Clinician with access to add documents.

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Cathie Bear

• September 14, 2022 20:10

Hello, 

I am needing my therapists to have access to adding new documents or notes templates. I will not give them administrative access as they will be given way too much information such as the whole practice financial reports and the entire client list. 

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  Sara

  • September 15, 2022 19:28

  Hi Cathie,

  Currently it is not possible for clinicians in a practice who aren't the Account Owner or a Clinician with Administrative access to be able to add or edit notes and forms.

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