Allowing Practitioners or Assistants to View Reports

You may want your Practitioner or Assistant to have the ability to view reports for the clinic. You will need to give them permission to view clinic reports.

  1. Login in as Admin
  2. Click on the Gear icon
  3. Under the Clinic Settings heading click on either Practitioner or Assistant
  4. Click on the Name of the Practitioner or Assistant
  5. Check the box View Clinic Reports
  6. Click Save

 

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5 Comments

  • 0
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    Kim Garcia

    I actually have set it to where they should not be able to see the reports. But for some reason they still can. All they have to do is go to the client list and click on their name to view their SOAP notes. How can this be fixed?

  • 0
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    Ryan

    Kim, the SOAP notes are not part of the Reports section of SOAP Vault.  These are the reports which are being referred to. 

  • 0
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    Kim Garcia

    Ok. Thanks for the clarification. But is there a way to block the soap notes from view for the assistants?

  • 0
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    Ryan

    Kim, not yet but we will be adding more granular permission control in a future update.

     

    Edited by Ryan
  • 0
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    Kim Garcia

    Ok. Thank you, Ryan.

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