Accounts Administrator calendar access
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Barbara von der Borch
Currently all 12 Practitioners need to allocate access to Account Admin users to edit their calendar appointments. We have had so much turnover and change with reception staff the past few months and this is unmanageable. Calendar permission should be managed centrally by the Supervisor from the Permission screen. It is clunky and time consuming and frankly unmanageable within such a large practice. To work around this and have better work flow I have to allocate Supervisor access to reception staff so they can by default have full access to every Practitioner's calendar. It isn't ideal granting full Supervisor access to reception staff as a work around.
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John Fouyaxis
Matthew Austin
Any update on this?
It has been 5 years since the original request and it causes us grief almost every day. As the original post indicates, reception staff are high turnover. In a group practice with over 12 clinicians, every new reception staff member (even a short-term hire) has to be granted permission by every single one of your clinicians. Insane !!
As an account 'admin' I can't even see if the clinicians have granted access or not. Inevitably one or two of them don't get around to it (or expect the Practice Manager to deal with it).
It's completely illogical for reception staff in a group practice to not be able to perform basic functions like update appointments, create appointments etc etc...
It doesn't make any sense for each clinician in a group practice to have to perform an administrative/setting change to allow this.
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Matthew O'Carroll
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Clinical Diary
Keen for this also! I feel your pain Barbara!!
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David Logue
Look forward to seeing this happen ASAP!
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Barbara von der Borch
Hi Steve, thanks for the explanation, it makes sense now. The ability to assign users to Roles with set permissions - as long as the ability to have access in the role to edit all practitioner calendars is something we can do! - would work very well for us and I look forward to hearing about this when the feature is launched. Thanks very much. Barbara
Steven Whittington
Hi Barbara,Ironically the reason for this came about from the practitioners requirement to personally approve who sees their calendar and therefore their clients information. We plan to introduce a new feature "Role" so that practices can set a Role with permissions and then new users can be added to the existing Role that has the permissions they need to do their job. For example an account may have a Role called "Senior Admin" which has the permission to view the financial and Medicare reporting, see all calendars etc... and another Role that does not have access to reporting... does this sound like something that would work in your practice?
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Hannah Anderson
Steven Whittington: Hi Steven, what ended up happening with this? We're fairly new to CP and our supervisor hasn't come across this function.