Practice - Patient Intake - Setup - Intake Assignment Role

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

1. Click on the Setup portal.
   
   
2. Select Roles under Administrative Setup.
   
   
3. Type Intake Assignment into the search box and hit the Magnifying Glass button.
   
   
4. 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.
   
   
5. Press the Save button to save your changes.