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Editing forms by my assistant, not the owner

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5 comments

  • Allison Durant

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

    -1
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  • Kathy J. Marshack, Ph.D.

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

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  • Allison Durant

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

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  • Kathy J. Marshack, Ph.D.

    Ah I see.

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  • Sara

    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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