Turn on the Patient Header permissions | Turn on the Patient Chart Sidebar permissions
When adjusting permissions and settings, the system follows a hierarchical order.
- The system initially looks for any user-level settings to show
- If there's no user setting, the system looks for any role-level settings
- If there's no role-level setting, the system looks for any practice-level setting
- If there's no practice-level setting, the system shows the DrChrono default settings
If any users in your practice are assigned to a custom role, it may impact your ability to use the Patient Header and Patient Chart Sidebar.
- When permissions are adjusted at the user level, the user's role automatically switches to custom when you save the Permissions Administration page (Account > Staff Permissions > Providers or Staff tab).
- To revert to a public role, select an option from the Role dropdown and then select Save Permissions.
- The best practice is to create a new role on the Roles tab on the Permissions Administration page to customize permissions and assign staff members (as a group) to a specific role to prevent possible workflow disruptions.
Turn on the Patient Header permissions
You can turn on the permissions to the Patient Header at the administrative or user level on the Permissions Administration page.
- Select Account > Staff Permissions > Providers or Staff tab.
- Select View.
The permissions window opens
- Select Edit Permissions.
- Do one or both of the following:
- Select the Practice Patient Chart Header Settings checkbox to customize the patient chart header settings for the practice at the administrative level.
- Select the User Patient Chart Header Settings checkbox to customize the patient chart header settings at the user level.
- Select Save Permissions.
Turn on the Patient Chart Sidebar permissions
You can turn on the permissions to the Patient Chart Sidebar at the administrative or user level on the Permissions Administration page.
- Select Account > Staff Permissions > Providers or Staff tab.
- Select View.
The permissions window opens
- Select Edit Permissions.
- Do one or both of the following:
- Select the Practice Patient Chart Side Nav Settings checkbox to customize the Patient Chart Sidebar settings for the practice at the administrative level.
- Select the User Patient Chart Side Nav Settings checkbox to customize the Patient Chart Sidebar settings at the user level.
- Select Save Permissions.
