Insurance Grouping by User Rule

This rule provides a way to limit the insurances displayed for a group of users.

To activate this rule you must:

• assign permission insUsergroup to a user group.
• assign the user to a single user group using the FO_Users.Ins_User_Assignement field.
• assign an insurance group to a user group using the FO_Ins.Ins_User_Assignement field. Multiple user groups may be assigned using this field.

See FO_Users for more information about field definitions and allowed values.

The insUsergroup permission limits the insurances displayed to the user, on the patient demographic screen, when insurances are searched. The insurances displayed are limited to those insurances in the insurance group associated to the user by their user group. In addition, any insurances not assigned to an insurance group are displayed.

This rule does not affect any insurance entries previously assigned to the patient. (Does that mean a user can search, or see in the results, previously assigned insurances regardless of the status of the insUsergroup permission for that user? Does the system really look at date/time stamps to determine which permissions were in effect for that user and compare that date/time to the patient’s insurances? [or something like that?])

If the insUsergroup permission is not assigned to a user, that user may search and display any insurance.

See the APPENDIX - Insurance Grouping by User regarding insurance grouping by user for the FO_Users and FO_Ins tables in the Appendix.

Troubleshooting: Make sure the permission is set for the user.