Practice - Patient Intake - Setup - Intake Assignment Schedule Role
This role grants users access to the Patient Intake Assignment Schedule screen.
This screen is accessible via the iScheduler > Intake Schedule button.
This screen allows users to view Active/Completed assigned intake forms for the entire practice, and merge the completed form data into the patient's chart.
Setup the Intake Assignment Schedule Role
- Click on the Setup portal.
- Select Roles under Administrative Setup.
- Type Intake Assignment into the search box and hit the Magnifying Glass button.
- Click on the Practice - Patient Intake - Setup - Intake Assignment Schedule Role screen. Assign Write access to the appropriate Admin, Front Office and Call Room Roles.
- Press the Save button to save your changes.