User Rights

User Rights

Below are all the user rights in Futura. You can search them from this page, or view and print the pdf file.   PDF File

TIP To search the list you can hit Ctrl + F on your keyboard. This will bring up a search field in the top corner of your monitor.  Type in a word that you want to search.

GLOBAL

Modify Items
Add items
Delete Items
Supervisory
Prompt on abort
Print patient note header
Always F2 HCPC
Confirm Assign
Use Quick Click
Add Appointments
Edit Appointments
Delete Appointments
May Reschedule Appointments
Uses Bar Code Scanner
Sort Specialists by Last Name In Appts
May not change default company
May view all tickle messages
May delete tickle messages
Always F2 Diagnosis Codes
Highlight Active Control
Always F2 Patient
May run Duplicate Appointment Utility
Prompt of default company on sign in

 

ADMINISTRATIVE

May edit company
May edit users
May edit employees
May run daily close
May run fee changer
May run purge
May change national settings
May run backup
May permanently close periods

 

STD TRANSACTION

May Create
May Delete
May Modify
May file claims
May enter payment activity
May modify POSTED transactions
May delete payments
May delete POSTED transactions
May reverse history
No Msg – Diagnosis ptr invalid
No msg – fee schedule invalid
Default new transaction to WIP (otherwise default is Open)
May Change post status
May view Tx notes
May append Tx notes
May alter existing Tx notes
May modify POSTED insurance
May only view Job Tracking (If this is checked you will ONLY be able to view job tracking and nothing else)
Prompt for status (WIP/Pending/Hold)
May delete HeldTx WITH posted payments
May change quantities on POSTED service lines
May change usual charges on POSTED service lines
May change Allowed charges on POSTED service lines
May enter payment activity on POSTED transactions
Release all Work Order lines to combined transaction
May change the Prevent History Movement status
May modify payments
May modify Entry Date
May modify Post Date

 

STD TRANSACTION 2

Company on POSTED transaction – May change
Patient on POSTED transactions – May change
Specialist on POSTED transactions – May change
Invoice # on POSTED transactions – May change
Accept Assignment on POSTED transactions – May change
Service Lines  on POSTED transactions – May add
Service Lines  on POSTED transactions – May delete
Service Lines  on POSTED transactions – May change HCPC
Payments with POSTED date – May change
Payments with POSTED date – May delete
Status (WIP,OPEN,ect) on POSTED transactions – May change
Change Release Date on Rental Pages
Specialist on quick order – May change
Specialist on transactional records – May change
Payments – May Process Credit Card

 

CODING

May add HCPC
May edit HCPC
May delete HCPC
May add fee levels
May edit fee levels
May delete fee levels
May view fee schedules
May add Diagnosis
May edit  Diagnosis
May delete Diagnosis
May add MultiCode
May edit MultiCode
May delete Multi-Code

 

AR REPORTS

Journals – Period Summary
Journals – Period Detailed
Journals – Patient Detailed
Journals – Deposit Slip
Journals – Payment Sheet
Journals – Payment Journal
Journals – Deductible Sheet
Journals – Deductible Summary
Journals – Sales Tax
Journals – Reimbursement
Journals – Business Activity
Journals – ERN EOMB
Journals – Audit Trail
Journals – Commission
Journals – Trail Balance
Journals – Cash Drawer
Aged Patient
Age Details
Aged Insurance
Aged Summary
Collections  –  Patient
Collections  –  Insurance

 

AP REPORTS

Journals – Period Summary
Journals – Period Detailed
Journals – Payment Sheet
Journals – Outstanding Orders
Journals – Payments Due
Aging – Aged Vendor
Aging – Aged Order
Inv – Reorder
Inv – Valuation
Inv – On Hand
Inv – Worksheet

 

ANALYSIS REPORTS

Tx – Balance By Date
Tx – Diag Code
Tx – HCPC Code
Tx – Referring Doctor
Tx – Referring Doctor Spec.
Tx – Specialist
Tx -Location
Tx -Location Spec
Tx -Patient
Tx -Service At
Tx -Insurance
Pt -Acct. Type
Pt -Acct. Status
Pt -Referring Source
Pt. Referring Doctor
Pt. Referring Doctor Spec.
Pt. Primary Care Doctor
Pt. Primary Care Doctor Spec.
Pt. Specialist
Pt. Location
Pt. Location Special
Pt. Insurance

 

A/P

May add purchase orders
May edit purchase orders
May view purchase orders
May delete purchase orders
May add po lines
May edit po lines
May view po lines
May delete po lines
May dupe po lines
May add vendors
May edit vendors
May delete vendors
May dupe vendors
May add AP payment
May edit AP payment
May view AP payment
May delete AP payment
May change po ship to
May change po vendor invoice #
May change po  order #
May view balance
May receive items
May receive partial items
May change patient
May change transaction
May change po line multiply by
May change po line product
May change po line qty
May change po line price

 

INVENTORY

May add products
May edit products
May view products
May delete products
May add inv item
May edit inv item
May view inv item
May delete inv item
May add selling vendor
May edit selling vendor
May view selling vendor
May delete selling vendor
May add inv transfer
May edit inv transfer
May view inv transfer
May delete inv transfer
May post changes in inv transfer
May change product HCPC
May change product primary vendor
May change product min/max master
May change product min/max by site
May change product acct info (GL/perpetual/rental)
May change inv item qty
May change inv item cost
May change inv item vendor
May change inv item date
May change inv item serial
May change inv item lot
May change inv item location info
May perform inv count adj
May use bar code wizard

 

SQL REPORTS

May run SQL List Reports
May run SQL Financial Reports
May run SQL Specialty
May run SQL Custom SQL Reports

 

PHI APPLIES
Select the items that the PHI restrictions will be applied to

Apply restrictions to Patients
Apply restrictions to Bill To
Apply restrictions to Employer
Apply restrictions to Emergency
Apply restrictions to Insured
Apply restrictions to Insurance Companies
Apply restrictions to Transactions
Apply restrictions to Templates
Apply restrictions to Work Orders
Apply restrictions to Rebill Pages

 

PHI PATIENT
These restrictions are specific to the patient record (Patient, Bill To Emergency, etc.) Make sure that you select what these restrictions apply to under the PHI Applies To tab.

Date of Birth – May view
Date of Birth – May change
Social Security # – May view
Social Security # – May change
Account Number – May view
Account Number – May change
Email address – May view
Email address – May change
Phone number(s), including fax – May view
Phone number(s), including fax – May change
License number(s), including driver’s license – May view
License number(s), including driver’s license – May change
Marital status – May view
Marital status – May change
Employment status – May view
Employment status – May change
PHI-classed Images – May view
PHI-classed Images – May add
Date of Death – May view
Date of Death – May change
Retire Date – May view
Retire Date – May change
Recall Date/Reason – May view
Recall Date/Reason – May change
Monthly Payment – May view
Monthly Payment – May change
Sex – May view
Sex – May change

 

PHI TRANSACTION
These restrictions are specific to the transaction record. Make sure that you select what these restrictions apply to (Transaction, Templates, etc.) under the PHI Applies To tab.

Claim Tracking Dates – May view
Claim Tracking Dates – May change
Service Dates – May view
Service Dates – May change
Entry Dates – May view
Entry Dates – May change
Post Dates – May view
Post Dates – May view
History Dates – May view
History Dates – May view
Invoice Number – May view
Invoice Number – May change
Service Lines – May view
Service Lines – May change
Date of first illness (Incident record F) – May view
Date of first illness (Incident record F) – May change
Date of similar illness (Incident record G) – May view
Date of similar illness (Incident record G) – May change
Dates of disability (Incident record G) – May view
Dates of disability (Incident record G) – May change
Payment History – May view
Payment History – May change
Service At – May view
Service At – May change

 

PHI GENERIC
These restrictions could apply to both the patient record and the transaction record. Make sure that you select what these restriction apply to under the PHI Applies To tab.

Name Information – May view
Name Information – May change
Address Information – May view
Address Information – May change
PHI-classed Notes – May view
PHI-classed Notes – May change
Health plans – May view
Health plans – May change
Health plan account numbers – May view
Health plan account numbers – May change
Address of health plans – May view
Address of health plans – May change
Attorney – May view
Attorney – May change
Tax – May view
Tax – May change
Specialist – May view
Specialist – May change
Location – May view
Location – May change
Physician – May view
Physician – May change
Diag Codes – May view
Diag Codes – May change

 

PHI ACTION
These restrictions are actions that may be performed from either a patient or transaction record. These settings ignore PHI Applies To.

Pt – May run Deductible Summary Report
Pt – May run Patient Chart
Pt – May run View All Notes
Pt – May Update Demographics
Pt – May Que for Eligibility
Pt – May view Patient Forms
Pt – May view Appt. List
Pt – May view Sent Documentation
Tx – May view ERN Information
Tx – May Print CMN
Tx – May Print Receipt
Tx – May Invoice
Tx – May Ins Invoice
Tx – May Print Prescription
Tx – May Pick Templates
Tx – May use Collection Activity
Tx – May FUP Activity
Tx – May Print quote
Tx – May edit Patient Forms
Pt – May insert Patient Forms
Pt – May delete Patient Forms

 

CUSTOM REPORTS

May run Custom
May create Custom
May modify Custom
May delete Custom
May run Batch
May create Batch
May Modify Batch
May delete Batch
May run AR Trace
May run Batch Claim Report
May run  Edit Register Reports
May run Statements
May run Picking Tickets

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