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EMIS Web Sorting out RBAC.

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Presentation on theme: "EMIS Web Sorting out RBAC."— Presentation transcript:

1 EMIS Web Sorting out RBAC

2 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

3 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

4 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

5 Designing RBAC profiles

6 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

7 Associated Activities
RBAC Code Hierarchy Admin/Clinical Support Access Role R8008 Clerical Access Role R8010 Clinical Practitioner Access Role R8000 Nurse Access Role R8001 EMIS Web Smartcard B8029 Manage Detailed Health Records B8028 Verify Health Records B0380 Perform Detailed Health Records o B8011 Perform Clinical Documents B0790 Perform Clinical Coding B0360 View Detailed Health Records B0820 View Patient Demographics

8 Activity associated with code
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 Records This 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.

9 Baseline Profiles If you create a local role in EMIS Web using a particular baseline role and 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

10 RBAC documentation For practices: QM760 EMIS Web RBAC activities staff checklist For RA teams: QM807 EMIS Web RBAC roles baseline additional Show baseline activity, code definitions and hierarchy Contain sample job roles which have been tested and work well with EMIS Web

11 Sample GP role (QM807) Smartcard Role: Higher Level GP Staff Role
GP who performs higher level EMIS Web functions (audit trails/formularies/templates/configuration) Job Role Clinical Practitioner Access Role Job 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…

12 Sample GP role (QM760) Continued…

13 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.

14 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

15 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

16 Multiple Roles & Smartcard Synchronisation

17 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

18 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

19 User Role Profiles Document reference: TH877 Synchronising a smartcard for EMIS Web

20 Synchronisation Icon A synchronisation icon will be shown next to a users name when their card has been synchronised

21 PBAC (Positional Based Access Control)

22 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)

23 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

24 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

25 EMIS Web RBAC Process

26 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

27 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)

28 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

29 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

30 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

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