EMIS Web Sorting out RBAC. What is EMIS Web RBAC? EMIS Web functionality is driven by Connecting...
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Transcript of EMIS Web Sorting out RBAC. What is EMIS Web RBAC? EMIS Web functionality is driven by Connecting...
EMIS Web
Sorting out RBAC
What is EMIS Web RBAC?
EMIS Web functionality is driven by Connecting for Health job roles (R codes) and activity codes (B codes)
EMIS development team linked features/functions to specific codes
If a user has a B code as part of their profile they can perform the associated functions
Why is Web RBAC driven?
EMIS Web is a Connecting for Health accredited product
Access to CfH accredited software should be controlled via a smartcard
Users accessing EMIS Web without their smartcard should be limited to: People using the EMIS Web Familiarisation
Service Users who do not have a smartcard
Why are issues occurring?
RBAC profiles not configured with correct baseline roles and do not always have enough activity codes added
User may have multiple roles Card issues are not picked up until go-live
day Implementation of PBAC Lack of clarity of RBAC processes
Designing RBAC profiles
NHS Job Roles
EMIS Web uses ‘rationalised’ job roles For example:
R8000 – Clinical Practitioner Access Role R8001 – Nurse Access Role
All rationalised job roles start at R8000 Designed in v25.1 RBAC database Each baseline role has differing levels of
RBAC activity automatically assigned
Associated Activities
What do the codes do?RBAC Code Hierarchy Activity associated with code
B8029 Manage Detailed Health Records
Open care records for patients who are inactive (deceased or have left). Archive and unarchive patients.
B8028 Verify Health RecordsThis code has no additional functionality in EMIS Web at present to code B0380 Perform Detailed Health Records.
B0380 Perform Detailed Health Records
Add, edit and delete all data within a patients care record.Perform patient actions (exemption date, automatics, issue collected and script destination) in a patients medication module.Perform Batch Add from appointment book sessions.Make a consultation confidential.Note: this code is required to be able to edit documents within a patients care record.
B8011 Perform Clinical Documents
Access the scanning and document module within EMIS Web System Tools.Scan documents (and save in patients Care Record) using the Scanning and Documents module within EMIS Web System Tools. Create document related workflow tasks (coding tasks and filing tasks).Create documents based on document templates and attach files to a patients care record.Note: Documents can only be edited if B0380 Perform Detailed Health Records (or a higher level care record code) is added. If the user needs to delete documents from a care record they will need to add B0815 Manage Clinical Documents.
Baseline Profiles
If you create a local role in EMIS Web using a particular baseline roleand you use the same baseline role on a smartcard, they DO NOT have the same set of default B codes associated to them
Practice Manager role does not exist on the spine so cannot be added to a card
Some roles have now been retired or withdrawn
RBAC documentation
For practices: QM760 EMIS Web RBAC activities staff checklist
For RA teams: QM807 EMIS Web RBAC roles baseline additionalShow baseline activity, code definitions and hierarchy Contain sample job roles which have been tested and work well with EMIS Web
Sample GP role (QM807)Smartcard Role: Higher Level GP
Staff RoleGP who performs higher level EMIS Web functions (audit trails/formularies/templates/configuration)
Job Role Clinical Practitioner Access RoleJob Role Code R8000
Role Description (with recommended codes added)
Once the recommended codes (below) have been added to this job role the user will be able to open and edit a patients full care record (including those patient who are deceased or have left the practice), use the appointment book (including amending session times/holders already on the book), edit a patients data sharing preferences, use EMIS Web Tasks, create and run searches, refer patients using integrated Choose and Book and override embargoed appointments. This user will also be able to run audit trails, create and edit clinical templates & formularies, amend organisation & workflow configuration).
This role has automatically assigned baseline activities which can be viewed on the RBAC Definitions and Hierarchy sheet.The table below show EMIS recommended codes to be added to this job role. Practices may request further codes depending on the tasks a user performs at the practice.RBAC Codes which EMIS recommend adding to this job role
B0011 Analyse Audit Trails
Access the Audit Trails module in EMIS Web System Tools.Create Audit Trails (patient & system).Print Audit Trail results.Export Audit Trail results (CSV).
B0020 Control Consent Status Access to edit a patients data sharing preferences in relation to their summary care record and their detailed care record.
B0056 Complete Work Item Complete a task.Continued…
Job Title: GP (Higher Level Profile)
Baseline NHS RBAC Role: Clinical Practitioner Access Role
Role Description: Once the codes (below) have been added to this job role the user will be able to open and edit a patients full care record (including those patient who are deceased or have left the practice), use the appointment book (including amending session times/holders already on the book), edit a patients data sharing preferences, use EMIS Web Tasks, create and run searches, refer patients using integrated Choose and Book and override embargoed appointments. This user will also be able to run audit trails, create and edit clinical templates & formularies, amend organisation & workflow configuration).
B0011 Analyse Audit Trails B1101 Manage Outbound Referrals
B0062 Local System Administration B1611 Access Sensitive Records
B0278 Perform Prescription Preparation B1700 Local System Configuration
B0428 Personal Medication Administration B8015 Perform Clinically Restricted Administration
B0572 Manage Pharmacy Activities (ONLY add for dispensing practices)
B0815 Manage Clinical Documents
Note: To create the same level of permission on a smartcard an RA Manager would also need to add the following RBAC codes to the card. These codes do not need adding to a local role profile.
B0020 Control Consent Status B0862 Manage Staff Diary/Rotas
B0056 Complete Work Item B0994 Manage Ad Hoc Reports (Local)
Sample GP role (QM760)
Continued…
Prescribers
Prescribing types B0420 Independent B0440 Supplementary B0058 Nurse Prescribers Formulary
Ensure code on role profile matches the prescribing type set in users EMIS Web Role settings.
Choose and Book
Clinical staff referring in own name:B1101Manage Outbound Referrals
Non-clinical staff referring on behalf of a clinician:B1102 Proxy Manage Outbound Referrals
Non-clinical staff who book appointments but do not refer on behalf of a clinician:B1103 Manage Outbound Appointments
Choose and Book
Only 1 Choose and Book code should be added to a users profile/position
The booking of appointments (activity B1103) is included in both B1101 and B1102 and should not be added.
Most users will have either B1101 (clinician) or B1102 (admin) only
Multiple Roles &Smartcard Synchronisation
Multiple Roles
User only needs 1 RBAC profile Local profile to use until smartcards ready Local profile for staff not using a smartcard Smartcard profile once smartcard has been
set up and synchronised with EMIS Web
Smartcard Synchronisation
Smartcard is configured for EMIS Web EMIS to EMIS sites can synchronise
smartcards prior to go-live day Allows cards to be tested Prevents issues on go-live day
Card permissions are copied to background of system Local profile is not required
User Role Profiles
Document reference: TH877 Synchronising a smartcard for EMIS Web
Synchronisation Icon
A synchronisation icon will be shown next to a users name when their card has been synchronised
PBAC(Positional Based Access Control)
Smartcard Management
Spine User Directory (SUD) Original way of adding users to the Spine and
creating and assigning roles to a user Direct access being phased out by CfH
User Identity Manager (UIM) New way of assigning roles to users Uses Positional Based Access Control
(PBAC)
User Identity Manager
Uses series of positions Positions are based on a job role and
added B codes Bank of positions created and then copied
to organisations Practices place staff into positions which
are appropriate for the tasks they perform
Positional Access Issues
Not all practice staff with same job title perform same tasks
Positions need to cope with staff working at differing levels of system access Refer to sample job roles for ideas
Some users may not fit into any of your pre-configured positions Flexibility should be available if required
EMIS Web RBAC Process
Upgrades from LV/PCS
Discuss Smartcards on Planning Day (Visit 1) Advise practice manager to contact RA team
to discuss process Discuss QM807/QM760 Advise to set up job roles & assign to users
(practices could use sample job roles) Advise to get cards updated for next EMIS
visit
Upgrades from LV/PCS
Demonstrate Synchronising Smartcards on Preparing for Upgrade (Visit 2) Discuss TH877 with Practice Manager Advise to ensure cards not blocked or expired Advise to remove additional card readers Advise to remove any local profiles once card
synchronised Ensure users who will not be logging on with
card have a local RBAC profile (ref QM760)
New Installs
Discuss QM807/QM760 Ask practice manager to contact RA team
to ask what process need to follow RA team can set up new roles and expire
old roles after go-live day Cards synchronised on go-live day Advise to create local roles on go-live day
for staff using the system without a card
Advice to RA teams
Ensure cards have been updated correctly Old roles closed/edited Relevant RA codes included (e.g. B1300) Baseline roles are R8000 role codes Refer to QM807 to know what additional
codes users may require
Coming soon…
EMIS Web RBAC timeline What will happen, when, and by whom
Facility to import/export RBAC profiles Dedicated EMIS Web RBAC page with all
supporting information on EMIS Common Room Timeline, handouts, videos and FAQs Access provided for RA teams and practices