How to Deactivate a Tracking Protocol
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Click the Search icon. Type in âTracking Protocolsâ in the search bar. Select âTracking Protocols (Administration)â from the search results. This takes you to the Tracking Protocols list page. Use […]
Set the Userâs Preferences
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Click on the Staff Preferences tab. Complete the Practice Management section. Homepage â The first page the user sees upon logging in. This is also the page that is linked […]
How to Modify a Tracking Protocol
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Note that when you modify a tracking protocol, any instances of this protocol that are already present in the system will NOT be updated based on these modifications. Modifications will […]
Associate the User with Programs
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For staff/users who are direct service staff need to be associated with all programs they provide services in. Users, including non-direct service staff, need to be associated with all programs […]
Assign at Least One Clinical Data Access Group
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Click on the Proc/Prog/Loc/Proxy/Supervisor tab. In the Clinical Data Access Groups section, click on the Add CDAG(s) button. This opens a popup window with CDAGs that the user is not […]
How to Create a Tracking Protocol
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Tracking Protocols are a group of flags. Tracking Protocols allow you to assign a group of flags at once. Click the Search icon. Type in âTracking Protocolsâ in the search […]
How to Delete a Flag
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Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. Use the filters to find the flag you want to […]
How to Deactivate a Flag
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Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. Use the filters to find the flag you want to […]
How to Modify a Flag
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Note that when you modify a flag, any instances of this flag that are already present in the system will NOT be updated based on these modifications. Modifications will be […]
How to Create a Flag
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Click the Search icon. Type in âFlag Typesâ in the search bar. Select âFlag Types (Administration)â from the search results. This takes you to the Flag Types list page. Click […]