Practice - Patient Intake - Setup - Intake Setup Role

Practice - Patient Intake - Setup - Intake Setup Role

This role grants users access to view, modify and create net intelligent intake forms. 

This screen is accessible from the Setup portal > MML Setup menu.

Setup the Intake Setup 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. Select the Practice - Patient Intake - Setup - Intake Setup Role screen. Assign Write access to the appropriate Admin and Intake Coordinator Roles.
   
   
5. Press the Save button to save your changes.