How Admin Function Works

Types of Admin Features

1. Individual Clinic

  1. Set up a separate email address so that only that email address has access to editing and creating new content.
  2. The standard clinic user email will NOT have editing access.

2. Group of Clinics

  1. Select one clinic as the admin clinic where edits can only be made at that clinic.
  2. All edits will be reflected on all clinics that are part of that group.
  3. The team list for ALL clinics should be uploaded to the admin clinic.
  4. You can also select member clinics to have editing capabilities.

Features that are Locked Down in Admin Mode

  • Team list
  • Medication list
  • Chart Templates
  • Optional client instructions
  • Edit handouts
  • Create new handouts
  • Form builder

Most of these features are edited in the Preferences and Settings menu.

To set up the admin feature at your clinic, please email [email protected].

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