If a user in your office needs to have permission to add forms, this can easily be changed by a Super Admin.
Watch this video for a complete understanding.
Click here to learn more about office wizard and forms.
To enable Permissions,
Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select General.
- Under Documents section, select Add Patient Documents.
- Click Save.
- Select Practice Settings.
- Under Office Wizard Settings, select View Office Wizard or Add/Edit/Delete Office Wizard.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this guide to learn how to manage permissions for adding forms to a patient.
Click here to explore the complete list of permissions and their descriptions.