The Group Note option is available for all customers. If you wish to have this option enabled for your agency, please contact us at support@checkpointehr.com.
Once enabled, those with staff edit access can enable Group Notes on a staff-by-staff basis. Group Notes options are NOT automatically enabled for everyone.
1. Select the Staff menu.
2. Select the pencil icon of the staff that needs Bulk Review enabled.
3. Select the Security tab.
4. Check the Group Note option in the Progress Notes section.
5. Select Save at the bottom.
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