Editing forms by my assistant, not the owner

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Kathy J. Marshack, Ph.D.

• January 15, 2022 20:46

I 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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  Allison Durant

  • January 17, 2022 17:34

  Following....I would like my scheduler to have access to adding forms to my template library.

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  Kathy J. Marshack, Ph.D.

  • January 17, 2022 21:24

  I am confused Allison. Are you telling me that you are looking into my request?

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  Allison Durant

  • January 17, 2022 22:35

  Yes, I'm telling you I had the same question...

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  Kathy J. Marshack, Ph.D.

  • January 18, 2022 00:34

  Ah I see.

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  Sara

  • January 18, 2022 20:57

  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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