Grant User Access to Treatment Plans
Overview
This Knowledge Base article provides comprehensive guidance on assigning user access to the Treatment Plan feature 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 Treatment Plan related tasks.
Grant User Access to Create Treatment Plans
To grant user access to create treatment plans:
- Go to Settings > Practice Settings > Roles & Permissions.
- Select the Edit button for the desired role.
- On the Update Role screen, expand the Treatment Plan tab and select the Create Treatment Plans checkbox.
Users without this permission will find the Add New Treatment Plan button disabled on the Treatment Plan screen.
Grant User Access to Edit Treatment Plans
To grant user access to edit treatment plans:
- Go to Settings > Practice Settings > Roles & Permissions.
- Select the Edit button for the desired role.
- On the Update Role screen, expand the Treatment Plan tab and select the Edit Treatment Plans checkbox.
Users without permission to edit the treatment plan cannot see the Edit and Update Progress buttons. They can only view the progress.
Grant User Access to View Treatment Plans
To grant user access to view treatment plans:
- Go to Settings > Practice Settings > Roles & Permissions.
- Select the Edit button for the desired role.
- On the Update Role screen, expand the Treatment Plan tab and select the View Treatment Plans checkbox.
Users without permission to view the treatment plan cannot see the Treatment Plan tab.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
Click here for quick access to the FAQs.
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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.
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