Creating And Editing Custom Roles in Juno EMR

Roles in Juno EMR are groups or sets of permissions that are assigned to a user and determine what this person is authorized to see and do within the EMR. There are a number of pre-set roles in the EMR that will allow you to give standardized access to your staff. In some cases, you may find that those roles do not quite work for your clinic, and that you need to add or remove access to certain sections of the EMR. To do so, you would create a custom role which you will then be able to assign to users. The guide below will walk you through how to create and edit your custom roles.

Accessing The Roles Manager

The roles manager can only be accessed through Juno. If you are using the Classic UI (your schedule page has a blue background), you will first need to navigate to Juno by clicking on the ‘Juno’ logo located at the top left of your screen. 

In Juno, click on ‘Admin’ at the top of the page to open the administration panel. If you are using a small screen, the ‘admin’ option may be hidden behind a ‘More’ menu. Simply click on ‘more’ then click on ‘Admin’ to open the administration panel.

On the left, click on the ‘User Management’ option to expand that part of the menu, then click on the ‘Manage Roles’ tab. This will take you to the ‘Manage Security Access Roles’, or roles manager.

Navigating the Roles Manager

The ‘Manage Security Access Roles’ page will list all the roles that are currently available in your EMR. 

• Clicking on the ‘Details’ button (1) beside a specific role will open a modal where you will find details on the permissions associated with that role. Custom roles can also be edited by clicking on the ‘Details’ button.

• Clicking on the ‘+’ button (2) beside a specific role will allow you to create a customizable copy of the role. 

• The ‘Create New Role’ button (3) allows you to create a new role from scratch.

• The ‘Manage Set Access’ button (4) allows you to control access to specific patient sets. 

Creating A New Role

A role can be created either by making a copy of an existing role to use as a base (‘+’ button beside the role (2)), or from scratch using the ‘Create New Role’ button (3). Copying an existing role is a great way of saving time if a role has almost all the permissions you wish to assign to a staff member, but need to add or remove one or two of them. On the other hand creating a new role may be easier if you are trying to only assign very specific permissions to a user.

Clicking either button will open the role editor / creator page, allowing you to customize this role for your needs:

1. Add a name for the role you are creating (5). Roles must have a unique name. You cannot, for example, create a second ‘admin’ role though you could create ‘admin1’. 

2. Add a description for your role (6). This can help you remember what this role is for.

3. Assign permissions to this role in the ‘Role Permissions’ section. The assigned permissions are on the left (7) while the available permissions are located on the right (8). Use the arrow buttons in the middle (9) to move permissions from one side to the other.

4. Once done, click on the ‘Add Role’ button at the bottom right (10) to create the role.

Editing An Existing Role

To edit an existing role, click on the ‘details’ button on the right side of the role’s entry (1). Make the appropriate changes, then click on the ‘Save Role’ button which is located at the bottom right. The button replaces the ‘Add Role’ button (10) from the screenshot above.

Deleting A Role

You can delete a role by clicking on the ‘Delete’ button at the bottom left of the role editor window (11).

Permissions - What do they do?

Most permission names are self-explanatory if you are familiar with the software. If you are not, fear not. You will find below a summary of each permission set you can refer to when creating your custom roles.

Note: Some permissions are not currently in use within the software and have as a result been excluded from the list below to improve readability.

Admin	ADMIN_READ	Access to everything in the admin section. This is expected to be removed/changed in future
	ADMIN_CREATE	Used as misc admin create permission for admin settings without specific permission.
Appointments	APPOINTMENT_READ	View appointments
	APPOINTMENT_CREATE	Create appointments
	APPOINTMENT_UPDATE	Edit existing appointments
	APPOINTMENT_DELETE	Delete appointments
Allergies	ALLERGY_READ	View allergies
	ALLERGY_CREATE	Add new allergies
	ALLERGY_UPDATE	Edit existing allergies
	ALLERGY_DELETE	Inactivate existing allergies
Appointment Queue System	AQS_QUEUED_APPOINTMENT_READ	View appointments in the appointment queue system
	AQS_QUEUED_APPOINTMENT_CREATE	Create appointments in the appointment queue system
	AQS_QUEUED_APPOINTMENT_UPDATE	Edit appointments in the appointment queue system
	AQS_QUEUED_APPOINTMENT_DELETE	Delete appointment in the appointment queue system
	AQS_QUEUE_CONFIG_READ	View configuration options for the appointment queue system
	AQS_QUEUE_CONFIG_CREATE	Configure new appointment queues.  Should be limited to trusted super users to prevent issues with existing setups.
	AQS_QUEUE_CONFIF_UPDATE	Update settings for appointment queue system
	AQS_QUEUE_CONFIG_DELETE	Delete appointment queue settings. Should be limited to trusted super users to prevent issues with existing setups.
Billing (OSCAR billing)	BILLING_READ	View OSCAR billing invoices
	BILLING_CREATE	Create OSCAR billing invoices
	BILLING_UPDATE	Edit OSCAR billing invoices
	BILLING_DELETE	Not currently in use
Care Trackers	CARE_TRACKER_READ	View care trackers
	CARE_TRACKER_CREATE	Create clinic wide care trackers
	CARE_TRACKER_UPDATE	Edit clinic wide care trackers
	CARE_TRACKER_DELETE	Delete clinic wide care trackers
EMR Configuration	CONFIGURE_BILLING_READ	Access to billing configuration
	CONFIGURE_BILLING_CREATE
	CONFIGURE_BILLING_UPDATE
	CONFIGURE_BILLING_DELETE
	CONFIGURE_CONSULT_READ	Read consultation settings - ie specialists, services, assigning services, etc.
	CONFIGURE_CONSULT_CREATE	Create new consultation settings - ie specialists, services, etc.
	CONFIGURE_CONSULT_UPDATE	Update consultation settings
	CONFIGURE_CONSULT_DELETE	Delete consultation settings - ie services
	CONFIGURE_FAX_READ	View fax integration configuration page
	CONFIGURE_FAX_CREATE	Add fax accounts in fax integration page
	CONFIGURE_FAX_UPDATE	Update existing fax route in fax integration page
	CONFIGURE_FAX_DELETE	Remove fax route in fax integration page.
	CONFIGURE_PROVIDER_READ	View the user management section in the admin panel
	CONFIGURE_PROVIDER_CREATE	Create new users in the system
	CONFIGURE_PROVIDER_UPDATE	Update existing users in the system
	CONFIGURE_SECURITY_ROLES_READ	Read permissions in security roles admin
	CONFIGURE_SECURITY_ROLES_CREATE	Create new security roles
	CONFIGURE_SECURITY_ROLES_UPDATE	Edit existing roles.  Should be limited to trusted super users, users can lock themselves out if they are not careful.
	CONFIGURE_SECURITY_ROLES_DELETE	Delete existing roles. Should be limited to trusted super users, users can lock themselves out if they are not careful.
Consultations	CONSULTATION_READ	View consultations
	CONSULTATION_CREATE	Create new consultations
	CONSULTATION_UPDATE	Edit existing consultations
Cumulative Patient Profile (CPP)	CPP_NOTE_READ	View CPP notes
	CPP_NOTE_CREATE	Create CPP notes
	CPP_NOTE_UPDATE	Edit existing CPP notes
	CPP_NOTE_DELETE	Archive CPP notes
Decision Support	DECISION_SUPPORT_READ	Access to care tracker warnings/rules. Required for editing care trackers.
	DECISION_SUPPORT_CREATE	Create care tracker rules.
Demographics	DEMOGRAPHIC_READ	View demographic details for a patient (demographic/details)
	DEMOGRAPHIC_CREATE	Create a new patient in the system
	DEMOGRAPHIC_UPDATE	Edit existing demographic charts
	DEMOGRAPHIC_EXPORT_READ	View demographic export tools
	DEMOGRAPHIC_EXPORT_CREATE	Create CDS export file
	DEMOGRAPHIC_IMPORT_READ	View demographic import tools
Documents	DOCUMENT_READ	View documents
	DOCUMENT_CREATE	Upload documents
	DOCUMENT_UPDATE	Edit document information
	DOCUMENT_DELETE	Delete documents from patient charts
Diagnostics  (Disease Registry)	DX_READ	View patients’ disease registry entries.
	DX_CREATE	Add new disease registry entries.
	DX_UPDATE	Update disease registry entries.
eChart	ECHART_READ	View patient’s eChart
eForms	EFORM_READ	View saved eForms
	EFORM_CREATE	Save new eForms
	EFORM_UPDATE	Edit existing eForms
	EFORM_DELETE	Flag eForms as deleted
Encounters Issues	ENCOUNTER_ISSUE_READ	Required for full eChart access
Encounter Notes	ENCOUNTER_NOTE_READ	View encounter notes
	ENCOUNTER_NOTE_CREATE	Add new encounter notes
	ENCOUNTER_NOTE_UPDATE	Edit existing encounter notes
Faxes	FAX_READ	View fax log
Forms	FORM_READ	View saved forms
	FORM_CREATE	Save new forms
	FORM_UPDATE	Update previously saved forms
Health Report Manager (HRM)	HRM_READ	HRM read access
Labs / Reports	LAB_READ	View reports in the inbox
	LAB_CREATE	Create new reports
Measurements	MEASUREMENT_READ	View saved measurements in patient chart
	MEASUREMENT_CREATE	Add new measurements in patient chart
	MEASUREMENT_UPDATE	Edit measurements in patient chart
	MEASUREMENT_DELETE	Delete measurements in patient charts.
Messenger	MESAGE_READ	View messages
	MESSAGE_CREATE	Write new messages
	MESSAGE_UPDATE
	MESSAGE_DELETE
Preferences	PREFERENCE_READ	View preferences / user settings menu.
	PREFERENCE_CREATE
	PREFERENCE_UPDATE	Edit preferences
Preventions	PREVENTION_READ	View saved preventions
	PREVENTION_CREATE	Save new preventions
	PREVENTION_UPDATE	Edit existing preventions
Reports	REPORT_READ	Access to run reports.
	REPORT_CREATE	Access to create reports. Ie report by template
	REPORT_UPDATE	Access to modify reports. Ie report by template
	REPORT_DELETE	Access to delete create reports. Ie report by template
Prescriptions	RX_READ	View saved prescriptions
	RX_CREATE	Write new prescriptions
	RX_UPDATE	Edit precriptions
	RX_DELETE	Delete prescriptions
Ticklers	TICKLER_READ	View saved ticklers
	TICLER_CREATE	Create new ticklers
	TICKLER_UPDATE	Edit existing ticklers
	TICKLER_DELETE	Flag ticklers as deleted