Assigning Treatment Plan Privileges

​

1. To assign, remove or modify Treatment Plan privileges for individual staff, start by select the Staff Menu.

 

 

 

2. Select the edit icon (pencil) of the staff that needs to be modified.

 

 

 

3. If a Treatment Plan Review is needed, select the reviewer in the dropdown. This can be different or the same as the other review types.

 

 

 

4. Next, select the Security Tab.

 

 

 

5. Locate the Treatment Plan section of the General box. Here privileges can be assigned for viewing, adding, editing, deleting, signing and reviewing Treatment Plans.

 

 

 

6. After the appropriate privileges have been modified, select Save in the bottom left corner.