EHR360

Modules/Operations

Modules/Operations is the master catalog of what EHR360 can secure: modules contain tabs or groups, and those contain operations (View Dashboard, Add Patient, and so on). Roles Access and User Access only show checkboxes from this catalog. This screen is under System Settings and is typically limited to Super Admins. Changing modules or operations affects every role and user that uses those checkboxes.

Dashboard
Patients
Appointments
Messages
Fax
Tasks Management
Billing
Reports
360 Drive
Administration
  • Practices
  • Role Management
  • Modules/Operations
  • Roles Access
  • User Access
  • User Management
  • Practice Forms
  • Referring Providers
  • Logs History
  • Developer Settings
  • Client Registration
  • Labs

Modules/Operations

Appointment Management

Manage appointments and scheduling

33

General Appointments Tab

Add Appointment
Appointment Details Tab
Appointment Mark Unavailable
Billing Appointments Tab
Delete Appointment
Edit Appointment
View General Appointment

Service Type Appointments Tab

Billing

Billing and payment workflows

26

Chats

Internal chat and messaging

16

Client Registration

Client application registration

8

Dashboard

Provider dashboard access

51

Fax

Fax integration

1

Form Management

Practice forms and templates

14

Edit Module

Update the module information.

Appointment Management
Manage appointments and scheduling

Create New Module

Create a new module. Operations can be added to this module later.

Enter module name
Enter module description

Create New Operation

Add a new operation and assign it to a specific module.

Select a module
Enter operation name
Enter operation description

Modules/Operations Screen

Open Administration → Modules/Operations to browse the nested module list with operation counts.

Who Can Manage Modules/Operations

Access requires System Settings (Read) or Super Admin. Practice staff and clinic admins usually do not edit this catalog—incorrect changes can hide menus or break role setups across the system.

Why This Catalog Exists

Every permission checkbox in Roles Access and User Access comes from Modules/Operations. Add a new operation here first if a feature needs a new permission key; then assign it on Roles Access or User Access.

Search Modules or Operations

Use the search field to find a module or operation by name.

Add Module

Use + Add Module to open Create New Module (module name, description, Cancel, Create Module) before you add operations under it.

Add Operation

Use + Add Operation to open Create New Operation: choose the module, enter operation name and description, then create.

Module Rows

Each row shows an expand chevron, module icon, name, description, and an operation count badge.

Nested Collapse (Accordion) Tree

Modules expand to tabs or groups; those expand again to list operations with gear icons—matching how the live app groups features.

Expand and Collapse Chevrons

Use the down chevron for open sections and the right chevron for closed sections at module, tab, and subgroup levels.

Operation Rows

Read individual operations under a tab, such as Add Appointment, Edit Appointment, and View General Appointment.

Why Nested Collapse Is Used

Nested collapse keeps long permission lists manageable, mirrors module → tab → operation, and works with search. Expand only the branch you need.

Edit Module (Row Click)

Click a module row to open Edit Module with name and description pre-filled for Update Module.

Create New Module

Overview of Create New Module: module name, description, Cancel, and Create Module.

Create New Operation

Overview of Create New Operation: module selector, operation name, description, Cancel, and Create Operation.

Caution: Renaming Operations

Do not rename modules or operations casually. UI labels and permission keys must stay consistent, or Roles Access and User Access checkboxes may no longer match what the application checks.