Note Permissions
Note Permissions control the Notes on the Client timeline, plus the information on the Lists → Notes tab.
• Can view notes
• 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