User Roles

PDX User

User Roles

To determine which tasks you can perform and which windows, fields, or buttons you can access, you set up field-level security on some windows and user roles for other windows/tasks.

For the windows and tasks that require a user role, you must have that user role in your user group to be able to perform the corresponding tasks. If you do not have that user role, the system disables the menu option, field, or button.

Note: The system logs all changes you make to your user and group roles in the Audit Log table.

The first time you display the window when creating a new group, EPS displays all roles (Workflow and RapidFill).

The following roles control the ability to access menu options, windows, fields, and buttons in the system.

Role

Allows you to

ACS Complete

Process ACS Complete tasks

The system creates an ACS Complete task when it receives a message from the ACS device indicating that a prescription was successfully filled.

ACS Message Failed

Process the ACS exception tasks the system creates when it fails to send a prescription to the ACS device.

ACS Hold

Used by background processes to transmit prescriptions to an ACS device.

ACS Receive

Receive a response back from the ACS device

The response type is either CNTD (counted) or ERR (error)

ACS Rejected

Process the ACS exception tasks the system creates when the ACS device rejects a prescription

ACS Xmit

Used for orders with one or more prescriptions that can be filled via the ACS device and one or more prescriptions that must be filled manually.

When the user at the Fill stations selects Next Task, the system sends the ACS prescriptions to the ACS device.

Administrative Role

Administration menu - Communication Settings and Patient Message Queue options

Call Insurance

Process Call Insurance tasks

If you are not set up for this role and you attempt to select a Call Insurance task, the system displays the message, Selected task is checked out or insufficient permissions.

Call Patient

Process Call Patient tasks

If you are not set up for this role and you attempt to select a Call Patient task, the system displays the message, Selected task is checked out or insufficient permissions.

Call Pharmacy

Process Call Pharmacy tasks

If you are not set up for this role and you attempt to select a Call Pharmacy task, the system displays the message, Selected task is checked out or insufficient permissions.

Call Prescriber

Process Call Prescriber tasks

If you are not set up for this role and you attempt to select a Call Prescriber task, the system displays the message, Selected task is checked out or insufficient permissions.

Central Fill Receive

Access Tools menu - Rx.com Store Delivery (or Central Fill) Receiving option

Coordination of Benefits Review

Process Coordination of Benefits (CoB) Review tasks

The system creates a CoB Review task when you receive a response from a primary or secondary third party and you need to enter additional information  to split bill the claim to the secondary or tertiary third party.

Note: The Requires Split Bill Review checkbox on the Insurance Plan Billing window determines whether a plan requires you to enter additional information before submitting a split billed claim.

Dashboard Admin

Administration > Dashboard menu - Detailed Dashboard option

Data Entry

Process Data Entry tasks

If you are not set up for this role, the system disables the DE task counter label on the Welcome window.

Downtime Third Party Exception

Access claims that are in downtime.

Data Verification

Process Data Verification tasks

If you are not set up for this role, the system disables the DV task counter label on the Welcome window.

Data Verification 2

Process Data Verification 2 tasks

If you are not set up for this role, the system disables the DV2 task counter label on the Welcome window.

Escript

Process new eScript tasks

The system creates a new eScript task when you receive a new prescription from a prescriber electronically. If you are not set up for this role, the system disables the ES task counter label on the Welcome window.

Background Exception

Process Error Handling tasks

The system creates an Error Handling task if an error occurs that prevents a prescription from moving to the next step in the Workflow process.

Central Fill Exception

Process exception tasks the system creates for Central Fill prescriptions

Third Party Low Pay

Process tasks generated to resolve third party low pay claims

You define whether a workstation can receive Low Pay tasks with the Low Pay checkbox on the Workstation Configuration Workflow window.

TP Exceptions Lvl 1

Process level 1 third party exceptions

Note: You define the level of third party exceptions with the User Role drop-down list on the Third Party Exception Routing window.

TP Exceptions Lvl 2

Process level 2 third party exceptions

Note: You define the level of third party exceptions with the User Role drop-down list on the Third Party Exception Routing window.

TP Exceptions Lvl 3

Process level 3 third party exceptions

Note: You define the level of third party exceptions with the User Role drop-down list on the Third Party Exception Routing window.

TP Exceptions Lvl 4

Process level 4 third party exceptions

Note: You define the level of third party exceptions with the User Role drop-down list on the Third Party Exception Routing window.

TP Exceptions Lvl 5

Process level 5 third party exceptions

Note: You define the level of third party exceptions with the User Role drop-down list on the Third Party Exception Routing window.

Field Level Security

Assign security at the field, button, or tab level so you can hide, show as read-only, or allow users to perform the corresponding task

Fill Task

Process Fill tasks in Workflow and RapidFill (using the Opticon scanner), depending on your system configuration

Perform the Verify NDC Manually task.

If you use Workflow and are not set up for this role, the system disables the Fill task counter label on the Welcome window.

Inv Mgmt - Create Orders

Access Create Orders from Tools > Inventory Management

If you are not set up for this role, the system does not display the Create Orders option on the Inventory Management window.

Inv Mgmt - Create Ret. Adj.

Access Create Ret/Adj from Tools > Inventory Management

If you are not set up for this role, the system does not display the Create Ret/Adj option on the Inventory Management window.

Inv Mgmt - Drug File

Access Drug File from Tools > Inventory Management

If you are not set up for this role, the system does not display the Drug File option on the Inventory Management window.

Inv Mgmt - Reorder File

Access Drug File > search and select [drug] > Reorder

If you are not set up for this role, when you select Reorder, Insuficient Access Rights displays, preventing the user from accessing the Reorder window.

Inv Mgmt - Reorder File Add

Add new drug reorder records from Inventory Management > Drug File > Reorder > Add New Reorder Record

Inv Mgmt - Reorder File Edit

Edit existing drug reorder records on the Drug File Reorder window.

Inv Mgmt - Drug Inv Count

Access the Drug Inventory Count option from Tools > Inventory Management

If you are not set up for this role, the Drug Inventory Count option will not appear on the Inventory Management window.

Inv Mgmt - Drug Inv Count Edit

Edit existing inventory count records on the Inventory Management Inventory Count window.

Inv Mgmt - Drug Inv Count Add-Del

Add or delete inventory count records on the Inventory Management Inventory Count window.

Inv Mgmt - List Orders

Access the List Orders option from Tools > Inventory Management

Inv Mgmt - List Orders Delete

Access the To Delete checkbox on the Inventory Management List Orders window.

Inv Mgmt - List Orders Edit

Edit existing drug orders on the Inventory Management List Orders window.

Inv Mgmt - List Ret Adj

Access the List Ret/Adj option from Tools > Inventory Management

Inv Mgmt - List Ret Adj Edit

Edit existing returns and adjustments on the Inventory Management List Returns/Adjustments window.

Inv Mgmt - Reorder File Deact-Act

Activate or deactivate drug reorder records in Inventory Management on the Drug File Reorder window.

Inventory

Access Filecabinet > Drug menu - Reorder option and Tools menu - Inventory Management option

Mail Order Approval

Process Mail Order Approval tasks, where you enter the credit card authorization number before transmitting an order to Rx.com

New MTM

Enroll patients in Medication Therapy Management programs

If you are not set up for this role, the system disables the MTM button on the Welcome window.

Order Entry

Perform the tasks available in the Order Entry feature

If you are not set up for this role, the system disables the Order Entry button on the Welcome window.

Open Call Queue

Access to complete tasks within the Open Call Queue

Patient Maintenance

Process Patient Maintenance tasks

Product Verification

Display the next available Product Verification task by scanning the transaction number in the Tx Number field on the Welcome window

If you are not set up for this role, the system disables the Tx Number field.

Reports - Administrative

Print and edit reports on the Tools > Reports menu that are set up with a report role of Administrative

Note: You define the report roles for users on the ECC application.

Reports - Pharmacist

Print and edit reports on the Tools > Reports menu that are set up with a report role of Pharmacist

Reports - Pharmacy Manager

Print and edit reports on the Tools > Reports menu that are set up with a report role of Pharmacy Manager

Reports - Technician

Print and edit reports on the Tools > Reports menu that are set up with a report role of Technician

Pharmacist Counseling

Complete Pharmacist Counseling task

Tools menu - Pharmacist Counseling option, Pharmacist Counseling window.

Resolve Downtime Claim

Work Process Adjudication Result tasks generated to resolve downtime claims submitted to the third party

System Task - Administrative

Run system tasks on the Administration > System Tasks menu that are set up with a role of Administrative.

Note: You define the system task roles for users in the ECC application.

System Task - Pharmacist

Run system tasks on the Administration > System Tasks menu that are set up with a role of Pharmacist.

System Task - Pharmacy Manager

Run system tasks on the Administration > System Tasks menu that are set up with a role of Pharmacy Manager.

System Task - Technician

Run system tasks on the Administration > System Tasks menu that are set up with a role of Technician.

TP Exception Queue

Tools > Task Queues menu - TP Exception Queue (CTRL+T) option

Third Party

Access Filecabinet menu - Insurance Plan, Employer, and Workers Compensation Carrier options

Tools menu - TP Transmit Queue option

Will Call

Access and perform tasks available in the Will Call feature

If you are not set up for this role, the system disables the Will Call button on the Welcome window.

See Also

User Overview

Add a User Group

User Group Window