bed Assignment	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to change a status to Pending Transfer on the IVR)
Change Bed Assignment	Maintain Patient/Placement Details (Edit rights)
Remove Bed Assignment	Maintain Patient/Placement Details (Edit rights)
Create Placements	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to select Pending Transfer status on the IVR)
Return Patient to Home Location	Maintain Patient/Placement Details (Edit rights)
Send Patient to Procedure	Maintain Patient/Placement Details (Edit rights)
Set Pending/Confirmed Discharge	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to change a status to Pending or Confirmed Discharge on the IVR)
Cancel Pending/Confirmed Discharge	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to cancel pending or confirmed discharge on the IVR)
Cancel Bed Placement Request	Maintain Patient/Placement Details (Edit rights) (for workstation) and Requester Workflow (to cancel pending transfer on IVR)
Unoccupy Patient from Location	Maintain Patient/Placement Details (Edit rights)
Admit Patient to Inhouse Location	Maintain Patient/Placement Details (Edit rights)
Transfer Patient to Inhouse Location	Maintain Patient/Placement Details (Edit rights)
Discharge Patient to Inhouse Location	Maintain Patient/Placement Details (Edit rights)
Reoccupy Home	Maintain Patient/Placement Details (Edit rights)
Reoccupy Specialty	Maintain Patient/Placement Details (Edit rights)
Create New PreAdmits	Maintain Patient/Placement Details (Edit rights) and Edit Patient Name
Change electronic bedboard view View Options	Change Units Shown on electronic bedboard view
Change Units Shown on electronic bedboard view	Change electronic bedboard view View Options
Subscribe to Notifications	Permission to Modify Notification Settings

TransportTracking™ Application

With this permission…	This permission is also required…
Inquiry Menu-Inquire about Current Jobs and Patients	Requester Workflow (patients) or Supervisor Workflow (jobs)
Priority 0 Upgrades	Supervisor Workflow
Permit Outpatient Requests	Requester Workflow
Mini Tasks Tracking	Requester, Supervisor, or Transporter Workflow (to track tasks on IVR)
Record Special Instructions	Requester Workflow
User May Edit Patient Transports	Requester Workflow (to add patient job request on IVR)
User May Edit Item/Equipment Transports	Requester Workflow (to add an item job request on IVR)
User May Create Equipment Return Task After Completing Patient Transport Job	Transporter Workflow (to create equipment return task on IVR)
Self-Dispatch	Transporter Workflow
User Can Cancel Job	Transporter Workflow (to cancel a job through the IVR)
User Can Reschedule	Transporter Workflow (to reschedule a job through the IVR)
Job By-pass	Transporter Workflow
Release Self From Job	Transporter Workflow
Round Trips	Transporter Workflow
Device Maintenance	Maintenance Workflow and Supervisor Workflow
User Can Create Voice Files	Maintenance Workflow and Supervisor Workflow or Requester Workflow
User Can Review Voice Files	Maintenance Workflow and Supervisor Workflow
Modify Another User's Log In Assignment	Console Transporters Tab
Subscribe to Notifications	Permission to Modify Notification Settings

Administrative Permissions - Administrative Controls

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
Admin Tool menu	Note: Users who are not part of an Admin group will still see the Admin Tool menu if they have BT, PAT, or TT permission "Allow user to request RAC" enabled	Enabled: Users with this Admin group will see the Admin Tool menu in the green task bar Disabled: Users with this Admin group will not see the Admin Tool menu in the green task bar	Visibility of the Admin Tool dropdown menu in the green taskbar
Physical Location Information		View: User can view Physical Location Information Edit: User can edit Physical Location Information None: User cannot access Physical Location Information	Access to Campus, Building, Floor, Room listing and details
Unit - Cluster Management		View: User can view Unit - Cluster Management Edit: User can edit Unit - Cluster Management None: User cannot access Unit - Cluster Management	Access to Cluster and Unit listing and details
Enterprise Communication		View: User can view Enterprise Communication Edit: User can edit Enterprise Communication None: User cannot access Enterprise Communication	Access to Enterprise Communication
User Management	To Reset Password/PIN also require: Reset User Password / Pin	View: User can view User list and details Edit: User can edit User list and details None: User cannot access User list and details	Access to User Management - list and detail screens
Reset User Password / Pin		Enabled: User can reset user password / pin Disabled: User cannot reset user password / pin	Reset Password and Reset PIN buttons in User Detail
Role Management		View: User can view Role list and details Edit: User can edit Role list and details None: User cannot access Role list and details	Access to Role Management - list and detail screens
Group Management		View: User can view Group list and details Edit: User can edit Group list and details None: User cannot access Group list and details	Access to Group Management - list and detail screens
Paging Setup		View: User can view Device Setup Edit: User can edit Device Setup None: User cannot access Device Setup	Access to Device Setup
Enterprise Wide Settings		View: User can view Enterprise-wide Settings Edit: User can edit Enterprise-wide Settings None: User cannot access Enterprise-wide Settings	Access to Enterprise-wide Settings
Bed size		View: User can view Bed Size dictionary Edit: User can edit Bed Size dictionary None: User cannot access Bed Size dictionary	Access to Bed Size (from Dictionary Management)
Category		View: User can view Category dictionary Edit: User can edit Category dictionary None: User cannot access Category dictionary	Access to Category (from Dictionary Management)
Cost Centers		View: User can view Cost Centers dictionary Edit: User can edit Cost Centers dictionary None: User cannot access Cost Centers dictionary	Access to Cost Centers (from Dictionary Management)
Custom Columns		View: User can view Custom Columns dictionary Edit: User can edit Custom Columns dictionary None: User cannot access Custom Columns dictionary	Access to Custom Columns (from Dictionary Management)
Employee Category		View: User can view Employee Category dictionary Edit: User can edit Employee Category dictionary None: User cannot access Employee Category dictionary	Access to Employee Category (from Dictionary Management)
Isolation Type		View: User can view Isolation Types dictionary Edit: User can edit Isolation Types dictionary None: User cannot access Isolation Types dictionary	Access to Isolation Types List and Detail screens (from Dictionary Management)
Positions		View: User can view Positions dictionary Edit: User can edit Positions dictionary None: User cannot access Positions dictionary	Access to Positions (from Dictionary Management)
Reason codes		View: User can view Reason Codes dictionary Edit: User can edit Reason Codes dictionary None: User cannot access Reason Codes dictionary	Access to Reason Codes (from Dictionary Management)
Room Accommodation Types		View: User can view Room Accommodation Types dictionary Edit: User can edit Room Accommodation Types dictionary None: User cannot access Room Accommodation Types dictionary	Access to Room Accommodation (from Dictionary Management)
Room Types		View: User can view Room Types dictionary Edit: User can edit Room Types dictionary None: User cannot access Room Types dictionary	Access to Room Types (from Dictionary Management)
Staff Type		View: User can view Staff Type dictionary Edit: User can edit Staff Type dictionary None: User cannot access Staff Type dictionary	Access to Staff Type (from Dictionary Management)
Titles		View: User can view Titles dictionary Edit: User can edit Titles dictionary None: User cannot access Titles dictionary	Access to Room Types (from Dictionary Management)
HL7 Configuration		View: User can view HL7 Configuration Edit: User can edit HL7 Configuration None: User cannot access HL7 Configuration	Access to HL7 Configuration
Master Configuration	Available to users with TeleSupportRole only	View: User can view Master Configuration Edit: User can edit Master Configuration None: User cannot access Master Configuration	Access to Master Configuration
Archive Management Settings		View: User can view Archive Management Edit: User can edit Archive Management None: User cannot access Archive Management	Access to Archive Management
ADT Intercept		View: User can view ADT Intercept Edit: User can edit ADT Intercept None: User cannot access ADT Intercept	Access to ADT Intercept
Edit Staffed Beds		View: User can view Staffed Beds Edit: User can edit Staffed Beds None: User cannot access Staffed Beds	Access to Staffed Beds
Floor Plan Settings		Enabled: User can use the Floor Plan Settings page Disabled: User cannot access the Floor Plan Settings page	Access to the Floor Plan Settings Admin Tool page
Icon Management		Enabled: User can use the Icon Management page Disabled: User cannot access the Icon Management page	Access to the Icon Management Admin Tool page
Patient Tagging		Enabled: User can use the Patient Tagging application Disabled: User cannot access the Patient Tagging application.	Access to the Patient Tagging Admin Tool Application
Staff Tagging		Enabled: User can use the Staff Tagging application Disabled: User cannot access the Staff Tagging application.	Access to the Staff Tagging Admin Tool Application

Administrative Permissions - TransportTracking Functions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
TransportTracking Campus Settings	ADMIN: Physical Location Information - View or Edit	View: User can view TransportTracking Campus Settings Edit: User can edit TransportTracking Campus Settings None: User cannot access TransportTracking Campus Settings	Access to TransportTracking Campus Settings Screen (link in Campus Global Settings)
TransportTracking Location Settings	To add, edit, delete locations need one of: BedTracking Location Settings - Edit TransportTracking Location Settings - Edit	View: User can view TransportTracking location settings Edit: User can edit TransportTracking location settings None: User cannot access TransportTracking location settings	Access to Transport Settings tab in Location Information dialog
Mini Tasks		View: User can view Mini Tasks dictionary Edit: User can edit Mini Tasks dictionary None: User cannot access Mini Tasks dictionary	Access to Mini Tasks (from Dictionary management)
Travel Requirements		View: User can view Travel Requirements dictionary Edit: User can edit Travel Requirements dictionary None: User cannot access Travel Requirements dictionary	Access to Travel Requirements (from Dictionary management)
Batches		View: User can view Batches dictionary Edit: User can edit Batches dictionary None: User cannot access Batches dictionary	Access to Batches (from Dictionary management)
Item Types		View: User can view Item Types dictionary Edit: User can edit Item Types dictionary None: User cannot access Item Types dictionary	Access to Item Type List and Item Type Detail screens (from Dictionary management)
Mode of Travel		View: User can view Mode of Travel dictionary Edit: User can edit Mode of Travel dictionary None: User cannot access Mode of Travel dictionary	Access to Mode of Travel (from Dictionary management)
TransportTracking Alert Settings		View: User can view TransportTracking Alert Settings Edit: User can edit TransportTracking Alert Settings None: User cannot access TransportTracking Alert Settings	Access to TransportTracking Alert Settings (on TransportTracking menu item in Alert Management submenu)

Administrative Permissions - BedTracking Functions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
Spill Type Settings		View: Edit: None:
BedTracking Campus Settings		View: Edit: None:
BedTracking Location Settings		View: Edit: None:
BedTracking Alert Settings		View: Edit: None:
CBS Console		View: Edit: None:

Administrative Permissions - PreAdmit Functions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
Admit Source		View: User can view Admit Source dictionary Edit: User can edit Admit Source dictionary None: User cannot access Admit Source dictionary	Access to Admit Source (from Dictionary Management)
Admit Type		View: User can view Admit Type dictionary Edit: User can edit Admit Type dictionary None: User cannot access Admit Type dictionary	Access to Admit Type (from Dictionary Management)
Custom Attribute		View: User can view Patient Attribute dictionary Edit: User can edit Patient Attribute dictionary None: User cannot access Patient Attribute dictionary	Access to Patient Attribute (from Dictionary Management)
Custom Attribute Category		View: User can view Custom Attribute Category dictionary Edit: User can edit Custom Attribute Category dictionary None: User cannot access Custom Attribute Category dictionary	Access to Custom Attribute Category (from Dictionary Management)
Discipline		View: User can view Discipline dictionary Edit: User can edit Discipline dictionary None: User cannot access Discipline dictionary	Access to Discipline (from Dictionary Management)
Hospital Service		View: User can view Hospital Service dictionary Edit: User can edit Hospital Service dictionary None: User cannot access Hospital Service dictionary	Access to Hospital Service (from Dictionary Management)
Level of Care		View: User can view Level of Care dictionary Edit: User can edit Level of Care dictionary None: User cannot access Level of Care dictionary	Access to Level of Care (from Dictionary Management)
Patient Type		View: User can view Patient Type dictionary Edit: User can edit Patient Type dictionary None: User cannot access Patient Type dictionary	Access to Patient Type (from Dictionary Management)
Physician		View: User can view Physicians dictionary Edit: User can edit Physicians dictionary None: User cannot access Physicians dictionary	Enterprise Physician List and Physician Detail screens (from Dictionary Management)
Physician Service		View: User can view Physician Service dictionary Edit: User can edit Physician Service dictionary None: User cannot access Physician Service dictionary	Access to Physician Service (from Dictionary Management)
View Group		View: User can view View Group dictionary Edit: User can edit View Group dictionary None: User cannot access View Group dictionary	Access to View Groups (from Dictionary Management)
PreAdmitTracking Campus Settings	ADMIN: Physical Location Information - View or Edit	View: User can view PreAdmitTracking Campus Settings Edit: User can edit PreAdmitTracking Campus Settings None: User cannot access PreAdmitTracking Campus Settings	Access to PreAdmitTracking Campus Settings Screen (from Campus Global Settings)
PreAdmitTracking Unit Settings	ADMIN: Unit - Cluster Management - View or Edit	View: User can view Unit PreAdmitTracking Settings Edit: User can edit Unit PreAdmitTracking Settings None: User cannot access Unit PreAdmitTracking Settings	Access to Unit PreAdmitTracking Settings Screen (from Unit Detail)
Unit Attribute Settings	ADMIN: Unit - Cluster Management - View or Edit	View: User can view Unit Attribute Settings Edit: User can edit Unit Attribute Settings None: User cannot access Unit Attribute Settings	Access to Unit Attribute Settings (from Unit Detail)
Milestone Setup		View: User can view Discharge/Transfer Milestones and Delay Reasons Setup Edit: User can Edit Discharge/Transfer Milestones and Delay Reasons None: User cannot access Milestone Setup	Milestone Setup Screen
Care Progression Group setup		View: User can view Care Progression Group setup/configuration Admin Tool pages Edit: User can edit Care Progression Group setup/configuration Admin Tool pages None: User cannot access Care Progression Group setup/configuration Admin Tool pages	Access to Care Progression Group Setup/Configuration pages (from Admin Tool)
Diet		View: User can view Diet dictionary Edit: User can edit Diet dictionary None: User cannot access Diet dictionary	Access to Diet (from Dictionary management)
Patient Order Status		View: User can view Patient Order Status, Patient Order Priority, and Patient Order Specimen Action Code dictionaries Edit: User can edit Patient Order Status, Patient Order Priority, and Patient Order Specimen Action Code dictionaries None: User cannot access Patient Order Status, Patient Order Priority, and Patient Order Specimen Action Code dictionaries	Access to Patient Order Status, Patient Order Priority, and Patient Order Specimen Action Code dictionaries (from Dictionary Management)

BedTracking Permissions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
Access Bed Dashboard	BT: Show BedTracking Console	Enabled: User can access bed dashboard Disabled: User cannot access bed dashboard	Beds tab on BT home page Bed Dashboard menu item under the BT menu
Access All Beds List View	BT: Show BedTracking Console	Enabled: User can access all beds listview Disabled: User cannot access all beds listview	All Beds icon in BT toolbar All Beds menu item under BT Listviews menu
Access Occupied Beds List View	BT: Show BedTracking Console	Enabled: User can access occupied beds listview Disabled: User cannot access occupied beds listview	Occupied Beds icon in BT toolbar Occupied Beds menu item under BT Listviews menu
Access Employee Dashboard	BT: Show BedTracking Console	Enabled: User can access employee dashboard Disabled: User cannot access employee dashboard	Employees tab on BT home page Employee Dashboard menu item under the BT menu
Access Employee List View	BT: Show BedTracking Console	Enabled: User can access employee list listview Disabled: User cannot access employee list listview	Employee List icon in BT toolbar Employee List menu item under BT Listviews menu
Access Notification History	BT: Show BedTracking Console	Enabled: User can access BT notification history listview Disabled: User cannot access BT notification history listview Note: This permission applies to BT only. Notification History for other products must use that product's permission.	Notify History icon in BT toolbar Notify History menu item under BT menu
Access Bed Information	BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console	Enabled: User can access bed information dialog in BT, PAT or PTPortal. Disabled: User cannot access bed information	Access to Bed Information Dialog on: "Bed" column on all BT and PTPortal listviews. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews Shift-click menu in bedboard ("Bed Information" option)
Requester Workflow	For UI: BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard PTPortal: Show PatientTracking Portal Console	Enabled: User can perform requester functions on IVR. User can create cleaning requests, and change cleaning request priority through the UI. Disabled: User cannot perform requester functions. User cannot create cleaning requests, or change cleaning request priority through the UI. Note: This permission applies to BT requester functions only. Requester functions for other products must use that product's permission.	IVR - Main Menu UI - Action dropdown in Change Bed Status through: a. "Bed" column on all BT and PTPortal listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Supervisor Workflow		Enabled: User can perform supervisor functions in BT IVR Disabled: User cannot perform supervisor functions in BT IVR Note: This permission applies to BT supervisor functions only. Supervisor functions for other products must use that product's permission.	IVR - Main Menu
Employee Workflow		Enabled: User can perform employee functions in BT IVR Disabled: User cannot perform employee functions in BT IVR	IVR - Main Menu
Maintenance Workflow		Enabled: User can perform maintenance functions Disabled: User cannot perform maintenance functions Note: This permission applies to BT maintenance functions only. Maintenance functions for other products must use that product's permission.	IVR - Main Menu
View Another EVS Employee's History	BT: Show BedTracking Console Access Employee Listview	Enabled: In Employee Listview, user can click on an employee name and view details and history. Disabled: User cannot view another employee's details and history.	Employee Detail screen ("Employee" column on employee listview)
Modify Another User's Login/Assignment Status	BT: Show BedTracking Console Access Employee Listview	Enabled: User can modify login/assignment status of another user Disabled: User cannot modify login/assignment status of another user Note: This permission applies to BT only. Modify Another User's Login/Assignment Status for other products must use that product's permission.	Supervisor Login/Logout dialog. ("Device ID", "Zones", "Sections" columns on employee listview)
Subscribe to Notifications	BT: Show BedTracking Console To save changes one of: BT: Modify Notification Settings TT: Permission to modify notification settings PAT: Subscribe to PreAdmitTracking Notifications	Enabled: In My Notifications page, the BT Tab is displayed and user can subscribe to notifications Disabled:In My Notifications page, the BT Tab is not displayed	BedTracking Tab in My Notifications page
Modify Notification Settings	BT: Subscribe to Notifications	Enabled: User can modify notification settings Disabled: User cannot modify notification settings	BedTracking Tab in My Notifications page
Re-Assign Job to Employee (Notify New)	BT: Supervisor Workflow	Enabled: User can reassign a job to employee (notify new) Disabled: User cannot reassign a job to employee (notify new)	IVR - Supervisor Main Menu
Change Bed Size	BT: For IVR - One of: Requester Workflow Employee Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change bed size Disabled: User cannot change bed size	IVR - Requester Main Menu, Employee Idle Menu Bed Attributes: View/Edit Bed Size dialog though: a. "Bed Size" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Suspend ADT Transactions	N/A	Not used	N/A
Block Beds	BT: For IVR - One of: Requester Workflow Employee Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can block beds Disabled: User cannot block beds	IVR - Requester Main Menu Employee Idle Menu 3.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Reason Code Required to Block Beds	All: Block Beds BT: For IVR: Requester Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User is required to provide reason code when blocking beds Disabled: User cannot provide reason code when blocking beds	IVR - Requester Bed Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c.Shift-click menu in bedboard ("Bed Information" option)
Un-Block Beds	All: One of: Transition Bed to Clean Transition Bed to Dirty Transition Bed to Clean Next Transition Bed to STAT Transition Bed to UserDefined Status 8 Transition Bed to UserDefined Status 9 BT: For IVR: Requester Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can remove a bed block Disabled: User cannot remove a bed block	IVR - Requester Bed is Blocked Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Place Bed Cleaning In Progress	BT: Employee Workflow	Enabled: User can place a "dirty" bed in progress. Disabled: User cannot place a "dirty" bed in progress.	IVR - Employee Pickup New Job
Allow Found Bed	BT: Employee Workflow	Enabled: User can place an occupied (or clean) bed in progress (aka Found Bed). This will discharge the occupying patient. Disabled: User cannot place an occupied (or clean) bed in progress (aka Found Bed).	IVR - Employee Pickup New Job
Suspend a Bed Cleaning	BT: Employee Workflow	Enabled: User can suspend a bed cleaning Disabled: User cannot suspend a bed cleaning	IVR- Employee Main Menu
Reason Code Required to Suspend Bed Cleaning	BT: Employee Workflow Suspend a Bed Cleaning	Enabled: User is required to provide reason code when suspending a bed cleaning job Disabled: User cannot provide reason code when suspending a bed cleaning job	IVR- Suspend Bed Menu
Delay Bed Cleaning Job	BT: Employee Workflow	Enabled: User can delay a bed cleaning job Disabled: User cannot delay a bed cleaning job	IVR - Pickup New Job Options Menu, option to Delay Bed Cleaning Job may/may not be present
Reason code required to Delay Bed Cleaning	BT: Employee Workflow Delay Bed Cleaning Job	Enabled: User is required to provide reason code when delaying a bed cleaning Disabled: User cannot provide reason code when delaying a bed cleaning	IVR - Delay Bed Menu
Release Delayed Bed Cleaning	BT: For IVR: Requester Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can release a delayed bed cleaning job Disabled: User cannot release a delayed bed cleaning job	IVR - REQ - Requested Bed is Delayed Menu 2.Change Bed Status dialog on: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Cancel Cleaning Request	BT: For IVR: Requester Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can cancel a cleaning request Disabled: User cannot cancel a cleaning request	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b."Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Reason Code Required to Cancel Cleaning Request	All: Cancel Cleaning Request BT: For IVR: Requester Workflow For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console	Enabled: User is required to provide reason code when canceling a cleaning request Disabled: User cannot provide reason code when canceling a cleaning request	IVR - Cancel Cleaning Request Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Cancel InProgress Bed Cleaning	BT: Employee Workflow	Enabled: User can cancel the InProgress status of a bed cleaning job. The cleaning request is not canceled. Disabled: User cannot cancel the InProgress status of a bed cleaning job.	IVR - Employee InProgress Menu
Reason Code Required to Cancel InProgress Bed Cleaning	BT: Employee Workflow Cancel InProgress Bed Cleaning	Enabled: User is required to provide a reason code when canceling the InProgress status of a bed cleaning job. Disabled: User cannot provide reason code when canceling the InProgress status of a bed cleaning job.	IVR - Cancel InProgress Menu
Transition Bed to Clean	BT: For UI: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview For IVR: Requester Workflow OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can transition bed to clean Disabled: User cannot transition bed to clean	IVR - Requested Bed is InProgress Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b."Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Transition Bed to Dirty	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change the bed cleaning priority to dirty Disabled: User cannot change the bed cleaning priority to dirty	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Transition Bed to Clean Next	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change the bed cleaning priority to clean next Disabled: User cannot change the bed cleaning priority to clean next	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." column on PAT listviews c. Shift-click menu in bedboard ("Bed Information" option)
Transition Bed to STAT	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change the bed cleaning priority to STAT Disabled: User cannot change the bed cleaning priority to STAT	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Transition Bed to UserDefined Status 8	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change the bed cleaning priority to UDef8 Disabled: User cannot change the bed cleaning priority to Udef8	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. "Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Transition Bed to UserDefined Status 9	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can change the bed cleaning priority to UDef9 Disabled: User cannot change the bed cleaning priority to Udef9	IVR - Bed Request Status Menu 2.Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b."Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Create Spill Request	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can create a spill cleaning request or change spill type on existing request. Disabled: User can neither create a spill cleaning request nor change spill type on existing request.	IVR - Spill Request Menu Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b."Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Place Spill Cleaning In Progress	BT: Employee Workflow	Enabled: User can place a spill cleaning job in progress. Disabled: User cannot place a spill cleaning job in progress.	IVR - Employee Pickup New Job
Cancel Spill Request	All: Requester Workflow BT: Show BedTracking Console and one of: Access Bed Dashboard Access All Beds Listview Access Occupied Beds Listview OR PTPortal: Show PatientTracking Portal Console Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can cancel a spill cleaning request Disabled: User cannot cancel a spill cleaning request	IVR - Spill Request Menu Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b."Assgd Bed", "Current Loc.", "Home Loc." "Spec Loc." columns on PAT and Portal listviews c. Shift-click menu in bedboard ("Bed Information" option)
Edit Patient Isolation Type	BT: Show BedTracking Console Access Occupied Beds Listview OR PTPortal: Show PatientTracking Portal Console OR PAT: Show PreAdmitTracking Console and one of PAT permissions: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit patient isolation type Disabled: User cannot edit patient isolation type	"Iso Type" column in BT, PAT and PTPortal Listviews "Isolation" field in Patient/Placement Details Form
Reoccupy Patient (pick location first)	BT: Show BedTracking Console Access All Beds Listview OR PTPortal: Show PatientTracking Portal Console OR PAT: Show PreAdmitTracking Console Access the electronic bedboard Also available on bedboard if user has: PAT: Reoccupy Patient (pick patient first) Also required (for access via "Bed Information" dialog): BT: Access Bed Information	Enabled: User can reoccupy patient Disabled: User cannot reoccupy patient	Change Bed Status dialog through: a. "Bed Status" and "Bed" columns of BT and PTPortal Listviews. b. Shift-click menu in bedboard ("Bed Information" option)
Access RTKI	BT: Show BedTracking Console	Enabled: RTKI statistics are displayed Disabled: RTKI statistics are not displayed Note: This permission applies to BT RTKI only. RTKI display for other products must use that product's permission.	RTKI statistics below the menu bar (above toolbar/tabs)
Allow user to set membership on login without RAC	Also Available if user has one of: PTPortal: Allow user to set membership on login without RAC PAT: Allow user to set membership on login without RAC TT: Allow user to set membership on login without RAC	Enabled: Floater User does not have to enter RAC to set membership at login. Floater must enter membership at login. Disabled: Floater User will need to provide RAC to set membership at login (when logging in on the same day).	XT Login
Allow user to request RAC	Also Available if user has one of: PTPortal: Allow user to request RAC PAT: Allow user to request RAC TT: Allow user to request RAC	Enabled: Floater User can request RAC to allow changing membership in a day. Disabled: Floater User cannot request RAC	Request RAC menu item in Admin menu.
Change Console Settings	BT: Show BedTracking Console	Enabled: User can change console settings Disabled: User cannot change console settings Note: This permission applies to BT Console Settings only. RTKI display for other products must use that product's permission.	Console Settings icon in BT Toolbar Console Settings menu item in BT menu
Show BedTracking Console		Enabled: User can access BT Console Disabled: User cannot access BT Console	BT icon on the XT Home Page BT product menu.
Access Instant Notify	BT: Show BedTracking Console Also Available if user has one of: PTPortal: Access Instant Notify PAT: Access Instant Notify TT: Access Instant Notify	Enabled: User can send instant notifications and access Instant Notify Quick Report Disabled: User cannot send instant notifications or access Instant Notify Quick Report	Instant Notify icon in BT Toolbar Instant Notify menu item in BT menu Instant Notify menu item in BT Quick Reports menu

Patient Tracking Portal Permissions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
Edit Patient Diet	PTPortal: Show PatientTracking Portal Console	Enabled: User can edit patient diet Disabled: User cannot edit patient diet	Diet field in all PTPortal listviews.
Edit Patient Nurse from List View	PTPortal: Show PatientTracking Portal Console	Enabled: User can edit patient nurse Disabled: User cannot edit patient nurse	Nurse field in all PTPortal listviews
Access Caregiver History	PTPortal: Show PatientTracking Portal Console	Enabled: User can access caregiver history Disabled: User cannot access caregiver history	Caregiver History Dialog (on the "CH" column in all PTPortal listviews).
Access Radiology Orders	PTPortal: Show PatientTracking Portal Console	Enabled: User can access radiology orders Disabled: User cannot access radiology orders	Radiology Orders dialog
Access Lab Orders	PTPortal: Show PatientTracking Portal Console	Enabled: User can access lab orders Disabled: User cannot access lab orders	Lab Orders Dialog
Access Med Orders	PTPortal: Show PatientTracking Portal Console	Enabled: User can access med orders Disabled: User cannot access med orders	Med Orders Dialog
Access Other Orders	PTPortal: Show PatientTracking Portal Console	Enabled: User can access other orders Disabled: User cannot access other orders	Other Orders Dialog
Show PatientTracking Portal Console		Enabled: User can access PTPortal Disabled: User cannot access PTPortal	PTPortal icon on the XT Home Page PTPortal product menu.
Access Quick Reports	PTPortal: Show PatientTracking Portal Console and one of: PTPortal:Run any reports, including those that reveal patient Information PTPortal: Run only reports that do not reveal patient information PTPortal: Access Instant Notify (must have this to access Instant Notify Quick Report)	Enabled: User can access PTPortal quick reports Disabled: User cannot access PTPortal quick reports Note: This permission applies to PTPortal reports only. Reports for other products must use that product's permission.	Quick Reports icon in PTPortal Toolbar Quick Reports menu item in PTPortal menu
Access Assign Caregiver to Shifts	PTPortal: Show PatientTracking Portal Console	Enabled: User can assign caregivers to shifts Disabled: User cannot assign caregivers to shifts	Assign Caregivers to Shifts option under Caregivers icon Assign Caregivers to Shifts under Caregivers submenu in PTPortal menu.
Access Assign Caregiver to Beds	PTPortal: Show PatientTracking Portal Console	Enabled: User can assign caregivers to beds Disabled: User cannot assign caregivers to beds	Assign Caregivers to Beds option under Caregivers icon Assign Caregivers to Beds under Caregivers submenu in PTPortal menu.
Access Replace Caregiver	PTPortal: Show PatientTracking Portal Console	Enabled: User can replace caregiver Disabled: User cannot replace caregiver	1.Replace Caregiver(this shift) option under Caregivers icon Replace Caregiver(this shift) under Caregivers submenu in PTPortal menu.
Access Set Shift	PTPortal: Show PatientTracking Portal Console	Enabled: User can set shift Disabled: User cannot set shift	Set Shift option under Caregivers icon Set Shift under Caregivers submenu in PTPortal menu.
Access Unit Message Board Settings	PTPortal: Show PatientTracking Portal Console	Enabled: User can edit unit message board settings Disabled: User cannot edit unit message board settings	Unit Message Board option under Message Board icon Unit Message Board under Message Board submenu in PTPortal menu.
Access Campus Message Board Settings	PTPortal: Show PatientTracking Portal Console	Enabled: User can edit campus message board settings Disabled: User cannot edit campus message board settings	Campus Message Board option under Message Board icon Campus Message Board under Message Board submenu in PTPortal menu.
Access RTKI Settings	PTPortal: Show PatientTracking Portal Console	Enabled: User can edit RTKI settings Disabled: User cannot edit RTKI settings	RTKI icon in PTPortal Toolbar RTKI menu item in PTPortal menu
Access Instant Notify	PTPortal: Show PatientTracking Portal Console Also Available if user has one of: PTPortal: Access Instant Notify BT: Access Instant Notify TT: Access Instant Notify Show Instant Notify Quick Report if user has: PTPortal: Access Instant Notify	Enabled: User can send instant notifications and access Instant Notify Quick Report Disabled: User cannot send instant notifications or access Instant Notify Quick Report	Instant Notify icon in PTPortal Toolbar Instant Notify menu item in PTPortal menu Instant Notify menu item in PTPortal Quick Reports menu
Access Patient Search	PTPortal: Show PatientTracking Portal Console	Enabled: User can access patient search listview Disabled: User cannot access patient search listview	Patient Search icon in PTPortal Toolbar Patient Search menu item in PTPortal menu
Write configuration to user's workstation		Enabled: Saves the Side Scroll Control position and selected Portal Unit and Tab to the workstation's cookie for the logged-in user Disabled: Saves nothing to the cookie	Side Scroll Control position and selected Unit and Tab will be saved to the workstation's cookie for the logged-in user
Read configuration from user's workstation		Enabled: Loads Side Scroll Control position and selected Portal Unit and Tab from the workstation's cookie for the logged-in user Disabled: Loads nothing from the cookie	Side Scroll Control position and selected Unit and Tab will be loaded from the workstation's cookie for the logged-in user
Save/Show/Delete Personal Views	PTPortal: Show PatientTracking Portal Console	Enabled: User can save, load or delete personal views in PTPortal console Disabled: User cannot save, load or delete personal views in PTPortal console Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Personal Consoles node 2.Load/Save Console - Save Tab: Scope dropdown
Save/Show/Delete Group Views	PTPortal: Show PatientTracking Portal Console	Enabled: User can save, load or delete group views for user's view group Disabled: User cannot save, load or delete group views Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Group Consoles node 2.Load/Save Console - Save Tab: Scope dropdown
Show Group Views	PTPortal: Show PatientTracking Portal Console	Enabled: User can load group views belonging to the user's view group Disabled: User cannot load group views Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Group Consoles node
Set My Default View	PTPortal: Show PatientTracking Portal Console	Enabled: User can set his/her default view Disabled: User cannot set his/her default view Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Set as my default view checkbox in the Load/Save Console dialog.
Set Group Default View	PTPortal: Show PatientTracking Portal Console	Enabled: User can set default view for his/her view group Disabled: User cannot set default view for his/her view group Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Set as group default view checkbox in the Load/Save Console dialog.
Console View Admin	PTPortal: Show PatientTracking Portal Console	Enabled: User can save, load or delete group views for any view group in the enterprise Disabled: User cannot save, load or delete group views for the enterprise Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Load/Save Dialog - Load Tab: Group Consoles node Load/Save Dialog - Save Tab: Scope dropdown
Set Advanced Filters	PTPortal: Show PatientTracking Portal Console	Enabled: User can set advanced filters on listviews Disabled: User cannot set advanced filters on listviews Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Advanced Filters button on all other listviews. Filter Settings button on Census View.
Show/Hide/Reorder View Columns	PTPortal: Show PatientTracking Portal Console	Enabled: User can show, hide, or reorder listview columns Disabled: User cannot show, hide, or reorder listview columns Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	View Options button on the listviews.
Change Console Settings	PTPortal: Show PatientTracking Portal Console	Enabled: User can change console settings Disabled: User cannot change console settings Note: This permission applies to PTPortal consoles only. Console functions for other products must use that product's permission.	Console Settings icon in PTPortal Toolbar Console Settings menu item in PTPortal menu
Access RTKI	PTPortal: Show PatientTracking Portal Console	Enabled: RTKI statistics are displayed Disabled: RTKI statistics are not displayed Note: This permission applies to PTPortal RTKI only. RTKI display for other products must use that product's permission.	RTKI statistics below the menu bar (above toolbar/tabs)

PreAdmitTracking Permissions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
View Patient Name and Diagnosis	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: Patient Name and Diagnosis will be displayed in listviews. Disabled: Patient Name and Diagnosis will NOT be displayed in listviews. The columns may appear in lisviews, but will NOT contain Name or Diagnosis.	Name and Diagnosis columns in PAT and Portal listviews
Maintain Patient/Placement Details	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search Create New PreAdmits OR PTPortal: Show PatientTracking Portal Console	View: User can view patient/placement details. Edit: User can edit patient/placement details. None: User will not have access to patient/placement details.	Access to Patient/Placement Details from PAT or Portal listviews (on the "Name" column).
Edit Patient Name	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit all name fields Disabled: User cannot edit any name field	Last, First, MI, and Suffix fields in Patient/Placement Details.
Edit Patient MRN	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit MRN. Disabled: User cannot edit MRN.	"Medical #" field in Patient/Placement Details.
Edit Patient Visit Number	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit Visit Number. Disabled: User cannot edit Visit Number.	"Visit #" field in Patient/Placement Details.
Edit Patient Social Security Number	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit SSN. Disabled: User cannot edit SSN.	"Soc. Sec #" field in Patient/Placement Details.
Edit Patient Associated Physicians	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can add/edit associated physicians Disabled: User cannot add/edit associated physicians.	Associated Physicians in Patient/Placement Details.
Edit Patient Campus	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can set/change campus for the patient Disabled: User cannot set/change campus for patient.	Campus dropdown in Patient/Placement Details.
Edit a Placement Request Date and Time	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit Request Date/Time Disabled: User cannot edit Request Date/Time	Request Time field in Patient/Placement Details.
Set/Clear Patient bedboard Flag	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can set/clear the Patient bedboard Flag and edit flag text. Disabled: User cannot change flag or flag text.	"Flag" checkbox and flag text in Patient/Placement Details.
Activate Placement	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can activate placements. Disabled: User cannot activate placements.	"Requested" column in PAT and Portal listviews.
De-Activate a Placement (applies to PreAdmit placements only)	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can de-activate PreAdmit placements. Disabled: User cannot deactivate PreAdmit placements.	"Requested" column in PAT and Portal listviews.
Tag patient as Ready To Move	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can set RTM for a patient Disabled: User cannot set RTM	"RTM@" column in PAT and Portal listviews.
Edit Target Unit on a Placement	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console IVR: PAT permission: Requester Workflow	Enabled: User can edit Target Unit for a patient Disabled: User cannot edit Target Unit for a patient	Target Unit in Patient/Placements Detail. Patient Action Dialog from Target Unit/Assign Bed Action on the "Pt Status" column in PAT and Portal listviews. Patient Action Dialog on "Plc Status" column in PAT and Portal listviews IVR: Pending Transfer Main Menu
Edit Origin Unit on a Placement	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can edit origin unit Disabled: User cannot edit origin unit	Origin Unit in Patient/Placement details.
Set Bed Assignment	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console IVR: PAT permission: Requester Workflow	Enabled: User can assign bed for patients whose current assignment is NULL Disabled: User cannot assign bed for patients whose current assignment is NULL	Assigned Bed in Patient/Placements Detail. Patient Action Dialog from Target Unit/Assign Bed Action on the "Pt Status" column in PAT and Portal listviews. Patient Action Dialog on "Plc Status" column in PAT and Portal listviews IVR: Pending Transfer Main Menu
Remove Bed Assignment	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can remove (ie, unassign) bed assignment for patients Disabled: User cannot remove bed assignment for patients	Assigned Bed in Patient/Placements Detail. Patient Action Dialog from Target Unit/Assign Bed Action on the "Pt Status" column in PAT and Portal listviews. Patient Action Dialog on "Plc Status" column in PAT and Portal listviews
Change Bed Assignment	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can change bed assignment for patients whose current assignment is not NULL Disabled: User cannot change bed assignment for patients whose current assignment is not NULL	Assigned Bed in Patient/Placements Detail. Patient Action Dialog from Target Unit/Assign Bed Action on the "Pt Status" column in PAT and Portal listviews. Patient Action Dialog on "Plc Status" column in PAT and Portal listviews
Receive Placement Pages	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can be selected as a recipient of placement notifications Disabled: User cannot be selected as a recipient of placement notifications	Notification Information section in Patient/Placement Details for: Bed Assigned Assigned Bed Cleaned Ready To Move Notify Now
Requester Workflow		Enabled: User can perform requester functions in IVR Disabled: User cannot perform requester functions in IVR Note: This permission applies to PAT requester fuctions only. Requester functions for other products must use that product's permission.	Applies to IVR only: Access to Pending Transaction IVR Main Menu
Create Placements	For UI, One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit) IVR: Requester Workflow	Enabled: User can create a placement Disabled: User cannot create a placement	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu). IVR: Patient Pending Transactions - New Request Menu
Return Patient from Procedure	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can return patient from procedure Disabled: User cannot return patient from procedure	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Send Patient to Procedure	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can send patient to procedure Disabled: User cannot send patient to procedure	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Set Pending/Confirmed Discharge	For UI, One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit) IVR: Requester Workflow	Enabled: User can set pending or confirmed discharge Disabled: User cannot set pending or confirmed discharge	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu). IVR: Patient Pending Transactions - New Request Menu
Cancel Pending/Confirmed Discharge	For UI, One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit) IVR: Requester Workflow	Enabled: User can cancel pending or confirmed discharge Disabled: User cannot cancel pending or confirmed discharge	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu). IVR: Patient Pending Transactions - Update Status Menu
Cancel Bed Placement Request	For UI, One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit) IVR: Requester Workflow	Enabled: User can cancel a bed placement request Disabled: User cannot cancel a bed placement request	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu). IVR: Patient Pending Transactions - Update Status Menu
Admit Patient to InHouse Location	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can admit a patient to an InHouse Location Disabled: User cannot admit a patient	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Set Patient Intake Location	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can set patient intake location Disabled: User cannot set patient intake location	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Transfer Patient to InHouse Location	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can transfer patient Disabled: User cannot transfer patient	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Discharge Patient from Inhouse Location	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can discharge patient Disabled: User cannot discharge patient	Patient Action dropdown in Patient/Placement details. Patient Status dropdown menu in listviews ("Pt Status" column's dropdown menu).
Allow user to set membership on login without RAC	Also Available if user has one of: PTPortal: Allow user to set membership on login without RAC BT: Allow user to set membership on login without RAC TT: Allow user to set membership on login without RAC	Enabled: Floater User does not have to enter RAC to set membership at login. Floater must enter membership at login. Disabled: Floater User will need to provide RAC to set membership at login (when logging in on the same day).	XT Login
Allow user to request RAC	Also Available if user has one of: PTPortal: Allow user to request RAC BT: Allow user to request RAC TT: Allow user to request RAC	Enabled: Floater User can request RAC to allow changing membership in a day. Disabled: Floater User cannot request RAC	Request RAC menu item in Admin menu.
Reoccupy Patient (pick patient first)	One of: PAT: Show PreAdmitTracking Console Access Electronic Bedboard OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit) Also available in bedboard if user has: BT: Reoccupy Patient (pick location first)	Enabled: User can reoccupy patient Disabled: User cannot reoccupy patient	Patient Action dropdown in Patient/Placement details Shift-click menu in bedboard
Set/Clear Bed Assignment Priority	PAT: Show PreAdmitTracking Console Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console	Enabled: User can set or clear Bed Assignment Priority Disabled: User cannot set or clear Bed Assignment Priority	Shift-click Menu in bedboard Menu on "Bed" column in PTPortal Listviews
Edit Discharge Milestones	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can edit discharge milestones, delay reason and notes Disabled: User cannot edit discharge milestones, delay reason and notes	Milestone checkboxes, Delay Reason dropdown, Notes field in Set Milestone Detail when patient status is one of PendD or ConfD.
Edit Transfer Milestones	PAT: Show PreAdmitTracking Console and one of: Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can edit transfer milestones, delay reason and notes Disabled: User cannot edit transfer milestones, delay reason and notes	Milestone checkboxes, Delay Reason dropdown, Notes field in Set Milestone Detail when patient status is PendT.
Allow disabling discharge milestone automatic timer alerts	PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console and one of PAT permissions: Edit Transfer Milestones Edit Discharge Milestones	Enabled: User can disable discharge milestone automatic timer alerts Disabled: User cannot disable discharge milestone automatic timer alerts	Don‘t send automatic discharge timer alerts checkbox in Set Milestone Detail.
Allow sending milestone notifications	PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console and one of PAT permissions: Edit Transfer Milestones Edit Discharge Milestones	Enabled: User can send milestone notifications Disabled: User cannot send milestone notifications	Send Notifications button in Set Milestone Detail.
Show PreAdmitTracking Console		Enabled: User can access PAT Console Disabled: User cannot access PAT Console	PAT icon on the XT Home Page PAT product menu.
Create New PreAdmits	PAT: Show PreAdmitTracking Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: User can create new preadmit patients Disabled: User cannot create new preadmit patients	New PreAdmit icon in PAT Toolbar New PreAdmit menu item in PAT menu Create PreAdmit action in Shift-click menu of bedboard.
Access Pending/Confirmed Discharges	PAT: Show PreAdmitTracking Console	Enabled: User can access pending/confirmed discharges listview Disabled: User cannot access pending/confirmed discharges listview	Pending/Confirmed Discharges tab on PAT home page Pending/Confirmed Discharges menu item in PAT menu.
Access Admits Today List View	PAT: Show PreAdmitTracking Console	Enabled: User can access admits today listview Disabled: User cannot access admits today listview	Admits Today icon in PAT Toolbar Admits Today menu item in PAT menu
Access Placement List Views	PAT: Show PreAdmitTracking Console Consider: If PAT permission "Change Console Settings" is enabled, user can access Console Settings, but cannot change any of the Tab/Custom View names or visibility.	Enabled: User can access placement listviews. Disabled: User cannot access placement listviews	Tabs (1-5) on PAT home page Tabs (1-5) in the Listview submenu. Custom Views icon on the toolbar Custom Views (1-5) in Listview submenu. Console Settings Dialog
Access Patient Search	PAT: Show PreAdmitTracking Console	Enabled: User can access patient search listview Disabled: User cannot access patient search listview	Patient Search icon in PAT Toolbar Patient Search menu item in PAT menu
Access Notification History	PAT: Show PreAdmitTracking Console	Enabled: User can access PAT notification history listview Disabled: User cannot access PAT notification history listview Note: This permission applies to PAT only. Notification History for other products must use that product's permission.	Notification History icon in PAT Toolbar Notification History menu item in PAT menu
Access Quick Reports	PAT: Show PreAdmitTracking Console and one of: PAT: Run any reports, including those that reveal patient Information PAT:Run only reports that do not reveal patient information PAT: Access Instant Notify (must have this to access Instant Notify Quick Report)	Enabled: User can access PAT quick reports Disabled: User cannot access PAT quick reports Note: This permission applies to PAT reports only. Reports for other products must use that product's permission.	Quick Reports icon in PAT Toolbar Quick Reports menu item in PAT menu
Access the Census View	PAT: Show PreAdmitTracking Console	Enabled: User can access census view Disabled: User cannot access census view	Census View icon in PAT Toolbar Census View menu item in PAT menu
Edit Staffed Beds	PAT: Show PreAdmitTracking Console	Enabled: User can edit staffed beds in PAT UI Disabled: User cannot edit staffed beds	Staffed Beds icon in PAT Toolbar Staffed Beds menu item in PAT menu
Allow to Start Observation	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can start observation timer, and change start time Disabled: User cannot start observation timer	Start Time date-time controls and associated Set Now button in Observation dialog (invoked from "Observation" column of listviews).
Allow to Stop Observation	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can stop observation timer and change stop time Disabled: User cannot stop observation datetime	Actual Stop Time date-time controls and associated Set Now button in Observation dialog (invoked from "Observation" column of listviews).
Access Instant Notify	PAT: Show PreAdmitTracking Console Also Available if user has one of: PTPortal: Access Instant Notify BT: Access Instant Notify TT: Access Instant Notify Show Instant Notify Quick Report if user has: PAT: Access Quick Reports	Enabled: User can send instant notifications and access Instant Notify Quick Report Disabled: User cannot send instant notifications or access Instant Notify Quick Report	Instant Notify icon in PAT Toolbar Instant Notify menu item in PAT menu Instant Notify menu item in PAT Quick Reports menu
Access Procedure Information	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search OR PTPortal: Show PatientTracking Portal Console	Enabled: User can access procedure information Disabled: User cannot access procedure information	Procedure Information Report ("Procedure Status" column in PAT and Portal listviews).
Save/Show/Delete Personal Views	PAT: Show PreAdmitTracking Console	Enabled: User can save, load or delete personal views in PAT console Disabled: User cannot save, load or delete personal views in PAT console Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Personal Consoles node 2.Load/Save Console - Save Tab: Scope dropdown
Save/Show/Delete Group Views	PAT: Show PreAdmitTracking Console	Enabled: User can save, load or delete group views for user's view group Disabled: User cannot save, load or delete group views Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Group Consoles node 2.Load/Save Console - Save Tab: Scope dropdown
Show Group Views	PAT: Show PreAdmitTracking Console	Enabled: User can load group views belonging to the user's view group Disabled: User cannot load group views Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Load/Save Console - Load Tab: Group Consoles node
Set My Default View	PAT: Show PreAdmitTracking Console	Enabled: User can set his/her default view Disabled: User cannot set his/her default view Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Set as my default view checkbox in the Load/Save Console dialog.
Set Group Default View	PAT: Show PreAdmitTracking Console	Enabled: User can set default view for his/her view group Disabled: User cannot set default view for his/her view group Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Set as group default view checkbox in the Load/Save Console dialog.
Console View Admin	PAT: Show PreAdmitTracking Console	Enabled: User can save, load or delete group views for any view group in the enterprise Disabled: User cannot save, load or delete group views for the enterprise Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Load/Save Dialog - Load Tab: Group Consoles node Load/Save Dialog - Save Tab: Scope dropdown
Set Advanced Filters	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search	Enabled: User can set advanced filters on listviews Disabled: User cannot set advanced filters on listviews Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Advanced Filters button on listviews. Filter Settings button on Census View.
Show/Hide/Reorder View Columns	PAT: Show PreAdmitTracking Console and one of: Access Pending/Confirmed Discharges Access Admits Today Listview Access Placement Listviews Access Patient Search	Enabled: User can show, hide, or reorder listview columns Disabled: User cannot show, hide, or reorder listview columns Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	View Options button on the listviews.
Change Console Settings	PAT: Show PreAdmitTracking Console Consider: If PAT permission "Access Placement List Views" is disabled, user can access Console Settings, but cannot change any of the Tab/Custom View names or visibility.	Enabled: User can change console settings Disabled: User cannot change console settings Note: This permission applies to PAT consoles only. Console functions for other products must use that product's permission.	Console Settings icon in PAT Toolbar Console Settings menu item in PAT menu
Subscribe to PreAdmitTracking Notifications	PAT: Show PreAdmitTracking Console	Enabled:In My Notifications page, the PAT Tab is displayed and all controls are enabled. Disabled: In My Notifications page, the PAT Tab is not displayed	PAT tab in My Notifications
Run any reports, including those that reveal patient Information	PAT: Show PreAdmitTracking Console Consider: PAT: Run only reports that do not reveal patient information	Enabled: User can run all PAT quick reports and standard reports Disabled: User cannot run any PAT quick report or standard report containing patient data Note: This permission applies to PAT reports only. Reports for other products must use that product's permission.	PAT section in Standard Reports. Quick Reports in PAT
Run only reports that do not reveal patient information	PAT: Show PreAdmitTracking Console Overridden by: PAT: Run any reports, including those that reveal patient Information	Enabled: User can run any PAT quick report or standard report that does not contain patient data Disabled: User cannot run any PAT quick or standard report Note: This permission applies to PAT reports only. Reports for other products must use that product's permission.	PAT reports in Standard Reports. Quick Reports in PAT.
Show Patient SSN on Reports	One of: PAT: Show PreAdmitTracking Console OR PTPortal: Show PatientTracking Portal Console AND PAT permission: Maintain Patient/Placement Details (View/Edit)	Enabled: Patient/Placement Details print output will display patient's social security number Disabled: Patient/Placement Details print output will not display patient's social security number	Patient/Placement Details print output.
Access Application Level HIPAA Audit Data	Also Available if user has one of: PTPortal: Access Application Level HIPAA Audit Data BT: Access Application Level HIPAA Audit Data TT: Access Application Level HIPAA Audit Data	Enabled: User can run HIPAA Reports Disabled: User cannot run HIPAA Reports	HIPAA Reports section in Standard Reports
Run Master Reports	Also Available if user has one of: PTPortal: Run Master Reports BT: Run Master Reports TT: Run Master Reports	Enabled: User can run Master Configuration Reports Disabled: User cannot run Master Configuration Reports	Master Configuration Reports section in Standard Reports
Access the electronic bedboard	PAT: Show PreAdmitTracking Console	Enabled: User can access electronic bedboard Disabled: User cannot access electronic bedboard	electronic bedboard icon on toolbar electronic bedboard menu item under PAT menu
Change bedboard View Options	PAT: Show PreAdmitTracking Console Access the electronic bedboard	Enabled: User can change bedboard view options Disabled: User cannot change bedboard view options	View options button on bedboard
Change units shown on bedboard	PAT: Show PreAdmitTracking Console Access the electronic bedboard Change bedboard View Options	Enabled: User can define which units to show on bedboard Disabled: User cannot define which units to show on bedboard	Unit picker in View Options dialog within the bedboard
Change location attributes	PAT: Show PreAdmitTracking Console Access the electronic bedboard OR PTPortal: Show PatientTracking Portal Console	Enabled: User can change location attributes from bedboard or listivew Disabled: User cannot change location attributes	Shift-click menu on electronic bedboard Menu on "Bed" column in PTPortal listviews
Show all units bedboard	PAT: Show PreAdmitTracking Console Access the electronic bedboard Change bedboard View Options	Enabled: User can view units outside their membership in a read-only mode Disabled: Users cannot view units outside their membership on the bedboard	Show all units bedboard dropdown in View Options dialog within the bedboard
Show Patient Tooltip	Also available if user has one of: PTPortal: Show Patient Tooltip BT: Show Patient Tooltip TT: Show Patient Tooltip	Enabled: User can view Patient information from Floor Plan tooltips Disabled: User cannot view Patient information from Floor Plan Tooltips	Access to Patient information on Floor Plan tooltips

TransportTracking Permissions

Permission Label in Admin Tool UI	Must Also Set or Consider (including cross-app groups)	Behavior	What will be affected in application
User can add/edit patient data	TT: Show TransportTracking Console	Enabled: User can add new patients or edit existing patient data Disabled: User cannot add/edit patient data	Patient Add/Edit icon on TT toolbar Patient Add/Edit menu item in the TT menu
Edit Isolation Type	TT: Show TransportTracking Console User can add/edit patient data	Enabled: User can edit patient isolation type Disabled: User cannot edit patient isolation type	Isolation field in Patient Information - Add A New Patient and View Patient Information dialogs "Iso Type" column in TT listviews Isolation Type dropdown in Patient Transport Request dialog
Discharge Patient	TT: Show TransportTracking Console User can add/edit patient data	Enabled: User can discharge patient Disabled: User cannot discharge patient	Discharge patient button in Patient Information - View Patient Information dialog
Console "Requests" tab	TT: Show TransportTracking Console	Enabled: User can access Patient Transport dashboard Disabled: User cannot access Patient Transport dashboard	Patient Transports tab TT home page Patient Transport Dashboard menu item in the TT menu
User may view patient transports	TT: For UI: Show TransportTracking Console Console "Requests" tab OR PTPortal: Show PatientTracking Portal Console	Enabled: User can view a patient's transport job(s) Disabled: User cannot view a patient's transport job(s)	Patient Transports Listview (on "Job #" column) Patient List Listview (on "Patient Name" column) PTPortal Listviews (on "Transport Status" column)
User may edit patient transports	TT: For UI: Show TransportTracking Console Console "Requests" tab For IVR: Requestor Workflow OR PTPortal: Show PatientTracking Portal Console	Enabled: User can edit a patient's transport job(s) Disabled: User cannot edit a patient's transport job(s)	Patient Transports Listview (on "Job #" column) Patient List Listview (on "Patient Name" column) PTPortal Listviews (on "Transport Status" column) IVR - Requester Main menu
Console "Transporters" tab	TT: Show TransportTracking Console	Enabled: User can access Transporter dashboard Disabled: User cannot access Transporter dashboard	Transporters tab on TT home page Transporter Dashboard menu item in the TT menu
User may View Other Transporter's History	TT: Show TransportTracking Console Console "Requests" tab	Enabled: User can view other transporter's history Disabled: User cannot view other transporter's history	Transporter Information Screen (on "Employee ID" column)
Console "Patients" tab	TT: Show TransportTracking Console	Enabled: User can access Patient List Disabled: User cannot access Patient List	Patients tab on TT home page Patient List menu item in the TT menu
Console "Items" tab	TT: Show TransportTracking Console	Enabled: User can access Item Transport dashboard Disabled: User cannot access Item Transport dashboard	Item Transports tab TT home page Item Transport Dashboard menu item in the TT menu
User may view Item/Equipment transports	TT: Show TransportTracking Console Console "Items" tab	Enabled: User can view item/equipment transport jobs Disabled: User cannot view item/equipment transport jobs	Item Transports Listview (on "Job #" column)
User may edit Item/Equipment transports	TT: For UI: Show TransportTracking Console Console "Requests" tab For IVR: Requestor Workflow	Enabled: User can edit item/equipment transport jobs Disabled: User cannot edit item/equipment transport jobs	Item Transports Listview (on "Job #" column) IVR - Requester Main menu
User mayto view "Dispatching monitor"	TT: Show TransportTracking Console	Enabled: User can view Dispatch Monitor Disabled: User cannot view Dispatch Monitor	Dispatch Monitor icon on TT toolbar Dispatch Monitor menu item in TT menu
User can access "Notify history" view	TT: Show TransportTracking Console	Enabled: User can access TT notification history listview Disabled: User cannot access TT notification history listview	Notification History icon on TT toolbar Notification History menu item in TT menu
User can save/delete views	N/A	Not used	N/A
User may enter Discharge Disposition	N/A	Not used	N/A
User can cancel job	TT: For UI: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab and one of: User may edit patient transports User may edit Item transports For IVR - one of: Transporter Workflow Supervisor Workflow Maintenance Workflow	Enabled: User can cancel a transport job Disabled: User cannot cancel a transport job	Cancel Button on Transport Request Dialog IVR - Trans Dispatched Menu IVR - Trans Dispatch Delayed Menu IVR - Trans Dispatch Assist Menu IVR - Trans InProgress Menu IVR - Trans InProgress Delayed Menu IVR - Trans Assist Menu IVR - Supervisor Job Inquiry Menu
User can reschedule	TT: For UI: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab and one of: User may edit patient transports User may edit Item transports For IVR: Transporter Workflow	Enabled: User can reschedule a transport job Disabled: User cannot reschedule a transport job	Transport Request Dialog IVR - Trans Dispatched Menu IVR - Trans Dispatch Delayed Menu IVR - Trans Dispatch Assist Menu IVR - Trans InProgress Menu IVR - Trans InProgress Delayed Menu IVR - Trans Assist Menu IVR - Supervisor Job Inquiry Menu
Reason code required for cancel	TT: For UI: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab and one of: User may edit patient transports User may edit Item transports For IVR: Transporter Workflow	Enabled: User is required to provide a reason code when canceling job Disabled: User cannot provide reason code when canceling job	Transport Request Dialog IVR - Cancel Job Menu
Reason code required for Delay	TT: For UI: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab and one of: User may edit patient transports User may edit Item transports For IVR: Transporter Workflow	Enabled: User is required to provide a reason code when delaying job Disabled: User cannot provide reason code when delaying job	Transport Request Dialog IVR - Delay Job Menu
Reason code required for reschedule	TT: For UI: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab and one of: User may edit patient transports User may edit Item transports For IVR: Transporter Workflow	Enabled: User is required to provide a reason code when rescheduling job Disabled: User cannot provide reason code when rescheduling job	Transport Request Dialog IVR - Reschedule Job Menu
Requester work flow, responsible for creating and updating Job requests		Enabled: User can perform requester functions in IVR Disabled: User cannot perform requester functions in IVR Note: This permission applies to TT requester functions only. Requester functions for other products must use that product's permission.	IVR - Main Menu
Supervisor work flow, offering managerial statistics about employees, etc.		Enabled: User can perform supervisor functions in IVR Disabled: User cannot perform supervisor functions in IVR Note: This permission applies to TT supervisor functions only. Supervisor functions for other products must use that product's permission.	IVR - Main Menu
Modify Another User's Login/Assignment Status	TT: Show TransportTracking Console Console "Transporters" tab	Enabled: User can modify login/assignment status of another user Disabled: User cannot modify login/assignment status of another user Note: This permission applies to TT only. Modify Another User's Login/Assignment Status for other products must use that product's permission.	Supervisor Login/Logout Dialog (on "Zone" and "Device ID" columns of Transporter List listview)
Transporter work flow, responsible for executing Transport Jobs		Enabled: User can perform transporter employee functions in IVR Disabled: User cannot perform transporter employee functions in IVR	IVR - Main Menu
Access RTKI	TT: Show TransportTracking Console	Enabled: RTKI statistics are displayed Disabled: RTKI statistics are not displayed Note: This permission applies to TT RTKI only. RTKI display for other products must use that product's permission.	RTKI statistics below the menu bar (above toolbar/tabs)
Maintenance work flow, responsible for maintenance functions		Enabled: User can perform maintenance functions in IVR Disabled: User cannot perform maintenance functions in IVR Note: This permission applies to TT maintenance functions only. Maintenance functions for other products must use that product's permission.	IVR - Main Menu
Subscribe to Notifications	TT: Show TransportTracking Console To save changes one of: BT: Modify Notification Settings TT: Permission to modify notification settings PAT: Subscribe to PreAdmitTracking Notifications	Enabled: In My Notifications page, the TT Tab is displayed and user can subscribe to notifications Disabled:In My Notifications page, the TT Tab is not displayed	TransportTracking Tab in My Notifications page
Permission to modify notification settings	TT: Subscribe to Notifications	Enabled: User can modify notification settings Disabled: User cannot modify notification settings	TransportTracking Tab in My Notifications page
User can filter data in view	TT: Show TransportTracking Console and one of: Console "Requests" tab Console "Items" tab Console "Patients" tab Console "Transports" tab	Enabled: User can filter data in listview Disabled: User cannot filter data in listview	Membership, Location, and Date Range filters on Patient Transport and Item Transport listviews Patient Name, Current Location, and Exclude patient with unknown locations filters in Patient List listview Recipient Name, Job #, Status, and Date range filters in Notification History
Allow user to set membership on login without RAC	Also Available if user has one of: PTPortal: Allow user to set membership on login without RAC PAT: Allow user to set membership on login without RAC BT: Allow user to set membership on login without RAC	Enabled: Floater User does not have to enter RAC to set membership at login. Floater must enter membership at login. Disabled: Floater User will need to provide RAC to set membership at login (when logging in on the same day).	XT Login
Allow user to request RAC	Also Available if user has one of: PTPortal: Allow user to request RAC PAT: Allow user to request RAC BT: Allow user to request RAC	Enabled: Floater User can request RAC to allow changing membership in a day. Disabled: Floater User cannot request RAC	Request RAC menu item in Admin menu.
Change Console Settings	TT: Show TransportTracking Console	Enabled: User can change console settings Disabled: User cannot change console settings Note: This permission applies to TT Console Settings only. RTKI display for other products must use that product's permission.	Console Settings icon on TT Toolbar Console Settings menu item in TT menu
Show TransportTracking Console		Enabled: User can access TT Console Disabled: User cannot access TT Console	TT icon on the XT Home Page TT product menu.
Access Instant Notify	TT: Show TransportTracking Console Also Available if user has one of: PTPortal: Access Instant Notify PAT: Access Instant Notify BT: Access Instant Notify	Enabled: User can send instant notifications and access Instant Notify Quick Report Disabled: User cannot send instant notifications or access Instant Notify Quick Report	Instant Notify icon on TT Toolbar Instant Notify menu item in TT menu Instant Notify menu item in TT Quick Reports menu