Groups allow users to restrict access to specific pieces of information in data forms or notes. It also allows for sending information to a specific group through a Q-log or through setting up an appointment. In order for a user to create Group Notes, they also have to be added to the group that has permission to create a specific Group Note.
These groups must be setup under the System Administrator account.
Setting Up a Group
To setup a group, you must be logged in as the System Administrator using the username: sysadmin.
- Go to Settings and click Groups
- Click New Group.
- In the next window, give the group a name and a description.
- Add members to the group by typing their names into the search box provided.