Start Granting Access to Intake Status

Allow staff to record appointments and collateral notes for patients in intake status.

About Granting Access to Intake Status

If your clinic workflows include seeing patients who are in intake status, then you have the option to allow staff to record appointments and collateral notes.

Adding Access to Intake Status

To grant access to record Appointments and Collateral notes for patients in Intake Status, an Administrator can go to Admin Config > Options > Preferences > Patient Contacts from Settings > Allow Intakes Access.