Permissions and Access

Can you change all old clinic notes access from author to all staff?

Admins can always access clinical notes, regardless of privacy, but retroactively opening old notes to “All Staff” in bulk isn't supported.
 

Is it possible to give a practitioner access to manage forms and templates?

No. Only Admins have access to clinic settings, including templates.

If I enable 'Manage Billing and Insurance' for a practitioner, can they see other practitioners' sales?

Enabling 'Manage Billing and Insurance' allows practitioners to handle invoices and payments but does not grant access to other practitioners' sales data. Sales reports are separate and not linked to this permission.

Can practitioners create or manage templates?

No. Only Admins can create and manage clinical note templates. Practitioners can set a default template for their own use but cannot create or edit templates.