Clinician access to notes and documents

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Namita Sharan

• March 07, 2021 00:17

Hello,

I have an intern in my group practice. She needs to have access to the notes and forms(specifically discharge note amongst others). She has clinician + billing access. How can she obtain these necessary forms?

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  Patricia Behrens

  • May 04, 2021 14:59

  I have same question.  My associate cannot access documents to send to her clients.  Please advice SP

   

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  Ruth

  • May 17, 2021 20:51

  Hi Namita and Patricia, all clinicians in your practice should be able to access any template from the client's file to use; however, they can't access the template to make edits to it, add questions, or create custom templates. Only the Account Owner and Clinicians with Administrative Access can edit, or create new templates. You can change your clinicians' access levels by going to Settings > Team Members > clicking on their names and checking the box for Clinician with Administrative access. 

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