Skip to main content

Giving Access to Forms, Documents, and Templates for Basic Clinicians

Comments

6 comments

  • Jessica Dorner

    I came looking to see if this has been addressed yet, looks like it hasn’t. (04/18/2024)

    Comment actions Permalink
  • Ashley Larson

    I would LOVE this! As an owner, I would love to be able to give my senior therapists the ability to change templates and documentation without giving full access to financials. This would be unbelievably helpful!

    Comment actions Permalink
  • Sharon Prager

    Currently you can give them access to this without the full financials- you just need to toggle off the last two buttons in the separate box at the bottom of the practice manager screen

    Comment actions Permalink
  • Gerardo Sanchez

    Agreed. It would be so helpful and beneficial!

    Comment actions Permalink
  • Polly Bauer, MSW, LCSW

    Agreed. As small practice owners, we need to demonstrate trust and convenience to our clinicians to allow them to edit forms they need. Please make this change soon!

    Comment actions Permalink
  • Jessica Dorner

    Sharon Prager: So would that require first giving Practice manager permission and would that also give access to the permissions settings themselves - or can every single permission be turned off? This specific option for the template library isn’t mentioned in the support resources with the updated roles and permissions, and I can’t go look for myself since I’m not a practice manager. Thank you! (07/23/24)

    Comment actions Permalink

Please sign in to leave a comment.