Editing forms by my assistant, not the owner
AnsweredI would like my Biller/Scheduler to keep my forms up to date with current address, fees, etc. However, she is blocked from doing so. She has access to the list of templates. She can send forms to clients. But she is blocked from editing any information. Can you correct this?
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Hi everyone,
That is correct that billers/schedulers cannot edit note and form templates. The only people that can edit this template are Account Owners and Clinicians with Administrative Access. Once we change over to our new subscription plans and you choose one of those new plans, we will be releasing a new team member called a Practice Manager which will also have access to editing note and form templates.
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