Practice - Patient Intake - Setup - Intake Assignment Role
This role grants users access to the Patient Intake Assignment screen.
This screen is accessible via the Patient Setup > More menu; the Patient Index card menu in the iScheduler and EMR; and the quick pay screen for an appointment in the iScheduler.
This screen allows users to manually assign new intake forms, view Active/Historically assigned intake forms, and merge the completed form data into the patient's chart.
Setup the Intake Assignment Role
- Click on the Setup portal.
- Select Roles under Administrative Setup.
- Type Intake Assignment into the search box and hit the Magnifying Glass button.
- The Practice - Patient Intake - Setup - Intake Assignment role should return and be selected. Assign Write access to the appropriate roles. Best practice is to assign Write access to all roles.
- Press the Save button to save your changes.