Overview  

This Knowledge Base article provides comprehensive guidance on assigning user access to the notes within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are displayed to users without the required permissions.

By using this guide, administrators can efficiently manage access and ensure that only authorized personnel can handle the notes related tasks.

Grant User Access to Compile Notes  

To grant user access to compile notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the Compile Notes checkbox.

Users without this permission attempting to compile notes will receive the following restriction message. 

Grant User Access to Create Notes   

To grant user access to create notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the Create Notes checkbox.

Users without this permission attempting to create notes will receive the following restriction message. 

Grant User Access to Delete Notes  

To grant user access to delete notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the Delete Notes checkbox.

Users without this permission attempting to delete notes will receive the following restriction message. 

Grant User Access to Modify Signed Notes   

To grant user access to modify signed notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the Modify Signed Notes checkbox.

Users without this permission attempting to modify the signed notes will receive the following restriction message. 

Grant User Access to Sign Notes   

To grant user access to sign the notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the Sign Notes checkbox.

Users without this permission attempting to sign the notes will receive the following restriction message. 

Grant User Access to View and Record Basic Physical Status   

To grant user access to view and record Basic Physical Status: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Record Basic Physical Status checkbox.

The Basic Physical Status option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record EMDR   

To grant user access to view and record EMDR: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter EMDR checkbox.

The EMDR option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record Pain  

To grant user access to view and record Pain: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter Pain checkbox.

The Pain option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record Physical Exam   

To grant user access to view and record Physical Exam: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter Physical Exam checkbox.

Users without this permission will not have access to the Physical Exam option on the Complete Evaluation Note. See the screen below for reference: 

Grant User Access to View and Record Play Therapy 

To grant user access to view and record Play Therapy: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter Basic Play Therapy checkbox.

The Play Therapy option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record ROS 

To grant user access to view and record ROS: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter ROS checkbox.

The ROS option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record Side Effects  

To grant user access to view and record side effects: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter Side Effects checkbox.

The Side Effects option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View and Record Vital Signs 

To grant user access to view and record Vital Signs: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View and Enter Vital Signs checkbox.

The Vital Signs option on the Progress Note will be hidden for users who lack permission for this feature. 

Grant User Access to View Notes 

To grant user access to view notes: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Notes tab and select the View Notes checkbox.

Users without this permission attempting to view the notes will receive the following restriction message. 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.