An administrator can add, disable or delete a practitioner and set permission
Practitioner Permissions:
- Login as the Admin.
- Click on the Gear icon (top right header)
- Click on Base Setup
- Click on Practitioners
- Click on the Practitioner's Name to set Permissions
- Click Save
Assistant Permissions:
- Login as the Admin.
- Click on the Gear icon (top right header)
- Click on Base Setup
- Click on Practitioners
- Click on the Assistants's to set Permissions
- Click Save
Comments
2 comments
Is there a way to make anyone else an Admin? Or allow an assistant or other practitioner admin abilities? Specifically for the ability to email or print off Financial Details under the Financial Summary Report? They can print and email the summary but do not have access to the same for the Financial Details option.
Candice, yes the Financial Summary Report is available to Assistants and Practitioners if you grant them the "View Clinic Reports" permission.
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