User account permissions (full list)
It is important for practice managers to know the function of each user account permission of ezyVet.
Administration permissions
| Permission | Function |
|---|---|
A user account can:
Note: The Create New Tags permission overrides the permission. | |
| A user account can set a tag in an ezyVet record. | |
| A user account can disable product records. | |
| A user account can enable product records. | |
| A user account can restore disabled product records of an inherited site. Note: This permission is only applicable to organizations that use ezyVet centralized inheritance. | |
| A user account can make product records. | |
| A user account can change the information of product records. | |
A user account can use a CSV file to:
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| A user account can get access to the cost price of a product. | |
| A user account can change the sell price of a product. | |
| When your organization receives an invoice, the user account can change the sell price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices. | |
| When your organization receives an invoice, the user account can change the cost price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices. | |
| A user account can merge product records. | |
A user account can:
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| A user account can disable and enable product groups. | |
| A user account can get access to wellness plan settings in ezyVet's system settings. | |
A user account can:
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| A user account can disable and enable configured wellness plans. Note: A user account can disable a wellness plan only if a patient does not have the wellness plan. | |
| A user account can change the free/discount quantity of a benefit that a patient uses. | |
A user account can:
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| A user account can disable and enable wellness plan benefits. | |
A user account can:
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| A user account can disable a plan if the patient did not consume a benefit. | |
| A user account can pause and continue wellness plan memberships. | |
| A user account can lock or unlock the benefit consumption of a wellness plan membership. | |
| A user account can cancel a wellness plan membership if the patient has consumed benefits. | |
| A user account can override the cancellation fee of a wellness plan membership. | |
| A user account can disable and enable contact records. | |
A user account can use a CSV file to:
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| A user account can change the credit status of the contact record of a person or organization. | |
| A user account can change the information of a veterinarian contact record. | |
| A user account can make and change species records. | |
| A user account can disable and enable species records. | |
| A user account can merge species records. | |
| A user account can make and change breeds records. | |
| A user account can disable and enable breed records. | |
| A user account can merge breed records. | |
| A user account can make and change patient colors. | |
| A user account can disable and enable patient colors. | |
| A user account can merge patient colors. | |
A user account can:
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| A user account can add and remove user account permissions. | |
| A user account can change the commission percentages of a user account. | |
A user account can:
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A user account can:
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance. | |
| A user account can add configured permissions roles to user accounts. | |
| A user account can add configured key permissions roles to user accounts. Note: This permission is only applicable to organizations that use ezyVet centralized inheritance. | |
A user account can:
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| A user account can enable records of price adjustment rules. | |
| A user account can enable records of price adjustment rules of an inherited site. Note: This permission is only applicable to organizations that use ezyVet centralized inheritance. | |
| A user account can get access to the settings of a communication task. | |
A user account can
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| A user account can get access to the settings of automated reports. | |
A user account can:
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| A user account can get access to the configuration of tagging tasks. | |
A user account can:
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A user account can:
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| A user account can disable and enable SOC event groups. | |
| A user account can get access to the Time Clock dashboard tab. | |
| A user account can change time clock records. | |
A user account can:
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| A user account can get access to the Alerts/Metrics section of the task panel. | |
A user account can:
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance. |
Appointment permissions
| Permission | Function |
|---|---|
A user account can:
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| A user account can disable and enable configured appointment booking group. | |
A user account can:
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Clinical permissions
| Permission | Function |
|---|---|
A user account can:
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| A user account can disable and enable clinical records. | |
| A user account can lock a clinical record. | |
| A user account can unlock a clinical record. | |
| A user account can set the clinical lockdown date. | |
A user account can:
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A user account can:
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| A user account can disable and enable health status records. | |
| A user account can approve a health status record. | |
| A user account can unapprove a health status record. | |
A user account can:
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A user account can:
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| A user account can disable and enable pertinent history records. | |
| A user account can approve pertinent history records. | |
| A user account can unapprove pertinent history records. | |
A user account can:
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A user account can:
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| A user account can disable and enable physical exam records. | |
| A user account can approve physical exam records. | |
| A user account can unapprove physical exam records. | |
A user account can
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A user account can:
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| A user account can disable and enable assessment records. | |
| A user account can approve assessment records. | |
| A user account can unapprove assessment records. | |
A user account can:
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A user account can:
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| A user account can disable and enable plan records. | |
| A user account can approve plan records | |
| A user account can unapprove plan records. | |
A user account can:
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A user account can:
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| A user account can disable and enable revisit records. | |
| A user account can approve revisit records. | |
| A user account can unapprove revisit records. | |
| A user account can disable and enable medication prescription records. | |
| A user account can approve medication prescription records. | |
| A user account can unapprove medication prescription records. Note: This setting only gives permission to unapprove the medication. It does not change the related task. | |
| A user account can make a medication record. Note: This will always automatically make a user task regardless of any user task permissions. | |
| A user account can make a medication prescription record that is approved. Note: This permission is only applicable if you also select the permission. | |
| A user account can can send a medication record for approval. Note: This will always automatically make a user task regardless of any user task permissions. | |
| A user account can change the information of a medication prescription record that is approved Note: This permission is only applicable if you also select the permission. | |
| A user account can do a medication refill. | |
| A user account can dispense medications. Note: If you do not select User can dispense medications, the user account must make a dispense request. Note: If you select the Vet setting of a user account and it is necessary for the user account to dispense medications, you must select User can dispense medications. | |
| Prescriptions that the user account makes will make a task for approval. | |
A user account can:
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A user account can:
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| A user account can disable and enable therapeutic records. | |
| A user account can approve therapeutic records. | |
| A user account can unapprove therapeutic records. | |
A user account can:
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A user account can:
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| A user account can disable and enable diagnostic test request records. | |
| A user account can approve a diagnostic test request. | |
| A user account can unapprove a diagnostic test request. | |
A user account can:
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A user account can:
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| A user account can disable and enable diagnostic test result records. | |
| A user account can approve diagnostic test result records. | |
| A user account can unapprove diagnostic test result records. | |
A user account can:
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A user account can:
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| A user account can disable and enable diagnostic interpretation request records. | |
| A user account can approve diagnostic interpretation request records. | |
| A user account can unapprove diagnostic interpretation request records. | |
A user account can:
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A user account can:
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| A user account can disable and enable vaccination records. | |
| A user account can approve vaccination records. | |
| A user account can unapprove vaccination records. | |
A user account can:
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A user account can:
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| A user account can disable and enable in-clinic note records. | |
| A user account can approve in-clinic note records. | |
| A user account can unapprove in-clinic note records. | |
A user account can:
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A user account can:
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| A user account can disable and enable hospital note records. | |
| A user account can approve hospital note records. | |
| A user account can unapprove hospital note records. | |
A user account can:
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| A user account can disable and enable addendum records. | |
A user account can:
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A user account can:
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| A user account can disable and enable discharge summary records. | |
| A user account can approve discharge summary records. | |
| A user account can unapprove discharge summary records. | |
A user account can:
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A user account can:
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| A user account can disable and enable clinical summary records. | |
| A user account can approve clinical summary records. | |
| A user account can unapprove clinical summary records. | |
A user account can:
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A user account can:
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| A user account can disable and enable master problem records. | |
| A user account can approve master problem records. | |
| A user account can unapprove master problem records. | |
A user account can:
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A user account can:
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| A user account can disable and enable image map records. | |
| A user account can approve image map records. | |
| A user account can unapprove image map records. | |
A user account can:
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| A user account can add and change an approved imaging report record. | |
| A user account can disable and enable imaging report records. | |
| A user account can approve imaging report records. | |
| A user account can unapprove imaging report records. |
Document management permissions
| Permission | Function |
|---|---|
| A user account can change the information of documents. | |
| A user account can remove documents. |
File attachment permissions
| Permission | Function |
|---|---|
A user account can remove attachments from:
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| A user account can remove attachments from diagnostic results. |
Financial permissions
| Permission | Function |
|---|---|
A user account can:
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| A user account can approve invoices. | |
| A user account can unapprove invoices. | |
| A user account can approve credit notes. | |
| A user account can change the staff member of invoice line items. | |
| A user account can change the value that shows in the Price($) column of an invoice line items. | |
A user account can:
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| A user account can can change the information of an invoice line item of a service fee. | |
| A user account can unapprove an invoice that ezyVet sent to a person in an email message or fax message. | |
| A user account can remove invoice line items. | |
| A user account can remove invoice line items that a billing trigger made. | |
A user account can:
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| A user account can change the information of a payment that they received (for example, changes to the payment method and payment quantity). | |
| A user account can approve customer orders. | |
| A user account can unapprove customer orders. | |
| A user account can approve a customer order that has an outstanding balance and that has an age of more than two months. | |
A user account can:
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A user account can:
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A user account can:
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| A user account can approve sales templates. | |
| A user account can unapprove sales templates. | |
A user account can:
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A user account can:
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| A user account can approve recurring invoices. | |
| A user account can unapprove recurring invoices. | |
A user account can:
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| A user account can approve purchase orders. | |
| A user account can unapprove purchase orders. | |
| A user account can can make a purchase order that does not have client selected in the Client (optional) box. | |
A user account can:
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| A user account can approve inventory adjustment records. | |
| A user account can unapprove inventory adjustment records. | |
A user account can:
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| A user account can disable or enable a configured inventory adjustment reason. | |
| A user account can disable payment methods. | |
| A user account can disable payment terms records. | |
| A user account can change the information payment methods. | |
| A user account can change the information of configured payment terms. | |
A user account can:
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| A user account can disable and enable configured price adjustment reasons. | |
A user account can:
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| A user account can disable and enable inventory order records. | |
| A user account can approve inventory orders. | |
| A user account can unapprove inventory orders. | |
| A user account can get access to credit limit settings. | |
A user account can:
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| A user account can disable configured credit limits. |
General administration permissions
| Permission | Function |
|---|---|
| A user account can get access to the Xero Management dashboard tab. Note: The Xero Import/Export permission is applicable only if your site has the Xero module enabled. | |
A user account can:
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A user account can:
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| A user account can disable a discharge summary of a clinical record. | |
| A user account can enable and disable patient records. | |
| A user account can configure image maps. | |
| A user account can get access to the Records dashboard. | |
A user account can:
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| A user account can get access to the configuration of product records. Note: To make sure that a person cannot get access to product configurations, remove these permissions from their user account:
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| A user account can configure calendar resources. | |
| A user account can change the department of ezyVet functions and features (for example, the selected department of a report). Note: If a user account does not have the Change User Division permission, it is necessary to sign in to the applicable department. | |
| A user account can get access to important system settings. | |
A user account can:
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| A user account can add and change clinical summary names. | |
A user account can:
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| A user account can merge a record type that does not have a dedicated merge permission for the record type. | |
| A user account can do an export of communication records. |
General financial permissions
| Permission | Function |
|---|---|
| A user account can change the serial numbers of products. | |
| A user account can configure a financial lockdown date. | |
| A user account can approve an invoice with a product sell price that less than the product cost price. | |
| A user account can can remove entries from the Associated Contacts section of contact records. | |
| A user account can disable product container records. | |
| A user account can approve product containers. | |
| A user account can unapprove product containers. |
Online portal permissions
| Permission | Function |
|---|---|
| A user account can make calendar planning guides for appointments of the online portal. |
Permissions for clinical case teams
Note: These permissions are only applicable to ezyVet's student verification system.
| Permission | Function |
|---|---|
| A user account can make and change clinical case teams. | |
| A user account can disable and enable records of clinical case teams. | |
A user account can:
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| A user account can disable and enable assigned person records. | |
| A user account can add assigned persons to a clinical record. | |
| A user account can remove assigned persons from a clinical record. | |
| A user account can change the permissions roles of assigned persons. | |
| A user account can make and change role titles. | |
| A user account can disable and enable role titles. | |
| A user account can merge role titles. |
Site access permissions
| Permission | Function |
|---|---|
| The user account does not have a limit for the IP address that they can use to sign in to a site. |
Standard of care permissions
| Permission | Function |
|---|---|
| A user account can change a patient’s standard of care. | |
| A user account can change the next due date of an SOC event. | |
| A user account can add and remove SOC events of patients. |
Tasks system permissions
Note: These permissions are only applicable to ezyVet's student verification system.
| Permission | Function |
|---|---|
A user account can:
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| A user account can disable and enable task records. | |
| A user account can make and change task comments. | |
| A user account can can disable and enable task comments. |
Template permissions
| Permission | Function |
|---|---|
A user account can
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| A user account can configure shorthand text items. | |