Letters -Granting access to users
Users will need to be assigned letter templates that are viewable from their log-in. Based on the letter template, the letter will be viewable in EMR, iScheduler or Billing portal or assigned to be a SOAP note or Intake Letter.
- From Setup
- Navigate to Setup/EMR Setup/Letters (Admin user)
- Click User Setup to bring up the User Assignment page
- Grid Assignment
Assign letter template to users via Grid Assignment by putting x in box to assign or assign a letter to all users by clicking the letter name. You can also assign all letters to a user by clicking the user name, then click Save.
- User Assignment
Assign multiple letters to multiple users or all items to one or more user
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- Default Assignment
Assign the Default Letter to load in the EMR to multiple users from this window
- From User Setup
Letters can be assigned to users via the User Setup window.
- Navigate to Setup/Basic Setup/User Setup or click Current User at the bottom left corner
Or
- Select User to assign letters
- Single or multi-select letters and click Save
- Select Default Letter Template to load in the Letter Chart Tab
