As a user; I’m trying to customize the patient intake forms in OpenEMR for different user roles. I want to make certain fields mandatory or visible only to specific roles; but I’m not sure how to accomplish this through the current customization options available.
While I have managed to add new fields using the form builder; I’m struggling with controlling access to these fields based on user roles. This feature is crucial for our practice, as we have different teams (e.g., administrative staff, clinicians) who need access to specific information.
I have explored the “User Roles” section in OpenEMR’s settings, but I haven’t found a clear way to link specific user roles to customized intake forms. I’ve also tried creating different versions of the intake forms for each role, but I can’t seem to make the system display the correct form based on the logged-in user’s role.
I have reviewed the available documentation & forum posts, but none seem to provide a straightforward solution for this customization.
Could someone explain the best approach for customizing patient intake forms so that certain fields or sections are only visible or mandatory for specific user roles? Checked openemr/API_README.md at master · openemr/openemr · GitHubMongoDB guide for reference .
Any guidance or code examples for achieving this would be appreciated, as it would help streamline our intake process and ensure sensitive information is only accessed by the appropriate team members.
Hello @boxid welcome to the community!
It looks like the approach you’re taking is a bit different from how OpenEMR does things. And it’s possible you haven’t heard of the OpenEMR documentation wiki?
Checked openemr/API_README.md at master · openemr/openemr · GitHub MongoDB guide for reference .