Grant User Access to Charts

Grant User Access to Charts

Overview  

This Knowledge Base article provides comprehensive guidance on assigning user access to the charts within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are displayed to users without the required permissions.

 

By using this guide, administrators can efficiently manage access and ensure that only authorized personnel can handle clients' charts.

 

Grant User Access to Create New Charts  

To grant user access to create new charts: 

 

  1. Go to Settings > Practice Settings > Roles & Permissions.
  2. Select the Edit button for the desired role.
  3. On the Update Role screen, expand the Charts tab and select the Create Client Chart checkbox.

 

 

 

 

Users without this permission attempting to create a new chart will receive the following restriction message. 

 

 

 

 

Grant User Access to Modify Chart Details   

To grant user access to modify chart details: 

 

  1. Go to Settings > Practice Settings > Roles & Permissions.
  2. Select the Edit button for the desired role.
  3. On the Update Role screen, expand the Charts tab and select the Edit Client Chart checkbox.

 

 

 

Users without this permission attempting to modify chart details will receive the following restriction message.

 

 

 

 

Grant User Access to View Chart Details   

To grant user access to view chart details: 

 

  1. Go to Settings > Practice Settings > Roles & Permissions.
  2. Select the Edit button for the desired role.
  3. On the Update Role screen, expand the Charts tab and select the View Client Chart checkbox.

 

 

 

Users without this permission attempting to access client's chart will receive the following restriction message.

 

 

 

 

Grant User Access to View Note Content on Chart Face   

To grant user access to view note content on chart face: 

 

  1. Go to Settings > Practice Settings > Roles & Permissions.
  2. Select the Edit button for the desired role.
  3. On the Update Role screen, expand the Charts tab and select the View Notes Content on Chart Face checkbox.

 

 

 

Users without this permission attempting to view note from the chart face will receive the following restriction message.



 

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

 

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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