Form Template Permissions

Form Template Permissions control the Templates under the My Forms page and the ability to Prefill forms.

• Set advanced permission per form template (lower right corner)

• This allows you to grant permissions (by Role), such as the ability to view specific form templates (and attached consent forms), consent forms, and treatment notes. If access is not granted to a specific form template, then that form template is not shared with that practitioner/not viewable by that assistant, regardless of other settings.

• Note: If this permission is disabled, the form template is invisible to the staff member

• Can open templates

• User can view form templates

• User can create templates.

• Note: Users can create templates with this permission, but they but cannot make any changes to them unless they are given the Can edit templates permission.

• The can open templates permission also allows users to do the following:

• Edit and delete notes on a client timeline

• Delete questions on a questionnaire

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

• Can edit templates

• User can edit form templates, including:

• Move questions between form templates

• Set up pinned notes and mapped fields

• Add and delete questions

• This permission is required for the following:

• Pre-filling forms sent to a client

• Adding signatures/attachment questions to treatment notes on a client's timeline

• Rearranging questions on note templates on a client's timeline, and deleting questions on a client's timeline

• This permission is not required for Office Use Only Fields

• Can create templates

• User can create new form templates on their account

• Can delete templates

• User can delete form templates in their account (form templates that they own)

• Can edit shared templates

• User can edit form templates shared from the account admin

• This updates the form in the Admin account and affects all clients

• Note: An exception occurs when adding consent forms; if a user adds a consent form, then the consent form is only applied to the specific practitioner

• Can transfer templates

• User can transfer form templates between practitioners

• Note: This has nothing to do with the ability to share form templates with other accounts - that is handled by the actual Admin account

• Can delete shared templates

• User can delete a shared form template in their account

• IMPORTANT: This action deletes the form in the admin account!

• This permission is never advised, except in limited capacity