Donald McMorris
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225 votesDonald McMorris
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An error occurred while saving the comment Donald McMorris
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Request to provide a report of the data collected via Custom Forms, in aggregate. For example, if I have a custom form for "Client Social Media Participation" that includes check boxes for a list of social media platforms, I would like to be able to see data about how these forms are filled. Some example data:
100 clients have completed the form; of these 100, 88 checked "Social Network F", 53 checked "Social Network L", and 7 checked "No Social Media Use".
Donald McMorris
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251 votesDonald McMorris
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We have a non-therapist Operations Manager (OM) whom should have the Organization Administrator permissions but should not be able to access client data as a Therapist. For example, the OM may need to create custom forms, add a practice location, or update practice data.
Right now, the only way for these permissions to be granted, the OM *MUST* also have "Therapist" permissions to allow them to access and edit client notes/etc. The OM does not have a HIPAA-permitted need to access these client records, but must be granted the permission in order to access the Organization Administrator permissions.