Note Permissions

• User can view notes in Read Only Mode 

• User can view Treatment Notes on a client timeline

• This permission is required for all further settings in this category

• Can create notes

• User can create, fill out and lock notes.

• Can unlock notes

• User can unlock a Treatment Note

• Can edit notes

• User can sign Treatment Notes created by another user 

• User can do the above without unlocking the Treatment Note

• Can delete notes

• User can delete treatment notes

• Notes can be restored under the Client Timeline or in the Event Logs 

• This permission allows for restoring notes as well as deleting.

• Can share notes

• User can share notes with the client or a 3rd party

• Notes can contain information that's damaging to clients; this permission should NOT be enabled if not necessary

• Notes are never auto-shared with clients; they must be shared manually.

• Office Use Only fields on treatment notes are NOT visible to clients when notes are shared with the client, However, they are visible when shared with a 3rd party, faxed or printed in the office!

• Can view CPT codes

• User can view CPT codes on an appointment ( More → Appointment Details) 

• User can view CPT codes on the CPT question/Appointment details question