Roles and Permissions
Managing Roles and Permissions
Overview This guide outlines the steps for managing roles and permissions in ICANotes+. Roles determine the actions users can perform within the system, based on their assigned permissions. You can also duplicate existing roles and customize their ...
Grant User Access to Treatment Plans
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Treatment Plan feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Reports
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to reports within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are ...
Grant User Access to Related Contacts
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Related Contacts feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how ...
Grant Permission to Access Payer Rules
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Payer Rule feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Notes
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the notes within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are ...
Grant User Access to Lab Management
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Lab Management feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Insurance Eligibility Verification
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Insurance Eligibility Verification feature within the system. It outlines the step-by-step process for granting access and includes screenshots to ...
Grant User Access to Document Management
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Document Management feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how ...
Grant User Access to Discharge Summary
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Discharge Summary feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how ...
Grant Permission to Access the Dashboard Features
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Dashboard features within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
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 ...
Grant User Access to Calendar Features
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Calendar features within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Billing Features
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to billing features within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Practice Settings
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the practice settings within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...
Grant User Access to Therapy Group Management
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the Therapy Group feature within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...