1. To access Privileging Setup, go to the section and select "Facility Admin" from the drop-down menu.

2. Select "Privileging Setup" from the "Facility Admin" drop-down menu.
   
    

3. The "Medical Specialties" list is displayed.  To view the subspecialties listed, click on a Medical Specialty.

4. The  "Medical Specialties" page displays a list of the current medical specialty privileges setup for the facility/hospital.  The default list view is "View By Group".  

View by Specialty

To view the "Medical Specialties" page by specialty select the "View By Specialty"  radio button and the "Medical Specialties" page will be displayed.

Version History

The version history for each privilege can be view by selecting the link to the right of each privilege.  When selected the "Privilege Version History" page will be displayed as shown below:

To view the details of the version history left-click on the version description, as shown above, to open the "Privilege Version History" page as shown below that details the following information:

• "OLD" value

• Version date

• Version number

Viewing Privileges

The "Medical Specialties" page allows the user to view an existing privilege.  To view an existing privilege select the preview icon next to the privilege name to open the window as shown below.  To print the privilege list, scroll to the bottom of the page and select the button to print.

Editing Privileges

The "Medical Specialties" page allows the user to edit an existing privilege.  To view an existing privilege select the create/edit icon next to the privilege to open the "Privileges by Specialty" page as shown below.  (For details on adding and editing privileges go to Hospital Facility Setup ).

Privileging involves performing the following steps:

1. Hospital Facility Setup

2. Entering Provider Information

3. Assigning Provider Privileges

Setting Up Medical Boards and Specialties for your Facility

The EPR Privilege system has a pre-loaded default set of Medical Boards and their respective Board specialties. The system allows the Administrator to modify the Privilege information for each Board and Board Specialty to suit the hospital/facilities unique requirements. The following steps detail the process for setting up Medical Boards and Specialties for a Hospital/Facilty:

If applicable for the hospital/facility update the following fields:

1. "Basic Education" - update the basic education requirements for the privilege

2. "CME" - enter or update the Continuing Medical Education (CME) requirements for the privilege

3. "CE" - enter or update the Continuing Education (CE) requirements for the privilege

Editing Minimal Formal Training & Experience

1. In the "Minimal Formal Training & Education / Specialty Description" section of the page, update or enter the information that applies to the hospital/facility

1. Select the link to open the "Edit Minimal Formal Training & Experience" window.

2. Make all necessary changes and select the button to accept the changes.  It is recommended to enter the date and initials of the specialist making the changes.  Once the changes are saved the page will refresh and the following options will be available:

• - select to undo changes

• - reset and save changes

Editing Core Privileges

1. In the "Core Privileges" area of the page the specialist can perform the following options:

1. To view all of the core privileges associated with the specialty select the link to open the "Specialty: (Core Privileges)" page shown below.

2. From the page shown above the specialist can perform the following tasks:

Add From Default Specialty List:

1. When new privileges are added to a specialty (as noted in the Dashboard Newsletter) they are found in the "Add From Default Specialty List".   Select the button to open the following page and perform the following steps:

2. Select the next to each individual privilege to add to the core privileges for the specialty, or

• Select the to select all privileges to add to the specialty, or

• Select to uncheck all privileges and restart

3. Select the button to save the core privilege additions.

4. Return to the "Specialty: (Core Privileges)" page. (The new core privileges selected will be displayed in the list).

5. Select the at the top right to exit without changes and return to the main "Privileges by Specialty" page.

Add From Universal List:

1. If the privilege is not listed for the existing specialty privileges, then select the button.  This action will search the entire library for all privileges using a word, or word fragment as entered.  

2. In the "Type in words, or word fragments separated by spaces" field enter a search criteria that applies to the specialty privilege (i.e., "diseases").  

Do not enter or hit the space bar after typing in the search word.

3. Select thebutton to view the results in the "Universal Privilege Search Results" page.  Note that the search results show the privileges in alpha order and also lists the Medical Specialty in which it is originally entered.

4. From the privileges listed select the next to each medical specialty to add to the "Core Privileges"

5. Select the button to save the core privilege additions.

6. Return to the "Specialty: (Core Privileges)" page. (The new core privileges selected will be displayed in the list).

7. Select the at the top right to exit without changes and return to the main "Privileges by Specialty" page.

Create New Privilege:

1. If the privilege to be added for the specialty is not listed in the "Add From Universal List" or "Add From Default Specialty List"  then the specialist will select the button.

2. Select the button to save the core privilege additions.

3. Select the button to exit without changes and return to the main "Privileges by Specialty" page.

4. See Modify/Add Privilege ICD/CPT for newly created privileges.

Remove Created Privileges

1. To remove a privilege that has been custom created by the specialist, click the button and locate the privilege to be removed.  

2. Note that there is no to "unclick" to remove the privilege (privileges with a are from the EPR Privilege Library.  Custom created privileges from the facility will not "return" to the EPR Privilege Library.)  

3. The specialist must choose the edit button to delete the privilege.  Choose either or .

Moving Core Privileges to Special Privileges

During the setup of the core privileges, if the specialist finds that a core privilege has been added that should be included as a specialty privilege then the specialist can select the option next to the privilege to move the privilege the "Specialty Privilege" area of the page.

The option under the "Specialty Privileges" area moves a specialty privilege to the "Core Privileges" area.

Placing Privilege to Top of List

1. Choose the privilege to be sorted to the top of the list by clicking the "Place this privilege at the top of the list" button .  Click the at the top of the window to save the changes and return to the Privileges By Specialty page.

2. To undo this action click the of the privilege just below and move it to the top.  The other privilege will then return to the list in alpha order.

Remove Privileges

1.  Uncheck the box(es) next to each privilege that is to be removed from the facility privilege list.  Click to save changes.  These privileges have now been added to the "Default Specialty List".

Undo Remove Privileges

1. To undo these changes click and choose the privileges to be added back the core (or special) list and click .

Creating a New Custom Privilege Grouping for Your Facility

The EPR system allows the Facility Administrator to Create a New Custom Privilege Grouping or Edit existing Custom Privilege Groupings.  

To Create a New Custom Privilege Grouping Proceed to Step 1. Repeat the steps for each New Custom Privileging Grouping you wish to add.

1. From the "Medical Specialties" page click "Create New"  at the bottom of the page to open the "Privileges by Specialty" page.

2. Enter the following information:

1. In the "Custom Privilege Grouping:" field enter a description for the custom grouping.

2. In the "Basic Education" field enter the basic level of education required for the custom privilege grouping.

3. In the "CME" field enter the total number of Continuing Medical Education hours required for the custom privilege grouping.

4. In the "CE" field enter the total number of Continuing Education hours required for the custom privilege grouping.

5. In the "Minimal Formal Training and Experience" field enter the minimum training and experience requirements for the custom privilege grouping.

3.  Select the button to open the "Privileges by Specialty" page.

4. Follow the steps below to add the "Core Privileges" to the new custom privilege grouping:

1. Select the link to open the "Specialty: New Custom Privilege Grouping (Core Privileges)" page as shown below:

2. Select thebutton to open the "Search Universal Privileges" page.

3. Enter the search criteria and select the button to open the "Universal Privilege Search Results" page.

4. Choose which Privileges you want to add.  

5. Select the button to save the information and open the "Specialty: New Custom Privilege Grouping (Core Privileges" page.

6. Repeat steps as necessary to Add From Universal List or Create New Privilege.

Follow the steps above to add "Special Privileges" .

5. When all "Core Privileges"  and "Special Privileges" have been added,  select the main menu item select "Facility Admin" from the drop-down menu. The "Medical Specialties" list displays.

7. The new custom privilege grouping will be displayed under the "Custom Privilege Grouping" section of the page.