Practice - Patient Intake - Setup - Intake Assignment Schedule Role

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

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. 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.
   
   
5. Press the Save button to save your changes.