Choose your guide
Find the EDFlow guide for your role: patients, family, nurses, physicians, charge nurses, registration clerks, managers, privacy officers, integration analysts, developers and hospital IT.
Pick the row that matches what you do. Each reading list is in the order we suggest, and the first link is always the one to read before your first shift or your first visit.
Patients and family
| You are | Start with | Then |
|---|---|---|
| A patient in the emergency department | Sign in | Your visit, If you feel worse, Asking your care team, Share with family |
| A parent or guardian | Sign in | Your visit, If you feel worse |
| A family member or friend who received a link | Open your link | What family can see, Family questions |
The care team
| Role | Start with | Then | Quick-reference card |
|---|---|---|---|
| Nurse | A nursing shift | Board, Requests, Tasks, Family links | On the nurses page |
| Triage nurse | Triage | Visit cards and sign-in help, Requests | On the nurses page |
| Physician, resident, NP or PA | Physicians | Results and reassessment, Calling a code | On the physicians page |
| Charge nurse | Running the department | Codes, Department volume, When the feed is down | On the charge nurse page |
| Registration clerk | Clerks | Visit cards, Helping patients sign in | On the clerks page |
| Support worker | Requests | Companion app | — |
Every staff member should also read Privacy at work and Sign-in and security.
Administrators
| Role | Start with | Then |
|---|---|---|
| ED manager | Admin overview and go-live checklist | Users and access, Settings, Analytics, Pilot playbook |
| Privacy officer | Audit and access reports | Access requests and retention, Vendor support access |
| Integration analyst | Feed health | Sources and keys, Unmapped codes, Dead letters |
Technical teams
| Role | Start with | Then |
|---|---|---|
| Integration-engine or EMR developer | Quickstart | Concepts, Authentication, Engine configuration, Go live |
| Hospital IT, security or privacy reviewer | Trust overview | Architecture, Data flow, PHIPA, Controls |
| Communications and patient-education authors | Brand | Hospital communications, Writing patient content |
What each staff role can do
The table below is generated from the product's permission catalogue, so it is always the current set.
| Permission | R-TRIAGE | R-NURSE | R-PHYSICIAN | R-CHARGE | R-CLERK | R-SUPPORT |
|---|---|---|---|---|---|---|
board.view | Granted | Granted | Granted | Granted | Conditional | Not granted |
patient.view | Granted | Granted | Granted | Granted | Conditional | Not granted |
patient.unmask | Granted | Granted | Granted | Granted | Granted | Not granted |
patient.register | Granted | Not granted | Not granted | Granted | Granted | Not granted |
patient.state | Granted | Granted | Granted | Granted | Not granted | Not granted |
patient.override | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
patient.lifecycle | Not granted | Not granted | Not granted | Granted | Conditional | Not granted |
careteam.assign | Granted | Granted | Granted | Granted | Not granted | Not granted |
zones.assign | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
results.release | Not granted | Not granted | Granted | Granted | Not granted | Not granted |
tasks.manage | Granted | Granted | Granted | Granted | Not granted | Not granted |
avs.compose | Not granted | Granted | Granted | Granted | Not granted | Not granted |
avs.medications | Not granted | Not granted | Conditional | Not granted | Not granted | Not granted |
access.card | Granted | Granted | Granted | Granted | Granted | Not granted |
access.revoke | Not granted | Not granted | Not granted | Granted | Granted | Not granted |
share.manage | Granted | Granted | Granted | Granted | Not granted | Not granted |
privacy.flag | Granted | Not granted | Not granted | Granted | Granted | Not granted |
patient.restrict | Granted | Granted | Granted | Granted | Not granted | Not granted |
updates.pause | Not granted | Not granted | Granted | Granted | Not granted | Not granted |
patient.callback | Granted | Granted | Granted | Granted | Granted | Not granted |
request.view | Granted | Granted | Granted | Granted | Not granted | Not granted |
request.act | Granted | Granted | Granted | Granted | Not granted | Not granted |
request.bulk | Granted | Granted | Not granted | Granted | Not granted | Not granted |
code.call | Not granted | Not granted | Granted | Granted | Not granted | Not granted |
code.clear | Not granted | Not granted | Granted | Granted | Not granted | Not granted |
code.notice | Granted | Granted | Granted | Granted | Granted | Not granted |
support.queue | Not granted | Not granted | Not granted | Granted | Not granted | Granted |
volume.set | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
analytics.view | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
analytics.self | Not granted | Conditional | Conditional | Conditional | Not granted | Not granted |
analytics.clinician_blinded | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
analytics.clinician_named | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
analytics.export | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
users.view | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
users.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
users.import | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
settings.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
config.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
stations.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
approvals.decide | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
training.manage | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
content.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
content.approve | Not granted | Not granted | Conditional | Conditional | Not granted | Not granted |
announcements.manage | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
integration.view | Not granted | Not granted | Not granted | Granted | Not granted | Not granted |
integration.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
audit.view | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
audit.export | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
privacy.legal_hold | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
privacy.incident | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
privacy.emergency_revoke | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
outbox.view | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
access_review.run | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
simulator.use | Not granted | Not granted | Not granted | Conditional | Not granted | Not granted |
seed.reset | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
platform.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.view | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.manage | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.credentials | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.approve | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.attest_pia | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
developers.accept_affiliation | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
ai.safety_review | Not granted | Not granted | Not granted | Not granted | Not granted | Not granted |
The permissions of each role are fixed by the product; hospitals decide who holds which roles, and privileged roles need a second person's approval. See Users and access for the full matrix, including administrator roles.
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