Practice - Patient Intake - ToDo - Task - Intelligent Intake

This role grants access to the My Tasks - Intake menu item in the top left section of the screen. This section is used to review non-clinical information associated with a submitted Intelligent Intake form. Clinical information remains within the EMR only.

Setup the Task - Intelligent Intake Role

  1. Click on the Setup portal.

  2. Select Roles under Administrative Setup.

  3. Type "Task - Intelligent Intake"  into the search box and hit the Magnifying Glass button.

  4. Select the Practice - General - User Setup - User Setup (new) screen. Assign Write access to the desired Roles.

  5. Press the Save button to save your changes.